Holdings
Derived from your transaction ledger. Funds use a manual NAV — tap a fund's price to set it.
| Holding | Type | Units | Avg Cost | Current Price | Total Value | Gain % | Gain £ |
|---|
Transaction Timeline
Every buy and sale, newest first, straight from your ledger.
Growth over time
Phase 2. The valuation engine will reconstruct your portfolio's value for every past day from the ledger + historical prices + FX, and chart it here. Exact from the date all positions are recorded; estimated (flagged) before that.
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").