Everything you own, and how it got there.
See your portfolio or your whole net worth, how it has changed over time, and how much of that change came from your contributions and how much from performance.
- Portfolio & net worthView your savings, investments and pensions as a portfolio, or include everyday accounts and debts to see your net worth.
- Contribution vs PerformanceSeparate the money you contributed from the change in value of your portfolio.
- Historical exchange ratesForeign-currency accounts are converted using the exchange rate for each date.
Your portfolio, or your net worth
Your portfolio is your savings, investments and pensions. Switch to net worth and your everyday accounts are added and your debts taken off. The total, the chart, the breakdown and the account list all follow the switch.
Contributions and performance over time
Follow your wealth over time as a total, by category or account by account. Split each change into contributions, the money you paid in, and performance, the market changes and interest you recorded, over six months, ten years or your whole history.
Every account, in every currency
Each account keeps its own currency. Accounts in another currency are converted at the exchange rate of each date, so your history isn’t redrawn every time the rate moves. See how your money is spread across accounts and categories, and what share each one holds.
Look back on how it went
Analytics break your portfolio’s change down by month, quarter or year, so you can see what drove it.
- A year in review: your best month, your average contribution and what grew the most, compared with the year before
- Each period split into contribution and performance
- Your best and worst months, quarters or years, ranked
- Your average change per period, by category or by account
Every feature, explained.
Accounts & transactions
Bring your accounts and transactions together, entered by hand or imported from your bank.
See how it works
Spending & cash flow
Where your money came from and where it went, by category, payee and month.
See how it works
Budgets & saving pots
Plan your spending by area and put money aside in saving pots for your goals.
See how it works
Financial Journey
Project your portfolio decades ahead, with life events on the curve.
See how it worksSee where your money
is taking you.
Bring your finances together today, then see what they could look like years from now.