Click around. It’s yours to explore.
Read-only portfolio view
aurvyl
MONDAY · 21 SEPTEMBER

Your day, in perspective.

Markets open
Portfolio value£12,480.32

+£642.18 +5.42%· from £11,838

Today’s Top MoversWhat moved your account
News for what you ownFiltered through your holdings
Read-only portfolio view
MONDAY · 21 SEPTEMBER

Your day, in perspective.

Markets open
Portfolio value£12,480.32

+£642.18 +5.42%· from £11,838

Today’s Top MoversWhat moved your account
News for what you ownFiltered through your holdings

Read-only by design Web & iPhone

Less noise.
More perspective.

Your portfolio has a story. See the whole picture,
understand the risk, and make sense of what moves it.

Read-only. Always.

Your money stays where it is. Aurvyl does not place trades on your behalf.

Clarity, without the advice.

Understand the risk in what you hold. The decisions stay yours.

Private by design.

Serenity masks your amounts. Your name, email and keys are never sent.

01 / A little more clarity

Your positions.
The story behind them.

A brokerage account shows what you hold. Aurvyl connects the moves, news, hidden fund exposure, automatic monitoring and hypothetical scenarios that make those holdings easier to understand.

Take a little look around
01 / 05

Know what moved. Know why.

See the holdings behind every move, read news filtered through what you own, and let portfolio alarms keep watch when you are away.

Your account, already explained.Movers, relevant news and proactive alarms together.
02 / 05

Switch reality. Keep your account still.

Enter a full what-if mode where projections, portfolio health and risk measures recalculate under your conditions, while your real holdings stay untouched.

A complete hypothetical portfolio mode.Change the assumptions, then see every risk view respond.
03 / 05

Find the holdings inside your holdings.

Aurvyl looks through funds to reveal the companies you own indirectly, then joins them with direct positions for one true exposure and risk profile.

Hidden overlap, made visible.Direct and fund exposure joined company by company.
04 / 05

See possibilities. Understand uncertainty.

Look beyond one confident number. Projection ranges and stress scenarios help make the shape of risk visible.

Many possible outcomes.See the range behind a single projection.
05 / 05

Set your boundaries. Then step away.

Aurvyl automatically monitors the portfolio boundaries you choose across price, concentration, hidden exposure and drawdown, and alerts you when one is crossed.

Peace of mind without constant checking.Your rules keep watching when you are not.
Read-only portfolio view
aurvyl
MONDAY · 21 SEPTEMBER

Your day, in perspective.

Markets open
Portfolio value£12,480.32

+£642.18 +5.42%· from £11,838

Today’s Top MoversWhat moved your account
News for what you ownFiltered through your holdings
Read-only portfolio view
MONDAY · 21 SEPTEMBER

Your day, in perspective.

Markets open
Portfolio value£12,480.32

+£642.18 +5.42%· from £11,838

Today’s Top MoversWhat moved your account
News for what you ownFiltered through your holdings
Tap the tabs inside the app.Use the sidebar, charts and scenario controls.
01

Connect, with confidence.

Link a Trading 212 account with a read-only API key. Your key and secret stay encrypted at rest.

02

Reveal what the holdings list misses.

See the companies inside your funds, combine indirect and direct exposure, and understand the risk each one adds.

03

Stay informed without staring at charts.

Set your boundaries, then let portfolio alarms keep watch. Movers, relevant news and full what-if mode help explain what changed and what it could mean.

02 / Preview before you invest

Try the investment.
Before it is real.

Search an instrument, add it to a preview of your portfolio, and watch the projection, volatility and health score update. Nothing is placed. Nothing is at risk.

Read-only portfolio view
aurvyl
PREVIEW BEFORE YOU INVEST

Test it before it is real.

Nothing placed
PORTFOLIO IMPACT
£12,480current value
12M PROJECTION£10.9k – £15.8k · +4.8%
Global equity£31%
NVIDIA£24%
Microsoft£17%
Cash£12%
HEALTH82+1
VOLATILITY14.2%+0.4pt
Read-only portfolio view
PREVIEW BEFORE YOU INVEST

Test it before it is real.

Nothing placed
PORTFOLIO IMPACT
£12,480current value
12M PROJECTION£10.9k – £15.8k · +4.8%
Global equity£31%
NVIDIA£24%
Microsoft£17%
Cash£12%
HEALTH82+1
VOLATILITY14.2%+0.4pt
DIVERSITY8 holdings+1

Watch the flow play out, or tap in and try it yourself.

Watch the flow play out, or click in and try it yourself.

It is live. Tap in and try it.

Think you need more? We have got you covered.

Advanced.
Quant.

Monte Carlo projections, rolling volatility, correlation heatmaps and backtesting, the same machinery the Advanced and Quant tiers put behind your portfolio.

MONTE CARLO

1,000 simulated years.

£14.2kmedian outcome

Median, 10th and 90th percentile paths from 1,000 runs of your portfolio.

VOLATILITY

How rough the ride is.

14.2%annualised
24m rollingpeak 22.1%

Rolling volatility across the last two years, with the spikes highlighted.

CORRELATION

What actually moves together.

0.90VWRP × IITU

Your fund and ETF are 0.90 correlated, so holding both is closer to holding one.

BACKTESTING

The strategy, replayed.

+31.4%5 year replay

Your allocation replayed against a global index over five years.

Introducing Serenity

Good questions.
Clearer answers.

The assistant built into Aurvyl turns portfolio metrics into a conversation. Ask what a number means, explore what changed, and follow the sources behind the answer.

Masked data. A clear commitment.

Serenity is Aurvyl’s own AI. Money amounts are masked, and your name, email and keys are never sent.

See how we handle your data
SerenityA little context goes a long way
PREVIEW
How spread out am I?

You hold 8 positions in this sample portfolio. Your largest position represents 24% of the total, so its movements can have a noticeable effect on your day.

LARGEST HOLDING24%
Holdings · position weights

Follow your curiosity. Try a question.

03 / Find your level

As simple as you like.
As deep as you want.

The same underlying calculations are shown at three levels of detail. You choose the level in settings, and you can change it whenever you like. Nothing is hidden at the simplest level, it is only phrased differently.

  • Essential

    For someone who wants the answer, not the derivation.

    • Portfolio value and today's change
    • Holding movers and relevant news
    • Automatic portfolio alarms
    • How the year has gone
    • Roughly how bad a rough month looks
    • How spread out the holdings are
    • A twelve month history of the worst stretch
  • Quant

    For someone who wants the maths.

    • Everything in Advanced
    • Tail risk: VaR and expected shortfall
    • Factor exposure
    • Company exposure across funds
    • The correlation matrix
    • Drawdown budget
    • Currency risk

The level can be changed at any time in settings. It changes wording and detail, never the underlying numbers.

Questions

A little more
peace of mind.

Good questions deserve straight answers.

Talk to us
Can Aurvyl place trades?
No. Aurvyl does not place any trades on your behalf. It reads your holdings and explains them.
Is this financial advice?
No. It describes risk in your existing holdings. It does not recommend what to hold, and nothing in it is a personal recommendation. For advice, speak to a regulated adviser.
What does Aurvyl see?
The positions and cash balances in the account you connect, through a read-only key you generate yourself. It does not see your login, and it does not trade on your behalf.
Is Aurvyl affiliated with Trading 212?
No. Aurvyl is independent and uses Trading 212's public API. Trading 212 is named only to say which account you can connect.
What happens to my data with Serenity?
Serenity is Aurvyl’s own AI assistant, not a separate company. Your name, email and keys are never sent, money amounts are masked before anything leaves Aurvyl, and the AI providers that process requests for us do not train on your data. Serenity is on by default, and you can turn it off in Account at any time and keep using everything else.
Can I delete everything?
Yes. You can disconnect the brokerage connection and delete your account from inside the app, which removes the stored data.
Is there an iPhone app?
Yes, Aurvyl runs on iPhone as well as the web, on the same account.