Know your number.
Every single morning.

Every asset. Every entity. Every currency. One live net-worth dashboard — built for serious investors.

Stocks
Crypto
Real Estate
Private
Cash & FI

The problem

Most net-worth tools only show half the picture.

Stocks-only apps

Beautiful charts of one slice — silent on the property, the SMSF, and the cash sitting in a different currency.

Spreadsheets that go stale

Manual prices, manual FX, manual everything. Updated last quarter, accurate for nothing.

No view across entities

Personal here, trust there, SMSF somewhere else. Your real net worth lives in your head — not anywhere you can check it.

Allvyu fixes this.

The view from the top

Everything you own, one clear picture. From your morning check-in to end-of-year tax prep — your full financial position, always waiting for you.

app.allvyu.com/dashboard
Net Worth
$0
+$42,180(+0.99%) past 1Y·+$1,234(+0.03%) today
Net Worth
$4.3M$4.0M$3.7M$3.4M
Apr 25Jul 25Oct 25Jan 26Apr 26
Stocks
49%
Real Estate
28%
Crypto
11%
Private
8%
Cash & FI
4%
Ownership

By entity

View all 4 →
James Smith
Individual
52%
$1.24M
Smith Family Trust
Family Trust
29%
$680K
Smith SMSF
SMSF
14%
$340K
Holdco Pty Ltd
Company
5%
$120K

What you get

Tools once reserved for the ultra-wealthy

Private wealth managers charge six figures a year for this visibility. Allvyu puts it in your pocket.

Multi-Asset Tracking

Stocks, crypto, real estate, private investments, cash, and liabilities — every asset class in one live picture.

Multi-Entity Support

Personal names, trusts, companies, SMSFs, partnerships. See what each entity is worth and how it rolls up.

You
Trust
Holdco
SMSF

Cross-Asset Analytics

Risk-adjusted returns, liquidity scores, and concentration analysis across every asset class.

Tax-Ready Reports

One click, tax time done. Jurisdiction-specific packs for AU, US, and UK — FIFO gains, dividends, rentals, entities.

Tax Pack — FY24/25Ready
Capital gains (FIFO)$42,180
Dividend income$8,420
Rental income$24,000

AI Portfolio Research

A full analytical brief on your portfolio in seconds. Positioning, concentration, tailwinds — like a research desk on demand.

Concentration risk: AAPL + MSFT = 32% of equity sleeve, +12pp above benchmark…

Private by Design

Row-level database security, MFA, HTTPS. Your wealth data is yours alone — no third-party sharing, no selling, ever.

Row-level RLSon
MFA / TOTPon
HTTPS + at-rest encryptionon

Pricing

Start the habit for free

The habit costs nothing to start. Upgrade as your portfolio grows.

Free

Start the habit — free, forever.

$0/forever
Get Started
  • Up to 3 accounts
  • 15 stocks · 15 crypto
  • 1 property · 1 private investment
  • 2 cash · 2 liabilities · 1 entity
  • CSV import (broker files)
  • Live real-time prices
  • Unlimited historical backfill
  • Daily + on-demand snapshots
  • Multi-currency portfolio
Most Popular

Pro

For those building serious wealth.

$19/month
billed monthly
  • Everything in Free, plus:
  • Up to 25 accounts · 100 stocks · 100 crypto
  • 5 properties · 10 private investments
  • Unlimited cash & liabilities · 4 entities
  • Tax Pack (AU / US / UK)
  • Cross-asset analytics & valuation gauges
  • AI Portfolio Research — 15 / month
  • AI Broker Import — 15 / month
  • Priority support

Premium

For complex, multi-entity wealth.

$39/month
billed monthly
  • Everything in Pro, plus:
  • Unlimited accounts · holdings · entities
  • Unlimited properties & private investments
  • Tax Verification — upload to verify dividends & franking
  • Return of capital & DRP event tracking
  • AI Portfolio Research — 60 / month
  • AI Broker Import — 30 / month
  • Private investment document archive (25/mo)
  • Dedicated support

Start the habit

Know your number tomorrow morning.

Free forever. No credit card. Two minutes to set up — and your full wealth picture is waiting for you every morning.

Good questions

Everything you need to know before you start.

Have a question that's not here? Get in touch