Consolidate your portfolio across equities, property, super, and alternatives. Get AI-powered insights, analyst research analysis, and real-time market signals — all in one place.
Total portfolio
$0
+12.4%Today's change
+$2,340
+1.2%Active signals
7
3 newSix integrated modules that give you an institutional-grade view of your finances — without the institution.
Start each day with a portfolio snapshot, market pulse, AI-generated daily brief, and personalised alerts.
Track holdings across brokerage, super, bank, property, and crypto accounts. Benchmarked against ASX 200 and S&P 500.
Upload analyst research and let AI analyse the impact against your actual portfolio. Automatic trade signals and analyst scorecards.
Model property financials with rental income, loan details, and expenses. Compare tax implications across states.
Run Monte Carlo simulations with bear, base, and bull projections. Track risk metrics including Sharpe ratio, VaR, and max drawdown.
AI-powered news relevance filtering from AFR, WSJ, and Bloomberg. Real-time alerts and sentiment analysis on your holdings.
Be faster, more nimble, and more accurate than institutional wealth management desks.
Surface insights the moment analyst reports drop. Act on signals before the market moves.
Invite-only access with row-level security. Your financial data never leaves your control.
Designed for 5–15 trusted associates. No enterprise bloat, no public sign-up, no compromises.
Everything you need to know about Vantage.
Vantage is invite-only. The account owner manages access for trusted family members and associates. There is no public sign-up.
We integrate with Alpha Vantage and Twelve Data for ASX and US market data, RSS feeds from AFR and WSJ for news, and accept uploaded analyst research in PDF, XLSX, and text formats.
When you upload analyst research, our AI (powered by Claude) analyses the content against your actual portfolio holdings. It generates trade signals, impact assessments, and an analyst scorecard — all returned as structured data.
All data is stored in a Supabase PostgreSQL database with row-level security. Every query runs as the authenticated user — there is no shared data access. API keys and credentials are server-side only.
Vantage tracks equities (ASX and US), ETFs, property, superannuation, cash accounts, and alternative investments. Each holding is linked to an account for full portfolio visibility.
Yes. Portfolio snapshots, trade signals, and research summaries can all be exported. We believe your data belongs to you.
Sign in to access your portfolio dashboard, research hub, and real-time market signals.