FreeProfessional portfolio intelligence for everyone

Professional portfolio intelligence. Free.

Import from any broker. Unify your holdings. See how institutional risk management could improve your portfolio.

AJB

AJ Bell

ii

ii.co.uk

IBKR

IBKR

CSV/PDF

+

& more

ARIA

AI Agent

📈
Returns
📊
Volatility
Sharpe
🎯
Allocation
🏆
Benchmark

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.

AJB
AJ BellYouinvest
ii
Interactive Investorii.co.uk
IBKR
Interactive BrokersIBKR
CSV / PDFAny broker
Demo · 2 min watch

See ARIA in Action

Watch how easy it is to import your portfolio and get professional insights.

Video coming soon

How It Works

Four simple steps to a professionally managed portfolio.

1

Import Your Transactions

Upload CSV or PDF files from AJ Bell, Interactive Investor, Interactive Brokers, or manually enter your portfolio.

Import TransactionsCSV · PDF
statement.csv
AJB
ii
IBKR
2

See the Big Picture

All your holdings in one dashboard. Compare performance against any benchmark.

Portfolio Value£48,250
+12.4%
3

Optimise Your Portfolio

See how professional position sizing and diversification could improve your risk-adjusted returns.

Optimised AllocationSharpe ↑
Expected ReturnHigher
VolatilityLower
4

Backtest Before You Invest

Test any combination of securities over custom time periods. See the impact before committing.

Backtest2019 – 2024
StrategyBenchmark
Risk Tools

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.

ARIA · Portfolio Overview
Total Portfolio Value£48,250
+12.4%
1M6M1Y
Sharpe Ratio1.42
Volatility9.8%
Max Drawdown−7.3%
VWRL
£18.4k
CSP1
£12.1k
VUKG
£9.7k

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.