Dashboard
Your dashboard, and what sits behind it
One dashboard holds every account, contribution and fee. Behind it sit the portfolio holdings, the fund charges and the records you can export whenever you want them.
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See every holding
Each fund or share is listed with its weight and what it has done, in pounds and in plain words.
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Follow a contribution
Watch money land, get invested and settle into the mix, without guessing where it went.
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Share with your accountant
Send a read only view or an export at the end of the tax year, so nobody works from memory.
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On your phone
The dashboard opens on a phone, so a portfolio review fits into a bus journey home.
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At the kitchen table
Print a single page summary of holdings and fees to read with someone at home.
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In your own records
Download a yearly pack of contributions, values and charges for your own files.
How the dashboard is built
You choose a risk level or a set of holdings, confirm how much you want to put in, and the platform buys the funds in the agreed weights. The dashboard then updates as prices move, so the pot as it stands is always in front of you. When the mix drifts far enough, a rebalancing note explains what moved and why.
Where you see the numbers
- On your phone
- In a monthly note
- On a printed summary
- In your tax pack
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.