Portfolio Tracker

Portfolio Tracker allows you to keep track of all your investments.

You can monitor investments you hold with us, as well as any fund you hold with other investment houses. You can also include major stocks on the London Stock Exchange; and even other items of value that make up your total assets. You might want to add your property and anything else that you have bought as an investment.

Once your investments have been entered into Portfolio Tracker, they will automatically update their value each day showing you which have gone up and which have gone down, and how the value of your investments have changed since the day you purchased them.

To ensure nobody else can access your portfolio, we have put in place a password system. You will need to create your own username and password, before being able to access this system. Please make sure that you remember your password and do not communicate it to anybody else. If you forget your password, there is a facility for it to be emailed back to you.

Portfolio Tracker, and the data contained in it, is provided by Financial Express.