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Investments

Needs a provider

Your portfolio, in context with everything else

Brokerage and retirement balances alongside the rest of your finances, with holdings and allocation. The Plus tier adds asset-class and sector breakdowns and gain-loss analysis where cost-basis data is available.

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All features/Investments
The idea

Designed around the way money works in real life.

01

Part of the whole picture

Investment balances feed net worth, so your portfolio is not a number you have to look up separately.

02

Holdings and allocation

What you hold, how much of the portfolio each position represents, and which positions moved.

03

Deeper analysis on Plus

Asset-class and sector exposure, diversification views and unrealised gains and losses where cost-basis data exists.

What is planned

A status for every capability.

These are product plans, not a promise that a capability is available today. Dependencies and limitations are shown with the relevant item.

Investment trackingNeeds a provider

Portfolio balances and holdings, with deeper analysis on the Plus tier.

Included in Essential

  • Connect brokerage, investment and retirement accountsNeeds a provider
  • Portfolio balance trackingNeeds a provider
  • Holdings listNeeds a provider
  • Allocation summaryNeeds a provider
  • Performance over a chosen periodNeeds a provider
  • Largest holdings and biggest moversNeeds a provider
  • Investments included in net worthIn development
  • Manually tracked holdingsWorks without a provider.In development

Added in Plus

  • Asset-class breakdownPlanned
  • Sector exposurePlanned
  • Diversification visualisationPlanned
  • Unrealised gains and lossesOnly where cost-basis data is available.Planned
  • Drill into an individual positionPlanned
  • Override how a holding is classifiedPlanned
  • Third-party fund researchWould require a licensed research data provider. None is integrated.Planned
Known boundaries

What to expect from this area.

  • SolvMoney is not a broker-dealer or an investment adviser. It cannot place a trade, and nothing it displays is a recommendation to buy or sell.
  • Performance and gain-loss figures depend on cost-basis data from your provider. Where that data is missing or partial, SolvMoney says so rather than estimating silently.
  • Balances refresh on the provider's schedule, so a value can lag the market.
Related areas

Continue exploring.

Net worth

Net worth & assets

Add up what you own, subtract what you owe, and watch the line over months and years. Cash, investments, property and vehicles on one side; cards, loans and mortgages on the other.

Forecasting · Plus

Forecasting

Project net worth, income and expenses forward from your real balances, change the assumptions, and compare two futures side by side. A planning tool for decisions you cannot easily reverse.

Cash flow & reporting

Cash flow & reporting

Income against expenses by month and by year, broken down by category, merchant and account. Every chart drills through to the transactions underneath it, so a surprising number is one click from an explanation.

A clearer picture starts here

Explore the sample interface.

See how the concepts in this feature area fit together in one sample household.

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