Built in public
What shipped and when. Anything built but not yet publishable is listed here too, with the reason. A record is only worth reading if it records the whole thing.
Last updated 16 August 2026
16 August 2026
A look-through can be copied as a link and opened by anyone. The link includes the mix of funds and never the amounts entered, so a shared result shows the allocation against a notional $100,000 rather than someone's real balance.
A dated public record of what changes, including the things built and withheld.
Signed-in portfolios gained a look-through exposure breakdown, a similarity view for how much of what two funds hold is the same holding, and a forecast of franked distributions and the credits attached to them.
Upload an annual tax statement and have each component read out and mapped to the ATO label it belongs on, with a worksheet to export. Built for EOFY rather than for a demo.
Paid plans, checkout, the billing portal and the entitlements behind them.
The anonymous look-through tool, a "what's inside" page for each covered fund, and a page for each pair of funds that meaningfully overlap.
Built, not yet published
The fund and overlap pages render an illustrative dataset for now. No issuer's website terms currently permit republishing holdings data derived from their files, so the real figures stay withheld until a publisher grants permission.
9 August 2026
A daily canary validates each issuer file after it refreshes, catching weights that no longer total, holdings that vanish, or a file that silently stopped updating, and quarantines the dataset rather than serving figures that moved for the wrong reason.
26 July 2026
Sign in with a passkey or a one-time code and keep portfolios against the account. Anything entered in the free tool before signing up comes across on first sign-in instead of being retyped.
Written guides for the terms the tools put in front of people: fund overlap, portfolio look-through, franking credits and the rest, so a number always has something behind it.
Whether issuer-derived data may be published is now a single recorded position per source, and every page reads it. Nothing can be published by forgetting a rule on one page.
25 July 2026
Data pages show their source and the date the underlying file was published, because a combined figure is only as current as the oldest fund file behind it.
Data export and deletion on request, a retention policy that runs on a schedule rather than on good intentions, and the disclaimers that keep Underly stating facts rather than giving advice.
Underly states facts about what you own. More about who builds it .