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Everything you need to accelerate your financial journey - from free downloadable resources to carefully selected tools and courses that can transform your wealth-building approach.
Demo_01 Portfolio-Google-Finance £20.000
Demo_01 Portfolio-Google-Finance £20.000
Track your investments with real-time data and professional-grade analysis tools
This interactive portfolio demonstrates how to monitor a diversified £20,000 investment across various sectors, including technology, healthcare, and financial services. Watch live price movements, P/E ratios, and percentage changes to understand how different assets perform in today’s market.
Use this demo to explore the fundamentals of investment tracking before building your own portfolio. Notice how diversification across multiple holdings, such as DWL, FCIT, UKW, and others, helps spread risk while maintaining growth potential.
Ready to start tracking your own investments? Download my free portfolio templates below and begin your wealth-building journey today.
Demo_02 Portfolio-Google-Finance £20.000
Demo_02 Portfolio-Google-Finance £20.000
Track your investments with real-time data and professional-grade analysis tools.
This interactive portfolio demonstrates how to monitor a diversified £20,000 investment across various sectors, including technology, healthcare, and financial services. Watch live price movements, P/E ratios, and percentage changes to understand how different assets perform in today's market.
Use this demo to explore the fundamentals of investment tracking before building your own portfolio. Notice how diversification across multiple holdings, such as DWL, FCIT, UKW, and others, helps spread risk while maintaining growth potential.
Ready to start tracking your own investments? Download my free portfolio templates below and begin your wealth-building journey today.
🛠️ My Personal Finance Tech Stack
🛠️ My Personal Finance Tech Stack
These are the actual tools I use to manage my finances and track my £17k recovery journey:
Daily Banking & Spending:
Daily Banking & Spending:
Monzo - My primary current account for automatic categorisation
Emma - Connects all my accounts for a complete financial overview
Investment Tracking:
Investment Tracking:
InvestEngine - Where I’m investing my £200/month: (Share your unique link to refer a friend to our Individual or Business account, and we’ll give you both a randomly selected investment bonus of between £20 & £100 or £100, respectively)
Aj Bell - My £50/month regular investment platform
Sharesight - Portfolio Tracking:
🎁 Budgeting & Planning:
🎁 Budgeting & Planning:
Get started with these complimentary tools to kickstart your financial journey:
Portfolio Excel Sheets - Track your investments professionally
Budget Planning Word Templates - Master your monthly finances
Financial Goal-Setting Worksheets - Turn dreams into actionable plans
Google Sheets - Custom budget tracker (link to your free template)
YNAB - For zero-based budgeting discipline
Credit Monitoring:
Credit Monitoring:
Credit Karma - Free credit score tracking
Educational Courses
“BUS-123: Introduction to Investments” free course
“Investing 101: Free Stock Market Course for Beginners” is a free course
“Understanding the Stock Market” Paid Courses
“Investing Master Class” by Wealthsimple - free resources
“Investing Basics for Millennials” by Skillshare
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