Automatic Investment Selector

This tool calculates what investments to make to match one of our low-cost? We include funds with Ongoing Charges from 0.00% (yes, no ongoing fund charge) to 0.20%. That's a massive discount on what most banks and investment companies try to charge. Keep your money for you. , diversified model portfolios.

Step One
Or complete the risk questionnaire
Risk Questionnaire
Step Two

Create a New Portfolio:

Select 'cash' in 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

'Alternatives: Property' is only the funds or shares you own in property-related investments. Do not include the value of any property you own directly (e.g., your home, buy-to-let, second home).

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.