Built by Investors, for Investors
We started poilasevirae because we got tired of wrestling with scattered financial data and reports that told us nothing useful. After years of managing our own portfolios and helping others navigate Australia's investment landscape, we knew there had to be a better way.
Start Your JourneyWhat Drives Everything We Do
These aren't just words on a wall. They're the principles that shape every feature we build and every interaction we have with our clients.
Transparency First
No hidden fees, no confusing jargon, no black box algorithms. When you're making investment decisions, you deserve to understand exactly what's happening with your data and where our recommendations come from. We show our work, always.
Real-World Focus
We've been where you are – staring at quarterly reports that somehow manage to say everything and nothing at the same time. Our tools are designed by people who actually use them, not by developers who've never managed a portfolio.
Australian Context
The ASX isn't the NYSE, and superannuation isn't a 401k. We built our platform specifically for Australian investors who need to navigate franking credits, capital gains tax, and local compliance requirements without losing their minds.
Solving Real Problems
Every feature we've built addresses something that kept us up at night when we were trying to make sense of our own investments.
Data Scattered Everywhere
Your broker sends one report, your super fund sends another, and your direct shares are tracked in a completely different system. Trying to get a complete picture feels impossible.
Reports That Don't Help
Most financial reports are designed to meet regulatory requirements, not to help you make better decisions. They're full of data but short on actionable insights.
Tax Time Nightmares
Capital gains calculations, franking credit tracking, and dividend reconciliation turn tax season into months of spreadsheet archaeology. There has to be a better way.
Unified Portfolio View
Connect all your accounts and see everything in one place. Our system automatically categorizes and reconciles data from different sources, giving you a complete picture without the manual work.
Actionable Analytics
Instead of just showing you numbers, we highlight what matters. Identify underperforming assets, spot rebalancing opportunities, and understand where your returns are actually coming from.
Tax-Ready Reporting
Automated tracking of everything your accountant needs. Capital gains calculations that account for franking credits, dividend imputation tracking, and detailed transaction histories that make tax time manageable.
How We Think About Reporting
Good financial reporting isn't about showing off with fancy charts. It's about making complex information clear and actionable.
Our Approach to Client Success
We're not trying to replace your financial advisor or tell you what to buy. What we do is give you the tools and insights you need to have better conversations with your advisor and make more informed decisions about your money.
Too many financial platforms treat investors like they're either complete beginners or quantitative analysts. We think most people fall somewhere in between – they understand the basics but need better tools to apply that knowledge effectively.
Our clients typically manage significant portfolios across multiple accounts and want sophisticated analysis without unnecessary complexity. They value their time and prefer systems that work reliably without constant maintenance.
Whether you're managing your own SMSF, building a direct share portfolio, or trying to optimize your super allocation, we focus on providing the specific insights that matter for Australian investors navigating local market conditions.
Kieran Walsh
Founder & Lead Developer
John Paul Dr
Daisy Hill QLD 4127
+61400941059
help@poilasevirae.world.com