New feature: New

See your move over a week, a month or a year

The Today figure now has a period menu, from one day to one year, and the figure opens every holding behind it.

A period chip reading one month above a green figure, with a period dropdown and three holding rows beneath it

The Today figure under your goal cards can now look back further than yesterday.

What changed

  • Pick Today, 1 week, 1 month, 3 months, 6 months, Year to date or 1 year from the chip. We remember your choice on this device.
  • Tap the figure on any screen to see each holding's move over that period, and switch periods from the dropdown inside the list.
  • Under the figure, your biggest foreign currency now has two lines: its exchange rate, such as GBP 1.34, and how far the rate moved; then what that move did for you, as money and as a share of your portfolio. It sits beside the figure and is not part of it.

A holding you added during the period counts from the day you added it. One we have no history for is counted under the list as not rated, never guessed.

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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.