- SCREEN
- Dashboard → Overview widgets
- METRIC
- Total return, sector weights
- PLAN
- Free
Checked against the app on 26 September 2026
There's no single review screen, so a portfolio review is a route through three widgets, taken in the same order each month. Total return isn't one figure in the app: add Return, Total Dividends and Realised Gains, which one Stat Tiles widget can show side by side. Then look at shape: slice a Pie Chart of your stock portfolio by sector for your sector weights, and rank a Gainers & Losers widget by sector for what moved them.
Compare each figure with last month's, not with the day's news. A review doesn't have to end in a trade; it exists so that when something has drifted — one holding grown into a large share, a sector gone missing — you notice it on a date you chose rather than one the market chose. Write the figures and a sentence down somewhere you'll find next month, because the comparison is the whole point.
The three add up to a running total, so this month's result is this total minus last month's.
DO IT IN THE APP
0 of 5 done- Pick a day of the month for the review, and keep to it.
- Add Stat Tiles, tick Stock Return, Total Dividends and Realised Gains in its ⚙ settings, and note the three. Open your dashboard →
- Add them up in the tool below, with last month's total, to see the month's change.
- Slice an Pie Chart of the value of your stock portfolio by Sector, and rank an Gainers & Losers widget by Sector for what moved.
- Write the figures and one sentence down — Notes & ideas on the Investor plan, or anywhere you'll find next month.
Educational content only. It is not personal financial advice.