Community
Vera CHAT©
The AU-moderated community forum — every signed-up user gets it. Pro members can type @vera in any thread for a portfolio-aware AI reply everyone can read.
Financial Services · AI Portfolio Intelligence
VerafyAI
Meet Vera. Then decide how much you want her.
Live — Founding launch
VerafyAI
Financial Services · AI Portfolio Intelligence
Meet Vera — professional-grade portfolio insight for Australian investors. Conversational and voice-driven analysis, tax-aware optimisation, and real-time coverage across the ASX and global markets.
Vera CHAT · PRISM · VOICEReal-time market dataTax-aware analyticsTiered SaaS billing
Under the Hood
The engineering behind VerafyAI
Vera is one analyst with three interfaces: CHAT for conversational portfolio Q&A, PRISM for structured portfolio analytics, and VOICE for hands-free analysis. Under it all sits a live market-data pipeline spanning the ASX and global indices.
Technical Highlights
- Real-time market data ingestion across ASX 200, All Ords, S&P 500, NASDAQ, FTSE and Asian indices
- AI analysis layered over holdings — tax-pack generation and tax-aware optimisation per tier
- Tiered SaaS entitlements (Starter / Standard / Pro) gating CHAT, PRISM and VOICE capability
- Compliance-aware product design for the Australian regulatory context
Industry
Platform Features
Vera isn't a dashboard. She's your AI advisor.
While other platforms give you charts, Vera gives you answers — explaining your portfolio 24/7, spotting opportunities and risks, and warning you before you make mistakes. One portfolio, every market, tax sorted by country.
Private AI
Vera VOICE©
Your private 1:1 AI surface — text-first, voice-enabled. Vera streams answers grounded in your cost basis, CGT clock, and franking position.
Values Screening
Vera PRISM©
Refract your holdings through ESG, Halal, Climate, Vice or your own MyPRISM© screen (up to 20 rules) — with weekly drift alerts on Pro.
Intelligence Layer
Vera Insights
Action Center plus 15 strategy modules — concentration, factor exposure, drift, CGT clock, scenario modelling and more. Free baseline; Pro adds AI narrative.
Validation
Vera Check
The universal validation layer — inline ✓ marks against key money figures: cost basis, Tax Pack totals, Sharpe/Sortino/Beta, PRISM scores and concentration percentages.
Tax Engine
Multi-Market Tax
Australian-first — franking credits, the 50% CGT discount, EOFY timing, ATO-ready packs — and now fluent in your other markets, including US short/long-term gains.
Built With Guardrails
- Calculation-based — every recommendation is backed by actual calculations from your data; Vera never guesses
- No trade execution — Vera suggests actions but never executes trades; you stay in full control
- Ethical boundaries — Vera won't encourage excessive risk or help with anything illegal or unethical
More from the portfolio
Founding Partners Wanted
Get early access to the portfolio
We're working with a handful of Founding Partners ahead of launch. Join the waitlist and help shape products built for your industry.