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Openbook Portfolio Tracker
Know what your portfolio is really doing.
Track performance, uncover concentration, and see the factors shaping every holding. Openbook turns your portfolio into one clear, connected view.
Free to start · No credit card required · Educational analytics, not investment advice
My UK Portfolio
12 holdings · GBP base currency · Updated today
Portfolio value
£84,620
+£2,140 this month
Total return
+12.8%
+3.1% vs benchmark
Reward score
67 / 100
Strong quality profile
Risk score
51 / 100
+4 from concentration
Portfolio performance
My portfolioFTSE All-Share
Portfolio health
Good- Performance is broadening8 of 12 holdings contributed positively this month.
- One area needs attentionFinancials now represent 31% of portfolio value.
- Quality remains strongPortfolio quality score is above the UK market median.
Sector allocation
Target comparisonConcentration flag: Financials are 6 percentage points above your target allocation, led by HSBA and LLOY.
Portfolio factor profile
0-100 scoreValue71
Quality76
Momentum54
Income68
Your portfolio leans toward profitable, dividend-paying UK companies. Momentum is more mixed, mainly due to defensive holdings.
What drives the score?
Top holdingsOne viewfor every holding
4 factorsanalysed consistently
Clear alertswhen exposure changes
UK focusedmarket-aware analytics
Performance attribution
See what is driving every return.
A headline gain or loss only tells half the story. Openbook shows which holdings helped, which held you back, and how each position contributed to the portfolio result.
- Separate portfolio return from individual holding performance.
- Compare your result with a relevant market benchmark.
- Review contribution over the periods that matter to you.
Return contribution
Last 12 monthsPortfolio return+12.8%
Benchmark+9.7%
Active return+3.1%
AZN
+2.4%
HSBA
+2.0%
ULVR
+1.4%
BP
+0.9%
LLOY
-0.7%
VOD
-1.1%
Risk and concentration
Spot hidden exposure before it dominates.
Two different tickers can still create the same underlying exposure. Openbook connects position size, sector weight, volatility, and factor risk so concentration is easier to understand.
- Track concentration by holding and sector.
- See when portfolio risk changes and what caused it.
- Translate analytics into plain-English portfolio alerts.
Portfolio risk
Combined exposure score
Largest positionHSBA · 14.2%
Largest sectorFinancials · 31%
Max drawdown-12.8%
What needs attention
Prioritised from your portfolio data
Financials concentration increased
HSBA and LLOY now account for 22% of total portfolio value.
Defensive factor overlap
ULVR and DGE are adding similar quality and income exposure.
Quality profile improved
Portfolio quality rose 4 points after the latest company updates.
Drawdown remains contained
Current downside range remains below the UK market benchmark.
Connected stock research
Move from the portfolio to the reason why.
Portfolio analysis is connected to Openbook's stock research framework. Open a holding to inspect its value, quality, momentum, reward, and risk signals without changing tools.
- Compare every holding through the same framework.
- See score drivers rather than unexplained ratings.
- Research portfolio weak points in context.
Holdings analysis
Sorted by portfolio weight| Holding | Weight | Return | Reward | Risk |
|---|---|---|---|---|
HSBA HSBC HoldingsFinancials | 14.2% | +10.1% | 67 | 46 |
BP BP plcEnergy | 12.1% | +6.8% | 54 | 33 |
AZN AstraZenecaHealthcare | 11.4% | +9.3% | 72 | 23 |
ULVR UnileverConsumer staples | 10.3% | +4.7% | 69 | 29 |
LLOY Lloyds Banking GroupFinancials | 8.1% | -2.4% | 55 | 58 |
How it works
From holdings to clarity in minutes.
No spreadsheet setup and no disconnected dashboards. Add what you own and Openbook organises the analysis around your portfolio.
Open the full picture
See performance, allocation, risk, and factor exposure calculated in one connected dashboard.
Track what changes
Return to a consistent view of your portfolio and investigate the signals that need attention.
Common questions
Portfolio tracking, explained.
Openbook Portfolio Tracker is designed around UK investors and UK-listed holdings. It connects portfolio-level performance and exposure analysis with the same stock research framework used across Openbook.
You can create and maintain your holdings inside Openbook without giving the platform permission to place trades. Available import and connection options may vary as the product develops.
A spreadsheet records positions. Openbook adds consistent market data, return attribution, allocation analysis, risk signals, and factor scores, then connects those findings back to research on each holding.
You can start using Openbook for free. The exact analytics and limits available depend on your plan; see the pricing page for the current plan comparison.
No. Openbook provides educational and informational analytics to support your own research. It does not provide personalised investment advice or execute trades.
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