Articles
Guides and analysis for UK investors — ETF look-through, ISA/SIPP strategy, portfolio tracking, and more.
Best Portfolio Trackers for UK Investors 2026: ISA, SIPP & GIA Compared
Seven UK portfolio trackers compared honestly: Sharesight, Stockopedia, Invormed, Morningstar X-Ray, HL tools, niche apps and Excel. Who each tool is actually for.
Your Portfolio, Queryable: Connect Invormed to Claude via MCP
Invormed's MCP server gives Claude read access to your portfolio. Ask natural-language questions about allocation, trades, and budget — in 2 minutes.
How to See Inside Your ETFs: A UK Investor's Guide to ETF Look-Through
ETF look-through reveals the actual stocks inside your funds. Essential for UK investors in VWRP, SWDA, or EQQQ to spot overlap, concentration risk, and US tech exposure.
Sharesight vs Invormed: Which Is Better for UK Investors?
Sharesight vs Invormed compared for UK investors: pricing, ISA/SIPP/GIA support, ETF look-through, tax reports, and AI analysis. Honest verdict.
How to Track Your ISA, SIPP and GIA in One Portfolio View
Step-by-step CSV export instructions for Hargreaves Lansdown, AJ Bell, Interactive Investor and Vanguard UK — then how to combine them into one view.