Your entire financial life, intelligently managed.
Nextvest unifies your investments, accounts, and goals into one dashboard. Our AI gives you the insights to grow your wealth — not just track it.
Welcome back, Alex
Dashboard
Net Worth
$1,000,000
Total Investments
$1,807,118
Total Debt
$807,143
Net Worth
Last 12 months
AI Insights
Stocks/ETFs returned 12.4% YTD, outperforming ASX 200 by 3.8%.
Crypto allocation is 3% above your target. Consider rebalancing.
On track to reach retirement goal by 2045.
Asset Allocation
$4.2B+
Assets tracked
across all users
180K+
Active investors
and growing fast
12.4%
Avg. portfolio return
vs 8.6% market avg.
4.9★
App store rating
14,000+ reviews
Built for serious investors
The tools that used to require a financial adviser — unified into one platform.
Unified Dashboard
See your complete financial picture in one place. Connect banks, brokers, super funds, and wallets.
AI Insights
Get personalized recommendations and answers to your financial questions in real-time.
Investment Tracking
Track stocks, ETFs, crypto, and alternatives with professional-grade analytics.
Goal Planning
Set financial goals and see exactly when you'll reach them with clear milestones.
Bank-Grade Security
Read-only connections with 256-bit encryption. We connect — we never touch your money.
Tax Reporting
Automatically generate CGT reports and export everything your accountant needs.
Your personal CFO,
powered by AI
Ask Nextvest AI anything about your finances. Get real answers based on your actual data — not generic advice.
- ✓Portfolio performance vs market benchmarks
- ✓Personalized rebalancing recommendations
- ✓Retirement planning projections
- ✓Tax optimization opportunities
AI insights are for informational purposes only and do not constitute financial advice. Nextvest is not a licensed financial adviser. Past performance is not indicative of future results.
Nextvest AI
● Online
Up and running in minutes
No spreadsheets. No manual entry. Just connect and go.
01
Connect your accounts
Securely link your banks, brokerages, crypto wallets, loans, and super funds. Read-only — we never move your money.
02
See your complete picture
Your unified dashboard shows net worth, allocation, income, spending, investments, and debt — all updated automatically.
03
Get AI-powered insights
Nextvest AI analyses your data and surfaces actionable insights. Ask anything and get a clear roadmap to financial independence.
Loved by investors
From first-time investors to seasoned portfolio managers.
"The AI flagged that I was overexposed to tech before the sector dipped. I rebalanced in time and outperformed the ASX by 3.8% this year. Worth every cent."
Sarah K.
Software Engineer, Melbourne
"I used to have my super, bank accounts, and brokerage spread across four different apps. Nextvest pulled it all into one view and I finally know my actual net worth."
Tom W.
Architect, Auckland
"I never had time to manage my investments properly. Now I spend 10 minutes a week and feel completely on top of everything. The goal tracking for our house deposit is genuinely motivating."
Priya M.
GP, Sydney
"Tax time used to be a nightmare pulling statements from five different brokers. Nextvest had my CGT report ready in seconds. My accountant was impressed."
James L.
Finance Manager, Brisbane
"I was intimidated by investing. The plain-English explanations from the AI made it feel accessible. I've gone from zero investments to a properly diversified portfolio in six months."
Annika R.
UX Designer, Perth
"Running a business means unpredictable income. Nextvest helps me model different scenarios for retirement depending on how the year goes. It's the financial clarity I didn't know I needed."
David C.
Entrepreneur, Singapore
Simple, transparent pricing
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For the serious investor.
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Join thousands of investors who use Nextvest to track, grow, and truly understand their wealth.
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Nextvest provides financial tracking and AI-generated insights for informational purposes only. This is not financial advice. Please consult a licensed financial adviser before making investment decisions.