Your portfolio, explained — in your own words.
Add your holdings, see a proper breakdown, and ask it anything in plain English — "how diversified am I", "what's my biggest risk", "what if my top holding dropped 30%". It answers from your actual numbers, not generic investing tips.
This is a general educational tool, not personalised financial advice or a recommendation to buy, sell, or hold anything. It reasons about the numbers you enter — always double check figures yourself. Capital is at risk in any investment discussed.
Portfolio name
Import from a file
Got a spreadsheet or a broker statement already? Upload it and we'll try to fill everything in for you — you'll always get to check it before it's saved.
Add a holding
Sector, geography and current price are entered manually for now — no live market data is connected yet, so nothing here is fetched or guessed.
Cash
Your portfolio is saved to this browser only — there's no login yet, so it won't follow you to another device and clearing your browser data will remove it. Worth noting down your holdings elsewhere too, just in case.
Holdings
No holdings yet — add your first one above.
Nothing to show yet
Add at least one holding on the "Your portfolio" tab and your dashboard will build itself.
Allocation by holding
Allocation by sector
Allocation by geography
Add a portfolio first
The analyst needs at least one holding to have something to talk about.
Try asking
Want a human take too?
Send this portfolio to Jesse for a full video breakdown on TikTok.
Submit for a video review →Educational information only, not personalised financial advice. If you need advice specific to your situation, speak to an FCA-authorised financial adviser.