This web based tool will help you manage your portfolio of investments across all your brokers and accounts. It is free to use for anyone interested in taking greater control over their financial affairs.

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  • Key Features

  • Wizard help for data import, latest prices and tax planning
  • Secure web based technology that works on your PC, tablet or phone.
  • Analyse your investing performance and plan your asset allocation.
  • Integrated with our Forecasting Tools and Savings Model Wizard.
  • Set objectives, asset allocation targets and custom profiles for your portfolio.
  • Primarily intended to help UK residents or tax payers.

Portfolio Management

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.

Performance Analysis

Analyse your portfolio capital returns and income yield across multiple dimensions. Track performance against objectives. Get latest prices from Alpha Vantage, Quandl and IG Index.

Asset Allocation

Set targets and identify actions to rebalance your portfolio based on custom sector and geographic profile analysis. Forecast to help plan investments for any new money.

Tax Planning

Track taxable gains and forecast term investments to help plan use of capital allowance. Estimate income tax due on interest, dividend and rental income, and tax relief on contributions.

Import Broker Data

Import transactions from your broker using our generic data import tools or use our custom import for AJ Bell Youinvest if you have an account with them.

Disclaimer

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.

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Who are we?

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.

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