Your portfolio,
intelligently observed.The AI portfolio tracker for UK investors.
One dashboard for your portfolio, market moves, and AI-powered investment analysis.
Meet Valo
Your always-on portfolio analyst
Ask Valo is informational only, not financial advice.
Built for the way you invest.
Markets
Indices, movers and sentiment at a glance.
Ask Valo
Plain-English answers about your money.
Portfolio sync
Every account, one net worth.
Watchlist & alerts
Only the alerts you set, the moment they trigger.
UK tax tracking
CGT, allowances, and what is left.
24/7 news analysis
AI reads the headlines and flags what touches your holdings.
The Valo Agent reads your question, dispatches portfolio, risk, research, news, and tax tools in parallel, and comes back with a plain-English answer and the chart to back it up. No query language, no menus.
The Valo Agent
Reads your question, then dispatches the right tools in parallel.
Portfolio
APIReads your synced holdings, allocation, and cash. Read‑only.
Risk & Performance
QuantRuns Sharpe, Sortino, beta, correlations, and stress tests.
Research
DataPulls fundamentals, technicals, and earnings intel on any ticker.
News
SearchSearches trusted market news and the live web for context.
Tax
CGTEstimates your CGT position across ISAs, GIAs, and SIPPs.
Markets, portfolio, and analysis in one place.
Learn moreMarkets
Live markets with sentiment and daily briefs on one screen.
Portfolio
Your net worth, allocation, and performance, kept current by read-only broker sync.
All your investments, in one place.
Valo turns scattered data, gated tools, and market noise into clear analytics, timely alerts, and tax clarity, so you stay informed, not overwhelmed.
Portfolio in your pocket
Net worth, performance, and every holding, live on your phone.
Every holding, one table
Logos, live values, and day moves for everything you own, across every account.
32m agoNvidia extends AI lead as hyperscaler capex guidance climbs again
1h agoFed minutes point to patience as core inflation drifts lower
2h agoApple hardware cycle slows even as services take up the slack
News that knows your book
Trusted sources, surfaced by what you actually hold.
Beat the benchmark, or know why not
Your returns tracked against the S&P 500, with the gap made explicit.
Your morning brief
What moved overnight and what it means for your portfolio, in a four minute read.
The whole market, at a glance
Sector heatmaps that show where money flowed today.
Follow the super investors
Quarterly 13F moves from Buffett, Ackman, Hohn, and more.
Ask Sonny anything
Portfolio-aware answers with charts, not generic chatbot replies.
Prices refresh automatically through the day
Every broker, synced
Trading 212, Interactive Brokers, Kraken, and more, kept fresh automatically.
Risk metrics, readable
Sharpe, Sortino, beta, and correlation for your actual portfolio, over one, three, or five years.
Tax season, already done
Realised gains, allowance usage, and your CGT estimate, tracked all year.
From overwhelming to effortless.
Every part of your investing life in one rail. Hover to see what each space does, no tabs, no spreadsheets, no noise.
News and market overview
A personalised feed with curated news, daily recaps, and how your markets are moving. Updated continuously to keep you ahead.
Portfolio in sync.
Automatically sync all your brokerage accounts. Instantly track performance and see your investments clearly. All in one place.
Secure by design.
Broker connections are read-only. We see balances and history, but can't place trades or move money. That permission doesn't exist.
ICO Registered
A data controller registered with the UK Information Commissioner’s Office.
GDPR
Handled in line with UK & EU GDPR. Access, export, or erase your data any time.
Encryption
Encrypted in transit (TLS 1.3) and at rest (AES-256), the same standards your bank uses, on audited cloud infrastructure.
No training on your data
We earn from subscriptions, not your data. Nothing is sold, shared, or used to train outside models.
Frequently asked questions.
Join the waitlist, and once you are invited you can connect your broker with read-only access or import positions via CSV. Valo builds a complete, top-down view of your portfolio in minutes, across every account, currency, and tax wrapper you hold.
Valo supports multi-broker sync and CSV import, with native handling for ISA, SIPP, and GIA accounts. Holdings in 21 currencies are tracked with live FX, so your net worth is always shown in one consistent view.
Ask Valo is your always-on AI portfolio analyst. It reads your real holdings, runs financial analysis, and answers questions about your positions, exposure, and risk in plain English. Ask Valo is informational only and is not financial advice.
The metrics desks rely on, without the bloat: Sharpe, Sortino, beta, drawdown, and stress tests, plus correlation matrices, benchmark comparisons, and 10-year financial statements. Returns, contribution by holding, and sector and geography exposure are all available at a glance.
Yes. Valo tracks realised gains, CGT, allowance usage, and dividend income across the tax year and across every account type. When it is time to file, you can export a Self Assessment-ready report.
Valo starts with a 7-day trial. Core is £99.99 per year after the trial, or £9.99 per month if you prefer monthly billing. Pro is £149.99 per year, or £14.99 per month, for unlimited portfolios and a higher Ask Valo allowance.
Yes. You can upgrade, downgrade, or cancel at any time. Changes take effect immediately and your billing is prorated accordingly.
When you connect a brokerage, Valo gets read-only access, so it can see balances and history but can never place trades or move money. Your data is encrypted in transit (TLS 1.3) and at rest (AES-256), and it is never sold, shared, or used to train outside models.
Reach our team any time at support@valo.app. We typically respond within 24 hours, and you can export or delete all of your data whenever you like.
Can't find what you're looking for? Contact us
Built for investors, by investors.
Personal finance shouldn’t require a Bloomberg terminal or a £500/hour accountant. Valo was built on a simple belief: retail investors deserve the same clarity and tooling that hedge funds take for granted.
We combine AI-powered analysis with institutional-grade portfolio tools (Sharpe ratios, correlation matrices, benchmark tracking) and wrap them in an interface anyone can use. Connect your broker, and Valo gives you a complete top-down view of your net worth across every account, currency, and tax wrapper you hold.
No jargon walls. Just honest, powerful tools that help you understand exactly where your money is and how hard it’s working.
Finance made effortless.
Markets, economic trends, and breaking news, distilled into insight you can act on.