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Aggregate every holding. See through every ETF. Make decisions backed by data, not guesswork.

Total Portfolio Value

£127,430.56

24h

+£1,247.30

VUSAVanguard S&P 500
£24,350+18.2%
SWDAiShares World
£18,720+8.7%
VUKEVanguard FTSE 100
£12,100-2.1%
IITUiShares US Tech
£9,840+22.4%
VUSA+15.2%|SWDA+8.7%|VUKE-2.1%|S&P 5005,234.18 ▲|FTSE 1007,682.50 ▲|IITU+22.4%|VWRL+6.3%|EQQQ-0.8%|SMT+31.7%|HSBA-4.2%|VUSA+15.2%|SWDA+8.7%|VUKE-2.1%|S&P 5005,234.18 ▲|FTSE 1007,682.50 ▲|IITU+22.4%|VWRL+6.3%|EQQQ-0.8%|SMT+31.7%|HSBA-4.2%

£127,430.56

tracked

847

holdings analysed

12

markets covered

99.9%

uptime

The tools you use are outdated.

01

Spreadsheets don’t update

You started with a simple sheet. Now it’s 47 tabs, broken GOOGLEFINANCE formulas, and a pivot table nobody understands. Your portfolio outgrew your tools.

Portfolio_tracker_FINAL_v47.xlsxHomeInsertFormulasDataD7=GOOGLEFINANCE("LON:VUSA","price") — #REF!ABCDEFG1TickerNameQtyPriceValueGain%2VUSAVanguard S&P150#REF!#REF!#ERR#ERR3SWDAiShares World80£72.41£5,793£4127.6%4SMTScottish Mtg200#N/A#N/A#N/A#N/A5VUKEFTSE 100300£31.20£9,3606EQQQNASDAQ-10045£289.5############7Sheet1ISASIPPDividends...+43
02

Your accounts are disconnected

Lifetime ISA here, Stocks & Shares ISA there, SIPP somewhere else. No way of knowing your whole portfolio breakdown and exposure.

Hargreaves Lansdown
Lifetime ISA
Interactive Investor
S&S ISA
Trading 212
Stocks & Shares
Vanguard
SIPP
HSBC
ISA
IG
Share Dealing
Lloyds
Ready-Made
03

You probably have ETF overlap

You hold VUSA and SWDA — but what’s the overlap? You could be double-exposed to Apple without even knowing. Without look-through, you’re flying blind.

VUSAS&P 500SWDAMSCI WorldAAPL 7.2%MSFT 6.1%NVDA 5.4%⚠ 62% overlap

Feature 01

Portfolio Playground

Experiment with your portfolio before you commit. Simulate trades, rebalance allocations, and see the impact on your exposure — all without risking a penny.

TickerNameWeightTargetDrift
VUSAVanguard S&P 500 ETF19.1%20.0%-0.9%
SWDAiShares Core MSCI World14.7%15.0%-0.3%
VUKEVanguard FTSE 10011.2%10.0%+1.2%
IITUiShares S&P 500 IT Sector7.7%8.0%-0.3%
SMTScottish Mortgage Trust6.4%5.0%+1.4%
EQQQInvesco NASDAQ-1005.8%6.0%-0.2%
US Equities42%EU Equities18%UK Equities14%Bonds8%Apple Inc6.2%Microsoft5.8%NVIDIA4.1%Other1.9%

Feature 02

Understand what you really own.

See through your ETFs to your real underlying exposure. Know exactly how much Apple, US tech, or emerging markets you actually hold across every account.

True Exposure

Apple Inc
7.2%
Microsoft
6.8%
Amazon
3.4%
NVIDIA
3.1%
TSMC
2.6%

Across 3 ETFs + 2 direct holdings

Feature 03

Performance Analytics

Institutional-grade analytics without the institutional price tag. Compare against benchmarks, track risk metrics, and understand your returns over any timeframe.

Portfolio
Benchmark
JanMarMayJulSepNovDec

Sharpe Ratio

1.42

Beta

0.87

Max Drawdown

-12.3%

Volatility

14.7%

AI Assistant

Ask your portfolio anything.

An AI that knows your holdings, understands diversification, and speaks in plain English. Not a chatbot — a co-pilot.

invormed — AI Chat
What’s my total exposure to US tech stocks across all accounts?
Across your ISA, SIPP, and GIA, you have 34.2% exposure to US technology companies. This includes direct holdings like Apple (4.7%) and Microsoft (3.1%), plus indirect exposure through your Vanguard S&P 500 ETF which is 31% tech-weighted.
Am I too concentrated? What would you suggest?
Your US tech concentration is above the global market weight of ~24%. Consider shifting 5–10% toward your FTSE All-World position for diversification. I can model how that rebalance would look across your accounts.
Ask about your portfolio...

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