YOUR RECORDS
History.
The moments behind your portfolio, in one place.
Total deposited
£75
Investment growth
+£20
Withdrawals
£0
Fees
£0
Activity
Recorded events and clearly marked derived milestones/value changes.
Balance recorded
23 September 2026 · Portfolio value updated
£95
Value £95
Value change recorded
23 September 2026 · Change since previous recorded value; not a live fund return
+£20
Value £95
First investment
30 June 2025 · Initial deposit · Fidelity S&P 500 Index
+£75
Value £75
Recorded milestones
No milestones recorded yet. They appear when a recorded value reaches a goal.
Yearly summaries
Based only on manually recorded events; missing days are not estimated.
2026Contributed £0Last recorded value £95Recorded value changes +£20
2025Contributed £75Last recorded value £75Recorded value changes +£0
Value changes and milestones are derived from your records, not live fund activity.