Every asset — across owners, providers and currencies — valued in GBP.
| Asset | Class | Provider | Owner | Exch. | Units | Price | Value (GBP) | Sync |
|---|
Your estate, sliced — and how concentrated it really is.
Your net worth over time, and every change to your estate — recorded, append-only.
Bring every asset — shares, funds, cash, property and more — into one private place, valued in your base currency. Add a holding by ticker and we’ll fetch the price; anything else you can simply type in.
🔒 Private to you, encrypted in transit. Every change is recorded in your History.
One holding per line: Name, Ticker, Units, Provider — Ticker/Units/Provider optional, comma or tab separated. Tickers get priced automatically in the background.