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Total Portfolio Value

£127,430.56

24h

+£1,247.30

VUSAVanguard S&P 500
£24,350+18.2%
SWDAiShares World
£18,720+8.7%
VUKEVanguard FTSE 100
£12,100-2.1%
IITUiShares US Tech
£9,840+22.4%
VUSA•+15.2%|SWDA•+8.7%|VUKE•-2.1%|S&P 500•5,234.18 ▲|FTSE 100•7,682.50 ▲|IITU•+22.4%|VWRL•+6.3%|EQQQ•-0.8%|SMT•+31.7%|HSBA•-4.2%|VUSA•+15.2%|SWDA•+8.7%|VUKE•-2.1%|S&P 500•5,234.18 ▲|FTSE 100•7,682.50 ▲|IITU•+22.4%|VWRL•+6.3%|EQQQ•-0.8%|SMT•+31.7%|HSBA•-4.2%

£127,430.56

tracked

847

holdings analysed

12

markets covered

99.9%

uptime

The way you manage your portfolio is outdated.

01

Spreadsheets don’t update

You started with a simple sheet. Now it’s 47 tabs, broken GOOGLEFINANCE formulas, and a pivot table nobody understands. Your portfolio outgrew your tools.

Portfolio_tracker_FINAL_v47.xlsxHomeInsertFormulasDataD7=GOOGLEFINANCE("LON:VUSA","price") — #REF!ABCDEFG1TickerNameQtyPriceValueGain%2VUSAVanguard S&P150#REF!#REF!#ERR#ERR3SWDAiShares World80£72.41£5,793£4127.6%4SMTScottish Mtg200#N/A#N/A#N/A#N/A5VUKEFTSE 100300£31.20£9,3606EQQQNASDAQ-10045£289.5############7Sheet1ISASIPPDividends...+43
02

Your accounts are disconnected

Lifetime ISA here, Stocks & Shares ISA there, SIPP somewhere else. No way of knowing your whole portfolio breakdown and exposure.

Hargreaves Lansdown
Lifetime ISA
Interactive Investor
S&S ISA
Trading 212
Stocks & Shares
Vanguard
SIPP
HSBC
ISA
IG
Share Dealing
Lloyds
Ready-Made
03

ChatGPT, Gemini & Claude don’t know your portfolio

AI chatbots can’t connect to live financial data or see detailed ETF holdings. They don’t know what you own, what overlaps, or how exposed you really are — they’re guessing, not analysing.

ChatGPT
ChatGPT
Gemini
Gemini
Claude
Claude
No portfolio awareness
US Equities42%EU Equities18%UK Equities14%Bonds8%Apple Inc6.2%Microsoft5.8%NVIDIA4.1%Other1.9%

ETF Overlap Analysis

VUSAS&P 500SWDAMSCI WorldAAPL 7.2%MSFT 6.1%NVDA 5.4%⚠ 62% overlap

UK-Optimised Database

Powered by our detailed UCITS ETF database.

Every fund mapped to its full holdings, sectors, and geographies — built specifically for UK investors using ISA and SIPP-eligible ETFs.

Feature 01

Understand what you really own.

See through your ETFs to your real underlying exposure. Know exactly how much Apple, US tech, or emerging markets you actually hold across every account.

True Exposure

Apple Inc
7.2%
Microsoft
6.8%
Amazon
3.4%
NVIDIA
3.1%
TSMC
2.6%

Across 3 ETFs + 2 direct holdings

Feature 02

Ask your portfolio anything.

Not a generic chatbot. Our AI has RAG-powered access to your live holdings and a UK-focused, up-to-date asset database — including full UCITS ETF holding data. Ask it anything about your portfolio and get real answers.

Live HoldingsUCITS ETF DataUK ISA/SIPPOverlap Detection
Portfolio AI — Chat
What's my total US tech exposure across all accounts?
Across your ISA and SIPP, you hold 34.2% in US tech — primarily through VUSA (S&P 500), IITU (S&P IT Sector), and your direct NVIDIA position. That's £18,430 concentrated in one sector.
Is there overlap between VUSA and SWDA?
Yes — 62% overlap. Both hold Apple (7.2%), Microsoft (6.1%), and NVIDIA (5.4%). You're effectively double-paying fees on the same stocks. Consider replacing one with a non-US fund.
Ask about your portfolio...
TickerNameWeightTargetDrift
VUSAVanguard S&P 500 ETF19.1%20.0%-0.9%
SWDAiShares Core MSCI World14.7%15.0%-0.3%
VUKEVanguard FTSE 10011.2%10.0%+1.2%
IITUiShares S&P 500 IT Sector7.7%8.0%-0.3%
SMTScottish Mortgage Trust6.4%5.0%+1.4%
EQQQInvesco NASDAQ-1005.8%6.0%-0.2%

Feature 03

Portfolio Playground

Experiment with your portfolio before you commit. Simulate trades, rebalance allocations, and see the impact on your exposure — all without risking a penny.

Transparent pricing

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