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portfolio
accounts
2007 ISA
income/expenditure
shares
funds
forex
spread bet
settings
2009 ISA
income/expenditure
shares
funds
forex
spread bet
settings
Bank
income/expenditure
shares
funds
forex
spread bet
settings
UK Broker
income/expenditure
shares
funds
forex
spread bet
settings
US Broker
income/expenditure
shares
funds
forex
spread bet
settings
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Portfolio
Select date range
to
actual
simulated
Accounts
name
type
currency
taxable
cash
investments
total assets
total assets (GBP)
2007 ISA
ISA/PEP account
GBP
0 %
£778.32
£9,966.66
£10,744.98
£10,744.98
2009 ISA
ISA/PEP account
GBP
0 %
£4,295.15
£2,540.33
£6,835.48
£6,835.48
Bank
(
main
)
joint account
GBP
50 %
£12,313.69
£0.00
£12,313.69
£12,313.69
UK Broker
personal account
GBP
100 %
£129,657.28
£22,021.25
£151,678.53
£151,678.53
US Broker
joint account
USD
50 %
($15,751.96)
$80,515.00
$64,763.04
£42,525.54
£136,701.18
£87,397.04
£224,098.22
£224,098.22
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