AJ Bell
ii.co.uk
IBKR
CSV/PDF
& more
AI Agent
Your Portfolio
Optimiser
Backtest
Suggestions
Multi-Broker Import
Import from your favourite broker
Upload CSV or PDF transaction files, or skip the upload and manually enter your portfolio.
How It Works
Four simple steps to a professionally managed portfolio.
Import Your Transactions
Upload CSV or PDF files from AJ Bell, Interactive Investor, Interactive Brokers, or manually enter your portfolio.
See the Big Picture
All your holdings in one dashboard. Compare performance against any benchmark.
Optimise Your Portfolio
See how professional position sizing and diversification could improve your risk-adjusted returns.
Backtest Before You Invest
Test any combination of securities over custom time periods. See the impact before committing.
Professional risk tools. Institutional-grade portfolio management for every investor.
Unified Portfolio View
Every holding across every broker in a single dashboard.
Benchmark Comparison
Compare your portfolio against the S&P 500 or any benchmark you choose.
Portfolio Optimisation
See how better position sizing and diversification could improve your risk-adjusted returns.
Backtest Playground
Test any securities over custom time periods. See the impact before you invest.
Smart Suggestions
Get recommendations for securities that could improve your diversification.
Equity Curve Analysis
Visualise your returns alongside the optimised alternative.
Backtest before you invest.
Add any securities and see how they would have performed historically. Real data, not guesswork.
Free Tools
Free financial calculators
30+ tools to help you make smarter financial decisions. No sign-up required.
Compound Interest Calculator
Most PopularSee how your money grows over time with compounding.
Percentage Calculator
Most PopularQuick percentage calculations for any scenario.
Currency Converter
Live exchange rates for 150+ currencies.
Portfolio Calculator
Model portfolio allocations and expected returns.
Correlation Calculator
Measure the relationship between two datasets.
Income Tax Calculator
Estimate your income tax for the current year.
BlogExpert Insights
Latest from Our Blog
Insights on portfolio management, risk, and investing.
DRIP Calculator: reinvesting inside an ISA vs a general account
Use our DRIP calculator to compare dividend reinvestment plan UK returns inside an ISA versus a general account for tax-efficient investing.
Dividend Reinvestment Calculator: compounding with UK tax
Use our dividend reinvestment calculator to model compounding returns and UK tax impacts. Ideal for self-directed dividend reinvestment UK strategies.
Fat FIRE Calculator: Fat vs Lean FIRE in the UK
Compare UK Fat vs Lean FIRE with our fat fire calculator. Discover if a fat fire calculator or lean fire calculator suits your retirement goals.
Coast FIRE Calculator: the point you can stop contributing
Use our Coast FIRE calculator to find the point you can stop contributing, and let compound interest do the rest. Coast FIRE UK made simple for investors.
Barista FIRE in the UK: part-time income and NI credits
Discover how Barista FIRE in the UK blends part-time income with NI credits for early retirement flexibility. Barista FIRE UK strategies explained.
Retirement Nest Egg Calculator: sizing a UK pot
Plan your future with our retirement nest egg calculator to find your ideal retirement pot size UK. Start building your personalised plan today.
Transparency first
Full clarity about what our tools can and cannot do.
No return predictions
We focus on what is quantifiable: diversification and position sizing.
Diversification over speculation
Proper diversification and risk management, not market timing or stock picking.
Past performance ≠ future results
Backtests illustrate methodology, not guarantees.
Ready to see your portfolio differently?
Join ARIA for free. Professional portfolio intelligence in minutes.
No credit card required. No hidden fees.
Frequently Asked Questions
Everything you need to know about ARIA.