All asset types
Track shares, ETFs, managed funds, property, cryptocurrency, cash, and other investments.
Complete financial picture
Asset portfolio
Enter your shares, ETFs, property, crypto, cash, and other investments with expected returns and growth rates.
Key highlights
Custom growth rates
Set expected return rates for each asset class based on your investment strategy.
Dividend tracking
Track dividend yields and dividend reinvestment plans for income-producing assets.
Portfolio allocation
Visualise your asset allocation and see how it evolves over time.
Why this matters
- 1See your complete investment portfolio in one place without connecting bank accounts.
- 2Understand your asset allocation and whether it aligns with your strategy.
- 3Project how your investments will grow based on realistic return assumptions.
- 4Track your progress towards your target portfolio size for FIRE.
How it works
- 1
Navigate to the assets section and add your investments.
- 2
Enter the current value, asset type, expected return, and dividend yield.
- 3
View your portfolio allocation breakdown and projections.
- 4
Update values periodically to track your actual progress.
Ready to start planning your financial future?
Join Wealth Dashboard and get access to all our features including asset portfolio.