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.
Growth Over Time
Portfolio value vs net invested, reconstructed from your ledger + historical prices & FX.
Building curveโฆ
Holdings Performance
Each currently-held position's price return in GBP, indexed to 100 at the start of the selected period, so holdings of very different sizes can be compared on one chart.
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 |
|---|
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).
By Theme
By Type
Look-Through โ Top Underlying Exposures
ETF value spread across its constituents by weight, then combined with names you hold directly. ETF weights are approximate (from factsheets); funds without constituent data appear as a single line.
Exposure Detail
| Exposure | Direct | Via ETF | Total | % of Portfolio |
|---|