Introducing Custom Groups

Every investor thinks about their investments differently: core vs satellite, long-term vs speculative.

Custom Groups lets you create a group, name it, and drag in any mix of your holdings and Portfolios. Each group shows its own live balance and performance, right on your home screen. Organise by strategy, time horizon, or anything that makes sense to you.

To get started, select Customise at the bottom of your home screen and make it yours.