Snapshot —
Value over time
Total wrapper balance (holdings + cash) at the daily close. Back-filled from 06:10 UTC each day.
Holdings Live
Edit quantity or avg cost inline — auto-saves. Ticker = LSE / NASDAQ / NYSE symbol (e.g. VWRL, AAPL, SHEL). Use the Yahoo override if auto-resolution doesn't find the price. LSE equities quoted in pence (e.g. SHEL at 3276p) are automatically converted to GBP.
Cash balance
Cash tracking is off for this wrapper.
Uninvested cash across every wrapper. USD cash is FX-converted to GBP at today's rate.
Top holdings
Largest positions by current GBP value.
Import trades
Upload a CSV to bulk-add transactions to this wrapper. See format.
Backfill historical GBP/native FX rates for past trades that were entered with today's spot rate. Doesn't touch manually-set FX values.
Cash accounts —
Track uninvested cash, deposits, withdrawals, fees, and interest. Opening balance sets your starting point; entries after that build the ledger.