Apertira
The statement of your wealth
See your whole financial life, clearly.
Apertira brings institutional-grade portfolio analytics to retail investors. Your investments, net worth, and tax in one calm, honest place.
Whole-net-worth balance sheetPortfolio, property, pensions, mortgages and cash — your true net worth on one page.
The numbers brokers hideTrue time-weighted returns, real diversification, fee drag and currency exposure — measured, not marketed.
UK tax, computed not guessedCGT share-matching, the £20k ISA allowance and dividend tax — the figures, with the assumptions shown.
Fund X-ray & risk labLook through your funds to real exposures, stress-test crashes, and see what you actually own.
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.