Biggest gain
InvestmentsTrack your wealth.Explore where it could take you.
Understand your money well enough to stop worrying about it.
Projections
Model retirement timing and future decisions from your latest household position.
Create retirement planDraft baseline
Projected household net worth
–in 2052 · Alex age 70 · Morgan age 68
Selected year
2052
- Opening position
- $0
- Spending
- -$130k
- Property
- $0
- Retirement
- $0
- Debt
- $-0
- End-of-year position
- $0
The modules
One record, kept module by module.
One position, dated and locked. Home shows the last position you finalised, what each module has done since, and when the next review falls due. Nothing here is an estimate you did not agree to.
Home
Where the household stands, and what the next review needs.
$0
+$146,284total change
Wealth Signals
12 reviews recordedTotal portfolio value
Withdrawal Coverage
Rate4%| Annual budget | $72,000 |
|---|---|
| 4.0% capacity | $0 |
| Annual shortfall | −$10,057 |
What does the 4.0% rule mean?
Asset allocation
Once a month you update your balances. Then you see how your net worth has changed over that month, which modules moved it, and what is still waiting on you. The position is dated and locked, and nothing in it is guessed on your behalf.
Home
Where the household stands, and what the next review needs.
Position Captured
Your net worth
$0Captured 31 Jul 2026, 4:12 pm
+$1,832 since last position
Assets
$0up $1,685 since last position
Liabilities
$0balance down $147 since last position
What shaped your position
| Module | Current value | Change since last position |
|---|---|---|
| Investments | $420,000 | up $642 since last position |
| Retirement | $615,000 | up $578 since last position |
| Cash & deposits | $85,000 | up $415 since last position |
| Property | $895,584 | up $100 since last position |
| Other assets | $45,000 | down $50 since last position |
| Mortgage | $512,000 | balance down $147 since last position |
Position highlights
Biggest drag
Other assetsWhat the place actually returns, after everything. Rent, vacancy, agent fees, interest and running costs, with depreciation counted. Pull a lever and see the result before tax and after it, on the same screen.
Properties
Track property performance, expenses, mortgages, rent assumptions and evidence.
Manly Unit
5/12 North Steyne, Manly NSW 2095
Estimated Rental Result
Reset to Current Run Rate$0$0 / mo pre-tax estimate
At current run rate
- Gross rent
- $0
- Vacancy1.6%
- -$0
- Agent fees6.5%
- -$0
- Interest61.0%
- -$0
- Operating expenses21.4%
- -$0
- Annual result pre-tax
- $0
- Estimated tax effect
- +$0 reduction
- Estimated annual result post-tax
- $0
What moves the result?
Drag a lever to test a change. Figures update live, before tax.
At current run rate
At current run rate
Counted honestly, at its own volatility. Holdings across exchanges and wallets, priced live and folded into net worth. It sits outside the drawdown order until you decide it belongs there.
Crypto
Holdings across exchanges and wallets, priced live.
Crypto
Held across two exchanges and one wallet.
Holdings value
$0
Unrealised gain
+$0
- BTCBitcoin0.842$0
- ETHEthereum12.4$0
- SOLSolana310$0
Counted in net worth at its own volatility, and kept out of the drawdown order until you say otherwise.
The answer the rest of it was for. Put the dated events of your life on a timeline and see when you can retire, what the plan survives, and the year it runs short if you push it too far.
Projections
Model retirement timing and future decisions from your latest household position.
Retire at
age 58
Plan lasts to
age 90+
At retirement
$0.00M
Plan changes
Add changeAlex drops to part time
Three days a week, so the household saves 45% of what it saves today
Buy a rental flat
$780,000 unit, $620,000 mortgage, rented out
Alex's shares vest
$250,000 of vested shares sold into the Everyday account
Alex retires
Stops work at 58, not 67
Morgan retires
Stops work at 56, the same year as Alex
Retirement savings unlock
Locked retirement savings can be drawn from age 60
Ownership
Your structures, and the tax that comes with them.
Every structure pays tax at its own rate. Add the trust, the company, the retirement fund, and anything held jointly, split any asset between them, and your projections use the rate each owner actually pays, not one blended guess.
Your structures
- Alex PalmerPerson
- Morgan PalmerPerson
- Alex & MorganJoint
- Palmer Family TrustTrust
- Palmer Retirement FundRetirement fund
- Brightside ConsultingCompany
Who owns what
- 1408 Vista Del Mar, Los AngelesPalmer Family Trust 100%
- Share parcelAlex 50% · Morgan 50%
- Retirement accountPalmer Retirement Fund 100%
Split any asset across structures. Reporting and tax follow the split, not a guess.
One household, one set of numbers
Invite the people you share money with. Everyone works from the same record, so you stop comparing two different versions of the truth.
Is your country supported?
These household countries are available in WealthScout's English-language setup. Tax, market, benchmark, and other feature coverage may differ by country.
- Australia
- Canada
- Estonia
- Hong Kong
- Ireland
- Malaysia
- New Zealand
- Singapore
- South Africa
- Spain (Community of Madrid)
- United Arab Emirates
- United Kingdom
- United States
Plans
Start free. Upgrade when the household grows.
Every plan works with the same connected household record. Plus is what you move to when one of everything stops being enough.
Free
01Know where you stand
Free
Your whole household in one record, updated every month.
- Up to 10 share holdings, in one market
- One property, its value and its mortgage
- Retirement age, read off your latest position
- Cash, loans, cards and retirement accounts
- Net worth history, dated and kept
Plus
02See it all, and where it's heading
A$16.99/month · A$149/year
For households with more than one of everything.
- Unlimited holdings, across every market
- Every property, with rent, expenses and depreciation
- The full projections module, scenarios and drawdown
- Managed funds, crypto and other assets
- Multiple owners, trusts and companies
Illustrative household data only. Updated 16 July 2026.
See when you can get there.
Join the waitlist. We will let you in as early access reaches your country.