Help center · Performance and analytics

Can I see what my portfolio looked like on a past date?

Yes. Set an earlier date and the whole account is rebuilt as it stood that day, from the transactions recorded up to it.

Holdings, weights, cash, bonds, options and property all go back with it, so you get the position you actually held rather than today's holdings priced in the past.

It is the quickest way to settle what you owned at a year end, which is usually a tax question or an argument with a statement.

A portfolio valued as of 31 December 2025, with balances, return and every holding at its weight on that date AllInvestView
The account as it stood on 31 December 2025, holdings and weights included. Demonstration portfolio.
See the dated view

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