Portfolio Lab
My Estate
πŸ”’ Passkey-first, encrypted. Your estate is private to you.
Portfolio Lab
My Estate

Your whole estate, in one place

Every asset β€” across owners, providers and currencies β€” valued in GBP.

Asset register

Add a share or fund by ticker and we’ll fetch the price. Every change is recorded in History.
By class
By owner
By provider
By group
Flat
AssetClassProviderOwnerExch. UnitsPriceValue (GBP)Sync

Analytics

Your estate, sliced β€” and how concentrated it really is.

Allocation by class

Value by owner

By provider

Currency of denomination

How much of your wealth sits in each currency β€” your FX exposure.

Concentration & diversification

Counting holdings overstates diversification β€” effective bets adjusts for size (a Β£90k + Β£10k pair is ~1.2 bets, not 2).

Net worth & history

Your net worth over time, and every change to your estate β€” recorded, append-only.

Net worth over time

Builds daily from go-live β€” a record of value, not an investment return.

Change history