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Portfolio analysis demo

Portfolio Analysis is a powerful tool that will make managing your portfolio easier. The service analyses all of the investments you hold, and X-rays your unit trusts, to build a detailed picture of your entire portfolio.

It covers funds, shares, corporate bonds and gilts held in the HL ISA, SIPP and Fund and Share account. ISAs and funds which are held outside of HL are also included, so long as we are registered as your broker.

To give you an idea of how the service works we have provided an example of the interactive analysis. This example doesn't allow you to add or remove holdings and look at how the changes would affect your portfolio, as you can in the real thing, but it does show you what the analysis includes.

Portfolio analysis demo

To view an analysis of your own portfolio log in to your account and, from your Portfolio Overview, select the Portfolio Analysis tab.

If you are not already a client of Hargreaves Lansdown you can still benefit from the service by transferring existing investments to HL.