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.
The engine.
Your whole picture
Multi-asset net worth, current versus target allocation, and drift at a glance, with every asset class on one quiet page.
Your reasoning on record
A thesis for every holding, your macro view, and the specific numbers you're watching, kept beside every position.
The expert in the room
Connect any AI tool, talk through wealth, tax or legal strategy with curated Pardis agents on your real numbers.
Pardis produces scenarios and arithmetic, not recommendations. It is general information, not financial, tax or legal advice, and it does not replace your accountant or your solicitor. It is designed to make the hour you spend with them a great deal more productive.
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.
Build a clearer strategy
for your capital.
See where your capital is. Decide where it should go.
Get started