Everything your money does, in one place
Four pillars: a unified dashboard, a personal AI agent, proactive insights, and secure read-only connections.
Unified dashboard
Every account. One live view.
Net worth, balances, holdings and transactions across every institution you use, updated automatically and organised beautifully. No more app-hopping to answer a simple question about your own money.
Net worth
+$16,882 (90d)
$412,922
Cash
$38.4k
Investments
$403.2k
Debt
-$28.7k
Personal AI agent
Ask anything about your money.
Vecta answers from your actual data and never guesses. Spending, cash flow, portfolio allocation, unusual activity: ask in plain language and get an answer with real numbers behind it.
Insights
Know what changed, without looking.
Vecta watches your accounts and surfaces what matters: spending trends, portfolio milestones, low cash buffers, anomalies. Insight finds you, not the other way round.
Dining up 15% vs June
$642 across 18 transactions this month.
Cash buffer below target
You have 1.8 months of expenses in cash. Your target is 3.
Portfolio hit an all-time high
Combined holdings crossed $403k this week.
Connections
Your banks and brokers, covered.
Australian banks via CDR Open Banking, plus Orman & Co trading accounts and brokers including CommSec, Stake and Interactive Brokers. Consent-based, revocable anytime, and strictly read-only.
CommBank
WestpacNAB
ANZ
Macquarie
INGOrman & Co
CommSec
Interactive Brokers
Stake
AustralianSuper
Australian Retirement Trust+100 more →Banks and super funds connect through CDR Open Banking. Brokers connect through secure read-only integrations. Your login credentials never touch Vecta.
See your whole financial picture in minutes.
Free to start. No card required. Read-only, always.
Get started free