From FIFO cost basis to capital allocation — every analytical tool you need to invest with precision and compound with confidence.
Portfolio Value
£128,450
+£2,340 today
Unrealised P&L
+£24,180
+23.2% return
Realised P&L
+£8,920
Closed trades
Total Invested
£104,270
Cost basis
Platform Features
Built around the workflows of conviction-driven, long-term investors — not day traders.
Know your exact cost basis using First In, First Out methodology. Track unrealised and realised gains across every position with surgical precision.
Plan how much to deploy, when to add, and when to trim — with built-in position sizing tools that keep your portfolio intentional and balanced.
Model any buy or sell before you execute. See the P&L impact, new average cost, and capital commitment using your actual FIFO lot data.
Go beyond portfolio value. Track assets, liabilities, pensions and cash reserves in one unified wealth dashboard that updates in real time.
Build investment theses, track conviction scores, and get AI-powered analysis on positions and macro themes to sharpen your edge.
Design and track custom ETF allocations with target weights, contribution planning and rebalancing prompts to stay on track.
How It Works
Apply for an invite. We review applications and onboard members in cohorts to ensure quality.
Add your holdings and transaction history manually or via CSV. We handle the maths from there.
Track every metric, simulate every trade, and plan every allocation — all in one coherent platform.
Plans
Every plan includes core portfolio tracking. Unlock more as your investing sophistication grows.
Financial stability & clarity
Long-term wealth building
Macro-aware portfolio intelligence
Full portfolio operating system
Join a growing community of investors who track, plan and compound with precision.
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