Clarity for everyday investors

Your investments, explained clearly.

Understand what you own, how your portfolio is spread, what is driving your returns and where your investments may need a closer look — all in plain English.

Get Early Access See How It Works

Built to inform, not overwhelm. No trading jargon. No hype.

Portfolio Health

A simple view of the areas worth checking

Diversification✓ Well spread

Fees⚠ Review

UK concentration⚠ Higher than average

Asset mix✓ Balanced

Portfolio movement

Know what is really happening inside your portfolio.

Portfolio Check turns a collection of investments into a clearer picture you can actually use.

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Portfolio Health

See the areas that look healthy and the ones that may deserve more attention.

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Return Drivers

Understand which investments are contributing most to gains and losses.

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Overlap & Exposure

Spot repeated holdings, concentrated sectors and where your money is really invested.

Fees in Context

See the fees attached to your investments and where costs may be eating into returns.

Three simple steps. One clearer view.

No spreadsheets to decode and no need to be an investment expert.

Add your investments

Bring your holdings together so you can see them in one place.

We make sense of them

Your portfolio is organised into the things that matter: mix, concentration, overlap, fees and performance.

Get a clearer picture

See what looks strong, what may need attention and what questions are worth asking next.

Plain-English insights

Less noise. More understanding.

Instead of giving you pages of data, Portfolio Check highlights the information that helps you understand your investments — with simple explanations for what each finding means.

Your portfolio snapshot Example

Global equity funds
Broad market exposure

54%

UK equity funds
Home-market concentration

23%

Bonds
Defensive allocation

15%

Cash & other
Liquidity / alternatives

See your investments more clearly.

Portfolio Check is being built for investors who want clarity without the complexity. Join the early-access list and be among the first to try it.

Early-access registration will be connected before launch.