Your wealth, centrally managed.The numbers, butler-kept.
Property, shares, super, crypto, cash and every debt against them — priced daily, in the currency you think in, and presented as a proper butler presents anything: correct before you thought to ask. Property, shares, super, crypto, cash and every debt against them — priced daily, in the currency you think in, on a sheet that is right whenever you open it.
Discretion, naturally — no advertising, nothing about you sold, and the ledger leaves with you whenever you wish.Export everything, any time. No advertising, nothing about you sold.
All toldNet position
$1,136,600
This quarter
▲ $18,400
Markets tracked
7
Net worth
The line that matters, minded daily.The line that matters, against the one you'd otherwise guess at.
Every asset and every debt, revalued each day and plotted against the benchmark of your choosing. Alfred does not flatter the numbers — "am I actually ahead?" becomes something you can see, not something you feel. Every asset and every debt, revalued daily and plotted together — with your chosen benchmark behind it, so "am I actually ahead?" stops being a feeling.
Total net worth · AUD
$1,136,600
▲ $154,200 · 15.7% over 12 months
Where it sits
Today's movers
What it holds
Including the things a data feed will never find.
Any tool can fetch what has an API. A proper inventory includes the rest — the flat, the unlisted shareholding, the loan to a sibling that nobody mentions at dinner. Aggregation is easy for the accounts that offer an API. The reason most people's picture is wrong is everything else — the flat, the unlisted shareholding, the loan to a sibling.
Listed holdings
Lot-level cost base with FIFO, LIFO or specific identification, income records, and a money-weighted return per holding.
Property & the debt on it
Equity and loan-to-value per property, with the loans secured against each one shown against it rather than in a pile.
Structures as they are
Nest portfolios for trusts and companies. Ownership compounds up the chain instead of being flattened to a guess.
Everything else
Insurance, documents, receipts photographed before they fade, and the assets nobody has an API for.Insurance, documents, receipts from your phone, and the assets nobody has an API for.
- Priced daily
- ASX, NZX, US markets, London, Toronto, Hong Kong and Singapore — plus crypto and FX.
- Ten currencies
- Hold in one, report in another. AUD, USD, EUR, NZD, GBP, JPY, SGD, CAD, CHF and HKD.
- Brought in
- CSV, OFX and QIF statements with duplicates caught, or an existing Kubera portfolio with its full history.
- Read for you
- Statements and payslips parsed by AI on your own key — always as a draft you review before anything is saved.
Australian depth
Alfred speaks fluent ATO.Early insight, months before year end.
Super caps, franking credits, HECS and the CGT discount — understood all year, not just in July. The engine raises the matter months before year end, while there is still time to do something about it. The engine understands super, franking credits, HECS and the CGT discount — so you can time a sale past twelve months, check super headroom, or notice this year looks different while there is still time to do something about it.
Planning estimates, not a return. Your accountant still lodges it.
Always current
Attended to before you arrive.Open it and it is already right.
The work happens whether or not you are watching. Prices refresh, markets follow their own holiday calendars, and the digest you asked for arrives on the morning you asked for it. The best service is the kind you never catch happening. The work happens whether or not you are looking. Prices refresh, markets are tracked against their own holiday calendars, and the digest you asked for turns up on the morning you asked for it.
Your own AI
Ask the assistant you already pay for.
Connect ChatGPT, Claude or Perplexity and ask it about your own money. You choose exactly which categories may be read — read-only, always — and switching it off revokes every connection at once. Each request is noted in the audit log; a good doorman keeps a list. Connect ChatGPT, Claude or Perplexity and ask it about your own money. You tick which categories it may read — read-only, always — and switching it off revokes every connection immediately. Every request lands in your audit log.
DiscretionTrust
Discretion is the whole profession.Your data is always yours.
Your data stays yours — the product is the business, so there is no advertising to feed and no data broker waiting at the tradesman's entrance. Your trust is the asset minded most carefully here. We are 100% clear that your data must remain yours. The product is the business itself, and your trust is critical to our success.
Never sold, never mined
No advertising, no data broker, no "anonymised insights" sold on to anybody.
Two-factor, properly
TOTP, enforceable site-wide, with a session that cannot reach anything until enrolment is actually finished.
Encrypted at rest
Every credential and integration key is encrypted in the database, and never returned by any API.
Yours to take
One click exports everything you have put in, any time, in formats you can actually open. No exit fee, no retention call; your coat fetched without comment.
Pricing
Pay for what you use. Not a slice of what you own.
Charging a percentage of a fortune merely to keep its ledger is not a business model that deserves to exist. The arrangement here is plain — a simple price for the features you engage. Live-in staff have historically cost rather more. Charging a percentage of someone's assets to show them a total is not a business model that deserves to exist. Our model is simple, and based only on the features you need.
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