BetaComplimentary Beta Access

Join our 3-month beta program and enjoy 6 months of free Premium access after.

Two ways in

Clarity Today. Continuity Over Generations.Your Personal System for Wealth RecordFor Discerning, Independent Investors

Two ways in. Continuity System — your private record of what you own, ready when it matters. Portfolio Clarity — the full picture, including portfolio allocation, performance and tax data.

Gateway

Self-Serve

Continuity System

A private record of every asset you own — clear for you today, and quietly ready for the people you trust if you’re ever unavailable.

Encrypted personal record of every asset you own
Trusted-contact & document vault
Access for your nominated contacts when needed

See full comparison →

Premium

By Invitation

Portfolio Clarity

Everything in Continuity System, plus the full analytical view — allocation, performance, tax data, net worth and portfolio sharing.

Everything in Continuity System
Asset allocation & performance analytics
Tax data pack for your accountant
Net worth, insights & portfolio sharing

See full comparison →

Always encrypted
·
No password stored
·
No outside AI tools

Investment Types

150+

Currencies

100%

Secure

Trusted by discerning investors

Features

Built for clarity today. Engineered for continuity tomorrow.

14 asset classes. Multiple institutions. 150+ currencies. Secured, private, and unified in one independent view.

14 Investment Classes, One Dashboard

Track Mutual Funds, Treasury Bills, Bonds, Quoted Stocks, and 10 more investment classes in one unified dashboard.

Multi-Institutional Tracking

Track investments across multiple institutions and governments for complete portfolio visibility.

Bank-Grade Security & Encryption

Your financial data is protected with bank-grade encryption and security protocols.

Industry-standard security

Your Data is Encrypted

Two-factor authentication

Continuity System, By Design

Building wealth is only half the story. The Continuity System makes sure the other half — who knows about it, and how — is quietly settled long before it matters.

Your asset details, in plain language

Trusted Contacts you appoint yourself

Encrypted uploads that unlock only when we confirm

Data Privacy

Complete privacy and control. Your investment data is yours alone—we never share or sell your information.

Only you can view your portfolio

We never share or sell your data

Your details are protected from prying eyes

Global Currency Support

Support for 150+ currencies for investments anywhere in the world.

Portfolio Allocation & Performance Tracking

Get detailed portfolio insights, allocation breakdowns, performance metrics, and risk analysis to make informed decisions.

Privacy & Security

How your data is protected

Your portfolio is private financial information. Here is how we look after it — in plain English, no jargon.

Sensitive details are encrypted before they reach our database

Your name, email, portfolio amounts, account values, and personal notes are individually scrambled before they ever land in our database. Even our own engineers cannot read them by looking at the raw data.

We never store your password

Sign-in uses a private session that only your browser holds. There is no copy of your original password anywhere on our servers — not encrypted, not hashed in a way we can reverse, not at all.

Encrypted in motion, encrypted at rest

Every connection between your device and MyInvestFolio is secured end-to-end. Your portfolio data is encrypted before it is stored, and remains encrypted while sitting on our servers.

No selling. No sharing. No outside AI tools.

Your portfolio is yours. We do not sell data, we do not share it with advertisers, and we do not feed your private financial details into general-purpose AI tools. The only people who can ever see your numbers are you and the people you choose to share them with.

One promise that frames everything else: we treat your portfolio data the way a private bank treats a client file — visible only to the people you authorise, retained only for as long as you keep your account, and never shared without your consent.

Common Investor Questions

Everything you need to know before getting started.

Trusted Professional Resources

Information for wealth advisors, accountants, lawyers, financial planners and other trusted professionals introducing clients to MyInvestFolio.

Two ways in. Both encrypted. Both yours.

Start with Continuity System in a few minutes, or request an invitation to Portfolio Clarity for the full analytical view.