Build, size, and import —
on your terms
Three tools that take you from a blank-slate strategy to a portfolio you can actually buy — without spreadsheets, without guesswork.
Portfolio editor
Customise any strategy
Rebalance weights, lock positions, and add your own holdings — all on one screen.
Take a lookTrade calculator
Size every trade
Enter a deployment amount and see the exact shares and cost per line.
Take a lookPortfolio import
Bring your holdings in
Upload a broker screenshot, CSV, PDF, or Excel export — we extract and match the securities for you.
Take a lookPortfolio editor
Three columns. One screen. Total control.
Any W4.0 strategy can be forked and tuned to match your conviction. Add securities, adjust weights, and watch sector and country allocations update live — without leaving the editor.
Add any publicly traded security
Search the W4.0 universe — thousands of listings across major exchanges — and drop new names straight into your strategy.
Rebalance with confidence
Edit weights inline, lock positions you want to protect, and equal-weight the rest in one click.
Analytics that react live
Sector, country, and risk breakdowns recalculate as you edit, so you see the portfolio shape shift in real time.
Add securities
Playlists
Dividend
China Tech
AI Picks
UK Recovery
Holdings
Sector breakdown
Trade Calculator
Deployment amount
Trade calculator
From strategy to shares, in one click
Enter how much you want to deploy and the calculator turns target weights into exact share counts — with live prices, live FX, and CSV export you can hand straight to your broker.
Multi-currency by default
Deploy in any currency. Live FX rates convert every line automatically.
Fractional or whole shares
Switch between fractional and whole-share mode depending on what your broker supports.
Exact shares per line
Each holding's target weight resolves to a precise share count and cost that sum to your deployment amount.
Portfolio import
Coming soonBring your existing portfolio into W4.0
Upload a broker screenshot, CSV, PDF, or Excel export and we'll read the holdings, match each one to our securities database, and give you a clean portfolio you can track, compare, and rebalance.
Any format your broker gives you
Screenshots (PNG/JPEG), PDF statements, CSV exports, Excel spreadsheets — or add holdings by hand.
AI-powered extraction
We read your document, pull out holdings, quantities, and values, and match them to securities you can actually track.
Multiple accounts, separately
Track an ISA, SIPP, and GIA as distinct portfolios. Compare each to a W4.0 strategy or build your own from scratch.
Drop your statement here
PNG · JPEG · PDF · CSV · XLSX
Extracted · 6 holdings
AI matchedAAPL
Apple Inc.
MSFT
Microsoft Corp.
NVDA
NVIDIA Corp.
VOO
Vanguard S&P 500
Ready to put the tools to work?
Every plan includes the full editor, the trade calculator, and — once it ships — portfolio import.