Holdings
Derived from your transaction ledger. Tap a holding to see its performance.
| Holding | Type | First Bought | Units | Avg Cost | Current Price | Today | Total Value | Gain % | Gain ยฃ |
|---|
Closed Positions
Fully sold holdings. Shown here only โ excluded from live totals, the Portfolio table and Allocation.
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
PriceYour average costBuySell
Returns by Holding
Price change over each window in the holding's own currency, plus your total and annualised return in GBP since first purchase. Tap a column to sort, tap a holding to open it.
| Holding | Today | 1M | 3M | YTD | 1Y | Since bought | Annualised | Gain ยฃ |
|---|
What Drove the Gain
Each open holding's gain or loss in GBP since you bought it. Tap a bar to open the holding.
Holding Lifetime Performance
Each holding rebased to 100 at the start of the window, in GBP. Sold holdings are dashed. Tap a name in the legend to open that holding; hover to highlight; scroll or pinch to zoom.
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 Contributions | 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 |
|---|