Analysis Premium

Take a deeper look at your portfolio, understand your risk, calculate your tax position and more.

Sector profile

Assess the sectors that you are most (and least) exposed to to help with portfolio diversification.

Tax position

Based on your tax status, Onefolio can provide a summary tax position for the current (and previous) tax years.

Risk exposure

Onefolio examines various metrics to assess the relative risk of each of your investments and produces a portfolio risk score.

Company & Fund Search

Use the Onefolio knowledge bank to find, research and benchmark private UK companies and funds.