Question 1

Can I track assets in different currencies?

Accepted Answer

Yes. Allvyu supports unlimited currencies and converts everything to your base currency using real-time FX rates. P&L uses trade-date rates, so currency movements show up correctly — AUD stocks, USD ETFs, GBP property all roll up into one number.

Question 2

What asset classes can I track?

Accepted Answer

Stocks (any global exchange), cryptocurrency, real estate (with rental yields and mortgages), private investments (angel/VC/PE), cash and fixed income (savings, term deposits, bonds), and liabilities — each with dedicated tracking.

Question 3

Can I track multiple legal entities (trusts, companies, SMSFs)?

Accepted Answer

Yes. Create entities for trusts, companies, SMSFs, partnerships or individuals, link accounts to one or more, and see net position per legal owner. Tax reports can be scoped to a single entity.

Question 4

Does Allvyu generate tax reports?

Accepted Answer

Yes. Pro and Premium include jurisdiction-specific tax packs for Australia, the US and the UK — FIFO capital gains, dividend/distribution income, rental income, valuations and entity structure, accountant-ready.

Question 5

How is my financial data secured?

Accepted Answer

Your data is isolated to your account with row-level security, authentication supports MFA, and all connections are encrypted. We never share or sell your data.

Question 6

How does the AI agent work?

Accepted Answer

CC your providers on statements and the agent files them automatically — read, classified and attributed. It answers questions and can propose changes (trades, movements, records), but nothing is committed without your approval.

Questions, answered