Portfolios, performance and reporting - all in one place
SelfWealth is Australia’s first online investment solution enabling self-directed investors to compare to peers, professionals and the market and use this knowledge to improve their own portfolio performance. Instead of paying fees and commissions to professionals for portfolios that tend to under-perform the market, SelfWealth enables you to collaborate with the community and construct your own portfolio to outperform. SelfWealth makes investing accessible to everyone by providing portfolios, performance, reporting and great research tools – all in one place. Why pay professionals when you can do it by yourself?
Join our online community for investors, partnering to achieve the common purpose of better returns – a brand new solution to an age-old investment problem.
Outperform the market
SelfWealth is a collaborative investment tool and provides an engaged community allowing for a crowd-sourced portfolio of stocks. Members are empowered to construct their own portfolios without paying high fees and commissions to professional portfolio managers and by filtering the community they are able to construct portfolios, which are proven to outperform the market.
The SelfWealth ‘Best Investor” index (the SW200) is SelfWealth’s own benchmarking index available to all members. It doesn’t make much sense comparing your portfolio as an individual or SMSF to the performance of 200 companies. A crowd sourced benchmark such as the SW200 allows you to compare like for like - learn from the top investors and improve your portfolio returns
Your dashboard provides a snapshot of your current situation at any point in time. It contains full details of your share holdings, performance and returns. In the League Ladder you can view and filter all SelfWealth portfolios, by performance, “people like you”, portfolio risk and popularity. Compare yourself anonymously to others; you’ll see how members like you are investing their money and what sort of returns they’ve been achieving. You can make smart investment decisions based on this knowledge.
Your own personal research engine
There are many research houses, investment newsletters and information sessions from which to source your investing “knowledge”. It really can be quite confusing. For those who wish to be self directed, simplicity and practicality is key. SelfWealth incorporates a simple research tool, which is powerful and intuitive enough for the self-directed investor to do it on their own.
The SelfWealth Stock Selector comprises two modules; the Strategy Builder, which allows you to build you own investment strategy and back-test the results, and the Value Analyser, which is your own powerful tool to research individual companies.
The Strategy Builder is your own personal portfolio builder. This is the area where you can apply different investing criteria to build a portfolio of your own making. Want a portfolio with cheap stocks, low debt and high dividends? You can add these search filters and see how many companies fit your personal investing criteria. You can adjust the sensitivity of your search filters to have more or less companies appear in your portfolio and the SelfWealth Stock Selector will back-test the performance against the ASX200 over the last 5 years to see if it was a good strategy.
The Value analyser is your own personal one stop shop for looking at individual companies. At its most simple, it tells you whether a company is over or under valued. Type in the name of the company and learn everything about it, from its dividend history, debt levels and performance. Everything you need to know about a company in one convenient spot. You won’t need to go anywhere else or subscribe to any other research source.
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What’s all the hype about? Register today for a one month free trial of SelfWealth.
Find out what everyone’s been talking about, join the growing community of investors in SelfWealth and take back control of your investments. Register for a one month free trial of SelfWealth today – available for a limited time only. Access portfolios, performance, reporting, decision-making tools and your own personalised research engine – all in one place.