Auravest Help Center
Practical guides for tracking your wealth, connecting accounts, and getting the most out of Auravest.
Set up your profile, connect your first accounts, and learn what the dashboard does.
3 articlesTrack property, ASX shares, crypto, super, and run retirement simulations.
4 articlesSync accounts via Up Bank, import CSV statements, and manage your data sources.
3 articlesHow your data is stored, how to export it, and how to delete your account.
2 articlesManage your subscription, payment method, and tax invoices.
1 articleWhat Auravest does, what it doesn't do, and the three things to set up first.
Two paths to get transaction data in: Up Bank token sync, or CSV/Excel statement upload.
What the simulator does, how to read its output, and where the assumptions break down.
Your rights under the Australian Privacy Principles, and how to act on them.
Quick answers to the most common questions.
Yes. Data is encrypted at rest with AES-256 and in transit with TLS 1.3, stored in AWS Sydney. All bank connections are read-only, and we never store your bank password.
Up Bank has a live API integration. For other Australian banks — CBA, Westpac, NAB, ANZ, Macquarie, ING, and most others — you can upload a CSV statement.
Yes. Any asset — property, shares, crypto, term deposits — can be tagged as held inside an SMSF. The tag is used in liquidity, tax, and allocation views.
Auravest is a responsive web app and works well on mobile browsers. Add it to your home screen for an app-like experience on iOS or Android. A native app is not on the near-term roadmap.
Yes — Settings → Data has a CSV export covering assets, liabilities, transactions, and goals. You can also delete your account from the same screen.
No. Auravest is an informational tool. The AI assistant and simulator help you explore scenarios, but they aren't a substitute for a licensed financial adviser or accountant.
Email our support team. We're based in Australia and typically reply within one business day.