Not signed in. Your wrapper valuations and holdings are private to your account.
Please sign in on the dashboard and come back here.
Snapshot —
Wrapper balance
—
├Holdings—
└Cash—
—
Unrealised P/L
—
—
Realised P/L
—
incl. dividends
Yield
Trail—12m
Fwd…
MWR (IRR)
—
annualised
Wrapper balance = Holdings + Cash.
Realised P/L = FIFO capital gains + all-time dividends. MWR = money-weighted return (IRR from money crossing the wrapper boundary: deposits, withdrawals and in-specie transfers). Requires cash tracking enabled. Holdings that arrived by transfer need a "Transfer in" entry, valued at the transfer date, or the return can't be calculated.
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.
Read-only view. Click the ▸ on any row to see which wrappers hold it.
To edit quantity, cost, or add/remove a position, switch to a specific wrapper pill above.