Portfolio Scanner

This clever and unique feature of our free online tools is designed to give you a complete snapshot of your entire portfolio at any one moment.  The portfolio scan is entirely individual to your investment holdings as per the information on your valuation page.  It collates all the information on your investments and then, as its name suggests, creates a total scan of you portfolio reproduced in a user friendly factsheet format.  The portfolio scan will show your total asset allocation, sector allocation and regional allocation and show the portfolio’s top 10 holdings.  Furthermore, the portfolio scan shows your total portfolio’s performance against a benchmark and time range selected by you.