Design mockup · illustrative sample data · not wired to a backend

Pricing

Free to see. Paid to organise.

The look-through tools are free and always will be. The paid module organises the messy year-end statements — one job, done well, in time for tax.

Free

$0forever

No card required

The look-through wedge. See what you actually own — instantly.

Start free
  • ETF look-through & overlap tool
  • All "what's inside" ETF pages
  • Save one portfolio
  • Real-exposure & concentration view

Tax

Best at EOFY
$29per year

about $2.42 / month · billed annually

Make sense of your AMMA statements before you file. Built for EOFY.

Get Tax
  • Everything in Free
  • AMMA / tax-statement organiser
  • Components mapped to exact ATO labels
  • Franking-credit summary across funds
  • Franked-income forecast (basic)
  • Export a tidy summary for your accountant

Complete

Coming soon
$144per year

$12 / month · billed annually

The full picture once the exposure and income modules land.

Notify me
  • Everything in Tax
  • True-exposure X-ray (geography, sector, factor)
  • Franked-income forecaster (full)
  • Multi-portfolio & household view

Start where it pays off

Start free. Upgrade when it's time to file.

See what you own at no cost and no card. Add the Tax module when your year-end statements land — cancel any time.

Prices in AUD · general information only — not financial, tax or legal advice

© 2026 Underly

General information only — not financial or tax advice