Every asset class.
One source of truth.
Listed equities with live prices, private assets with your own valuations, and a full startup investing book with TVPI, IRR and fund metrics - all rolled up into one net worth view.
Free account · works on any device · installs like an app
| Holding | Price | Value | Open P/L | Weight |
|---|---|---|---|---|
| Apple (AAPL) | $233.10 | $186,480 | + $41,220 | 14.5% |
| CSL (CSL.AX) | A$296.44 | A$148,220 | + $12,760 | 11.6% |
| Acme Robotics (private) | $8.0m val | $100,000 | + $25,000 | 7.8% |
| Hamilton Rd (property) | A$1.45m | A$1,450,000 | + $210,000 | 38.1% |
| Vanguard ETF (VAS.AX) | A$104.72 | A$209,440 | − $3,180 | 16.3% |
Built for how investors actually hold wealth
Most trackers stop at stocks. Portfolio treats unlisted companies, property and venture positions as first-class citizens.
Income streams
Dividends, rent and fund distributions - logged once or set recurring - with income and yield rolled up per portfolio.
Benchmark performance
Chart returns against the S&P 500, ASX 200, NASDAQ or any custom ticker - drag across the chart to measure any window.
Startup investing book
Directs and fund positions with TVPI, DPI, RVPI and XIRR from real cash flows - plus hit rate, RTFE and value over time.
Private assets
Unlisted companies, property, collectibles - manual valuations with your own logos, and reminders when valuations age.
What-if exit scenarios
Type hypothetical exit valuations against your direct holdings and watch portfolio TVPI recalculate - nothing is saved.
Public Market Equivalent
KS-PME grows every cash flow at an index - see instantly whether your venture book is actually beating the S&P 500.
Debt & leverage
Track loans against your assets - LTV, net equity and interest drag computed live, so the number you see is truly net worth.
AI imports
Attach a return sheet or quarterly fund statement - every holding is read in for review, and existing names just update.
Net worth rollup
Every portfolio and asset class in one number with an allocation donut - plus autobalance back to your target weights.
Live prices & FX
US markets, the ASX and major global exchanges priced automatically, converted at live FX across USD, AUD, SGD and EUR.
Blended portfolios
Listed equities, property and private positions held side by side in one portfolio - one asset-class mix across it all.
Share, PDF & CSV
View-only share links for advisers and family, a boardroom-ready venture book PDF and CSV of every holding and cash flow.
The flagship: a VC-grade startup book
Run your venture book like a fund
Track direct startup investments and fund-of-funds positions side by side. Record dated cash flows and the app computes true XIRR; save valuations over time and watch TVPI build.
- TVPI, DPI, RVPI and Book XIRR tiles, computed not typed
- RTFE: the exit valuation at which one company returns the whole book
- Amber dots on holdings not revalued in 12+ months
- PDF and CSV export of the entire book
Know if you are beating the market
The performance chart plots market value and return on open positions against your chosen benchmark. Drag across any date range to shade the window and read your relative performance.
- S&P 500, ASX 200, NASDAQ or any custom ticker - a REIT, SPY, an ETF
- Drag-to-select any window: portfolio move vs benchmark move
- KS-PME on the venture book once cash flows exist
One number for everything you own
The net worth rollup combines every portfolio - public, private and startup - converted at live FX rates, with income and debt included so the number is genuinely net worth, and an allocation donut showing exactly where your wealth sits.
- Live FX across USD, AUD, SGD and EUR
- Loans netted off: LTV, equity and interest drag per asset or portfolio-wide
- Private document storage for statements, contract notes and valuations
- View-only share links for advisers and family
What if Acme exits at $180m?
Type hypothetical exit valuations against your direct holdings and watch the book TVPI recalculate live - nothing is saved. Then let KS-PME tell you whether the whole venture book is actually beating the index it competes with.
- What-if exits recompute portfolio TVPI without touching the data
- KS-PME grows every cash flow at the S&P 500, ASX 200 or NASDAQ
- RTFE: the single exit that would return the entire book
| Holding | Value now | What-if exit | Book TVPI |
|---|---|---|---|
| Acme Robotics | $8.0m val | $180m | + 1.8x → 4.6x |
| Volta Grid | $22m val | $60m | + 1.8x → 2.3x |
| Nimbus AI | $4.5m val | written off | 1.8x → 1.6x |
| KS-PME vs S&P 500 | — | — | + 1.24x |
Just tell it what happened
Ask "what is my biggest position?" or say "add a $50,000 investment in Acme at a $5m valuation" and it happens. Attach or drag in documents and the AI reads them straight into the app for your review.
From tracker to boardroom PDF in one click
Export the entire venture book as a polished PDF - metrics, charts and every holding - or pull any portfolio to CSV. Numbers your accountant, co-investors or family office can work with immediately.
- Full venture book PDF with TVPI, XIRR and per-holding detail
- CSV export of every holding, transaction and cash flow
- View-only share links when a PDF is too static
Frequently asked
Is it really free?
Yes - creating an account and tracking your portfolios is free. There is no trial clock and no card required to start.
Can I track private companies and property, not just stocks?
That is the whole point. Unlisted companies, startup investments, funds and property are first-class assets - you set your own valuations and the app tracks them over time alongside your listed holdings at live prices.
How do live prices work? Which exchanges are covered?
Listed holdings are priced automatically - US markets, the ASX and major global exchanges, plus ETFs. Multi-currency portfolios convert at live FX rates across USD, AUD, SGD and EUR.
Are TVPI and IRR calculated properly?
Yes. You record dated cash flows and valuations; the app computes true XIRR, TVPI, DPI and RVPI the way a fund would - nothing is hand-typed into a summary box.
Can my accountant or family see it without an account?
Yes - view-only share links show a live, read-only copy of any portfolio. Revoke them any time. You can also export everything to PDF or CSV.
Is my financial data private?
Your data lives in your own account, protected by your login, and is never sold, shared or mined. You can export or delete everything whenever you like.
One account. Every tool.
Your wealth deserves better than a spreadsheet
Free account. Every asset class. One source of truth.
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