portfolio
Know your worth in one siMPLE APP.
Connect your accounts in seconds, see your money clearly, and build your wealth—anytime, anywhere.
Pricing
Portfolio offers flexible subscription tiers designed to suit different needs — from individuals who want a simple way to track their money, to businesses looking for advanced financial insights. Each plan unlocks more features and tools, so you can choose the level of access and support that fits you best
FAQ’S
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Portfolio is your all-in-one asset wallet — a single place to see everything you own, everything you owe, and your real financial position at a glance.
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Your money is always safe with Portfolio. When you link your bank accounts, we only receive read-only access, meaning we can display balances and transactions but can’t move money or make changes. Portfolio cannot buy or sell stocks, crypto, or any financial products on your behalf.
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Portfolio Assist analyses your financial data and gives you simple, personalised insights to help you understand your money better. It’s general guidance only — not financial advice.
Here are some questions we are asked all the time. Have a look for yourself.