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The Portfolio section is where Yeeld Companion members can manage all of their investment products in one place.
Whether you're investing for the short term or saving for retirement, the Portfolio section gives you a clear view of your investments, performance and available allowances.
What Can I Do in the Portfolio Section?
The Portfolio section allows you to:
Everything is organised to make it easy to manage your investments from one place.
Your Investment Products
Your investment products are grouped into separate sections, making it easy to manage each one individually.
These include:
Each investment product has its own dashboard where you can view balances, performance and transaction history.
Open Multiple Investment Products
You aren't limited to a single investment product.
You can open multiple ISAs, GIAs and SIPPs, allowing you to organise your investments in the way that works best for you.
Each portfolio is displayed separately, so you can easily track its individual performance.
Track Your Allowances
The Portfolio section also helps you monitor your annual contribution allowances.
Your Stocks & Shares ISA shows how much of your annual ISA allowance you've used during the current tax year.
Your allowance resets at the end of each UK tax year, in line with government rules.
You can also view your pension contribution allowance, helping you keep track of how much you've contributed towards your SIPP.
General Investment Accounts don't have an annual contribution allowance, so you can invest without the government limits that apply to ISAs and pensions.
View Individual Portfolios
Selecting one of your portfolios gives you access to more detailed information, including:
This allows you to understand how each investment product is performing individually.
In Summary
The Portfolio section allows Yeeld Companion members to:
The Portfolio section is your central hub for managing your investment products and keeping track of your long-term financial goals.
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