A thinking engine
for your capital.
For investors who hold on conviction. Pardis tracks your positions across crypto, equities, property and cash, watches each one against the plan you set, and quietly surfaces what deserves your attention next.
Capital, managed with intention.
A thesis-driven approach.
Most financial products are built around spending, transactions, or trading. Pardis is built around capital: where it sits, how it is allocated, whether it matches your goals, and what deserves your attention next.
A look inside
Your whole estate, one view.
Net worth, your goal, allocation and the weekly briefing, all on one quiet page.
How it works
Add. Plan. Act.
Add
Add everything you own — crypto, shares, ETFs, property, super and cash — each with a one-line thesis for why you hold it.
Plan
See your current allocation, set a target weight for every holding, and set a goal — Pardis works out the CAGR you need to reach it.
Act
From there it's automatic: a monthly contribution plan and rebalance insights, an AI risk score for the whole portfolio, and a plain-English weekly macro briefing.
Inside the product
What's already shipped.
Everything below is in the beta and ready to use today.
AI Risk Analysis
A whole-portfolio read on where your risk actually sits: concentration, correlation, real diversification. Scored out of 100 and explained in plain English, refreshed weekly.
Thesis
Write why you own each holding, beside the numbers it rests on: earnings, revenue growth, margins, cash flow. So the next pullback meets the case you already made.
Contributions
Enter a budget, monthly or one-off, and Pardis splits it across the holdings under their target, leaning into the ones trading cheap.
Rebalance Insights
What to trim, what to add, what to leave alone. Read straight from how far each holding has drifted from your plan, never a market call.
Goal trajectories
Set a two- or ten-year target and Pardis plots the compound curve to reach it, with your real progress tracked against the plan.
Multi-asset by design
Crypto, equities, ETFs, property, super, cash and debt. Every kind of asset in one allocation view, counted as part of the same plan.
The Macro Briefing
A clear weekly read of global, US and Australian markets. It names the week's regime, sets a posture per asset class, and tracks the indicators that matter.
Timing context
Each holding carries a plain read: where it sits against its 200-day average, and how far below its all-time high.
Live prices
Crypto, ASX and US shares, and ETFs, refreshed from public quote feeds each time you sign in. Live, never a flashing ticker.
Coming soon
Thesis monitoring
Your thesis already sits beside every holding. Soon Pardis will quietly watch the numbers it rests on, the revenue growth, the margins, the price against your plan, and bring your own words back the moment one of them shifts. So when a position moves, the case you made in calm is already in front of you.
Live prices
Crypto and stock prices refresh when you sign in. Live, never breathless. The folio waits for you, not the other way round.
Two base currencies
View everything in AUD or USD, with cross-currency conversion handled quietly underneath. One lens at a time.
Private by design
Manual-first: no bank credentials, ever. Row-level security on every record, and a single toggle that hides every dollar on screen.
Founding access
Free for the
first 50.
We're onboarding our first 50 founding members right now. Full product, no limits, completely free while we're in beta. Pardis will be around $15–20 a month when paid plans switch on, and founding members get a permanent thank-you when they do. Plenty of notice, no surprises.
Sign in and claim a founding spotSign in with Google. No card. No bank connection.
FAQ
A few clear answers.
Pardis is a personal capital tracker for investors who hold on conviction. It maps your allocation across crypto, equities, property, cash and super, tracks drift from the plan you set, and quietly tells you what to add, trim, or leave alone.
Investors who already know what they own and why, and want a calmer way to manage it. Pardis is designed for multi-asset portfolios (roughly $100k upwards), where positions are taken on conviction rather than tips, and the question is when to add more, not what to buy next.
Crypto prices come from CoinGecko. Australian shares come from Yahoo Finance. US stocks and ETFs come from Finnhub with Yahoo as a fallback. Prices refresh each time you sign in or reload. Pardis is not a streaming terminal.
No. Pardis is not built for order entry. It is built for visibility, structure, and long-term capital decisions. There are no tickers flashing for attention.
No. Pardis helps you understand your financial position and allocation more clearly, but it does not provide personal financial advice.
Crypto, equities (ASX and US), ETFs, property, cash, super or retirement accounts, debt, and an open 'other' bucket, all in one view, in AUD or USD.
Pardis never connects to your bank or your broker. You add what you own; the system fetches public quote data only. The dashboard also has a one-tap privacy toggle that blanks every dollar figure on the screen.
Thesis is a structured space for the conviction behind each holding. Earnings, revenue growth, gross margins, and free cash flow alongside your written reason for owning the position, so when the market turns the answer to 'why do I hold this?' is already on the page.
Build a clearer strategy
for your capital.
See where your capital is. Decide where it should go.
Get started