Track pensions, investments, and assets with real-time performance metrics. Know exactly how your money is growing.
App Screenshot
The Problem
Bank accounts, pensions, and investments all in different apps and portals
Are your investments beating inflation? You have no easy way to know
Spending hours updating spreadsheets that are always out of date
Key Features
See all your investments, pensions, and savings unified in one dashboard with real-time valuations.
+12.4%
Track growth across all accounts with live market data.
3.2%
Your actual growth after inflation is factored in.
£175
Track NS&I Premium Bond prizes automatically.
Quick access to company info, financials, and performance history.
Estimate your Capital Gains Tax liability before you sell.
See complete investment history for any stock across all your accounts and brokers in one consolidated view.
Banks
Stocks
Crypto
Pensions
Premium Bonds
Connected Wealth
Automatically connect your bank and Trading212 accounts, or add other assets manually for a complete view of your wealth.
Connect all your accounts and see your complete financial picture in real-time.
Get insights that matter with performance metrics adjusted for inflation.
Never miss important dates with personalised event tracking.
Smart Analytics
See which assets are growing and track returns over time
See your actual wealth growth adjusted for inflation
See where you're heading based on current growth rates
See complete investment history for any stock across all your accounts and brokers
Analytics
Real Returns
+3.2%
Track your capital gains and losses for each UK tax year automatically. Know exactly where you stand against your annual allowance.
See realised gains and losses organised by UK tax year (April to April)
Monitor how much of your annual exemption you've used
Clear overview of realised profits and losses across all your accounts
Tax Year 2022/23
Loss year
CGT Allowance
£6,000
Gains
£4,200
Losses
£8,500
Net
-£4,300
Loss Carry Forward
Available to offset future gains
£4,300
Recent disposals
Don't just track your money — understand it. Learn what each metric means, how economic events impact your portfolio, and make informed decisions.
Every metric explained simply — no jargon, no confusion
See how interest rate changes and economic events affect your holdings
Total Return
Year to date
vs. 8.2% market average
What is Total Return?
Total return measures your investment's complete performance, including both price appreciation and dividends received.
Your breakdown:
Stay ahead with a personalised calendar of events relevant to your portfolio — earnings calls, dividend dates, BoE decisions, and market-moving announcements.
Only see events that affect the stocks and funds you own
Track upcoming dividend payments across your portfolio
BoE rate decisions, inflation reports, and key market releases
Know when your companies report results or make announcements
Events
UK-Focused
Expanding to other countries soon
annual limit
Track workplace and personal pensions for complete retirement planning
won this year
Enter your NS&I Premium Bonds and track prizes won vs expected returns
Your financial data is protected with the same security standards used by banks. All account connections are read-only — we can never move your money.
Join the waitlist for early access to the mobile app that brings all your UK investments together.