Understand your portfolio in minutes — not weekends.
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A calm cockpit for your portfolio
Holdings
Allocation
Performance
Export
The “aha” moments you get in minutesKnow what you own fast
See every position, size, and cost basis in one structured view so you can stop hunting through brokers and spreadsheets.
Built for long-term investors who want clarity, not noise.
Understand your portfolio in minutes — not weekends.
Track holdings, allocation, fundamentals and performance in one calm dashboard. No broker connection required.
7-day free trial. £7/month after. Save £14 with the annual plan.
Cancel anytime
No broker connection
Analytics only with consent
Preview
A calm cockpit for your portfolio
A quick look at the interface and the core features investors use every week.
Holdings
Track positions, quantities, and entry prices in one place.
Allocation
See concentration by ticker, sector, and theme before it surprises you.
Performance
Understand what drove returns with readable, distraction-free charts.
Export
Export your data any time so you always have your own copy.
Outcomes
The “aha” moments you get in minutes
Built to answer the questions long-term investors actually ask.
Spot concentration risk
Catch over-sized bets by ticker, sector, or theme before they quietly dominate your outcomes.
Understand performance
See what drove your returns and compare against the market with calm, readable charts.
Features
Everything you need to see your portfolio clearly
Focused tools for the handful of views that matter.
Holdings
Track tickers, quantities, entry prices, and notes in one place.
Allocation
Visualize allocation by ticker, sector, and theme so you can rebalance with confidence.
Fundamentals
FundamentalsScan key fundamentals quickly so you understand the businesses you own, not just the tickers.
Performance
See portfolio and position performance over time with clean, distraction-free charts.
Export
Export your portfolio data so you always have your own copy.
Privacy-first
Privacy-firstNo broker connections. Conversion analytics run only when you accept consent.
Social proof
Built with long-term investors in mind
Built with long-term investors in mindFeedback from early users focused on clarity, speed, and confidence.
Pricing
Simple pricing for long-term investors
Simple pricing for long-term investorsChoose monthly for flexibility or annual to save £14 per year.
Best value
Annual plan
£70/year
Save £14/year. Two months free versus monthly billing.
Full access starts immediately. Renews once a year.
- Unlimited portfolios, watchlists, and positions.
- Full access to allocation, fundamentals, and performance views.
- Export your data any time and keep your own copy.
Best for investors who review their portfolio regularly.
7-day trial
Monthly plan
£7/month
Try it free for 7 days. Cancel any time during the trial.
Then £7/month after the trial ends.
- Everything in the annual plan, billed monthly.
- 7-day free trial to validate the workflow.
- Cancel anytime before renewal.
Great if you want to test the workflow first.
FAQ
Questions investors usually ask
Clear answers before you start your free trial.
No. stockportfolio.pro is an analysis and visualization tool only, not investment advice.
No. You can add holdings manually. Broker credentials are never required.
You can track global listed equities and enter holdings in your preferred currency.
Monthly is £7/month after a 7-day free trial. Annual is £70/year and saves £14 versus monthly billing.
Yes. A card is required to start the trial, but you can cancel before the trial ends.
Yes. You can export your portfolio data any time so you always have your own copy.
Your account and portfolio data are used only to deliver the product. Conversion analytics are optional and consent-based.
Yes. The annual plan is £70/year and saves £14 versus monthly billing.
Ready to stop portfolio guesswork?
Start a 7-day free trial, add your holdings, and review your portfolio in minutes.