For holding companies, investment firms and private investors: companies, properties, funds and loans in one portfolio, with dividends, interest and rent by holding, valuations, IRR and multiple, and investor statements in PDF. PNG holding companies and landowner groups track every investment and its income in kina, in one place.
Add it to any plan to track investments alongside the businesses you run in e-Business ERP.
Companies, properties, funds and loans in one register.
Dividends, interest and rent recorded against each holding.
Record valuations over time and see unrealised gains.
Returns calculated for each holding and the whole portfolio.
Statements in PDF for partners, family members or the board.
Ask which holdings earn the most or have underperformed.
Every module of e-Business ERP ships with Ask AI. Ask in plain words and get the answer, table, Excel or PDF from your live data, with your own permissions:
| What matters | Spreadsheet portfolio | e-Business Investors & Holdings |
|---|---|---|
| IRR & multiple | Formulas | Calculated |
| Income by holding | Manual | Recorded |
| Investor statements | Built by hand | PDF in one click |
| Linked to your businesses' books | No | Same platform |
| Ask AI on returns | No | Yes |
Plans start at AU$30/month and Investors & Holdings is added from Account → Billing. The add-on price in your currency is on the pricing page, and it is open in every 7-day trial.
Start free trialSee every plan in AU$ →Start free and add your first holdings today.