Your whole portfolio. Your reasons for investing.
A clearer way to plan what comes next.
Free during beta · No card or bank connection
Every asset you own, no bank login.
Shares, ETFs, crypto, property, super, cash and debt, added by you. No bank login.
Net worth, allocation and drift, held together in one quiet view.
Build a thesis for each holding with your AI, and keep your goals beside it.
AI specialists for strategy, tax, legal and estate, working on your real numbers.
Contributions and rebalancing that bring your capital back to target.
Shares, ETFs, crypto, property, super, cash and debt. Added by you, no bank connection.
Net worth, your goal, allocation and the weekly briefing, all on one quiet page.
STRATEGIC WEALTH PLANNING
Bring your target allocation, investment thesis and AI reports into the same picture. See where you are today, and work through what you might do next.
Connect your AI assistant and work through strategy, tax and estate options on your portfolio. When you land somewhere, save it back to Pardis as a report, a thesis or new targets, so the thinking stays with your plan.
Set your target allocation. See where you’ve drifted, and how new contributions or a rebalance could bring you closer.
The word paradise traces back to an Old Persian word
for a walled garden. pairidaēza > pardēz > pardis
A deeper kind of intelligence
Pardis is built to connect with Claude, and works with ChatGPT and other AI assistants too. Curated Pardis agents for strategy, thesis, tax, legal structures and estate planning bring up-to-date thinking to your real numbers. Talk it through, then save the conclusions back into Pardis.
Explore your whole balance sheet, concentration and long-term goals. Compare scenarios with the assumptions and arithmetic in view.
Scenarios, calculations and discussion briefs. Not personal financial, tax or legal advice.
Designed to make the conversation with your qualified advisers more productive.
WEALTH IS PERSONAL.
A home, a family, a project, or more time to yourself. The numbers are only part of the picture.
Pardis gives you a place to keep your finances and your thinking together.
Try Pardis free
Connect your AI assistant to Pardis. It is built to connect with Claude, and also works with ChatGPT (in developer mode) and other assistants that support MCP, the open standard for linking AI assistants to apps. Curated Pardis agents use your portfolio and current briefings for strategy, thesis, tax, legal and estate questions. You stay in control of the conversation, and anything worth keeping, like a report, a thesis or new targets, is saved back into Pardis.
No. Pardis helps you organise the facts, explore scenarios and prepare questions. It provides general information, not personal financial, tax or legal advice. Your qualified advisers remain responsible for advice and implementation.
No. Add holdings yourself, or connect your AI assistant and give it a spreadsheet or screenshots of your accounts. It reads them and adds your holdings to Pardis for you to approve. Pardis uses public prices for supported assets, without ever needing your bank or broker credentials.
Pardis is free during the current beta, with no credit card required. You will receive notice before paid plans are introduced. Your connected AI assistant may have its own subscription requirements.
Add your holdings, set your targets and put your reasoning on record.
Get startedFree during beta. No card or bank connection.
