Holdings
Derived from your transaction ledger. Funds use a manual NAV โ tap a fund's price to set it.
| Holding | Type | First Bought | Units | Avg Cost | Current Price | Total Value | Gain % | Gain ยฃ |
|---|
Transaction Timeline
Every buy and sale, newest first, straight from your ledger.
Annualised Return Since Purchase
Per-holding compound annual growth (CAGR) in GBP, from first purchase to today. Sorted by annualised return.
| Holding | First Bought | Held (yrs) | Total Return | Annualised |
|---|
Growth Over Time
Portfolio value vs net invested, reconstructed from your ledger + historical prices & FX. Monthly points.
Building curveโฆ
FY-to-FY Actual Gain
Gain each UK financial year (ending 5 Apr), adjusted for money paid in or out that year.
| FY | Start Value | End Value | Net In | Gain ยฃ | Gain % |
|---|
Watch List
Stocks you might buy. Live prices, no position. Use the symbol your exchange uses (e.g. ASTS, RHM.DE, EUAD.L).
Allocation & look-through
Phase 3. Theme/type allocation plus full look-through into ETF and fund constituents (entered from factsheets on the free tier, dated "as at").