Introducing the new Portfolio and Transactions pages

Managing money has two sides. One is what you own — your accounts, your investments, the allocation you've built over years. The other is what you do — the paychecks, the bills, the small spending choices that quietly add up.

Until now, Alistair showed you both, but not cleanly enough. Today we're shipping two rebuilt pages that split the job in half: a new Portfolio page for everything you own, and a new Transactions page for everything that moves.

Portfolio: everything you own, in one view

The Portfolio page answers one question — "what do I actually hold, and is it working as hard as I think it is?" — in two tabs:

• Portfolio — your asset allocation and holdings at a glance, so concentration risk and drift stop being things you have to discover by accident.
• Accounts — every linked account and its current balance in one clean breakdown.

It's the same data Alistair has always used to advise you — now laid out so you can see it the same way it does.

Transactions: where your money actually goes

The Transactions page is the other half of the picture. Instead of a flat list, you get:

• A spending calendar — see your month at a glance, not as a spreadsheet.
• Category breakdown — a pie chart of where your spending actually went, not where you hoped it went.
• Every transaction, filterable — click a category and the full list narrows to it.

What's new at a glance

• Portfolio — your asset allocation, holdings, and portfolio value over time in one place, so concentration and drift are visible at a glance.
• Transactions — a spending calendar, a category breakdown, and a filterable list of every transaction, so "where did my money go?" has a quick answer.

Both pages are live now for every Pro account and update automatically when you link your accounts. Log in to explore them — and if an account isn't connected yet, the pages point you straight to it.

Try Alistair today