Your entire net worth.
One dashboard.

Track stocks, crypto, real estate, private investments, cash, and liabilities across multiple entities and currencies — all in one beautifully designed wealth management platform.

Stocks
Crypto
Real Estate
Private
Cash & FI

See your wealth come to life

A live preview of the Allvyu dashboard. Real-time market data, portfolio tracking, and beautiful analytics.

allvyu.com/dashboard

$4,287,932

+$42,180 (+0.99%)

Total Net Worth · AUD

Stocks
$2.1M
+1.2%
Crypto
$485K
+3.4%
Real Estate
$1.2M
+0.0%
Private
$340K
+0.5%
Cash & FI
$162K
+0.2%

Portfolio Performance

1W1M3M6MYTD1Y3YAll
Net Worth
$4.3M$4.0M$3.7M$3.4M
Apr 25Jun 25Aug 25Oct 25Dec 25Feb 26Apr 26

Cross-Asset Analysis

ReturnLiquidYieldDDConc
Stocks
+1.5
90
2.1%
-18%
52%
Crypto
+0.8
80
0.0%
-45%
11%
Real Estate
+0.3
30
4.2%
-5%
28%
Cash & FI
0.0
100
4.8%
0%
4%

Asset Allocation

Stocks
49%
Real Estate
28%
Crypto
11%
Private
8%
Cash & FI
4%

Built for serious wealth tracking

Every feature you need to manage a sophisticated, multi-asset portfolio.

Multi-Asset Tracking

Stocks, crypto, real estate, private investments, cash, fixed income, and liabilities — all in one place with live market data.

Multi-Entity Support

Track wealth across personal, trusts, companies, SMSFs, and partnerships. See net position per entity with proper account linking.

Multi-Currency

Hold assets in any currency. Allvyu converts everything to your base currency with historically accurate FX rates.

Tax-Ready Reports

Generate jurisdiction-specific tax packs (AU, US, UK) with FIFO capital gains, dividend income, rental income, and entity breakdowns.

Cross-Asset Analytics

Compare risk-adjusted returns, liquidity, yield, drawdown resistance, and concentration across all your asset classes.

Market Valuation Gauges

See where each asset class sits versus historical averages — Shiller CAPE, BTC vs 200DMA, 10yr Treasury yield, and more.

Smart P&L Calculation

True returns including FX impact. Currency-neutral breakdown shows pure stock performance vs FX gains separately.

Real Estate Tracking

Track properties with rental yields, mortgage details, gearing, equity, and net rental income — including investment property analytics.

AI Portfolio Summaries

Get intelligent insights on your holdings, performance trends, and rebalancing suggestions powered by AI. Available on Pro and Premium plans.

AI Document Upload

Upload broker statements, tax documents, or holding reports. Our AI extracts trades and balances automatically — no manual entry. Pro and Premium plans.

Bank-Level Security

Encrypted at rest, MFA support, row-level security, and consent-gated error tracking. Your financial data stays yours.

Liabilities & Net Worth

Track loans, mortgages, credit cards, and tax liabilities alongside assets for a true net worth picture — all with proper FX conversion.

Simple, transparent pricing

Start free. Upgrade when you need more.

Free

Perfect for getting started

$0/forever
Get Started
  • Up to 2 accounts
  • 25 stocks · 25 crypto
  • 1 property · 3 cash holdings · 3 liabilities
  • Live real-time prices
  • Unlimited historical backfill
  • Daily + on-demand snapshots
  • Multi-currency portfolio
Most Popular

Pro

For serious investors

$9/month
Start Free Trial
  • Up to 25 accounts
  • 200 stocks · 200 crypto
  • 5 properties · 10 private investments
  • Unlimited cash & liabilities
  • Up to 5 entities
  • Tax pack generation (AU / US / UK)
  • CSV import
  • AI portfolio research (10/mo)
  • Cross-asset analytics & valuation gauges
  • Live real-time prices · unlimited backfill · daily + on-demand snapshots
  • Priority support

Premium

For complex wealth structures

$19/month
Get Started
  • Everything in Pro
  • Unlimited accounts · holdings · entities
  • Unlimited private investments & properties
  • Unlimited AI portfolio research
  • AI document upload (parse broker statements)
  • Custom tax jurisdictions
  • Live real-time prices · unlimited backfill · daily + on-demand snapshots
  • Dedicated support

Take control of your wealth

Join investors managing millions across stocks, crypto, real estate, and private investments — all in one place.

Get Started Free

Frequently Asked Questions

Everything you need to know about Allvyu.

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