All-in-one portfolio

A cleaner way to trackyour whole portfolio.

Stocks, ETFs, crypto and cash from every account — brought together in GBP, with OxAi to explain what you own.

  • Crypto
  • Stocks
  • ETFs
  • Cash
  • OxAi
oxvera.io/dashboard
The dashboard

Everything you hold, calmly in view.

One calm place for what matters today — switch between views.

What changed in your portfolio today — a calm summary, without the noise.

OxAi

OxAi, your educational assistant.

Ask about your portfolio in plain English. OxAi explains what you own and how it's split — information, never advice.

  • Explains what you own in plain English
  • Breaks down your allocation across assets
  • Reads your real figures — never invents numbers
  • Answers about your P&L as information, not advice
  • Built around UK context — CGT and allowances
  • Always educational — never tells you what to buy
Analytics

See how it all comes together over time.

One calm view of your value, your holdings and your P&L.

See how your total value has moved over time — the full picture in one view.

UK context

Built with UK investors in mind.

See your holdings with UK context — capital-gains and allowance concepts explained, so the numbers make sense.

Estimate, not tax advice.

Goals & Journey

Set goals and follow your journey.

Give your portfolio a direction and see your progress over time — clear, honest and entirely your own.

  • Set your goal

    Choose what you're working toward.

  • Track your progress

    See your contributions add up over time.

  • Follow your journey

    Watch how far you've come, calmly.

  • Reach your milestone

    Get there at your own pace.

Plans

Simple plans for every investor.

Start free, upgrade when you want more of OxAi.

  • Free

    Track your portfolio

    • 3 OxAi messages a day
    • 1 connection
    • Goals & full history
  • Plus

    Popular

    More OxAi, deeper insights

    • 15 OxAi messages a day
    • Up to 5 connections
    • P&L & advanced analytics
  • Pro

    The full OxAi experience

    • Unlimited OxAi
    • Unlimited connections
    • UK Tax (CGT) section
oxvera app icon
Mobile app

Your portfolio, in your pocket.

oxvera works in your browser today — the app is on its way.

Coming soonComing to iOS & Android

See your whole portfolio, calmly.

Bring everything you hold into one calm place — clear, in GBP, with OxAi to explain it.