Outback Investor — Portfolio Dashboard
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PORTFOLIO Member Dashboard
Grand Total (AUD)
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Last saved values
Quality Scoring Criteria
Each criterion: Yes = +1 or No = −1. Score < 0 = excluded from buy allocation. Unrated = 0 (eligible). Add custom criteria via the Category Targets tab.
Asset Quality Scores
Click Rate on any asset to open the scoring modal. Scores persist across sessions.
TICKERNAMECATEGORYMARKET SCORESTATUSACTION
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Buy-Only Rebalancer — Edit any Target % cell. The dashboard calculates exactly how much new capital to deploy per asset — without ever selling. Target % sum: —  ·  Capital to deploy: —  ·  General information only. Not financial advice. Always DYOR.
Ticker Name Category Mkt Qty Price Value (AUD) Current % Target % Future % To Buy Status Return
Allocation by Category
Top 15 Holdings by Value
Fixed Income
AssetInstitution Rate %Value Value (AUD)% of FI% of Portfolio
By Rate Band
Institution Split
Full Portfolio — Equities + Fixed Income
By Market
Equities vs Fixed Income
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New Money to Invest
Enter your amount — the system calculates where to buy based on your category targets. Min $10 per existing position, min $50 for a new position.
Life Stage Selector
Tell us about yourself — we recommend an allocation preset. Customise sliders afterwards.
Age Group
Family / Dependants
Home Priority
Income Type
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Complete the selections above to get a recommendation
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Recommendation ready: Growth
All four selections complete. Tap the Growth button below to apply these target allocations to your portfolio — then drag the sliders to fine-tune.
Apply preset:
Category Allocation Targets
Drag sliders to set target %. The Equities tab buy-only rebalancer uses these to calculate exactly how much to buy.
Allocation Chart
Quality Scoring Criteria
Each criterion has two checkboxes: Yes (+1) or No (-1). Score < 0 = excluded from allocation.
Asset Quality Scores
Click any score badge to rate or re-rate. Score < 0 = excluded from rebalancer.
TickerNameCategoryMarket ScoreEligibleAction
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Asset Manager — Add, edit or remove any holding. All changes are auto-saved to your browser and persist between sessions. Use Refresh Prices in the header for live Yahoo Finance price updates. Export / Import CSV for bulk edits. All data is stored on your device only.
TickerNameCategoryMarket QtyPrice (AUD)Value ReturnYahoo Symbol Actions
Fixed Income Assets
Asset NameInstitution Rate %Value Actions
Outback Investor · Portfolio Dashboard General information only — not financial advice. Always DYOR. · outbackinvestor.com

Add Fixed Income Asset

Rate Asset

Positive criteria add +1 when checked. Negative criteria subtract 1. Score below 0 = excluded from allocation.
0
⚠️ Score is negative — this asset will be excluded from buy allocation.

Add Quality Criterion

Assets with total score below 0 are excluded from buy allocation.

Add Category

Add Holding

Find an Adviser

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