What do I have?
Manage wealth
See net worth across brokers, assets and currencies in one place.
- Multi-currency
- Multi-broker
- Multi-asset
Beancounter · Web, iPhone and Android
Everything you own,
in one picture.
Every account, every broker, every currency, added up. Then the question that matters: when does work become optional? Beancounter runs the projections and keeps your investments pointed at the plan. Institutional tooling, without institutional fees.
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An AI review of any stock you follow
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A briefing on what moved your portfolio
Beancounter Wealth for iPhone and Android, in beta. Shown with a demo portfolio.
Three questions, one answer each.
What do I want?
Plan independence
Plan financial independence with scenario modelling. Identify when work becomes optional.
- Scenario modelling
- Inflation modelling
- FIRE calculations
How will I get there?
Investment strategy
Turn goals and assets into coherent, rebalanceable investment strategies.
- Model portfolios
- Invest cash against models
- Rebalance portfolios to models
Start anywhere. Everything connects over time.
Beancounter Wealth, in your pocket.
Create watchlists and view your portfolios with ease. AI analysis of stocks, and AI portfolio briefings that give you an idea of what is moving your portfolio and your watchlist.
One app for iPhone and Android, talking to the same Beancounter you use on the web. The beta is open now.
From the fund manager's desk.
Shaped by years building portfolio platforms alongside fund managers at tier-1 wealth organisations. The workflows professional managers run daily, distilled for your own money.
- Portfolio management
- Positions, transactions and valuations reconciled across brokers, assets and currencies - the discipline of an institutional book, without the ops team.
- Performance reporting
- Returns you can trust: income, realised and unrealised gains, and currency effects handled properly - reported the way fund managers expect to read them.
- Rebalancing
- Model portfolios and drift, made actionable - invest cash against targets and rebalance holdings to plan, the way a desk runs its book to mandate.
Open source.
Several services behind one product - portfolio, pricing, projection and rebalancing - each versioned and promoted together. The System Version argument at a scale I can hold in my head, which is exactly why it runs here first.