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Emery Capital AI · Portfolio Analysis
Ask anything about your portfolio
Contextual analysis using your live holdings, positions and property data
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Quick questions
Summarise my portfolio risks
Which positions should I review?
How diversified am I?
What is my biggest exposure?
Should I rebalance anything?
What's my total unrealised gain?
Dashboard: All assets under management. Securities: Twelve Data (ASX) · Yahoo Finance (US) · 15-min delayed. Real estate: PropTrack/CoreLogic Mar 2026. Not financial advice.
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Twelve Data (ASX) · Yahoo Finance (US) · CoinGecko (Crypto)
Live prices: Twelve Data for ASX · Yahoo Finance for US stocks · CoinGecko for crypto. 15-min delayed. Auto-refresh every 5 mins while markets open. Falls back to snapshot data if unavailable. |
Analyst sources: TipRanks, Fintel, Morningstar, Motley Fool AU, Simply Wall St, Stockopedia, Rask Media, StockAnalysis, Tickeron, Investing.com, Zacks, MarketBeat, Yahoo Finance — March 2026. Brokers: Bell Potter, Shaw & Partners, Morgans, UBS, Macquarie, Citi, Morgan Stanley, Canaccord, Jefferies, JPMorgan, Oppenheimer, Wedbush. Not financial advice.
Raiz InvestMicro-investing · Aggressive Portfolio
Account Value
$5,796.32
All-time Gain
+$14,516.18
+14.94%
Today
+$21.46
+0.37%
Holdings
13
ASX · Crypto
Raiz: Values shown at snapshot prices. Avg purchase price per unit estimated — Raiz does not expose cost basis per holding. All-time gain of +$14,516.18 sourced directly from Raiz app. Not financial advice.
Crypto PortfolioSelf-custody wallet
Total Value
—
Total Cost
—
All-time P&L
—
—
Crypto: Values shown in AUD at snapshot rates. Self-custody wallet balances. Not financial advice.
Portfolio Value
—
Est. market value
Total Debt
—
Mortgage balances
Total Equity
—
Value minus debt
Net Weekly Cashflow
—
All properties combined
No Properties Added
Property details have not yet been added for this client. Once address, purchase price, loan details and rental income are available, they will appear here.
Superannuation
Super Balance
Compulsory super · SG rate 11.5% · Retirement projections
Total Super Balance
—
All funds combined
Est. at Retirement
—
Projected value
Years to Retirement
—
At age 67
SG Rate
11.5%
FY2025–26 onwards
Super: Balances entered manually from latest member statement. Projections use compounding model based on current balance, contribution rate, and assumed net return. Actual returns will vary. Not financial advice.
Emery Capital · AI Research Desk
Stock Research
Deep-dive analysis on any ASX or US stock — powered by Claude · Live web search
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CBA
BHP
CSL
WES
MQG
ANZ
RIO
NVDA
AAPL
MSFT
META
TSLA
AMZN
Analysis type:
Research History
Research Desk: AI analysis is generated by Claude claude-sonnet-4-6 with live web search. Analysis is based on current data fetched in real time. Always verify with current data before making investment decisions. Not financial advice.
Portfolio Settings
My Data
Holdings
Raiz
Crypto
Property
Super
CommSec ASX Holdings
Stake Wall St Holdings
Raiz Account Summary
Raiz doesn't expose per-holding cost basis. Update the account totals directly from the Raiz app.