My portfolios

View and edit your holdings, and see the value of your portfolios at the last market close. Compare investment companies, streamline your income or balance your portfolio using our range of helpful tools.

More research tools Read our FAQ
  • Create your own virtual portfolios and track their value
  • Customise your data points to compare your companies and display information important to you
  • Fine-tune your portfolio to smooth monthly income throughout the year, ensure there are no periods without dividend payments, or shape your income to meet your needs
  • View past dividends for income-paying investment companies in 'dividend diary'
  • Identify where your portfolio could be balanced using our summary chart in 'portfolio analysis'

This tool is tailored to the portfolios you create. You therefore need to set up an account to hold this information.

Alternatively, if you already have an account with us, please sign in to continue.

my portfolios demo slide