One application. Your whole portfolio.
KeplerPI III runs as a desktop application on macOS and Windows, with an optional smartphone companion. Licences are per asset class, so you pay only for the modules you use.
Modules
Property
Portfolios of properties with valuations history, mortgages, tenants and leases, operating cashflow by category, equity charts, and the Feasibilities workspace for modelling purchases you don’t own yet.
Shares
Holdings with buy/sell parcels, cost basis, dividends and franking, valuation history, bulk price updates, and returns over 1 day to since-acquisition.
Loans
Money you’ve lent — notes, terms, rates, repayment tracking, and interest income flowing into your cashflow picture.
Super & retirement
Industry, corporate and personal funds with balance history — plus SMSFs as full containers holding their own property, shares, cash and loans.
Editions
| Edition | What you get |
|---|---|
| Single device | The full application on one Mac or Windows computer. Store data locally or in a cloud-synced folder (OneDrive, Google Drive, Dropbox, iCloud Drive) — which doubles as your off-machine backup. |
| Smartphone add-on | Adds your phone. The same portfolio, reachable anywhere, synced through your own OneDrive, Google Drive or Dropbox — offline-capable with automatic record-level merge. |
Every licence starts with a free trial — explore everything on realistic sample data before entering your own.