Agni Folio · United Kingdom
The wealth OS for UK investors
More than a portfolio tracker: track, plan and hand on everything you own, valued in pounds.
ISAs, SIPPs, pensions, property and crypto in one net worth, in pounds.
London shares update at live prices, shown in pounds even when quoted in pence.
No bank or broker logins: add holdings by hand or upload a statement.
Everything you own in the United Kingdom, and outside it
ISAs, pensions and UK savings
Stocks & Shares ISA
Label the platform as your ISA and keep its holdings together, at live prices.
Cash ISA
Add the balance and update it when your statement arrives.
Lifetime ISA
Track your LISA next to your other savings.
SIPP
Add the funds inside your SIPP, or its balance, and see it in your retirement total.
Workplace pension
Add your pension pot so your net worth is complete, with a reminder to review it.
Premium Bonds & State Pension
Record your Premium Bonds holding, and your State Pension forecast if you want it in your plan.
London shares at live prices, in pounds
LSE shares, ETFs and investment trusts update with live prices. Yahoo Finance quotes many London shares in pence; Agni Folio turns them into pounds, so Vodafone shows as £1.23, not £123. Hold US or European shares too? They sit in the same list, each in its own currency, all added up in GBP.
ISA, SIPP and GIA side by side
Hargreaves Lansdown, AJ Bell, Vanguard, Trading 212, Freetrade and other UK platforms are ready to pick as the place your money sits. Mark each one as an ISA, SIPP or general account and group your holdings by platform. ISA allowances are not tracked.
Pensions and savings in the picture
Add your workplace pension, Cash ISA, Premium Bonds and State Pension forecast as balances, next to your investments and your mortgage. Set a review date and we remind you to update them. Interest is not added for you.
Plan financial independence in pounds
The FIRE calculator starts from UK assumptions and your real net worth: how much you need, when you could get there, and what changes if you save more. Plan with a partner using the couples calculator.
Why not just a spreadsheet?
| Feature | Spreadsheet | Agni Folio |
|---|---|---|
| Every account and asset in one view | You copy it in | |
| Prices update by themselves | Some, with formulas | |
| Everything valued in your currency | Your own formulas | |
| Returns that count when money went in (XIRR) | Your own formulas | |
| Reads a statement for you (PDF, photo, CSV) | You paste it in | |
| Hand it on to your family |
UK: frequently asked questions
Yes. LSE shares, ETFs and investment trusts update from Yahoo Finance, and prices quoted in pence are shown in pounds.
Yes. Mark a platform as your ISA or SIPP and keep its holdings together, or add the balance. ISA and pension allowances are not tracked.
No. You add holdings by hand, by uploading a statement, or by asking the AI assistant. Agni Folio never asks for a bank or broker login.
No. There are no UK tax reports. You can export your holdings to Excel.
The free plan tracks everything. Premium is US$2.99 a month or US$29.99 a year.
Not for England and Wales yet. You can name a nominee who is told about your records if something happens to you.
Guides for the United Kingdom
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