Your day, in perspective.
+£642.18 +5.42%· from £11,838
Your day, in perspective.
+£642.18 +5.42%· from £11,838
Read-only by design Web & iPhone
Less noise.
More perspective.
Your portfolio has a story. See the whole picture,
understand the risk, and make sense of what moves it.
Read-only. Always.
Your money stays where it is. Aurvyl does not place trades on your behalf.
Clarity, without the advice.
Understand the risk in what you hold. The decisions stay yours.
Private by design.
Serenity masks your amounts. Your name, email and keys are never sent.
01 / A little more clarity
Your positions.
The story behind them.
A brokerage account shows what you hold. Aurvyl connects the moves, news, hidden fund exposure, automatic monitoring and hypothetical scenarios that make those holdings easier to understand.
Know what moved. Know why.
See the holdings behind every move, read news filtered through what you own, and let portfolio alarms keep watch when you are away.
Switch reality. Keep your account still.
Enter a full what-if mode where projections, portfolio health and risk measures recalculate under your conditions, while your real holdings stay untouched.
Find the holdings inside your holdings.
Aurvyl looks through funds to reveal the companies you own indirectly, then joins them with direct positions for one true exposure and risk profile.
See possibilities. Understand uncertainty.
Look beyond one confident number. Projection ranges and stress scenarios help make the shape of risk visible.
Set your boundaries. Then step away.
Aurvyl automatically monitors the portfolio boundaries you choose across price, concentration, hidden exposure and drawdown, and alerts you when one is crossed.
Your day, in perspective.
+£642.18 +5.42%· from £11,838
Your day, in perspective.
+£642.18 +5.42%· from £11,838
Connect, with confidence.
Link a Trading 212 account with a read-only API key. Your key and secret stay encrypted at rest.
Reveal what the holdings list misses.
See the companies inside your funds, combine indirect and direct exposure, and understand the risk each one adds.
Stay informed without staring at charts.
Set your boundaries, then let portfolio alarms keep watch. Movers, relevant news and full what-if mode help explain what changed and what it could mean.
02 / Preview before you invest
Try the investment.
Before it is real.
Search an instrument, add it to a preview of your portfolio, and watch the projection, volatility and health score update. Nothing is placed. Nothing is at risk.
Test it before it is real.
Test it before it is real.
Watch the flow play out, or tap in and try it yourself.
Watch the flow play out, or click in and try it yourself.
It is live. Tap in and try it.
Think you need more? We have got you covered.
Advanced.
Quant.
Monte Carlo projections, rolling volatility, correlation heatmaps and backtesting, the same machinery the Advanced and Quant tiers put behind your portfolio.
1,000 simulated years.
Median, 10th and 90th percentile paths from 1,000 runs of your portfolio.
How rough the ride is.
Rolling volatility across the last two years, with the spikes highlighted.
What actually moves together.
Your fund and ETF are 0.90 correlated, so holding both is closer to holding one.
The strategy, replayed.
Your allocation replayed against a global index over five years.
Introducing Serenity
Good questions.
Clearer answers.
The assistant built into Aurvyl turns portfolio metrics into a conversation. Ask what a number means, explore what changed, and follow the sources behind the answer.
Masked data. A clear commitment.
Serenity is Aurvyl’s own AI. Money amounts are masked, and your name, email and keys are never sent.
You hold 8 positions in this sample portfolio. Your largest position represents 24% of the total, so its movements can have a noticeable effect on your day.
Follow your curiosity. Try a question.
03 / Find your level
As simple as you like.
As deep as you want.
The same underlying calculations are shown at three levels of detail. You choose the level in settings, and you can change it whenever you like. Nothing is hidden at the simplest level, it is only phrased differently.
Essential
For someone who wants the answer, not the derivation.
- Portfolio value and today's change
- Holding movers and relevant news
- Automatic portfolio alarms
- How the year has gone
- Roughly how bad a rough month looks
- How spread out the holdings are
- A twelve month history of the worst stretch
Advanced
For someone who wants the reasoning.
- Everything in Essential
- Projection ranges
- Full what-if projection and risk mode
- Stress scenarios
- Fund look-through x-ray
- Concentration by sector
- The breakdown behind the risk score
Quant
For someone who wants the maths.
- Everything in Advanced
- Tail risk: VaR and expected shortfall
- Factor exposure
- Company exposure across funds
- The correlation matrix
- Drawdown budget
- Currency risk
The level can be changed at any time in settings. It changes wording and detail, never the underlying numbers.