WealthScout

Household money rarely lives in one place. There are shares in one person's name, a property held jointly, a retirement fund each and a loan or two, and most portfolio trackers assume one person and one brokerage account. WealthScout starts from the household.

You upload a broker file and it builds a share portfolio and dividend tracker. Properties get their own records for rent, costs and depreciation, and retirement funds and loans sit beside them. Any asset can be split across owners and structures. Two claims here are the site's own: that live prices update across more than 90 exchanges, and that reporting and tax follow an ownership split exactly.

The coverage list is long. It includes local tax support for 13 jurisdictions, among them Australia, New Zealand, the United States and Canada, as well as the United Kingdom, Ireland, Singapore and Hong Kong. The same list counts 59 exchanges and 28 currencies.

The working rhythm is a monthly check-in. Projections then show where the current trajectory leads, and scenarios let you compare alternatives.

The free plan costs nothing, with no card and, in the site's words, no trial that expires. It tracks up to 10 share holdings in one supported market, models one property and shows one projection, for one user.

Plus is $11.99 a month or $99 a year. It lifts the holdings limit and covers multiple properties with receipts for paid expenses. It also opens up scenarios and the income, drawdown and allocation charts, and lets you invite up to four other household members.

This is financial data about named people, so the policy matters more than usual. The privacy policy, last updated November 8, 2026, names the operator as IP3 Holdings, an Australian business trading as WealthScout, and describes the product as record-keeping and modelling software.

It uses PostHog for analytics, including session replay inside the signed-in app, and under the policy those replays are kept for 30 days. Hosting logs are also kept for 30 days.

One feature deserves a careful read. You can connect an AI assistant such as Claude or ChatGPT to your household records. The policy states that this connection allows both reading and changing records, and that there is no read-only version. If you only want an assistant to look at your numbers, that's a limit to know about before you authorize it.

For a household that wants one shared picture of where things stand, the free plan is a low-stakes place to start.