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Good to see you, Veronika

Your portfolio

Last refresh: never
Total portfolio value
£0.00
No data yet
Total invested
£0.00
Cost basis
Total gain / loss
£0.00
0.00%
Holdings
0
Watching 0
2026 portfolio goal
£0 of £60,000
0%
£60,000 to go
£0£15k£30k£45k£60k

My accounts

Long-term savings

Cash & savings

Allocation by account
Value across all providers
Top holdings
Add holdings to see them here
Allocation by holding
Top 15 by value

Holdings

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For pensions & funds (Royal London, Moneybox), just enter total cost and total current value — units are optional.
Asset Account Type Units Cost Value G/L %

Watchlist

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Name Ticker Target Thesis Added

Research

Not financial advice. Curated list for balanced, medium-term themes. Always do your own research, consider fees and tax-wrappers (ISA / SIPP), and remember past performance doesn't guarantee future results.

Notes

Investment notes & strategy
Goals, monthly reviews, lessons learned, rebalancing schedule
Setup checklist
1. Mozno app → ISA tab → add each stock/ETF holding under Mozno ISA using the form above.
2. Moneybox app → LISA tab → tap Edit on the Moneybox LISA card and enter your total cost paid and current value.
3. Royal London → latest pension statement → tap Edit on the Royal London card and enter total cost and current value.
4. Export regularly to back up your data as a JSON file.
5. Watchlist for anything you want to track before buying.
Budget planner

Salary & savings

Monthly take-home
£0
After tax & NI
Fixed expenses
£0
0% of income
Disposable income
£0
0% of income
To invest monthly
£0
at 50% savings rate
Monthly income
Net pay after income tax, National Insurance, and pension contributions
Fixed monthly expenses
Rent, cards, and committed outgoings
Investment rate
Monthly amount
£0
ExpensesInvestLeft over
£0 £0 £0
Savings projection
7% annual growth (global index funds)
Horizon Contributed With growth Gain
Enter your salary and savings rate above.
Sep 2025 – May 2026

Managing future cashflow

Total spend
£21,112
8 months total
Fashion spend
£4,786
£598 / month avg
Monthly saving if cut
£498
£598 → £100 target
10-yr value if invested
£86,219
at 7% growth
Spending by category
Fashion budget target
Current avg: £598/month. Set your target to see the redirected investment value.
£100 kept £498 redirected
Investment projection
7% annual growth · monthly contributions
Horizon Monthly put in Total contributed With growth Gain
Top fashion merchants (8 months)
MerchantSpent
SP L.Cuppini (leather jacket)£618.75
SP Victoria Beckham£459.00
SP Notice The Reckless£435.00
Louis Vuitton (Singapore)£387.80
Uniqlo (6 visits)£459.80
SP Holland Cooper£297.00
H&M / HM.com£275.43
Globale / ALO£88.00
SP Tala / Roxy / Quiksilver£196.62