Automatic Investment Selector

This tool calculates what investments to make to match one of our low-cost, diversified model portfolios.

Step One
Or complete the risk questionnaire
Risk Questionnaire
Step Two

Create a New Portfolio:

Select "cash" the "Select asset class" drop-down menu and click the "CALCULATE" button.

To Rebalance an Existing Portfolio:

Input a holding in the portfolio by typing the ISIN or fund name in, or selecting the asset class. Then click "+ Add another holding" and enter the next holding. Once you've entered all of the holdings, click the "CALCULATE" button.
£0.00Total Value across 0 holdings
Protecting your privacy: Nothing you enter here is saved. This tool calculates what investments to make to match one of our low-cost, diversified model portfolios. It does so in real time and hands you a PDF and an Excel file to keep — once you've downloaded them, that's your only copy. We don't store your holdings, your risk profile, or anything you type into this page, and we can't retrieve it for you afterward if you close the page before downloading. If you need to redo this later, you'll need to enter your details again from scratch.
Wording pending final legal review. This tool shows the arithmetic to match a published model portfolio — it is not a personal recommendation to buy or sell anything. This tool assumes the holdings you enter below are your entire investment portfolio. It does not know about, and cannot account for, any other investments you hold elsewhere — a full review of your complete financial picture is beyond what this tool (and this site) offers; consider a regulated financial adviser for that.
Reminder: nothing you've entered on this page is saved anywhere. Download your PDF and/or Excel file below before you leave — once you close this page, this session's figures can't be recovered.