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Bring it together
Add or import your ISAs, pensions, investments, cash and property.
AI portfolio intelligence for UK investors
Know your wealth. Ask it anything.
Track every investment, pension, cash account and property live. Then ask an AI coach that already knows the full picture.
£2 included · No card details · No commitment
James Carter · illustrative account
Live pricesJames's net worth
£1,259,967
Investments, cash and property equity
Asset allocation
James Carter
Global equity£679,262
Property equity£333,810
Cash & money market£169,292
Bonds£77,603
AI portfolio brief
Updated from live context
Worth reviewing
2 itemsJames holds £169k in cash and money markets
That is more than five years of the household's planned income gap. Check whether the extra buffer is intentional.
Context used
4 wrappers
8 holdings
Goals & preferences
Portfolio-aware analysis, ready for a follow-up.
How it works
One picture. Better questions.
02
Keep it current
See live values, performance and allocation without rebuilding a spreadsheet.
03
Ask the coach
Get answers grounded in your holdings, wrappers, goals and preferences.
Try the real coach
Ask a portfolio that already knows itself.
Explore James's complete demo portfolio, open his context notes, then ask your own question.
Portfolio Coach
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Live wealth tracking
Everything current. Nothing to reconcile.
Investments, pensions, cash and property—priced and organised in one place.
Investment accounts
Live holdings for James Carter
Import Analyse
Invested
£926,157
Day
+£988
YTD
+£69,153
Holdings
8
| Holding | Wrapper | Value | Today |
|---|---|---|---|
Vanguard FTSE All-World Priced moments ago | GIA | £225,802 | +0.27% |
Developed World ETF Priced moments ago | SIPP | £181,237 | +0.25% |
Money Market Fund Priced moments ago | GIA | £49,812 | +0.01% |
Frequently asked questions
Questions, answered.
Can I track Vanguard investments in real time?
Yes. Portfolio Coach can import Vanguard account history and refresh current market valuations for supported Vanguard funds and ETFs. You can see holdings by ISA, SIPP or GIA, alongside day, year-to-date and longer-term performance where market data is available.
Does AI give good financial advice?
Yes. As of August 2026, leading AI models have never been more capable and can help with complex financial questions—particularly when they can see your actual holdings, wrappers, goals and preferences. Portfolio Coach gives them that context so they can analyse trade-offs, concentration and planning choices in detail. Always check important financial decisions.
Can I track my parents' or children's investments?
Yes. Portfolio Coach lets you create separate managed profiles for children, parents and other family members, then view their accounts individually or as part of the family picture. Only add or manage another person's financial information when you have their knowledge and appropriate authority.
Can I track ISAs, SIPPs, pensions and GIAs in one place?
Yes. You can bring Stocks & Shares ISAs, Cash ISAs, SIPPs, general investment accounts, inherited pensions, cash, bonds and property into one wealth dashboard. Accounts remain separate by owner and wrapper while still contributing to a single net-worth and asset-allocation view.
Can AI review my investment portfolio?
Yes. Portfolio Coach can review diversification, asset allocation, fund overlap, cash exposure, tax-wrapper use and retirement assumptions using the portfolio information you provide. You can ask follow-up questions and test alternative plans without having to explain your financial picture again each time.
Can I try Portfolio Coach without a credit card?
Yes. New accounts receive £2 of AI credit and no card details are required. You can also explore the illustrative Carter family portfolio and ask the live demo coach up to two questions before creating an account.
£2 included. No card required.
Put your portfolio in the conversation.
See what the coach notices when it starts with your numbers.