Your Investments, One Clear View
A portfolio tracker built for UK investors. Track ISAs, SIPPs and GIAs with real-time prices, multi-currency support and proper HMRC cost basis.
Built for UK Investors
Everything you need to track your portfolio properly, from contract note to capital gains.
Multi-Currency
14+ currencies with automatic FX conversion. Enter trades in USD, EUR or GBp and see everything valued in GBP.
True Cost Basis
HMRC Section 104 pooling. Dealing charges, FX fees and stamp duty all factored into your real cost per share.
Multiple Accounts
Keep ISA, SIPP and GIA separate or view them together. Track each broker and account type independently.
Live Prices
Real-time quotes from Yahoo Finance. See current market values, unrealised gains and percentage returns at a glance.
AI Portfolio Briefs
Daily AI-generated reports that summarise performance, highlight movers and add market context.
Geographic View
See your UK, US and international exposure at a glance. Understand how diversified your portfolio really is.
Everything at a Glance
Your dashboard shows total value, gains and portfolio breakdown in real time.
How It Works
Get started in minutes
Create a Portfolio
Set up your ISA, SIPP or GIA. Add your broker and account details.
Log Your Trades
Enter the exact figures from your broker contract notes.
Track Performance
See live valuations, gains and losses, with daily AI-generated briefs.