Vested — Platform Demo

Portfolio Value

$284,621

+$18,430 this FY

As at 22 Apr 2025

Total Return

+12.84%

+3.64% vs ASX 200

Benchmark: +9.20%

Annual Dividend Income

$9,840

3.46% yield

4.82% grossed up (franking)

Cash Available

$28,460

10.0% of portfolio

Held in settlement account

Portfolio Performance

Your Portfolio +12.84%

ASX 200 +9.20%

Full report →

Asset Allocation

Detail →

Aust. Equities

58%

International

18%

ETFs / LICs

14%

Cash

10%

Dividend Income

Full analysis →

Received

Forecast

Apr 24 — Mar 26

FY25 Received

$6,420

8 payments to date

FY25 Forecast

$9,840

Incl. franking credits

Avg Gross Yield

4.82%

3.46% cash yield

Portfolio Holdings

Export →

Security	Units	Share Price	Value	Weight	Return %	Return $	Div Yield	Annual Div
CBA Commonwealth Bank Financials	280	$150.64	$42,179	14.8%	+21.4%	+$7,392	3.80%	$1,603
BHP BHP Group Materials	750	$42.19	$31,643	11.1%	−4.2%	−$1,385	5.10%	$1,614
CSL CSL Limited Healthcare	100	$289.20	$28,920	10.2%	+8.7%	+$2,316	1.20%	$347
NAB National Aust. Bank Financials	680	$36.04	$24,507	8.6%	+15.1%	+$3,205	4.60%	$1,127
WDS Woodside Energy Energy	540	$33.96	$18,338	6.4%	−2.8%	−$528	7.20%	$1,320
WBC Westpac Banking Financials	620	$28.12	$17,434	6.1%	+11.3%	+$1,762	5.00%	$872
VAS Vanguard ASX 300 ETF	390	$102.40	$39,936	14.0%	+9.4%	+$3,430	3.50%	$1,398
IVV iShares S&P 500 ETF — Intl	60	$562.04	$33,722	11.8%	+18.2%	+$5,210	1.30%	$438
Total	—	—	$256,161	90.0%	+12.84%	+$21,402	—	$8,719

General Advice The information displayed is general in nature and does not consider your personal financial situation, objectives or needs. Past performance is not a reliable indicator of future performance. This platform is provided by Vested Equities Pty Ltd (AFSL 478987).

Asset Class Breakdown

Based on current market value

Total

$284k

6 classes

Aust. Equities	$205,016	62%
International	$84,954	28%
Fixed Income	$0	0%
Commodities	$0	0%
Alternatives	$0	0%
Cash	$28,460	10%

Asset Class Performance

Return by asset class for selected period

1M

3M

6M

1Y

All

0%+5%+10%+15%+20%+25%

Aust. Large Cap

+15.0%

+$23,600

Aust. Small Cap

No holdings

—

US Equities

+21.0%

+$10,840

European Equities

No holdings

—

Asian Equities

No holdings

—

Other Intl.

No holdings

—

Fixed Income

No holdings

—

Commodities

No holdings

—

Alternatives

No holdings

—

Cash

+4.35%

+$1,238

Total portfolio gain (1Y): +$32,868 (+12.84%)

Sector Weighting vs ASX 200

Over / underweight relative to benchmark

−15%−10%−5% 0 +5%+10%+15%

Financials

+7.0%

Materials

−7.0%

Consumer Disc.

−10.0%

Technology

−8.0%

Healthcare

+1.0%

Energy

+1.0%

Real Estate

−7.0%

Cons. Staples

−7.0%

Utilities

−4.0%

Overweight

Underweight

Benchmark: ASX 200

Asset Allocation Summary

Your portfolio vs target model weighting

Compare to:

Defensive

Conservative

Balanced

Growth

High Growth

−30%−20%−10% 0 +10%+20%+30%

Aust. Equities

+23%

International

−2%

Fixed Income

−20%

Commodities

−5%

Alternatives

−5%

Cash

−5%

Balanced model targets

Aust. Eq 35% Intl 20% Fixed Inc 20% Comm 5% Alt 5% Cash 15%

Detailed Breakdown

Weighting, performance and income by category

Sector

Asset Class

Export →

Sector	Value	Portfolio %	ASX 200 %	Difference	Return %	Return $	Yield %	Annual Income
Financials	$84,120	35.0%	28.0%	+7.0%	+16.8%	+$12,359	4.47%	$3,602
Materials	$31,643	11.1%	18.0%	−6.9%	−4.2%	−$1,385	5.10%	$1,614
Healthcare	$28,920	10.2%	9.0%	+1.2%	+8.7%	+$2,316	1.20%	$347
Energy	$18,338	6.4%	5.0%	+1.4%	−2.8%	−$528	7.20%	$1,320
Consumer Disc.	$0	0.0%	10.0%	−10.0%	—	—	—	—
Technology	$0	0.0%	8.0%	−8.0%	—	—	—	—
Real Estate	$0	0.0%	7.0%	−7.0%	—	—	—	—
Cons. Staples	$0	0.0%	7.0%	−7.0%	—	—	—	—
Utilities	$0	0.0%	4.0%	−4.0%	—	—	—	—
Total (invested)	$163,021	62.7%	—	—	+12.84%	+$13,762	—	$6,883

General Advice Sector classifications follow GICS standards. Benchmark comparisons use ASX 200 index weightings. Model portfolio weightings are general illustrative ranges only and do not constitute a recommendation. ETFs and LICs are investment vehicles — their underlying holdings are allocated to the relevant asset class for allocation comparison purposes. Provided by Vested Equities Pty Ltd (AFSL 478987).

Total Return (1Y)

+12.84%

+$32,868 gain

Since 1 Jul 2024

Time-Weighted Return

+12.84%

+3.64% vs ASX 200

Removes cash flow impact

Money-Weighted Return

+14.21%

Reflects your timing

Includes deposits & withdrawals

Max Drawdown (1Y)

−6.84%

Aug–Oct 2024

Peak to trough decline

Portfolio vs Benchmark

Total return including dividends reinvested

Portfolio +12.84%

ASX 200 +9.20%

Export →

Drawdown

Peak to trough decline over period

Annual Returns

Financial year (Jul–Jun) portfolio vs ASX 200

Top Contributors

Holdings driving portfolio gains

+$36,453 combined

Security	Return	Contribution
CBACommonwealth Bank	+21.4%	+$14,220
IVViShares S&P 500	+18.2%	+$10,380
NABNational Aust. Bank	+15.1%	+$8,120
VASVanguard ASX 300	+9.4%	+$3,733
CSLCSL Limited	+8.7%	+$3,086

Detractors

Holdings dragging on performance

−$3,585 combined

Security	Return	Contribution
BHPBHP Group	−4.2%	−$2,200
WDSWoodside Energy	−2.8%	−$1,385
No other detractors this period

Return Summary by Period

Portfolio vs ASX 200 benchmark across timeframes

Period	Portfolio Return	ASX 200 Return	Alpha	Portfolio Value Change
1 Month	+2.14%	+1.80%	+0.34%	+$5,940
3 Months	+5.82%	+4.60%	+1.22%	+$15,640
6 Months	+8.44%	+6.90%	+1.54%	+$22,180
1 Year (FY25 YTD)	+12.84%	+9.20%	+3.64%	+$32,868
3 Years (p.a.)	+11.20%	+9.80%	+1.40%	+$84,210
Since Inception	+68.40%	+54.20%	+14.20%	+$112,480

General Advice Performance data is sourced from Sharesight and reflects total returns including dividends. Past performance is not a reliable indicator of future performance. Provided by Vested Equities Pty Ltd (AFSL 478987).

Portfolio Review Service

Portfolio Optimiser

Tell us what you're looking to achieve and we'll review your current holdings, run the analysis and report back with a general set of recommendations for your consideration.

1

Select your objectiveTell us what you're trying to achieve or ask for a conversation first

2

We review your portfolioYour adviser analyses your current holdings against your objective

3

Receive your reportAn optimisation report lands here with proposed changes for you to consider

3

Reviews completed

New Optimisation Request

Select your objective and add any context — we'll take it from there

General Advice

1

Choose objective

2

Add context

3

Submit

Which portfolio is this review for?

What would you like to achieve? (select all that apply)

Increase my yield

Generate more income from dividends and distributions

Increase growth potential

Take on more risk to target higher long-term returns

Reduce risk & exposure

Protect against a potential market correction or downturn

Align to a model portfolio

Move toward Defensive, Conservative, Balanced, Growth or High Growth

Rotate positions

Shift weighting toward sectors or stocks with better opportunities

Tax & cost optimisation

Harvest losses, manage CGT or reduce overall portfolio costs

Add more funds

Deploy additional capital into the portfolio — we'll suggest where it fits best

Allocate to a Model Portfolio

Apply a percentage of your portfolio to one of our model strategies

I'm not sure — let's have a chat first

Not sure what you need? Select this and your adviser will reach out to understand your goals before starting the review

Anything else you'd like us to know? (optional)

186 / 500

Your adviser will review your portfolio and respond within 2 business days.
General advice only — no changes will be made without your approval.

Your Current Portfolio

Key metrics at time of request

Total Value$284,621

Cash Available$28,460

1Y Return+12.84%

Cash Yield3.46%

Grossed Up Yield4.82%

Number of Holdings8

Largest PositionCBA 14.8%

Fixed Income0% — no holdings

What happens next

Request submitted

Your adviser receives your objective and a snapshot of your current portfolio

Adviser review

Your adviser analyses your holdings against your stated objective within 2 business days

Report delivered here

Your optimisation report appears below with proposed changes — no action is taken without your approval

General Advice Only All optimisation reports are general in nature and do not take into account your personal financial situation or objectives. No changes will be executed without your explicit approval. Vested Equities Pty Ltd (AFSL 478987).

Optimisation Reports

Your review history — click any report to view in full

3 completed

12 February 2025

Personal Portfolio

Yield & Income

Income Yield Optimisation

Added Westpac (WBC) — increased portfolio yield by +0.8%

Trimmed CSL by 20 units — reduced low-yield drag

Rotated $12,400 of cash into WDS for yield & franking uplift

Yield: 2.8% → 3.46% Grossed Up: 3.9% → 4.82% Implemented

Implemented

8 October 2024

Personal Portfolio

Risk Reduction

Pre-Election Risk Reduction

Reduced BHP by 250 units — lowered Materials overweight

Added VAS ETF — diversified single-stock concentration

Raised cash allocation to 14% ahead of volatility window

Max Drawdown: −8.4% → −6.2% Partially Implemented

Partial

3 July 2024

Personal Portfolio

Portfolio Setup

Initial Portfolio Optimisation

Established core Australian equities — CBA, NAB, BHP, CSL, WDS

Added IVV for international diversification

Set initial cash buffer at 15% for opportunistic deployment

Portfolio established 8 positions initiated Implemented

Implemented

General Advice Optimisation requests and reports are general in nature and are prepared without considering your personal financial situation, objectives or needs. No changes will be made to your portfolio without your explicit instruction and approval. Past review outcomes shown are for illustration only. Vested Equities Pty Ltd (AFSL 478987).

Forecast Income

—

grossed up

Incl. estimated franking credits

Received to Date

—

% of forecast

payments received

Cash Yield

—

On current portfolio value

Based on portfolio value

Grossed Up Yield

—

Incl. franking credits

Incl. est. franking credits

Dividend Income — 24 Month View

Monthly income received and forecast (Apr 2024 – Mar 2026)

Received

Forecast

Dividend Income by Holding

Annual income, yield and franking breakdown

Security	Frequency	Last Div	Annual Div	Cash Yield	Franking	Grossed Up	Next Ex-Div
CBA Commonwealth Bank Financials	Half-yearly	$2.40	$1,603	3.80%	100%	5.43%	15 Aug 25
NAB National Aust. Bank Financials	Half-yearly	$0.85	$1,127	4.60%	100%	6.57%	12 May 25
WBC Westpac Banking Financials	Half-yearly	$0.75	$872	5.00%	100%	7.14%	20 Jun 25
WDS Woodside Energy Energy	Half-yearly	$1.24	$1,320	7.20%	50%	8.48%	28 Aug 25
BHP BHP Group Materials	Half-yearly	$1.08	$1,614	5.10%	100%	7.29%	5 Sep 25
VAS Vanguard ASX 300 ETF	Quarterly	$0.92	$1,398	3.50%	75%	4.81%	30 Jun 25
IVV iShares S&P 500 ETF — Intl	Quarterly	$1.84	$438	1.30%	0%	1.30%	30 Jun 25
CSL CSL Limited Healthcare	Half-yearly	$1.72	$347	1.20%	10%	1.23%	10 Sep 25
Total Annual Income			$8,719	3.46%		4.82%

Upcoming Dividends

Next 90 days — ex-div & payment dates

12

May

NAB Ex-Div

National Aust. Bank

Half-yearly — 100% franked

$0.85

per share

15

May

CBA Payment

Commonwealth Bank

$578 expected to account

$578

total payment

2

Jun

NAB Payment

National Aust. Bank

$578 expected to account

$578

total payment

20

Jun

WBC Ex-Div

Westpac Banking

Half-yearly — 100% franked

$0.75

per share

30

Jun

VAS Ex-Div

Vanguard ASX 300

Quarterly — 75% franked

$0.92

per unit

30

Jun

IVV Ex-Div

iShares S&P 500

Quarterly — unfranked

$1.84

per unit

15

Jul

WBC Payment

Westpac Banking

$465 expected to account

$465

total payment

Franking Credits Received (FY25 YTD)

$1,842

From 8 dividend payments

↑ Tax offset applied at lodgement

Franking Credits Forecast (FY25 Full Year)

$3,831

Based on current holdings & franking rates

↑ Equivalent to $3,831 tax offset

Weighted Average Franking

71%

Across all dividend-paying holdings

General Advice Dividend data is sourced from Sharesight. Forecast dividends are based on the last declared dividend per share and current holdings — actual payments may differ. Franking credit values are estimates only. Tax implications depend on your individual circumstances — please consult a registered tax adviser. Provided by Vested Equities Pty Ltd (AFSL 478987).

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General Advice This information is general in nature and does not consider your personal financial situation, objectives, or needs. Before acting on any of this content, you should assess whether it is appropriate for you and consult your adviser. Vested Equities Pty Ltd holds an Australian Financial Services Licence.

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Australian Equities

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General Advice Corporate deal access is general in nature and does not consider your personal financial situation, objectives, or needs. Allocations are subject to issuer appetite and broker availability. Speak to your adviser before participating. Vested Equities Pty Ltd holds an Australian Financial Services Licence.

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General Advice Research and reports are general in nature and do not consider your personal financial situation, objectives, or needs. Speak to your adviser before acting on anything contained within. Vested Equities Pty Ltd holds AFSL 478987.

Daily Reports

Weekly Reports

Research Notes

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All Clients

Across all advisers

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Active

Fully onboarded

—

Insight (Free)

Basic plan

—

Premium

Analytics plan

—

Vested Private

Full service HNW

Total FUM

—

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Avg Portfolio Size

—

Per active client

Private Eligible

—

Insight clients > $500k FUM

Last CSV Upload

—

Data as at

—

Portfolio valuation date

Client Name	Type	Adviser	Status	Service	Portfolio Value	Last Sync	Invite
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-e

JM

James Mitchell

Individual · Personal Portfolio Adviser: Stuart McClure Gold Coast, QLD Active

Portfolio Value

—

1Y Return

—

Requires Premium

TWRR incl. dividends

Grossed Up Yield

—

Annual income: —

Cash Available

—

Review deployment

Holdings

Buckets

Rebalances

Portfolio Holdings

Incl. cost base and unrealised P&L

— positions

Export →

Security	Units	Price	Value	Weight	Cost Base	Unreal. G/L	Return %	Div Yield	Annual Div	Franking
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Schedule a review or wait for client to submit an optimise request.

Adviser Notes

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Contact Details

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Email

—

Address

—

Account Number

—

Account Type

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Service Plan

Upcoming Dividends

From holdings data

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Tax Reports

Sharesight reports

Portfolio Valuation

Performance Report

Capital Gains/Loss

Unrealised CGT

Trades

Taxable Income

	Bucket	Target %	Current %	Δ

—

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Awaiting adviser review

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Why we're recommending this

Proposed trades

The proposals below are general advice and do not take your personal circumstances into account.

Summary of portfolio improvements

Proposed Portfolio

Holding	Code	Units	Price	Value
TOTAL

Important notes

Your decision

You should consider your own personal financial situation and ensure these proposals align with your goals, risk appetite and objectives before approving the recommended transactions.

You can talk to your adviser before deciding.

Advice Warning: This webpage contains general financial product advice and does not constitute an offer or inducement to enter into a legally binding contract. It does not form part of the terms and conditions for Vested Equities products or services. The information provided on this webpage is not intended as, nor is it a substitute for, personal financial services advice. As this webpage has been prepared without consideration of any specific client's investment objectives, financial situation or needs, a financial adviser should be consulted before any investment decision is made. Readers acting on this information without first consulting an adviser do so entirely at their own risk.

Important Disclosure: Vested Equities Pty Ltd, its directors, associates and employees advise that they may hold securities, may have an interest in and/or earn brokerage and other benefits or advantages, either directly or indirectly from client transactions arising from any information mentioned on this website and in documents published to this website. Directors, associates and employees of Vested Equities Pty Ltd from time to time may hold shares in the security/securities mentioned on this website and in research documentation published on this website and, therefore, may benefit from any increase in the price of those securities.

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Content Type

📈 Trade Idea

📚 Research Note

Actionable trade idea with entry/target/stop levels and conviction reasoning. Appears in client Recommendations tab.

Trade Type

Equity

Options

ETF

Structured Product

Fixed Income

Small Caps

Other

Optional First Step

Document Extraction

Upload a PDF (broker note, research report, or term sheet) and click Extract. Claude will read it and pre-fill the fields below. Review everything before saving.

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Section 1

Header

Identity and key metadata clients see immediately.

Recommendation Title

Ticker / Symbol

Company Name

Completed by Adviser

Direction

↑ Bullish

↓ Bearish

→ Neutral

Time Horizon

Date Issued

Entry Price

Target Price

Stop Loss

Market Cap

Price at release

Dividend Yield

Section 2

Summary

One tight paragraph. Client-facing. Fast to scan.

Section 2a

Trade Rec Page Summary

A short blurb shown on the client-facing Live Recommendations card. 1–2 sentences max. This is the headline pitch — clients click in for the full thesis.

Section 3

Thesis

Each point becomes a dot point in the output. Keep each one a single conviction statement.

1

2

Section 4

Trade Setup

Practical, execution-focused. Adviser should be able to scan and know how to position.

1

Section 5

Risks

State downside factors clearly and professionally. One risk per point.

1

2

Section 6

Documents

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Options

Strategy & Legs

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POP

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IV Rank

Net Delta ($)

Time Decay/Day

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Legs

Leg 1

Action

Type

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Expiry

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Delta

IV

Qty

Options Notes

Images

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SUBJECT

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SUBJECT

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Send To Email List: Equities

Equity

Recommendation title will appear here

23 Apr 2025

Current Price

—

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Target

—

Summary

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Investment Thesis

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Trade Setup

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Key Risks

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Advice Warning: This email contains general financial product advice and does not constitute an offer or inducement to enter into a legally binding contract. It does not form part of the terms and conditions for Vested Equities products or services. The information provided on this email is not intended as, nor is it a substitute for, personal financial services advice. As this email has been prepared without consideration of any specific client's investment objectives, financial situation or needs, a financial adviser should be consulted before any investment decision is made. Readers acting on this information without first consulting an adviser do so entirely at their own risk.

Important Disclosure: Vested Equities Pty Ltd, its directors, associates and employees advise that they may hold securities, may have an interest in and/or earn brokerage and other benefits or advantages, either directly or indirectly from client transactions arising from any information mentioned on this website and in documents published to this website. Directors, associates and employees of Vested Equities Pty Ltd from time to time may hold shares in the security/securities mentioned on this website and in research documentation published on this website and, therefore, may benefit from any increase in the price of those securities.

Deal Type

IPO

Placement

Shortfall Placement

Unlisted Deal

Step 1 — Recommended First Step

Term Sheet Extraction

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Section 1

Identity

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Section 2

Key Terms

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Offer Price

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Section 3

Key Dates Timetable

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Section 4

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Section 5

Copy

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Summary — short, card-level

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Section 6

Why We Like It

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2

Section 7

Key Risks

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Section 8

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Section 9

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Deal Card

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IPO Sector 23 Apr 2025

MX

Company Name

Sector · ASX: TICKER (proposed)

Deal summary will appear here as you type…

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Daily Holdings CSV

Drag the TPVEST Client Holdings attachment from your email, or click to browse.

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What these uploads do

Holdings: parses each row (one row per holding per client), creates/updates clients, matches advisers via the Advisor Code column, and refreshes positions, dividends, and performance snapshots
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Re-running with the same file is safe — both uploads are idempotent

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1 · Sources

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AI drafting

Click Fetch Market Data to auto-populate Friday closes, commodities, FX and the calendar from public sources, then Generate Newsletter to draft prose for every section.

01

Header

Auto-generated from edition date

Title

Subtitle

02

Personalised Intro

Not yet drafted

Editable copy ONE short analytical sentence setting up the week. The greeting is added separately in Pipedrive.

03

The Edge Featured

Not yet drafted

House view 2–3 sentences. State a clear view on what matters this week. Avoid summary; lead with interpretation.

04

Last Week's Moves

Not yet drafted

Source data

S&P 500

S&P %

Nasdaq

Nasdaq %

Dow

Dow %

US 10Y

10Y bps

Main driver last week

Need ideas for the driver? Open marketindex.com.au/asx or tradingeconomics.com/australia/stock-market, copy the daily wrap text, paste below and click Parse with AI. Claude will distill it into a single conviction-led sentence and fill the Main driver field above.

Commentary 4–6 sentences on what happened in US markets last week, with attention to Friday's close, and what it means for ASX this week.

Image (optional)

HubSpot image URL Paste a public HubSpot Files URL

Image title Optional caption shown below the image

05

Data That Mattered Last Week

Not yet drafted

Releases

Quick fill from a calendar source. Open forexfactory.com/calendar?week=last (or investing.com, myfxbook), filter to AU/US/CN, copy the high-impact rows, paste below and click Parse with AI. Claude will extract them into the table above.

Interpretation 2–3 sentences after the table

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HubSpot image URL Paste a public HubSpot Files URL

Image title Optional caption shown below the image

06

Commodities & Macro Signals

Not yet drafted

Source data

Brent

Brent %

Gold

Gold %

Silver

Silver %

Copper

Copper %

Iron Ore

Iron %

AUD/USD

AUD %

Editable copy Interpret what the moves imply for resources, energy, gold stocks, AUD-sensitive sectors

Image (optional)

HubSpot image URL Paste a public HubSpot Files URL

Image title Optional caption shown below the image

07

The Week Ahead

Not yet drafted

Top events

Quick fill from a calendar source. Open forexfactory.com/calendar?week=next (or investing.com, myfxbook), filter to AU/US/CN, copy the upcoming high-impact rows, paste below and click Parse with AI.

Editable copy Optional preamble. Each event renders as a numbered list in the output.

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HubSpot image URL Paste a public HubSpot Files URL

Image title Optional caption shown below the image

08

Vested View / Positioning Idea Featured

Not yet drafted

Positioning idea General advice language only. No "buy/sell". Use "we favour", "we are watching", "investors may consider".

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HubSpot image URL Paste a public HubSpot Files URL

Image title Optional caption shown below the image

09

Adviser Take Manual

Not AI-drafted — write directly

Adviser comment 1–2 sentences. Practical, slightly opinionated. {{owner.name}} renders the adviser's name.

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Summary

Overview

Investment Thesis

Use of Funds

Key Risks

Methodology

Stock Chart

Why we're recommending this

Proposed trades

Summary of portfolio improvements

Proposed Portfolio

Important notes

Your decision

Methodology

Top 10 Holdings

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Summary

Overview

Investment Thesis

Use of Funds

Key Risks

Methodology

Stock Chart

Submitted to your adviser

Why we're recommending this

Proposed trades

Summary of portfolio improvements

Proposed Portfolio

Important notes

Your decision

Choose your plan