Guides
Notes from our Glasgow desk
Short, practical pieces on portfolios, fees and the dashboard. General information only, written for people who would rather not read a prospectus at bedtime.
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Dashboard 
Dashboard
5 min readReading your portfolio in five minutes
A short routine for the dashboard, so a monthly check tells you what changed and what to leave alone.
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Fees 
Fees
6 min readWhat transparent fees actually look like
Charges you can name, find and total up before you invest. That is the whole idea behind our price board.
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Portfolios 
Portfolios
6 min readChoosing a risk level you can live with
Risk is not a score to win. It is a question of how much movement you can watch without selling at the worst moment.
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Getting started 
Getting started
5 min readYour first month on the platform
What happens after the paperwork clears, from the first contribution to the first statement you sit down and read properly.
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Portfolios 
Portfolios
4 min readWhat rebalancing actually does
Over time the strongest holdings grow into a bigger share of the pot. Rebalancing puts the mix back where you set it.
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Getting started 
Getting started
6 min readMoving an existing portfolio across
Transfers take paperwork, patience and a written record. Here is how to keep track of what is going where.
Good portfolios start with a question
Tell us what you are saving for, how you would like to invest and where you are up to. A person replies by email. Nothing is opened, signed or charged through the form.