See, value and track your whole estate — in one place.
My Estate brings every asset together — shares, funds, pensions, property and liabilities — valued in GBP, with standardised fund fact sheets, allocation analytics and a full history. Private to you. The free tools below let you research before you track — facts and figures only, never advice.
Free fund & portfolio tools
Look up any fund, compare funds side by side, or build a portfolio and see it net of real broker costs. Free, factual, no sign-up to look.
Search a fund
A standard fact sheet for any ETF or fund — full cumulative performance, charges, holdings and distributions.
Search funds → CompareCompare funds
Overlay funds side by side with returns, volatility, charges and a correlation matrix — the diversification view.
Compare funds → BuildBuild a portfolio
Set weights, rebalancing and broker (HL, Interactive Brokers or bespoke) and see your portfolio net of every cost.
Build a portfolio →Model portfolios
Transparent, low-cost model portfolios, each shown net of all real-world costs versus its benchmark — on a Hargreaves Lansdown ISA and/or Interactive Brokers UK Pro profile. Hypothetical walk-forward performance, not advice.
Simple Core
The honest baseline: a cheap global index + government bonds + money-market blend, fixed weights, monthly rebalanced. No cleverness — the 'a cheap index-and-bonds mix is hard to beat' reference everything else is measured against.
View performance → Adaptive ConservativeAdaptive Conservative
Tactical and defensive: each month selects the best risk-adjusted assets from a global cross-asset menu, sized to ~7% volatility, holding a large cash buffer when little qualifies. Highest Sharpe, smallest drawdowns. IB Pro.
View performance → Adaptive BalancedAdaptive Balanced
Tactical, risk-managed: each month selects the most attractive risk-adjusted assets from a global cross-asset menu (equity, bonds, gold, commodities, trend), sized to ~10% volatility, de-risking into cash when little qualifies. Beats the S&P on Sharpe at roughly half the drawdown. IB Pro.
View performance → GrowthGrowth
Momentum, toned down: 60% in the momentum winners, 25% money-market, 15% gold. Keeps the strong risk-adjusted return while cutting volatility — beats the S&P 500 on return AND on drawdown. IB Pro.
View performance → MomentumGlobal Momentum
Ride the winners: each month, hold the 10 best-performing global equity names by trailing 12-month return, inverse-vol weighted. High return, strong Sharpe, larger drawdown than the adaptive products.
View performance → FCF ValueFCF Value
The ten S&P 500 names cheapest on free cash flow vs enterprise value (the most cash per pound of company), equal-weighted, rebalanced yearly — the value tail from our FCF-yield study. Concentrated and higher-risk; financials excluded.
View performance → US MarketS&P 500 Anchor
Anchored on the S&P 500. A diversifier mix is added to smooth out US large-cap volatility.
View performance → UK MarketFTSE 100 Anchor
Anchored on the FTSE 100. UK-tilted with diversifying assets layered on top.
View performance →The research behind it, published in full
An open experiment in what an agentic-AI research framework can do — signal studies, concepts and company research, with every step shown so you can check its work. Generic research and education, not advice.
Explore the Research Lab →How to think about it
£20,000 starting amount
The full annual S&S ISA allowance. We show how each portfolio would have performed if you'd invested this amount at the start of the live track-record period.
Monthly rebalancing
Portfolios are reviewed on the first trading day of each calendar month and adjusted to keep diversification on track. Trades execute at that day's closing price. All trading costs (dealing fees, FX, spread) are deducted from the curve. A weekly cadence is also available on each product page.
7.5 years of evidence
The track record runs from January 2019 to July 2026. Every data point was produced with no foreknowledge — the portfolio at any given week only used information available at that time.
Run the maths yourself
The optimised products (US, UK, Adaptive Balanced, Adaptive Conservative) have a Strategy parameters panel where you can change the correlation cap, Sharpe filter, vol target, starting capital and rebalance cadence — try a higher starting amount to see how platform fees shrink as a share of NAV. The fixed-rule products (Simple Core, Momentum, Growth) are rebuilt nightly to set rules.