We provide web based tools to help you plan for retirement by modelling savings and forecasting retirement income, manage your portfolio of investments, and to help traders keep a journal for performance analysis and risk management.Get Started
To help you use this tool, we have developed a wizard to guide you through each step and task required to make the best use of this savings model. The tasks are grouped into four stages, as summarised below.
Our portfolio management tools help you carry out performance analysis, asset allocation and tax planning for your portfolio of individual investments in bonds, shares, funds and property.
Our trading tools provide you with a trading journal, performance analysis and risk management capabilities to help analyse and improve your trading performance.
We are not financial advisers, nor do we make money from selling financial securities. Read our terms and conditions including the disclaimer and privacy statements before registering or using this site.
This site is owned and developed privately in the UK. It has been developed using the experience of managing investments since 1993 and trading futures since 2003. Since the site was hosted to the public in 2010, we have been working on continuous improvements up to 2018 when the tools were relaunched on a new technical platform that is responsive (i.e. works from your PC, tablet or phone) and is easier to use.