Understand your money well enough to stop worrying about it.
Projections
Portfolio value
Top 3 of 22 by value.
| Holding | Units | Market value | Capital gain |
|---|---|---|---|
| IVVASX | 310 | $168,940 | +$44,517 |
| VGSASX | 980 | $142,310 | +$31,908 |
| VASASX | 1,240 | $118,420 | +$18,204 |
Wellington Unit
8/24 Oriental Parade, Wellington 6011
Property value
$0
Your equity
$0
Security LVR
0.0%
Cash after repayments
+$0 / mo
Rental result pre-tax
+$0 / mo
Rental result post-tax
+$0 / mo
Figures are indicative. Cash after repayments reflects scheduled repayments at stressed rates; the rental result excludes principal.
Plan changes
Add changeAlex drops to part time
Three days a week, so you save 45% of what it saves today
Buy a rental flat
$780,000 unit, $620,000 mortgage, rented out
Alex's shares vest
$250,000 of vested shares sold into the Everyday account
Alex retires
Stops work at 58, not 67
Morgan retires
Stops work at 56, the same year as Alex
Retirement savings unlock
Locked retirement savings can be drawn from age 60
A single financial dashboard for your assets and liabilities. See your total net worth at a glance, without maintaining the complex formulas of a manual spreadsheet.
A live ROI calculator for your rental property. Track rent, running costs, and mortgages in one place. See your true yearly profit, model the impact of interest rate hikes, and know exactly what you owe at tax time.
A live crypto portfolio tracker. Track all your crypto across multiple exchanges and wallets in one place. Get automated price updates and instant portfolio insights.
A realistic retirement calculator. Project your wealth forward through multiple scenarios. Find out exactly when you can afford to retire, and which financial decisions let you finish work sooner.
Track assets across every entity you own—from joint accounts to family trusts and retirement funds. Model exact tax implications across 13 supported jurisdictions.
Your structures
Who owns what
Split any asset across structures. Reporting and tax follow that split exactly.
Coverage
Know where your household stands.
Track everything you own and owe, with monthly check-ins.
Free
No card, no trial that expires.
Test decisions before you make them.
For households with more than one owner, market or property.
$11.99per month
or $99 a year, saving $44.88 USD
Plan lasts to age
–Alex 2072 · Morgan 2074
Retirement age
–Alex and Morgan, same year
Net worth at retirement
–In 2040
Projected net worth
–in 2052 · Alex age 70 · Morgan age 68
Selected year
2052
