Your UK investments, in Finvygo too.
ISA, GIA, SIPP and workplace pensions, Premium Bonds: Finvygo knows the UK wrappers and tracks them from your statements, with no bank connection.
What you can track in the UK
Wrappers
- Cash ISA
- Your balance and rate, interest projected.
- Stocks & Shares ISA
- Shares, ETFs and funds found by name, ISIN or ticker, prices fetched automatically; uninvested cash entered separately.
- General Investment Account
- Securities from anywhere in your dealing account, in several currencies, dividends included.
- SIPP and personal pension
- The total on your statement, updated with each new statement, without duplicating the underlying funds.
- Workplace pension
- Your defined contribution pot, tracked statement after statement.
Savings and cash
- Premium Bonds
- The principal you hold, reinvested prizes included, with no future draws projected.
- Easy-access savings
- Free rate, revisable whenever the bank changes it.
- Fixed-rate bond
- Term, rate and maturity, interest projected.
- Current account
- Your current accounts, in pounds or in other currencies.
Property and loans
- Property
- Main home or buy-to-let: rent, charges, linked mortgage.
- Listed REITs
- Listed property companies valued like stocks.
- Mortgage and loans
- Outstanding capital, amortisation schedule, renegotiation simulator.
And everywhere in the world: stocks, ETFs, bonds, crypto, precious metals, cash, valuables, peer to peer loans.
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Preguntas frecuentes
Can I enter my ISA in Finvygo?
Yes. A Cash ISA takes its balance and rate, and a Stocks & Shares ISA holds your shares, ETFs and funds, found by name, ISIN or ticker, with prices fetched automatically. Uninvested cash is entered separately, in the same wrapper. A General Investment Account works the same way.
What about my pension, SIPP or workplace?
Enter the total shown on your statement: that is the amount Finvygo tracks, without inventing a purchase price or a return. With each new statement, add the value at its date, and your net worth history follows. Defined benefit pensions and the State Pension, which are future income rather than a pot, are not modelled.
How are Premium Bonds tracked?
As capital, not as a yielding investment: you declare the amount you hold, reinvested prizes included, and no future draw is projected. A reinvested prize is entered as a new statement, at its date.
Do I have to connect my bank or my broker?
No, never. Finvygo works declaratively: you enter your accounts and products yourself, with no bank aggregator and no bank credentials. It never asks for access to your accounts.
My product is missing, what can I do?
Use free entry: a generic asset takes a name, an amount and a currency, and counts in your net worth like any other. You can also request the product from the app, as each country's catalogue grows with those requests.
Other countries
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