Portfolio intelligence
See market intelligence in portfolio context.
Phase 1 supports demo portfolios, manual portfolio creation and supported CSV imports.
Demo portfolio
Explore the product with an illustrative portfolio before entering any of your own information.
Manual portfolio
Enter holdings yourself and keep full control of what is tracked and what is not.
CSV import
Bring existing records across from a supported CSV export rather than re-keying them.
Allocation
Review how portfolio value is distributed across holdings, presented in GBP.
Concentration
See where value is concentrated, including the largest single position.
Currency exposure
Understand how much of the portfolio sits in each currency — for example, USD-denominated holdings as a share of current value.
Scenario Engine
Apply hypothetical market, price, currency, volatility or rate assumptions and review the estimated effect.
Ask My Portfolio
Use NeoInvestGPT to ask about exposure and forecast context in plain English.
Broker and Open Banking connections — planned for Phase 2. Phase 1 does not synchronise holdings, transactions or cash balances automatically.