AI Transaction Processing
Upload bank statements and let AI extract, categorise, and organise all your property transactions instantly.
STARTER PLAN: 2 MONTHS FREE
Your entire investment portfolio,
one place.
Northvue brings together your investment properties and share portfolio — tracking performance, tax obligations, and financial health in a single, unified platform.
Monthly plans · Cancel anytime
Investment Properties
Track every aspect of your property portfolio — income, expenses, loans, insurance, depreciation, and ATO tax reporting.
- Rental income & expense tracking
- Loan & mortgage management
- Depreciation schedules
- ATO tax-ready reports
Shares & Equities
Manage your ASX and international share portfolios — holdings, cost basis, dividends, CGT, and performance analytics.
- Holdings & cost basis tracking
- Unrealised gain / loss
- Dividend & distribution income
- CGT & EOFY tax reports
Everything you need to manage your portfolio
Purpose-built for Australian investors, covering both real estate and equities in one platform.
Investment Properties
Loan & Mortgage Tracking
Monitor all property loans, track repayments, view maturity timelines, and manage multiple mortgages centrally.
Insurance Management
Track policies across all properties with automatic renewal alerts so you never lapse on coverage.
Depreciation Schedules
Calculate and track asset depreciation, generating ATO-compliant schedules automatically each financial year.
Cash Flow Forecasting
Project future income and expenses with intelligent forecasting to plan your property investments strategically.
ATO Tax Reporting
Generate Tax Office-compliant reports with detailed income, expense, and depreciation breakdowns in one click.
Shares & Equities
Multi-Portfolio Management
Organise holdings across multiple portfolios and brokerage accounts — SMSF, personal, and joint accounts together.
Holdings & Cost Basis
Track every parcel with FIFO lot accounting, real-time market values, and accurate unrealised gain calculations.
Performance Analytics
Portfolio valuation timeline, asset allocation breakdown, and holding-level performance charts in one dashboard.
CGT Tax Reports
Generate capital gains reports, dividend summaries, and EOFY tax schedules for your accountant automatically.
Corporate Actions
Record splits, consolidations, bonus shares, and spin-offs with full lot integrity maintained throughout.
Dividend Tracking
Log dividend and distribution income, track franking credits, and see total yield across your entire portfolio.
Portfolio Overview
See your full net worth at a glance
The combined home dashboard shows your total portfolio value — property equity plus share market value — alongside FY income and unrealised gains, all in one view.
Total Portfolio Value
Properties + Shares
Unrealised Gain/Loss
Shares portfolio
FY Net Rental Income
Current financial year
Simple, transparent pricing
Every plan includes both property and share portfolio tracking.
2 MONTHS FREE
Starter
$5per month
Perfect for getting started
- Shares portfolio tracking
- 1 property
- Transaction tracking
- Basic reports
- Email support
Professional
$19per month
For growing portfolios
- Shares portfolio tracking
- 3 properties
- Transaction tracking
- Advanced reports
- Bank statement uploads
- Priority support
Portfolio
$29per month
For serious investors
- Shares portfolio tracking
- Unlimited properties
- Transaction tracking
- Premium reports
- Bank statement uploads
- API access
- Dedicated support
Ready to see your full investment picture?
Join Australian investors who use northvue to manage both their properties and share portfolios in one place.
Monthly subscription · Flexible plans