Portfolio overviewAll portfolios⌄
Value history1Y⌄
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01 / SEE
A complete view of what you hold.
Bring portfolios together, follow holdings and performance, and see where attention may be useful.
Explore portfolio views ↗ Portfolio intelligence, thoughtfully joined up
Clarity for the decisions behind a portfolio.
See what you hold, understand what may matter next, and keep investment decisions connected to the rules you set.
EDesigned for a clearer view. Built to keep the investor in control.
Equidge
Illustrative viewAPORTFOLIO OVERVIEW
All portfolios⌄Your portfolio, in view.
PORTFOLIO VALUE£—Illustrative data hidden
LATEST CHECK
Portfolio review✓Rules checked against your holdings
↗Research linked to source material
How checks work →HOLDINGSA considered view of what you own
View all →Global equity fundFund · Example holding—In view
UK companyShare · Example holding—Review
Fixed income fundFund · Example holding—In view
✳ A product illustration — not live investment data or a performance claim.
Your rulesApplied in code
Research, connectedSources alongside the story
01One connected view
From the everyday detail to the bigger picture.
Equidge brings portfolio monitoring, investment research and planning into one workspace. So the numbers, the context and the decisions can be considered together.
See the Equidge approach ↗↗ Source material linked
02 / UNDERSTAND
Research with its working visible.
Read concise analysis alongside the sources and context that shaped it.
How research is used ↗My rules
✓Position limits
✓Asset mix
·Optional checks
03 / STAY GROUNDED
Your rules stay at the centre.
Define guardrails in plain language. Deterministic checks apply them consistently; research adds context.
Read our principles ↗02A considered workflow
Good decisions begin with a better view.
Equidge is designed to support the review process, not take it out of your hands.
Bring your portfolios together
Start with the holdings you already track. Equidge organises them into a clear, joined-up view.
Set the boundaries
Choose the limits and preferences that matter to your approach. Keep them visible and editable.
Review with context
See checks, market context and research together. Decide what deserves a closer look.
E
The final decision stays with you. Equidge supports analysis and review. It does not place trades.
How Equidge handles decisions ↗03Built with clear boundaries
Technology can inform a decision. It shouldn’t quietly make one.
Equidge separates rule checking from research interpretation, so each has a clear job.
Rules are explicit
Your configured guardrails are checked by application code, not improvised by a language model.
Research is context, not certainty
AI can help interpret information and write summaries. Sources and limitations remain part of the review.
People remain responsible
Use Equidge to organise a review and ask better questions. It is not a substitute for considered judgement.
04One platform, different perspectives
Useful wherever a portfolio needs attention.
Equidge is designed for people who want a more structured way to see holdings, research and rules together.
Keep the client picture connected.
Bring client portfolios, checks, research and planning into a single working view.
+Make your own approach easier to follow.
See what you hold, apply your chosen guardrails and keep a record of your reviews.
✓05Good to know
Clear answers, before you begin.
Equidge is a portfolio review and research workspace. Here are the boundaries worth knowing.
Does Equidge place trades?+
No. Equidge supports portfolio monitoring, research and review. It does not place trades.
Is Equidge financial advice?+
No. Information from Equidge is for research and decision support; it is not financial advice or a recommendation to buy or sell.
How are rules applied?+
Configured thresholds and checks are evaluated by application code. AI-generated research helps interpret information and is kept separate from those calculations.
What does the AI do?+
AI can help summarise and interpret news, market information and research. Outputs are checked by the application, and source links help you verify the underlying material.
A clearer starting point
Back to the beginning
Bring the whole picture into view.
Explore a more structured way to review portfolios, rules and research.