Portfolio intelligence for modern investors

Track your investments with clarity, not spreadsheets.

WealthSync helps you manage shares, ETFs, dividends, trades, target allocation, Monthly Review Hub progress and portfolio commentary in one calm workspace.

Create accountView interactive demoExplore features
Multiple portfoliosGlobal tickersBroker CSV importsMonthly Review HubPDF reports
Portfolio overview$5/mo AUD
Value$428k
Income$8.4k
CAGR9.6%
Portfolio value12 month trend
+12.4%
Core ETFs48%
Dividend shares31%
Growth holdings21%
Dashboard preview

A closer look at the portfolio workspace.

WealthSync brings the main portfolio view, holding tiles, value chart and 52-week position into one clean dashboard.

My US Portfolio
◔
Portfolio overview$124,424
Profit $28,510CAGR +43.6%Income $242
↑
AAPL$316.22 · 100 unitsAllocation 25.4% · Target 10%
$31,622
↑
TSLA$406.55 · 100 unitsAllocation 32.7% · Target 10%
$40,655
✓
NVDA$202.78 · 115 unitsAllocation 18.7% · Target 20%
$23,319
↑
MSFT$384.36 · 75 unitsAllocation 23.2% · Target 10%
$28,827
Portfolio value historyCombined market value of holdings
+210.2%

52-week position

Current price within each annual trading range

AAPL
99%
TSLA
54%
NVDA
55%
MSFT
17%
Why investors use it

Everything needed for a monthly portfolio review.

Designed for individual investors who want professional tracking without building another spreadsheet.

01

Track every portfolio

Separate personal, family, superannuation or long-term strategies while still seeing the combined picture.

02

Record every trade

Import broker CSV reports or enter buys and sells manually with brokerage, cost base and target percentage.

03

Build a monthly habit

Use the Monthly Review Hub to refresh prices, save AI insight, export reports and check data quality before relying on the numbers.

Allocation snapshot

42%Core
Core ETFs42%
Dividend shares29%
Growth17%
Cash/other12%
Core features

Built around the questions investors actually ask.

  • Which holdings are above or below target?
  • How much income does this portfolio generate?
  • What changed after the latest trades?
  • Can I export a clear report for my records?
  • Have I completed this month’s review workflow?

Monthly Review Hub.

Track whether prices were refreshed, AI commentary was saved and a PDF report was exported for the current month.

See reports
SEO entry points

Find the feature that matches your investing workflow.

Dividend tracker

Track estimated portfolio income and dividend contribution by holding.

ETF portfolio tracker

Review ETFs, shares and diversified holdings across portfolios.

Allocation tracker

Set target weights and spot portfolio drift quickly.

Ready to make portfolio review feel simpler?

$5/month AUD. Cancel anytime; access remains active until the end of your paid billing period.

Start WealthSync