Track and improve your Folio

Investment success is more than just picking the right stock at the right time. We help you analyse and manage your investments so that you can spot weaknesses, diversify and rebalance.

All the insight that matters, always online.

Clear and concise information about your Folio, beautifully laid out. Track your holdings and returns online at any time of the day.

Record buys, sells, deposits and withdrawals

Transaction log support allows the accurate generation of daily valuations. Track gains and losses over time and improve your hit rate.

Effortlessly monitor the health of your stocks

Gain instant analysis on the overall financial health of your investments and spot risks that could damage your overall returns.

Maintain a well diversified folio

Break your holdings down across sectors, styles and ratios. It's simple to see how far from your benchmark your Folio has drifted.

Track news and events for your investments

Save time scouring the web for news and information affecting your investments - delivered directly within your Folio.

Start your Completely Free Trial Today

Take a free trial today and improve your investment decisions for good.

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Done, Let's add some stocks
Brilliant - You've created a folio! Now let's add some stocks to it.

  • Apple (AAPL)

  • Shell (RDSA)

  • Twitter (TWTR)

  • Volkswagon AG (VOK)

  • McDonalds (MCD)

  • Vodafone (VOD)

  • Barratt Homes (BDEV)

  • Microsoft (MSFT)

  • Tesco (TSCO)
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Foliobuilder