Your portfolio, professionally analysed.
Institutional-grade risk metrics, AI-powered insights, and portfolio analysis — built for UK investors who want more than a spreadsheet.
Everything your broker doesn't tell you
Risk Metrics
Sharpe ratio, annualised volatility, max drawdown, VaR, beta, and Jensen's alpha — all computed from your actual holdings with live market data. The numbers your broker never shows you.
- ·1-year rolling, S&P 500 benchmarked
- ·UK Gilt risk-free rate
- ·CAPM-adjusted alpha
AI Overview
A private-wealth-grade portfolio report generated in seconds. Plain-English explanations of every metric, hidden exposures, dividend income, and an honest assessment of your portfolio construction.
- ·Live data, not generic advice
- ·Streams in real time
- ·8-section structured report
Portfolio Review
Concentration risk scored by HHI and MCTR. Actionable rebalancing recommendations with GBP amounts. CGT warnings on sell actions. Tested against balanced, growth, and conservative profiles.
- ·HHI & Effective-N scoring
- ·MCTR risk attribution
- ·Includes CGT disclosure
Charts & Tracking
Portfolio vs S&P 500 performance indexed to 100. Drawdown from peak. P&L by holding. Allocation breakdown. All charts update in real time when you add or remove positions.
- ·1M · 3M · 6M · 1Y · 5Y timeframes
- ·Correlation heatmap
- ·Live P&L tracking
Up and running in minutes
Add your holdings
Enter ticker, date, shares, and price. Supports GBP, USD, and EUR transactions. Or import everything at once via CSV.
Live data loads automatically
Prices, FX rates, and historical data are fetched from global markets. No manual updates. No spreadsheet maintenance.
Get professional analysis
Risk metrics, AI report, and portfolio review — all on demand. Designed for UK retail investors who want more than a number.
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