Australian private wealth dashboard — ASX equities, property, superannuation, crypto and US stocks consolidated in one place.
Track everything you own — ASX stocks, US equities, property, super, crypto, and cash — updated live every five minutes. See your real net worth, get a CGT report your accountant can use, and receive a weekly written briefing on your portfolio. From $19 a month.
Sample portfolio · No account required · No credit card
Emery Wealth was founded on a simple premise — private investors deserve the same calibre of portfolio intelligence that wealth managers and institutional funds have enjoyed for decades.
Tell us what you hold across any platform and we do the rest — live prices, AI analysis, consolidated net wealth, and professional reporting. No spreadsheets. No guesswork. Just clarity.
Every aspect of Emery Wealth is built around a single goal — giving you a complete, accurate, and beautifully presented picture of your financial life.
Navy or Parchment — your portfolio looks sharp either way. Track performance, manage your budget, and get AI-powered insights from your phone.
"The property section is what got me. I can finally see my equity position across both properties alongside my share portfolio. The mortgage modelling is something I used to do manually in a spreadsheet every month."
"I use it for our SMSF and my personal portfolio separately. The weekly briefing is genuinely useful — it's written around what we actually hold, not just generic market commentary you could find anywhere."
I spent a long time looking for a platform that could handle shares, property, super and crypto together and still produce something useful at tax time. Nothing did all of it. So I built it. Emery Wealth isn't financial advice and it doesn't try to be. It's just the tool that didn't exist.
ASX equities, property, super, crypto, AI alerts, budget, CGT reports — 10 of 12 features already live, with 2 more coming.
Everything from data security and broker support to CGT reports and SMSF structures — answered.
Read the FAQ →For high-net-worth families and multi-entity structures requiring bespoke configuration, white-glove onboarding, and a dedicated account manager. Tell us about your situation and we'll respond within one business day.
