Finance blocks
Investment portfolio
Banking & investingA banking-style portfolio with current value, period performance, asset allocation, and investment holdings.
Portfolio overview
Switch portfolios or reporting periods to update the chart and all matching returns. Export data downloads the selected history as CSV.
My investments
Sample portfolios · GBP
Total portfolio value
£48,562.84
+£284.36 (+0.59%)today
08:00 – 16:30 · UTC
- Investments
- £47,062.84
- Available cash
- £1,500.00
Current portfolio, including cash
- Global equities45.7%
- US technology25.5%
- UK equities16.1%
- Government bonds9.7%
- Cash3.1%
Holdings
Day change · 4 investments
| Investment | Value | Day change | Trend |
|---|---|---|---|
GLB Global equities 45.7% of portfolio | £22,184.20 | +£139.20+0.63% | Global equities day trend |
TECH US technology 25.5% of portfolio | £12,368.64 | +£112.74+0.92% | US technology day trend |
UK UK equities 16.1% of portfolio | £7,820.00 | −£15.20-0.19% | UK equities day trend |
BOND Government bonds 9.7% of portfolio | £4,690.00 | +£47.62+1.03% | Government bonds day trend |
Connect portfolio data
Replace the example accounts and generated histories with timestamped valuations from your service. Store monetary values in minor units and return current cash, holding values, and period opening balances in the same currency. The examples contain no deposits or withdrawals; applications with cash flows must supply an appropriate return calculation.
Explore finance charts