Assets Dashboard
Track your wealth across all portfolios.
Welcome to your Assets Dashboard
This page aggregates all your investment portfolios. You can filter specific portfolios using the pill buttons in the "Net Worth History" section or reorder them via the button below. Charts are calculated using Time-Weighted Return (TWR) for accuracy.
Net Worth
£0.00
💰 Investments£0.00
💵 Cash£0.00
Invested Capital
£0.00
Excludes cash & other assets
Total Return
+£0.00
Unrealised: +£0.00
Time-Weighted Return
+0.00%
All-time
Your Portfolios
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Watchlist
Watchlist
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Track assets you're interested in buying
Net Worth & Analysis
Net Worth History
No portfolios to filter.
Capital Breakdown
Capital
Current Value£0.00
Invested Capital£0.00
Cash Position£0.00
Performance
Unrealised
+0.00%+£0.00
Realised
+0.00%+£0.00
Total Return+£0.00
Return Metrics
TWR+0.00%
Time-Weighted Return. Measures compound growth isolating performance from deposits/withdrawals. Best for benchmarking tracking.
MWR—
Money-Weighted Return. Accounts for the timing/size of cash flows. MWR > TWR indicates good timing (buying low).
CAGR—
Compound Annual Growth Rate. The mean annual growth rate relative to the period length (requires >1 year data).
# Positions0
Performance
Allocation
No assets to display
Top Movers
No ETFs or funds to analyse
Monthly Contributions
No transaction data available
Recent Activity
No transactions yet
Milestones
Your investing journey
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