I need reliable share tax records.
Accurate gains, income, and holding periods for tax time.
Track shares & taxYour shares are only part of the picture.
Connect your portfolio with property, cash, debt, retirement, and future plans—without rebuilding the household position in every tool.
Coming soonSee the complete picture
Shares
$342,190
+$8,430 this period
Property
$860,000
Equity
Cash
$71,894
3 accounts
Debt
−$192,750
2 liabilities
Retirement
$467,250
Super & pensions
Future plans
On track
14% savings rate
Household position
$1,548,584
+$21,430 this month
Snapshot as at
16 July 2026
Start with what you know.
We connect it into one trusted household record.
My wealth has outgrown the spreadsheet.
Spreadsheets do not update themselves—or tell the full story.
See the full pictureI cannot see what property does to the household.
Equity, debt, and cash flow together—not in isolation.
Add propertyI want to explore future choices from today’s real position.
Model scenarios with today’s numbers, not guesses.
Explore projectionsOne connected household position
$1,548,584
+$21,430 this month
Snapshot as at
16 July 2026
One simple financial check-in.
A clear record of your progress.
1Review
WealthScout flags what needs attention.
2Confirm
Update or confirm what actually changed.
3Snapshot
Lock in a dated position you can trust.
4Understand
See what moved, and what drove it.
5Explore
Test the next decision from the same numbers.
Your story over time
Illustrative household
$1,548,584
+$21,430 (1.4%)
Snapshot as at 16 July 2026
Net worth history
Last 12 months
16 Jul 2026
$1,548,584
Portfolio movement
Last 12 months
+$94,210 (6.5%)
Savings rate
Last 12 months
14%
Start free. Upgrade when the household grows.
Every plan works with the same connected household record.
Core
Know where you stand
- Track assets, debt, and cash
- See your net worth change
- Build the monthly check-in habit
Shares Tax
Walk into tax time ready
- Accurate capital gains and income
- Holding periods and audit trail
- Reports ready for tax time
Complete
See it all — and where it's heading
- Property, cash, debt, and retirement
- Plan scenarios with today’s numbers
- Make connected decisions together
Illustrative household data only. Updated 16 July 2026.
Practical reading