Your portfolio, made visible.
Import or add shares, cash and bonds, switch currencies, track performance and P&L over time, and see the allocation and concentration risks that are easy to miss in a spreadsheet.
Value, return, holdings and sector exposure in one view.
EZvest turns your holdings into a clear dashboard: total portfolio value, active positions, return, sectors covered, holdings growth and the biggest categories driving your risk.
Not just what changed. Why it matters.
Portfolio tracking is useful only when it shows the story behind the number: concentration, winners, losers, diversification and the next risk to review.
Performance over time
See how your portfolio value changes across 1M, 3M, 6M and 1Y windows, with the selected period made obvious.
Portfolio metrics
Best performer, worst performer, gainers versus losers and a simple diversification score make the health check fast.
Allocation checks
Plain-language prompts flag when one holding or sector is doing too much of the work.
Next-step guidance
FinBot can explain concentration, swing profile and exposure mix without turning it into financial advice.
Your whole picture, checked every week.
Track everything you own, not just stocks, and get a simple nudge each week on what to look at.
Cash holdings
Add money-market and savings balances so your allocation reflects what you really hold.
Bond holdings
Include government and corporate bonds alongside your shares and ETFs.
P&L chart
See your profit and loss over time on a chart, not just as a single number.
Weekly check tip
A short tip each week on the one thing in your portfolio worth a closer look.
Every position gets its own context.
Review units, average cost, current price, P&L, value and allocation per holding, then compare sector breakdown and P&L contribution across the portfolio.
Know what you own.
Know what owns your risk.
Track your portfolio and use FinBot to analyse performance, risk and diversification. Sign up now and receive 10 welcome credits.