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.
Follow a sample £20,000 share portfolio using free Google Finance data
This demo shows how to track a diversified £20,000 portfolio of individual shares and investment trusts, such as ULVR, FCIT and UKW, in a free Google Sheet. You can see prices, P/E ratios and daily changes for each holding.
Prices may be delayed by up to 20 minutes. This is an example for learning, not a recommendation to buy any of these investments.
A sample £20,000 portfolio built with funds and ETFs
This second demo takes a different approach, using a few funds and ETFs instead of individual shares. Compare it with Demo 01 to see how a simpler, fund-based portfolio is tracked.
Prices may be delayed by up to 20 minutes. This is an example for learning, not a recommendation to buy any of these investments.
Ready to track your own investments? Download my free portfolio templates on the Free Downloads & Courses page.