BetaIn development · UK portfolio intelligence
Your investments. Your decisions. Better insight.
Understand exactly what you own, see how your portfolio fits together and access intelligent investment research—all while staying in control.
Information and education only. We never hold or manage your money.
Your portfolio, mapped
Sample- UK equities34% · 34.0%
- Global equities28% · 28.0%
- Bonds16% · 16.0%
- Other22% · 22.0%
Insight: 46% of this sample portfolio is exposed to UK companies once funds are looked through.
The problem
Managing your own investments doesn't mean doing it alone.
Between traditional wealth management and going it alone sits a gap. Invest Lens is built for it.
- Your holdings are scattered
- ISAs, pensions and trading accounts live on different platforms, so no one screen shows the whole picture.
- Overlap hides in plain sight
- Several funds can quietly hold the same companies, leaving you more concentrated than you think.
- Information overload
- Headlines, forums and reports compete for attention. Knowing what matters to your portfolio is the hard part.
What you get
Clarity on what you own, and why it matters.
Portfolio Mapping
Bring accounts, funds and shares into one view. See allocation, sector and regional exposure, concentration and fund overlap at a glance.
Investment Insights
Plain-English observations on what you hold: where it is concentrated, where it overlaps and what is worth a closer look. Always yours to act on or ignore.
Research & Learning
Company research, dividend calendars, watchlists and educational guides, with AI-powered explanations of financial reports in everyday language.
How it works
Four steps to a clearer picture.
- 1
Join Invest Lens
Create your account and choose the membership that suits how you invest.
- 2
Map your portfolio
Add your holdings from different platforms so everything sits in one place.
- 3
See how it fits together
Explore allocation, exposure, concentration and overlap through clear visuals.
- 4
Research and learn
Use briefings, research and education to make your own, better-informed decisions.
Portfolio snapshot
See the whole portfolio in one place.
Explore a sample portfolio. Switch between views to see how allocation, sectors, regions and overlap come together.
Sample portfolio
Whole-portfolio view
£84,250
Sample value
14
Holdings
Across 3 accounts
53%
Top 3 holdings
Of portfolio value
23%
Fund overlap
Estimated
- UK equities34% · 34.0%
- Global equities28% · 28.0%
- Bonds16% · 16.0%
- Property10% · 10.0%
- Cash7% · 7.0%
- Alternatives5% · 5.0%
What this shows
Around 62% of this sample portfolio sits in equities, with 34% in UK shares alone. Seeing the split helps you check it matches what you intended, not what has simply built up over time.
- Sample portfolio
- Broad market
| Category | Sample portfolio | Broad market |
|---|---|---|
| Financials | 24% | 16% |
| Technology | 14% | 22% |
| Healthcare | 11% | 12% |
| Consumer | 12% | 11% |
| Energy | 13% | 5% |
| Industrials | 9% | 11% |
- United Kingdom46% · 46.0%
- North America27% · 27.0%
- Europe ex-UK13% · 13.0%
- Asia Pacific9% · 9.0%
- Other5% · 5.0%
What this shows
Many UK investors hold more of their home market than they realise once funds are looked through. Here, 46% of the sample portfolio is tied to UK companies.
Global Equity Index Fund UK All-Share Tracker
31%
Global Equity Index Fund Technology Growth Trust
22%
Dividend Income Fund UK All-Share Tracker
18%
| Largest holdings | Type | Weight |
|---|---|---|
| Global Equity Index Fund | Fund | 21.4% |
| UK All-Share Tracker | Fund | 18.9% |
| Dividend Income Fund | Fund | 12.6% |
| Gilt Ladder ETF | ETF | 11.2% |
| Example Bank plc | Share | 6.8% |
All figures are invented sample data to show how the tools work. They are not real holdings, not a recommendation and not a prediction of future results.
Wealth Map
Everything in one view.
Investments. SIPPs. Workplace pensions.
Your financial life can become complicated over time. Different jobs, different pension providers and different investment accounts can make it difficult to see exactly where you stand. Our Wealth Map brings everything together into one simple view.
- Your total investments and pensions
- Accounts across different providers
- Your combined investment exposure
- Where your money is invested
- Potential areas of overlap and concentration
Investment research
Independent research and education.
Example content shown for illustration.
Market insights
Market summary
What moved UK markets this week, and why it matters for diversification
Example · Weekly update
Dividends
Reading the dividend calendar: how payment dates shape the income you receive
Example · Dividend insight
Sector view
Financials and energy: how concentrated is the average UK equity fund?
Example · Sector research
Learn
Fund overlap explained
Why owning four funds can mean owning the same companies four times.
6 min read
How to read an annual report
The five pages worth reading first, with an AI-assisted plain-English summary.
9 min read
Understanding concentration risk
What it means when a few holdings drive most of your portfolio.
5 min read
- Company research
- Dividend calendars
- Stock and fund watchlists
- Portfolio tracking
- Ideas based on published criteria
- AI explanations of financial reports
Research and ideas are based on published criteria and are for information only. They are not personal recommendations. AI-generated explanations may contain errors and should be checked against the original documents.
Membership
An investment intelligence subscription.
Three ways to join, priced per month. No adviser relationship, and no commitment to hand over control of your money.
Starter
Better investment information without a big commitment.
- Weekly market and investment updates
- Educational investment content
- Stock and fund watchlists
- Basic investment research
- Dividend and market insights
- Access to the member community
Insight
Most popularSee your whole portfolio in one place and understand how it fits together.
- Everything in Starter
- Portfolio mapping tools
- Asset allocation breakdown
- Sector and geographical exposure
- Concentration analysis
- Fund overlap insights
- Quarterly portfolio insight reports
- Advanced investment research
Investor Plus
A professional research experience without handing over control of your money.
- Everything in Insight
- More detailed portfolio analytics
- Monthly investment and market briefings
- Premium research reports
- Live online investment education sessions
- Advanced watchlists and screening tools
- Priority access to new features
Need a recommendation? Find the right plan or request a call with a financial adviser.
Founding members
Help shape Invest Lens from day one.
Join the founding members list to reserve your place, get early access to new tools and have a say in what we build next. Create your account, pick a plan and we'll be in touch before anything is charged.
Capital is at risk. Invest Lens provides information and education, not financial advice.