Global holdings
Search by ticker across major exchanges and crypto markets, then record units, price and purchase date.
Portfolio intelligence, made personal
Know what you own.
Understand why.
Bring global shares and crypto into one calm workspace. Track income, model risk, and make clearer decisions with evidence—not noise.
01 Global instruments02 Dividend & DRP tracking03 Explainable models
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Your portfolio
Portfolio value$148,620+8.4%
Annual income$4,284+12.1%
Risk scoreBalanced64 / 100
Growth1Y⌄
$148,620 +8.4%
SepDecMarJunAug
Top holdingsView all →
C
CBA.AXCommonwealth Bank
28%A
AAPLApple
22%V
VAS.AXVanguard Australian Shares
18%B
BTCBitcoin
9%PROJECTED DIVIDENDS$1,246Next 12 months
One portfolio, every angle
From transactions to real insight.
Income, properly tracked
Estimate dividends per share, record payments and model dividend reinvestment plans without losing cost-base context.
Analysis you can explain
Compare diversification, Markowitz efficiency, quality characteristics and a Buffett-inspired long-term lens.
Multi-model analysis
Different lenses.
One clearer view.
No single model has every answer. Portfolia shows where the models agree, where they differ and what assumptions sit underneath.
M
Markowitz
01Risk, return, correlation and efficient allocation.
Q
Quality & value
02Durability, balance-sheet quality and valuation discipline.
W
Buffett-inspired lens
03Concentration, understandable businesses and long holding periods.
Portfolia is an analytics tool, not financial advice. Demo market prices are illustrative and should be verified before making an investment decision.
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