Cadence
Sign in Open Wealth

Your money, run on decision-grade numbers.

What you own, what moved it, and when you hit your number.

01 · THE MONTHLY FLASH

What you did vs what markets did.

Every month split into what you did and what markets did. Your performance, isolated.

  • Executive summary in plain language, every month
  • Goal runway: the actual date you hit your number, at your real pace
  • “Needs attention” — allocation out of band, risk flags, decisions waiting
cadence-agent.com/financial
Overview — net worth, operating vs market movement, goal runway and needs-attention flags
cadence-agent.com/financial
Investments — live market quotes with per-holding deltas, apply-one or apply-all repricing
02 · LIVE MARKETS

Prices pulled from the market, applied on your terms.

See the live delta against your books. Apply one or all — every apply stamps an as-of date.

  • ASX, US listings and BTC — quoted in each holding's native currency
  • Unrealised P/L per holding against your cost basis
  • Every reprice logged as evidence — the numbers stay auditable
03 · PROPERTY

Property run like a portfolio, not a folder of statements.

Value, equity, LVR, yield and weekly cashflow — per property, from your statements.

  • Log statements monthly; the P&L and run-rates build themselves
  • Per-property returns dashboards with acquisition history and lease detail
  • Portfolio totals that roll straight into net worth
cadence-agent.com/financial
Property Portfolio — value, equity, LVR, yield and weekly cashflow per property with a cost breakdown
cadence-agent.com/financial
Budget — per-month plan across the financial year, multi-currency with your own FX rates
04 · BUDGET, YOUR WAY

A financial-year budget that handles real life.

Per month, over your financial year, in the currencies you actually use.

  • Per-line currencies with your own FX rates — converted to one honest base
  • One-off items land in the right month, not smeared across twelve
  • Your own categories — extend the built-ins, don't fight them
05 · RISK

Stress-test the plan before life does.

Rate rises, drawdowns, income shocks — see the damage while it's hypothetical.

  • Allocation and risk bands you define — flagged the month they're breached
  • Evidence register grades every number: fresh, stale, missing or assumed
cadence-agent.com/financial
Stress tests — scenario impacts on net worth and liquidity

Know exactly where you stand.

And where you'll be — at your real pace, on your real numbers.

Open Cadence Wealth Health tour →