Property, shares, super, cash, crypto and debts — Track My Wealth brings every part of your financial life together, so you always know exactly where you stand.
The same wealth files you use on the web, synced to your phone and tablet. Check your combined net worth, live share and crypto prices, and every holding — wherever you are.
A running record of what you own and owe — not a transaction feed you have to interpret yourself.
Tag any property, share holding, cash balance or other asset to a super fund — SMSF or industry — and every chart splits it out automatically.
Add a partner, a trust or an SMSF as its own profile, then see them combined or apart. Nothing gets double-counted.
Net wealth over time and asset breakdown over time, built from your actual purchase dates and prices — not a single snapshot.
Invite an adviser, a partner or an accountant as an Owner, Editor or Viewer. They see exactly what you choose, nothing more.
Track council rates, strata, insurance and maintenance per property, see an estimated land tax bill by state, and expand a chart of projected value against your loan balance — right on the property card.
Mortgage and loan repayment schedules, income tax, stamp duty, savings growth and rent-vs-buy — all free, all built into the app, remembered on your device.
Bitcoin, Ethereum and other holdings sit in the same net worth total as property, shares and super — no separate app or spreadsheet needed to see the full picture.
Your net worth benchmarked against the Australian average for your age, using the same ABS data behind the homepage's Net Worth Score.
Set a target net wealth and see the year you're projected to reach it, based on your own growth rates and savings — not a generic rule of thumb.
Model a fund growing to retirement, then drawing down at the ATO's legislated minimum percentages by age — right inside the Super funds tab.
The Retirement planner (Advanced) uses your super, your other holdings and your pay to show the steady yearly income you could draw to age 95. Compare retiring at 62, 65 or 68 side by side, plan as a couple, and see it year by year in your report.
Log your buys and sells (Advanced) and see the gain on every sale by financial year, with the 50% discount today and the new indexation and 30% minimum tax from 1 July 2027. Choose which parcels you sell, and the full report carries it too.
On the Advanced plan, connect an AI assistant such as Claude or ChatGPT to your wealth files and ask questions in plain English. Access is read-only. Your notes, legacy contact, sharing details, emails and password are never shared, and you can disconnect at any time.
Record the sale of shares, crypto or a property: the holding drops out from that date, the proceeds land in the cash account you choose, and a linked loan can be paid out. Log property improvements so they count towards cost base. Bring in your buys and sells from a broker or exchange CSV file.
Properties, shares, cash accounts, loans and other assets — each with real purchase details, not just a running total.
Link any entry to an SMSF or industry fund so it's counted correctly everywhere it appears.
Charts update as you go, and you decide who else gets to see them.
Yes. Signing up and tracking your property, shares, cash, loans and superannuation is free — no credit card required and no trial that expires.
Everything that makes up your net worth: investment and owner-occupied property, ASX and international shares, cash accounts, loans, superannuation (including SMSFs), cryptocurrency, and other assets — all brought together into one AUD net worth figure.
Yes. Track My Wealth estimates land tax for each Australian state and territory from your properties' land values, automatically excluding your primary residence, and includes a stamp duty calculator plus mortgage, income tax and rent-vs-buy tools for every state.
Yes. Tag any property, share holding, cash account or other asset to a super fund — SMSF or industry — and every total and chart automatically splits out what's inside super from what isn't.
Yes. Invite a partner, an adviser or an accountant as an Owner, Editor or Viewer on a wealth file, so they see exactly the level of detail you choose.
No — Track My Wealth doesn't require bank-feed access. You enter your property, share, cash and loan details directly, which keeps setup private and avoids the reliability issues that come with automatic bank feeds.
Yes, on the Advanced plan. You can connect an AI assistant such as Claude or ChatGPT to your wealth files with read-only access, then ask questions about your net worth in plain English. It can read your figures but cannot change anything. Your notes, legacy contact, sharing details, email addresses and password are never shared, and you can disconnect the assistant at any time. What the assistant does with the information is then covered by its provider's terms.
Yes — security is built into how Track My Wealth works, not bolted on afterward. Every connection is encrypted (HTTPS), and your password is never stored in plain text — it's securely hashed, the same way banks handle passwords. Track My Wealth never asks for or stores your banking credentials at all, so there's no bank connection that could ever be compromised. You can also turn on optional two-factor authentication (2FA) using an authenticator app, for an extra layer of protection at login. And your data is private to your account by default — if you choose to share a wealth file with a partner or adviser, you decide exactly what they can see, including a read-only option that lets them view without being able to change anything.
Questions about Track My Wealth, or want to talk about managing clients on it? Send us a message.