AJ Bell
ii.co.uk
IBKR
CSV/PDF
& more
AI Agent
Your Portfolio
Optimiser
Backtest
Suggestions
Multi-Broker Import
Import from your favourite broker
Upload CSV or PDF transaction files, or skip the upload and manually enter your portfolio.
How It Works
Four simple steps to a professionally managed portfolio.
Import Your Transactions
Upload CSV or PDF files from AJ Bell, Interactive Investor, Interactive Brokers, or manually enter your portfolio.
See the Big Picture
All your holdings in one dashboard. Compare performance against any benchmark.
Optimise Your Portfolio
See how professional position sizing and diversification could improve your risk-adjusted returns.
Backtest Before You Invest
Test any combination of securities over custom time periods. See the impact before committing.
Professional risk tools. Institutional-grade portfolio management for every investor.
Unified Portfolio View
Every holding across every broker in a single dashboard.
Benchmark Comparison
Compare your portfolio against the S&P 500 or any benchmark you choose.
Portfolio Optimisation
See how better position sizing and diversification could improve your risk-adjusted returns.
Backtest Playground
Test any securities over custom time periods. See the impact before you invest.
Smart Suggestions
Get recommendations for securities that could improve your diversification.
Equity Curve Analysis
Visualise your returns alongside the optimised alternative.
Backtest before you invest.
Add any securities and see how they would have performed historically. Real data, not guesswork.
Free Tools
Free financial calculators
30+ tools to help you make smarter financial decisions. No sign-up required.
Compound Interest Calculator
Most PopularSee how your money grows over time with compounding.
Percentage Calculator
Most PopularQuick percentage calculations for any scenario.
Currency Converter
Live exchange rates for 150+ currencies.
Portfolio Calculator
Model portfolio allocations and expected returns.
Correlation Calculator
Measure the relationship between two datasets.
Income Tax Calculator
Estimate your income tax for the current year.
BlogExpert Insights
Latest from Our Blog
Insights on portfolio management, risk, and investing.
Minimum Variance Portfolio Calculator: Lowest-Risk Allocation
Discover how a minimum variance portfolio calculator helps UK investors build the lowest-risk investment allocation.
Portfolio Diversification Calculator: Score Your Portfolio
Use our portfolio diversification calculator to assess your investments. Discover 'is my portfolio well diversified?' and get a tailored score.
Efficient Frontier Calculator: Visualise Your Risk-Return Trade-off
Use our efficient frontier calculator to visualise your portfolio's risk-return trade-off. Generate an efficient frontier chart to optimise UK investments.
Portfolio Optimisation Software for UK Investors: What to Look For
Compare portfolio optimisation software UK: features, pricing, and key selection criteria for self-directed investors.
Portfolio Rebalancing Software for UK ISA and SIPP Investors
Compare portfolio rebalancing software for UK ISA and SIPP investors and automate your asset allocation tax-efficiently within your wrappers.
Portfolio Volatility Calculator: Annualised Standard Deviation
Measure your portfolio's annualised standard deviation with our free volatility calculator, and spot the diversification risk that surfaces in a crisis.
Transparency first
Full clarity about what our tools can and cannot do.
No return predictions
We focus on what is quantifiable: diversification and position sizing.
Diversification over speculation
Proper diversification and risk management, not market timing or stock picking.
Past performance ≠ future results
Backtests illustrate methodology, not guarantees.
Ready to see your portfolio differently?
Join ARIA for free. Professional portfolio intelligence in minutes.
No credit card required. No hidden fees.
Frequently Asked Questions
Everything you need to know about ARIA.