Active Portfolio Intelligence

Your investments,
defying gravity.

Track every stock, ETF, fund and cash account in one gorgeous dashboard. Equipped with multi-currency conversion, daily historical snapshots, security comparison models and a live portfolio rebalancer.

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Authoritative Snapshots
LIVE PRICE FEED
£X,XXX,XXX.XX
trending_up +£XX,XXX.XX  •  +0.93% today
Calculator Live Mockup

Asset Allocation Simulation

check_circle Target: 100.0%
V
Vanguard S&P 500 VUSA • 45.8% Current
£45,800 45.8% Target
doneNO TRADE
I
iShares Core FTSE 100 ISF • 28.4% Current
£28,400 28.4% Target
doneNO TRADE
AAPL:NSQ $186.40 ▲ +1.2% ISF:LSE £29.84 ▲ +0.4% VUSA:LSE £98.12 ▲ +0.9% NVDA:NSQ $824.00 ▲ +2.1% TSLA:NSQ $210.50 ▼ −0.7% AMZN:NSQ $196.80 ▲ +0.5% USDGBP 0.7901 ▲ +0.1% ^FTSE 8,134 ▲ +0.3% EURUSD 1.0842 ▼ −0.1% GOOGL:NSQ $175.60 ▲ +0.8% AAPL:NSQ $186.40 ▲ +1.2% ISF:LSE £29.84 ▲ +0.4% VUSA:LSE £98.12 ▲ +0.9% NVDA:NSQ $824.00 ▲ +2.1% TSLA:NSQ $210.50 ▼ −0.7% AMZN:NSQ $196.80 ▲ +0.5% USDGBP 0.7901 ▲ +0.1% ^FTSE 8,134 ▲ +0.3% EURUSD 1.0842 ▼ −0.1% GOOGL:NSQ $175.60 ▲ +0.8%

Sleek Capabilities

Everything your portfolio deserves

Beautifully built for serious investors who demand fluid clarity and powerful calculations.

REBALANCING
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Interactive Rebalancer

Map out target allocations using reactive range sliders and precision numeric inputs. Instantly check trade sizes, totals and balanced validations as you adjust your holdings weights.

AI ASSISTANT
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AI Investment Copilot

Query historical benchmarks, ask snapshot analysis and parse complex market trends. The copilot streams tokens fluidly via SSE and constructs interactive dark charts natively inside bubble containers.

LIFE PLANNING
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Monte Carlo Simulation

Model growth, compound interest, active cash contributions and inflation indices from today past retirement. Stress-test your plans with 1,000+ statistical paths and compare saved scenarios.

REAL-TIME
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Authoritative FX & prices

Aggregate shares and cash holdings from US, UK and European exchanges. Cash accounts convert on live rates seamlessly, keeping total valuations uniform and correct.

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