Personal app
Personal Investments
One personal investment view combining portfolio holdings, performance, superannuation and the legacy investment dashboard.
See it in action
Personal Investments, screen by screen.
neocortex.digitalresponse.com.au/personal/investments
Overview
This monthNew
Value
$186k
+3.2% this quarter
Return (12 m)
+9.4%
Income
$3.1k
year to date
Holdings
14
Portfolio value
Allocation
- Australian shares48%
- International shares32%
- Cash and fixed interest20%
Neocortex noticed
Australian shares are 48% of the portfolio, above your 40% target. Rebalancing is optional.
ReviewValue, return and how the portfolio has moved.
High-resolution product demoProduct-accurate structure from the current Neocortex app contract; sample data is synthetic.
What you get
Outcomes, not just features.
- All holdings on one dashboard
- Performance over time
- A clear view of the mix
What is included
- Holdings priced live, with real price-history performance
- Superannuation
- Unified investment dashboard
How it works
Three steps, each building on the last.
- 01
Add holdings
Record what you own.
- 02
Watch performance
See returns over any period.
- 03
Review the mix
Understand where the money sits.
Want to see Personal Investments with your own data?
Tell us what you need and we will set up a guided trial around it.