All you need to track & improve your portfolio

Get the big picture with accurate valuations & performance histories

Finally, you can keep track of how well your portfolio has performed over time with included time-weighted return performance. These charts automatically adjust your returns for the impact of cash inflows and outflows over time - giving you a true reflection of your performance.

Stop jumping between brokers and centralise your portfolio records

There's no need to open multiple tabs and build spreadsheets to know your wealth status. With easy-to-use portfolio import tools you can get your trade records in fast and see your valuations. Alternatively, you can log the precise details of any share purchase or sale at will with our easy-to-use tools.

Stay instantly informed with news, event & comment updates

It's so much easier to know what to do when you have confidence you are up to date. Review the upcoming reporting schedule, get daily company announcements & review comments from our analysts on your stocks throughout the week.

We bring all the power of Stockopedia's proprietary data to your portfolio in easy-to-use data views. A quick glance at the StockRanks™ & RiskRatings™ brings an immediate understanding of upside potential and downside risks. With laser guided efficiency you can weed out potential underperformers and build a higher expected return portfolio.

Everybody likes to view their holdings in their own way, so we’ve made it possible for you to customise the display to show the table columns or charts you want. Whether you prefer to see today's latest gains or broker forecasts - it's all there. You can choose from any our set of 350+ fundamental & technical ratios plus all our proprietary data sets.

Diversification has been called the only free lunch in investing. By spreading your bets across different countries, sectors and styles you can earn similar returns at a lower chance of catastrophic risk. With our visual toolkit of pie & bar charts spotting issues has never been as straightforward.

You don't need us to tell you that share prices rise and fall… but what do you do when a position gets so large in a portfolio that it has a disproportionate impact on portfolio risk? By setting maximum and minimum position limits you can stay on top of your riskiest exposures, worry less and most importantly act more quickly to address imbalances.