Allocation view
See how your portfolio is split across assets, sectors or accounts against your target allocation.
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Digital template · Financial Management Blueprints
Investment Tracking Framework
The Investment Tracking Framework helps you keep a disciplined record of what you hold, why you hold it and how it has performed, so portfolio reviews are based on facts rather than memory.
What is inside
Performance log
Record positions, contributions and values over time to follow performance.
Review notes
Document the reasoning behind each decision and what to check at the next review.
When to use it
- Tracking a personal or family portfolio
- Running quarterly portfolio reviews
- Keeping an investment journal of decisions