Know what you actually own.
A clear read on dividends, allocation, return, fees and UK capital gains — built from your broker file, in your browser.
What it builds
Four views, one export.
The breakdowns your broker dashboard leaves out.
- 01
Dividend income
Monthly and annual payouts, yield on cost, and a forward estimate of what's coming.
- 02
Allocation
Where your capital actually sits — by holding, sector and geography.
- 03
Return & fees
True total return with dividends reinvested, net of platform and FX charges.
- 04
UK capital gains
Section 104 pooling, the 30-day rule and your exempt amount — done for the tax year.
Read locally.Kept nowhere.
The whole point: your holdings are nobody's business but yours.
- ANo server copy to leakFiles are parsed in this session, then gone.
- BNo broker login heldWe never ask for passwords or API keys.
- CNo account to createAnalyse a file without signing up.
Supported exports
Bring your file.
Trading 212
Transaction CSV · monthly PDF · snapshot
Interactive Investor
Activity ledger · holdings snapshot
AJ Bell / Youinvest
Transactions · holdings · SIPP
Read your portfolio properly.
Start with sample data — no upload, no sign-up.
Local workflow
- 01
No sign-up or broker login.
- 02
Sample data loads instantly.
- 03
Replace it with your CSV or PDF when ready.