The Wealth Management Platform
Research, manage and measure your wealth in one place, with AI that answers from your own data and cites every number.
Free full access during early access. No card required.
We propose. You decide. We never place orders.
ScalableWealth Intelligence
Ask anything in plain language, on any screen. Intelligence answers from your live holdings and the market data behind them, and cites every figure so you can verify it in one click. It reads your data through permissioned tools.
The platform
Institutional depth, built for the individual investor. Research, analytics, rebalancing and reporting, wired together so a question anywhere becomes a decision. Import your portfolio from a broker CSV in minutes. No exporting, no spreadsheets, no gaps.
Command Center
Book return, year-to-date performance, unrealised gains and yield up top, with performance against your benchmark, risk, allocation and currency exposure below. Every panel is stamped with how current it is and carries its own Ask AI, scoped to the numbers on screen.
Markets desk
Indices, sectors, movers and news on one screen, with your holdings that moved most in the latest session pinned alongside. Select any instrument and the inspector opens its price chart, latest news and signals, and the name stays highlighted across movers, signals and your watchlist. Every figure is stamped with how current it is.
Instruments · ScalableWealth Score
Every covered stock is scored on six dimensions, with published, versioned weights and an honest confidence label where data is thin. Behind the score: full financial-statement history, analyst estimates with a beat-and-miss record, peer comparisons, complete ETF look-through, and a modelled fair-value range that shows its assumptions.
Portfolios · Rebalance
Hold real and model portfolios side by side, set a target allocation, and get a concrete proposal: the exact trades, the drift they close and what they cost, with a flag wherever a sale could realise a capital gain. Realised gains, parcel by parcel, sit on the portfolio's Tax tab. You review every order. We never place them.
Models · Screener · Optimizer · Backtest
Screen every covered name on more than 150 fields, build a model portfolio, optimize it against your constraints, and backtest it against a benchmark, with every step showing its working. No black boxes.
Alerts
Price moves, return thresholds, portfolio drift, dividend ex-dates and news. On the research side: score changes, names entering or leaving your screens, new financial filings. All opt-in, all scoped to what you actually follow.
Plus factor signals that state their limits, watchlists and curated news, full-text-searchable documents and notes beside your holdings, and a calendar of what's ahead.
Coming from a stock research tool? See the side-by-side comparison
See the platform
Real screens, demo data. Four of the surfaces you'll work in every day.
Markets desk
Select once and the desk follows: the inspector opens price, news and signals, and the name stays highlighted across movers, signals and your watchlist. Each figure is stamped with how current it is.
Instruments · ScalableWealth Score
A verdict you can audit: the composite score, six dimensions with per-axis confidence, integrity checks beside the number, and a fair-value range with its assumptions shown.
Portfolios · Rebalance
Value, cash and holdings at the top; a target model with live drift below; one click to a fully costed rebalance proposal.
Backtest
Test any model against its benchmark: growth, drawdown and the metrics that matter, with every assumption visible.
Where we stop, on purpose
We take you all the way to a costed, checked proposal and stop there. Execution is out of scope by design, not a missing feature: your money stays with your broker, and we never hold funds or account credentials. Underneath, data access is permissioned, every tool call lands in an append-only audit log, and every portfolio figure is derived from your transaction ledger and valued daily by a versioned returns engine. It is the same engineering a professional multi-portfolio operation runs on.
Founding members
Everyone who joins during early access is a founding member. When paid plans launch, founding members will be offered A$25 a month, held for the life of the account. Nothing is charged today, and we don't collect a card.
Early access
Full access to the whole platform, free during early access. No card required.