Private Wealth Intelligence

Your wealth,
illuminated.

Emery Wealth delivers institutional-grade portfolio intelligence to private investors. Real-time market data, AI-powered analysis, and consolidated net wealth reporting — built for those who take their financial future seriously.

Explore Live Demo View Pricing

Sample portfolio · No account required · No credit card

Live
Market Data
AI
Powered Analysis
256
Bit Encryption
ASX
+ International Markets
Live
Price Feeds Every 5 Min
AI
Daily Market Alerts
256
Bit Encryption
About Emery Wealth

Built for the
serious investor.

Emery Wealth was founded on a simple premise — private investors deserve the same calibre of portfolio intelligence that institutional funds have enjoyed for decades.

Tell us what you hold across any platform and we do the rest — live prices, AI analysis, consolidated net wealth, and professional reporting. No spreadsheets. No guesswork. Just clarity.

Our Approach

Three pillars of
intelligence.

Every aspect of Emery Wealth is built around a single goal — giving you a complete, accurate, and beautifully presented picture of your financial life.

01 · Security
Bank-grade protection
PBKDF2 password hashing, HMAC-SHA256 signed sessions, and strict per-client data isolation. Your data is never shared, never aggregated, never sold.
02 · Intelligence
AI-powered insights
Claude AI analyses your portfolio against current market conditions, presenting scenario-based analysis and flagging concentration risks — with broker consensus data refreshed weekly for context.
03 · Consolidation
Every platform, one picture
CommSec, Stake, micro-investing platforms, crypto wallets — model your holdings from any platform without needing to hand over account access. Your data stays yours.
The Platform

Intelligence
at a glance.

A real-time dashboard that knows your entire financial picture. Live prices from ASX, Wall Street, and global crypto markets — converted, consolidated, and contextualised.

emerywealth.com.au  ·  Secured
Overview
Holdings
Property
Portfolio X-Ray
Research
Settings
Net Wealth
$1.84M
+2.4% this month
Securities
$1.19M
+$4,210 today
Property Equity
$331K
2 properties
Superannuation
$221K
+$3,180 YTD
Net Wealth  ·  12 Month ↑ +$198,400  (+12.1%)
Top Holdings Live prices
VAS.AXVanguard Australian$29,140+1.24%
NDQ.AXNASDAQ 100 ETF$18,620+0.87%
QQQMInvesco Nasdaq 100$24,380−0.31%
Portfolio X-Ray 8 assets
ASX Equities37%
US Equities28%
Property18%
Superannuation12%
Cash5%
01
Works With Any Platform
CommSec, Stake, Raiz, crypto wallets — simply tell us what you hold and we model it. No account access required. No brokerage logins. Your data stays yours.
02
Live Market Prices
Real-time ASX and US equity prices. CoinGecko crypto pricing. Live AUD/USD conversion. All updated every 5 minutes during market hours.
03
AI Scenario Analysis
Explore your portfolio with Claude AI — bull, base, and bear scenario modelling with full context of your holdings, cost basis, and market conditions. Informational only, not financial advice.
04
Property Intelligence
Full property portfolio tracking — mortgage amortisation, rental cashflow, depreciation schedules, and equity monitoring. Enter your own valuations from bank appraisals or agent estimates.
05
Analyst Consensus Data
View broker price targets, analyst consensus ratings, and upcoming earnings dates — sourced from public broker research and updated weekly. Presented for informational context only.
06
Super & Retirement
Superannuation fund tracking with APRA-verified returns, SG rate management, and retirement projection modelling to age 67.
Subscription Tiers

Start free. Scale as your
wealth grows.

Explore a live demo with sample portfolio data — no account required. To get started with your own portfolio, get in touch with your adviser.

Explore Live Demo →
Free
Free
No credit card · no expiry
Track up to 10 holdings and generate a CGT report your accountant can actually use — at no cost, forever.
  • Up to 10 holdings (ASX & US)
  • Live ASX & US equity prices
  • CGT P&L report — accountant-ready
  • Income & tax calculator (HECS, salary sacrifice)
  • Trade log with cost basis tracking
  • Portfolio overview dashboard
  • Market news feed
  • Budget, banking & super
  • Property & mortgage tracking
  • AI alerts & scenario analysis
Starter
$19/mo
Billed monthly · cancel anytime
Your complete financial picture in one place — ASX holdings, net wealth, banking, and superannuation from day one.
  • Live ASX portfolio with real-time pricing
  • Capital gains & P&L reporting
  • Net wealth dashboard
  • Superannuation balance & projections
  • Budget tracker & cash flow
  • Performance analytics & historical charts
  • Secure cloud sync across all devices
  • US stocks, Raiz & crypto
  • Property portfolio tracking
  • AI scenario analysis
  • Week in Review email
Subscribe Now or start 14-day free trial →
Essential
$49/mo
Billed monthly · cancel anytime
Your complete financial picture — ASX, US equities, property, banking and budget all in one dashboard.
  • CommSec, Stake, Raiz & Vanguard
  • Live ASX & US equity prices
  • Property equity & mortgage tracking
  • Open banking — live account balances
  • Budget, cash flow & savings goals
  • CGT & full annual tax reporting
  • Document vault for financial records
  • Week in Review — Market Edition (weekly market & macro briefing)
  • AI scenario analysis
  • Daily AI market alerts
  • Analyst consensus data
Subscribe Now or start 14-day free trial →
Most Popular
Professional
$99/mo
Billed monthly · cancel anytime
Institutional-grade intelligence, privately yours — AI alerts, weekly briefings and unlimited scenario analysis on your entire portfolio.
  • Everything in Essential
  • Week in Review — Intelligence Edition (personalised AI analysis)
  • Daily AI alerts across all holdings
  • Analyst consensus & broker target updates
  • Unlimited AI scenario analysis & research
  • Unlimited properties & mortgage analysis
  • Crypto portfolio tracking
  • Multi-entity reporting (trusts, SMSF, companies)
  • Banking aggregation via Open Banking
Subscribe Now or start 14-day free trial →
Private Office
Custom
Annual engagement · bespoke pricing
For high-net-worth families and multi-entity structures requiring bespoke configuration and white-glove onboarding.
  • Everything in Professional
  • Trust & SMSF structures
  • Family group consolidation
  • Quarterly portfolio review call
  • Custom reporting & exports
  • Dedicated account manager
  • On-site onboarding (Gold Coast)
  • White-label options available
Contact Us
14-Day Free Trial
Experience the full Professional tier — no credit card, no commitment.
Automatically moves to Free plan at end of trial unless you choose to subscribe.
Start Free Trial →

All prices in AUD · GST inclusive · No lock-in contracts

Get in Touch

Begin your
enquiry.

Ready to consolidate your wealth? Fill in your details and we'll be in touch within one business day to discuss your requirements.

Location
Gold Coast, Queensland
Australia
Email
angus@emerywealth.com.au
Response Time
Within 1 business day
Legal
Terms & Conditions  ·  Privacy Policy
Emery Wealth does not hold an AFSL and does not provide financial advice. All content is general information only — not a recommendation to buy, sell, or hold.