Performance
Track the portfolio from allocation down to instrument detail
Review wealth trends, segment exposure, holdings, and flows in one workspace built for quick weekly decision-making.
Portfolio Dashboard
Secure investment workspace
Wealth intelligence
A sharper operating system for portfolio visibility and investor reporting.
This platform combines portfolio analytics, holdings intelligence, reporting workflows, and operational oversight into one secure workspace. It is designed for people who need a fast read on capital movement, concentration, and performance without jumping across multiple tools.
Wealth views
Portfolio, allocation, holdings
Protected areas
Reports, profile, admin
Authentication
AWS Cognito Hosted UI
Product Surface
Reporting
Move from dashboard views into tax and transaction reporting
Protected reports, detailed transaction tables, and investment drill-downs stay connected to the same data model.
Operations
Admin and cache tooling stays close to the data plane
Operational views surface cache health, update jobs, and system signals without leaving the product.
Preview
Portfolio command center
Live-ready layout
Net worth
£2.48M
+4.8% this quarter
Cash
£186K
Across tracked accounts
Risk
Moderate
12% in top holding
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Authentication and access
Login is handled through Cognito Hosted UI, keeping credentials out of the frontend while still enabling role-aware access to dashboard and admin areas.
Why this exists
Built for users who want fast portfolio answers, not spreadsheet archaeology.
The homepage now frames the product around outcomes: what is happening in the portfolio, where the risk is building, what needs reporting attention, and whether the underlying data pipeline is healthy.
Allocation clarity
See how capital is distributed across segments, holdings, and account surfaces.
Performance review
Move from top-line returns into flows, trends, and transaction-level explanations.
Protected reporting
Keep capital gains and user settings behind Cognito-backed access control.
Operational confidence
Use cache and job-health views to validate the quality of what you are seeing.