Compound vs PortWorth
The short answer: PortWorth is an Australian web wealth dashboard that pulls in shares from 16+ brokers, with a free tier, live prices and a capital-gains report. Compound is a paid tracker for the whole picture: property, super, shares, cash, crypto and a business, across trusts, companies and SMSFs, with a projection of the year your investments could fund your life. Pick PortWorth if broker imports and a free CGT report are the job; pick Compound if property, super, an SMSF or the "when could I stop working?" question are part of your picture.
We make Compound, so read this knowing that. Every fact about PortWorth below is from its own public pages as at the date above (sources at the bottom), and anything we could not confirm is left out rather than guessed. If something has changed, tell us and we will fix it.
Side by side
| Compound | PortWorth | |
|---|---|---|
| Price | A$149/year or A$14.99/month; 7 days free, cancel anytime | Free tier, then paid plans from A$19/month or A$14/month billed yearly (see its pricing page) |
| Free plan | No free plan | Yes: up to 10 holdings, live prices and a CGT report, no card, no expiry |
| Bank connections | No bank logins: manual-first, with bank-statement import (CSV, Excel, PDF) | Imports from brokers and exchanges such as CommSec, Stake, IBKR, Vanguard and CoinSpot; says it never asks for your broker login |
| Shares & ETFs | Yes: ASX and US shares and ETFs at live prices, in A$ | Yes: shares from 16+ brokers, with ASX and US live prices |
| Property | Yes: value, loans, offsets, usable equity, rental cash flow, development feasibility | Yes: one property on the Grow plan, unlimited on the Optimise plan |
| Super | Yes, modelled as locked until preservation age (60) | Yes: super tracking on paid plans, projected to retirement |
| Crypto | Yes: exchange read-only keys or public wallet addresses | Yes: live crypto prices and exchange imports such as CoinSpot |
| Trusts, companies, SMSF | Yes: personal, joint, family trust, company, SMSF | Trusts, SMSFs and companies shown separately; multi-entity and SMSF structures are listed on its top Private Office plan |
| Tax time | Yes: EOFY pack per entity for your accountant (not tax advice) | Yes: a capital-gains report for the Australian financial year, with read-only share links for your accountant |
| Platforms | Web, iOS, Android | Web (app.portworth.com.au) |
Where PortWorth is the better choice
- It has a free tier: up to 10 holdings with live prices and a capital-gains report. Compound does not.
- It imports shares from 16+ brokers (such as CommSec, Stake, IBKR and Vanguard) and exchanges. Compound is manual-first, with bank-statement import.
- It includes a portfolio X-ray (overlap, concentration, sectors and regions across funds) and a weekly written briefing.
Where Compound is the better choice
- Everything on one price: property with loans, offsets, usable equity and rental cash flow, plus super, shares, cash, crypto and a business, with no per-plan limits on properties.
- Structures: personal, joint, family trust, company and SMSF are all included, not reserved for a top plan.
- The projection: Compound projects the year your investments could fund your life, with Australian tax, capital gains and super access in the maths.
- Couples: a shared household view for you and your partner.
- Native iOS and Android apps as well as the web.
Which should you pick?
If your main need is pulling shares in from your brokers, getting a capital-gains report for your accountant, and starting free, try PortWorth.
If you hold investment property, super, an SMSF, a trust or a company, or you want the "when could I stop working?" projection with a partner, Compound is built for that. You get 7 days free, cancel anytime, to see your own numbers in it first.
Common questions
Is PortWorth free?
It has a free tier for up to 10 holdings, with live prices and a capital-gains report, and paid plans for more. Its pricing page also says access is currently by invitation, with a waitlist. Compound is A$149 a year or A$14.99 a month, and every new account starts with 7 days free, cancel anytime.
Does PortWorth track property and super?
Yes, on its paid plans: one property on Grow and unlimited properties on Optimise, plus super tracking. Compound tracks property, super, shares, cash, crypto and a business in one view on a single plan.
Does Compound import from my broker like PortWorth?
Not automatically. Compound never asks for bank logins: you add what you own, listed shares and ETFs update from live market prices, and you can import statements and contract notes. PortWorth imports from a list of brokers and exchanges.
Can I use PortWorth and Compound together?
Yes. Some people use a broker-import tool for the share trades and Compound for the whole-of-wealth picture and the retirement projection.
Sources for PortWorth, checked 27 October 2026: portworth.com.au/, portworth.com.au/pricing. Compound’s own details: pricing, features.
See your own numbers in Compound
Property, super, shares, cash, crypto and business in one view, and the year your investments could fund your life. 7 days free, cancel anytime.
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