Improvement to an existing feature: Improved

Allocation shows what you own

The allocation list is cleaner: each holding shows its value and share, and the profit figures stay on the Performance side.

A donut chart beside a short list of holdings, each row with a name, a value and a share bar

The Allocation card answers one question: what do I own? Its rows now say just that.

What changed

  • Each holding and group shows its name, value, share and bar. The day move and profit figures are gone from these rows.
  • The centre of the donut and the Breakdown title show the total only.
  • The Time-weighted line under the chart headline is gone. Your annual return stays as it was.

How a holding is doing lives on the Performance side.

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Stop rebuilding the spreadsheet. Start reading one number.

Connect a broker or import a file, and your whole portfolio is on one screen in the currency you actually spend.