See your whole financial life, clearly.

Apertira brings institutional-grade portfolio analytics to retail investors. Your investments, net worth, and tax in one place.

Whole-net-worth balance sheetYour portfolio, property, pensions, mortgages and cash, all on one page. Finally a number that's your real net worth, not just the brokerage bit.

The numbers brokers hideThe figures your broker's app never puts in front of you: your true time-weighted returns, how diversified you actually are, what fees quietly cost you, and your real currency exposure.

UK tax, computed not guessedCGT share-matching done properly, plus your ISA allowance and dividend tax, worked out to the pound. And we show every assumption, so you can check the maths yourself.

Fund look-through and stress testLook inside your funds to see what you really hold, then see how a market crash would hit the whole portfolio.

Apertira measures; it does not advise. It is not authorised or regulated by the Financial Conduct Authority, and nothing it shows is a personal recommendation or tax advice. Investments can fall as well as rise. Your data stays yours.

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