Your net position
Record what you hold and what you owe on a date. Add a new date whenever you want to update it — nothing is overwritten, so you can see how it has moved.
No account needed to try this. Nothing leaves your browser until you save.
Assets, liabilities and net position
What you hold will sit above the line, what you owe below it, and the gold line is the difference between them.
What the assets are made of
The mix across your updates.
Record your first update
A few common lines to start you off — type the amounts you know and delete the rest. Rough figures are fine.
Cash
Everyday accounts, savings, term depositsShares and funds
ETFs, managed funds, direct sharesSuperannuation
Any super interest, including self-managedProperty and other assets
Property, business interests, goldLoans and liabilities
Home finance, car finance, cards, HECSThese are the figures you entered, shown back to you. InvestHAQ does not value, verify or hold these assets, does not connect to your accounts, and does not advise on them. Nothing here is a forecast.