my portfolio

Track your household's money without connecting a bank.

What you own, what you owe, what comes in and what goes out. You type the figures, so there is no bank login to hand over and nothing is fetched. Australian, and free.

Start in your browser No install, no bank connection to authorise.

Your passive income

$1,275

each fortnight

34% of total expenses, rounded down

Coverage — lowest cost first

  • Power and gas $143
  • Eating out $180
  • Fuel and servicing $210

$165 more each fortnight covers fuel and servicing.

Your own expenses, lowest cost first, marked as your passive income reaches them. The figure leads with what you have built rather than what you are short.

Three ways people use it

You choose what your screens lead with when you sign up, and you can change it whenever you like. Two people sharing a household each get their own — the figures are the same, the order is not.

How it works

  1. 01

    Record what you have

    Assets, liabilities, income and expenses. Entered once and updated when something changes — not every time you buy milk.

  2. 02

    See your position

    Net position and cashflow, in figures you can check. Every total states what it includes and what it has left out.

  3. 03

    Track your coverage

    One figure leads: what your investments pay you, and which of your expenses that already covers. It names the next one within reach.

What it does not do

Stated up front, because these are the three questions people ask.

It does not connect to your bank.
You enter your own figures. There is no bank login to hand over, and nothing is fetched, held or sold.
It does not tell you what to buy.
It performs arithmetic on figures you have entered. It is not financial advice and it does not recommend any product.
It does not round in your favour.
Coverage is rounded down and shortfalls rounded up. An amount you have not recorded is excluded from totals and reported as excluded, never counted as zero.

Get started

My Portfolio runs in your browser and there are iPhone and Android apps. It is free — every screen, no paywall — and you enter your own figures, so there is no bank connection to authorise.

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One account across all three. Your figures are the same wherever you sign in.