Your portfolio
Know what you own and how it is working together.
Bring the investing platforms you use into one clear view. See your progress, understand where your money is invested and spot what may need attention.
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Portfolio overview
See your portfolio at a glance.
Track your total value and progress over time, then use Mesodian’s six scores to understand the overall shape of what you own.
Choose a time period and see the change in pounds and percentages without having to interpret a complicated trading screen.
Holdings breakdown
See where your money is concentrated.
Break your portfolio down by sector, region and investment type so you can see which areas account for most of its value.
Plain-English notes draw attention to concentrations worth reviewing, while leaving every investment decision with you.
Portfolio risk
Understand where risk comes from.
See the parts of your portfolio most affected by wider market moves, countries, sectors, individual companies and changing currencies.
A clear overall risk score and simple labels help you identify what may deserve a closer look without relying on technical language.
Clearer ownership
See the whole portfolio, not just a list of investments.
Mesodian brings performance, holdings and risk into one clear view so you can review your portfolio with confidence.