Excelergy Excelergy Budget

Investments tracker

Your portfolio, at a glance.

Track stocks, ISAs, crypto, property, pensions and more. Enter cost basis and current value to see your gains. Everything stays in your browser.

Note. Enter values manually - prices are not fetched automatically. Use current market values for the most accurate picture. All figures are for planning purposes only and are not financial advice.

Total portfolio value

£0

Add investments below to get started.

Amount invested

£0

Total gain / loss

£0

-

Monthly contributions

£0

across all investments

Annual contributions

£0

Investments

Add each holding separately. Use current market value - update it whenever you like. Cost basis is what you originally paid in (excluding gains).

Name
Type
Cost basis (£)
Current value (£)
Monthly contrib (£)
Notes
No investments yet. Use the button below to get started.