Demo Mode - Sample Data Only | Actual features and interface may differ | Sign up to access real features

Menu

Overview
Dashboard Analysis Trend Analysis
Financial Tracking
Financial Goals Budget Net Worth Investments Subscriptions Bill Reminders Loans & Credit Credit Cards Lending & Borrowing
AI & Insights
Wellness Score
Settings
Sign Up for Full Access Exit Demo
Filters
Date Range
This Month
Last Month
Last 6 Months
Last Year
Current Year
All Time

Investment Portfolio

Track your investment performance and asset allocation

Total Invested
£34500
Current Value
£39800
Total Gain/Loss
+£5300
Overall Return
+15.4%
Asset Allocation
Performance by Asset
Holdings
Asset Type Invested Current Value Gain/Loss Return
S&P 500 ETF (VOO)
ETF £15000 £17250 +£2250 +15.0%
Tech Growth Fund
MUTUAL_FUND £8000 £9200 +£1200 +15.0%
Bitcoin (BTC)
CRYPTO £2000 £2800 +£800 +40.0%
UK Government Bonds
BOND £5000 £5150 +£150 +3.0%
Tesla Inc (TSLA)
STOCK £3000 £3450 +£450 +15.0%
Ethereum (ETH)
CRYPTO £1500 £1950 +£450 +30.0%
Portfolio Overview
Highest Return
Bitcoin shows the highest percentage change at 40% in this sample portfolio
Asset Types
Portfolio contains 4 different asset types based on tracked holdings
Total Change
Portfolio value has changed by 15% from initial investment

Like What You See?

Start tracking your finances today with Fiacore

Get Started Free

Important Notice: This demo uses sample data for illustration purposes only. The actual Fiacore application features, user interface, and functionality may differ from what is shown here. Fiacore is a financial tracking and organisation tool only. We do not provide financial advice, investment recommendations, or personalised financial guidance. Any figures, scores, or analysis shown are for demonstration purposes and should not be relied upon for financial decisions. Always consult a qualified financial professional for advice specific to your circumstances. Fiacore Ltd (Company No: 16696707) is registered with the ICO (Reg: ZC068211).