Portfolio 60
UK Family Investment Portfolio Tracker
Welcome — Portfolio 60 is in demonstration mode so you can explore the application without installing. Have a play — you can't do any harm and nothing is being logged.
Start with the Setup menu and have a quick look at the dropdown links from top to bottom. If you have an existing portfolio with Interactive Investor, Hargreaves Lansdown, AJ Bell et al. you should feel right at home.
If you want a quick technical overview, try How Portfolio 60 Works.
If you have suggestions, questions or have hit an issue, email [email protected]
Portfolio 60 does not provide financial advice. The information shown is for tracking purposes only. If you need financial advice, please consult a qualified Financial Adviser.
Portfolio 60 is a desktop application for UK families to track investments across multiple people and account types. It supports shares, mutual funds, investment trusts, savings accounts and other instruments. All valuations and reports are in GBP, with currency conversion for foreign-currency investments.
The application runs on your desktop and stores all data locally. It only connects to the internet to fetch current prices, currency exchange rates and benchmark index values from public financial websites.
Key features:
- Track investments across multiple family members and account types (Trading, ISA, SIPP)
- Automatic price fetching from public financial websites
- Currency conversion for non-GBP investments
- Portfolio valuation with drill-down to individual holdings
- Scheduled price fetching on a configurable timetable
- Library of reports comparing performance by holdings against benchmarks over time
- Built-in documentation system for notes and guides
- Record savings accounts, occupational pensions, state pensions and annuities
- Embedded spreadsheet lists via Google Sheets or Excel Online
Portfolio 60 is a UK-only application due to UK tax rules and account types.