Build Your Wealth Like a Pro
Monitor your portfolio performance and maximise returns with confidence
Professional Portfolio Management
Track all your investments in one place with comprehensive portfolio monitoring, performance analysis, and investment insights.
Key Features
- Real-time Pricing
Live market data for stocks, ETFs, and mutual funds
- Performance Analytics
Track returns, dividends, and portfolio growth over time
- Asset Allocation
Monitor diversification and rebalance your portfolio
- Tax Optimisation
Track tax-loss harvesting opportunities and capital gains
Benefits
- Better Decisions
Data-driven insights for smarter investment choices
- Maximize Returns
Optimise your portfolio for better performance
- Risk Management
Monitor and manage investment risk effectively
Comprehensive Investment Tracking
Connect Investment Accounts
Link brokerage accounts, ISAs, SIPPs, and other investment platforms
Monitor Performance
Track individual holdings and overall portfolio performance in real-time
Optimise Strategy
Use insights to rebalance and improve your investment strategy
Investment Tracking Benefits
Portfolio Performance
Track your investment returns, asset allocation, and performance metrics to make informed decisions.
Tax Optimisation
Identify tax-efficient investment strategies and opportunities to maximise your after-tax returns.
Celebrate Your Investment Wins!
Every investment you track, every portfolio you balance, every return you optimise - these are all steps toward financial independence.
Start Tracking Your Investments
Take control of your investment portfolio with professional tracking tools.