Coming soon
HeirWealth integration
Tax and portfolio reporting powered by HeirWealth — entities, valuations, documents and reports across the whole picture, not just the holdings we manage.
Your Complete
Investment Dashboard
Consolidate every broker account, track performance in real time, and receive expert stock recommendations — all from one powerful platform.
14-day money-back guarantee
No lock-in contracts
AFSL #296877
5+ broker integrations
500+ active investors
Expert AU & US recommendations
CHESS-sponsored — assets in your name
Connects with your broker
What's new
The October 2026 upgrade
- Consolidated dashboard — ASX, global, Macquarie cash and structured investments in one view with live prices
- Markets — overnight and day session pricing, leaders and laggards, index heatmaps
- Company research — fundamentals, charts and MPC research on the one screen
- Recommendations hub — accept or reject new calls in the platform, with the full track record
- Earnings updates — results coverage on the stocks you actually hold
- Content hub — podcasts, webinars, feature stories, articles and research in one place
What’s coming
Next in the pipeline
- Mobile app for Apple and Android
- K.ai — our in-house AI assistant
- HeirWealth integration for tax and portfolio reporting
Coming soon
Mobile app and K.ai
A Mosaic app for Apple and Android, with push notifications when a new recommendation lands — plus K.ai, our in-house AI assistant, to answer questions about your portfolio and the market.
October Upgrade
Your dashboard
One view of the whole portfolio
ASX holdings, global stocks, your Macquarie cash account and your structured investments — consolidated across every account, valued live, on whatever screen you happen to have in front of you.
Dashboard
Consolidated, live and always current
Total portfolio value across all of your accounts, allocation between equities, structured investments and cash, your top holdings with live movement, pending recommendations awaiting your approval, and your recent trades — on one screen.
- ASX and global stock holdings
- Macquarie cash account balances and movements
- Structured investments — Fixed Coupon Notes, index and thematic
- Allocation, top holdings, recent trades and research in one view
Held in your name. Assets stay CHESS-sponsored. Mosaic consolidates the accounts you connect — it never executes trades on your behalf.
Content
Everything we publish, in the one hub
Content hub
Podcasts, webinars, feature stories and research
The Morning Call and Bulls vs Bears, webinars, feature stories, articles, research notes and company updates — collected in Mosaic instead of scattered across your inbox, YouTube and Spotify.
- Morning Call and Bulls vs Bears podcasts
- Webinars and feature stories
- Articles, research and company updates
- Daily updates and the latest stories on your holdings
Recommendations hub
Every recommendation, in one hub
New investment recommendations across AU Stocks, Global Stocks, Structured Investments and High Conviction — with a pending approvals queue you can accept or reject in one click.
Recommendations
New calls with the thesis attached
New recommendations arrive in your pending approvals queue with the thesis attached. Approve the ones you want inside Mosaic — with defined entry points, targets and stops attached to each call.
- AU Stocks, Global Stocks, Structured Investments and High Conviction
- Pending approvals — accept or reject in the platform
- Full reasoning and entry levels attached to each call
Track record
Every previous recommendation, marked to market
Cumulative performance of each recommendation service, the open positions with their entry dates and current returns, and the full trade history — so you can see how the calls have actually gone, not just the ones we talk about.
- Cumulative performance by service
- Open positions with entry price, date and return
- Closed trade history and top performers
Markets & research
The market, without the tab juggling
Markets
Overnight and day session in one place
What happened while you were asleep and what is happening right now — indices, commodities, currencies and crypto, with the movers called out rather than buried.
- Overnight and day session pricing
- Leaders and laggards
- Live pricing (20 minutes delayed)
- Index heatmaps for Australia and the US
Company research
Fundamentals, research and charts
Pull up any company and get the chart, the fundamentals and our research on the one screen — so you can check a holding, or a stock you are thinking about, without leaving the platform.
- Interactive charting with volume and technicals
- Company fundamentals and key metrics
- MPC research and notes attached to the stock
Earnings
Earnings updates on the stocks you actually hold
When a company you own reports, the update lands in Mosaic — the verdict, the scorecard against guidance, and what it means for the position. No wading through a 60-page result.
Choose Your Plan
Simple, Transparent Pricing
Free, Silver, Gold, and Platinum tiers — monthly or annual billing. Compare all plans directly on Mosaic.
Free
Silver
Gold — Most Popular
Platinum
View live pricing & compare plans
All plan details & features
on the Mosaic platform
Monthly and annual billing. Save 16% with annual. No lock-in — cancel anytime.
14-day money-back guarantee · No credit card required for Free tier
Common Questions
Everything you need to know
Mosaic currently integrates with Bells Direct, CMC Markets, Morrison Securities, Stropro, and Macquarie. Additional brokers are added regularly — contact us if yours isn't listed.
Yes. No lock-in contracts. Cancel your subscription anytime from your account dashboard. We also offer a 14-day money-back guarantee if you're not satisfied.
Mosaic uses bank-grade encryption and read-only broker connections — we can never execute trades on your behalf. Your funds and securities are always held in your own name (CHESS-sponsored). MPC Markets holds AFSL licence #296877.
Free gives you access to content and research. Silver unlocks one investment product. Gold gives you three products plus faster support. Platinum includes all products, unlimited broker consultations, and a dedicated portfolio manager.
Get Started Today
Ready to Transform Your
Investment Experience?
Start your free trial today. No credit card required for the Free tier — upgrade anytime.
14-day money-back guarantee · Cancel anytime · AFSL #296877
