Track every asset, plan for FIRE, and understand your tax position — all in one place.
9+
Asset classes
AUS
Tax compliant
FIRE
Planning built-in
From daily cash balances to retirement projections, Financial Sanity covers every dimension of your wealth.
Aggregated view of all your assets and liabilities with interactive historical charts.
Stocks, ETFs, crypto, property, cash, superannuation, and managed funds — all in one place.
Year-by-year financial independence projections with customisable return and inflation assumptions.
FIFO-based CGT calculations with the Australian 50% discount applied correctly, organised by financial year.
Track all dividend and side income streams in one unified view.
Manage liabilities, loan schedules, and monitor your monthly spending.
Set target allocations and visualise the gap between target and actual with pie charts.
Record your net worth each month and track your wealth trajectory over time.
Bulk-import purchase history and historical balances from any broker or bank.
Enter your current portfolio, expected returns, and target spending. Financial Sanity projects your wealth year-by-year and shows you exactly when you reach financial independence.
Automatic FIFO cost base matching, the 12-month 50% CGT discount applied correctly, and reports organised by Australian financial year — so you always know where you stand come tax time.
Join Financial Sanity and get the full picture of your wealth today.
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