See what's making you money
Instantly see which stocks and sectors are driving your returns — by week, month, or year. No spreadsheet digging.
Track your portfolio with real-time insights — takes 3 minutes
Start trackingAdd your UK holdings and get instant performance breakdowns, allocation insights, and smart alerts — all in one dashboard. No spreadsheets. No guesswork. Takes about 3 minutes.
Free to start · No credit card · Educational analytics only — not personal advice · Capital at risk
Real numbers, real insights, zero spreadsheets required. Here's what lights up in your first 3 minutes.
Instantly see which stocks and sectors are driving your returns — by week, month, or year. No spreadsheet digging.
Get clear flags when one stock or sector dominates your portfolio. Understand your exposure before it surprises you.
See your projected income, yield changes, and which holdings are doing the heavy lifting — all in one view.
Get automatic alerts when your allocation moves away from your targets. Stay aligned without constant monitoring.
Three steps. About three minutes. Instant portfolio clarity.
Enter your UK-listed stocks with quantities. Takes about 2–3 minutes. CSV import coming soon.
Your portfolio dashboard lights up with performance, allocation breakdown, and health indicators — no waiting.
Watch how your portfolio evolves over time. Get alerts on changes, review trends, and sharpen your investment process.
Whether you're managing your first ISA or tracking a portfolio you've built over years — Openbook gives you the tools to understand what you own and why it matters.
You're building your first portfolio and want to learn as you go — without drowning in jargon or spreadsheets.
You have a growing portfolio and need a clear view of performance, allocation, and income — in one place.
You track your holdings regularly and want automated alerts, drift detection, and portfolio-level analytics.
A realistic sample showing holdings, sector weights, and actionable alerts for UK investors.
| Ticker | Company | Weight | YTD |
|---|---|---|---|
| HSBA | HSBC Holdings | 14% | +10.1% |
| BP | BP plc | 12% | +6.8% |
| ULVR | Unilever | 10% | +4.7% |
| AZN | AstraZeneca | 11% | +9.3% |
| LLOY | Lloyds Banking Group | 8% | -2.4% |
Feedback from UK investors tracking portfolios with Openbook.
"I stopped guessing when to rebalance. The drift view makes it obvious when something's off."
"Attribution helped me spot that two positions were creating the same exposure. That was a blind spot."
"It's the first dashboard that explains portfolio changes in plain language, not spreadsheet noise."
Start building your portfolio for free. Upgrade when you want deeper insights, more alerts, and advanced analytics.
Openbook provides educational analytics to inform your process. It does not provide personal recommendations to buy or sell.
You get measurable portfolio signals including concentration risk, drawdown trend, and attribution drivers in one report view.
No trade execution layer. Use scenario analysis to understand potential risk outcomes before making your own decisions.
Answers to common questions about Openbook Portfolios.
Portfolios is built for UK investors and supports UK listed holdings with market aware performance and sector analytics.
You can start quickly by entering holdings and quantities today. Broader import workflows are being expanded for faster onboarding.
Risk score combines concentration, volatility, and drawdown behavior into a single indicator so you can track risk trend over time.
No. Openbook provides educational and informational analytics to support your process. It does not provide personal investment advice.
Portfolio analytics refresh on a regular cadence with updated market data so your performance and risk views remain current.
Yes. Portfolios surfaces yield related metrics and changes in income profile as allocations or holdings evolve.
Build your portfolio in 3 minutes. Get instant performance, allocation, and health insights — all in one place.
Built for UK investors · LSE-listed stocks · Educational analytics · Free to start