Watch how easy it is to import your portfolio and get professional insights.
Four simple steps to a professionally managed portfolio.
Upload CSV or PDF files from AJ Bell, Interactive Investor, Interactive Brokers, or manually enter your portfolio.
All your holdings in one dashboard. Compare performance against any benchmark.
See how professional position sizing and diversification could improve your risk-adjusted returns.
Test any combination of securities over custom time periods. See the impact before committing.
Every holding across every broker in a single dashboard.
Compare your portfolio against the S&P 500 or any benchmark you choose.
See how better position sizing and diversification could improve your risk-adjusted returns.
Test any securities over custom time periods. See the impact before you invest.
Get recommendations for securities that could improve your diversification.
Visualise your returns alongside the optimised alternative.
Add any securities and see how they would have performed historically. Real data, not guesswork.

See how your money grows over time with compounding.
Quick percentage calculations for any scenario.
Live exchange rates for 150+ currencies.
Model portfolio allocations and expected returns.
Measure the relationship between two datasets.
Estimate your income tax for the current year.
Full clarity about what our tools can and cannot do.
We focus on what is quantifiable: diversification and position sizing.
Proper diversification and risk management, not market timing or stock picking.
Backtests illustrate methodology, not guarantees.
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Everything you need to know about ARIA.