⚠ Illustrative purposes onlyAll data, figures, company names, portfolio holdings and financial performance shown in this demo are entirely fictional. They do not represent real companies, real investments or actual financial results. Names of banks and wealth managers have been anonymised.
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Total Portfolio Value
£4,812,340
▲ +£183,210 YTD (+3.96%)
Allocated
4 classes
Asset Allocation
Equities42%
Fixed Income28%
Alternatives18%
Cash & Equivalents12%
Connected Sources
Wealth Manager AWEALTH
Wealth Manager BWEALTH
Wealth Manager CWEALTH
Bank ABANK
Bank BBANK
Wealth Manager A — Q4 2024
Last synced: Today 08:14 AM · Pulled directly from source
Live Feed
Portfolio Value
£3.21M
▲ +£124k vs Q3
YTD Return
+7.3%
▲ vs 5.8% benchmark
Income Received
£48,200
Dividends + interest
Cash Yield
4.82%
▲ Optimal rate confirmed
Portfolio Value — 12 months
Portfolio
Benchmark
Wealth Manager A API — Connected FCA Registered Feed MiFID II Compliant
Security
Class
Value (£)
Weight
Return YTD
Income
iShares MSCI World ETFIWRD · LSE
Equity
£624,800
19.4%
+11.2%
£8,340
S&P 500 Index FundVUSA · LSE
Equity
£412,000
12.8%
+14.8%
£4,120
UK Gilt 4.5% 2028TG28 · DMO
Fixed Income
£380,000
11.8%
+2.1%
£17,100
EM Corporate Bond FundCEMB · NYSE
Fixed Income
£280,500
8.7%
+3.4%
£15,820
Private RE Fund IPrivate RE Fund
Alternative
£320,000
10.0%
-1.2%
£9,600
Infrastructure Fund IIInfrastructure Manager · Private
Alternative
£178,000
5.5%
+5.8%
£7,120
MMF (Wealth Manager A)GBP Liquidity — 4.82%
Cash
£215,700
6.7%
+4.82%
£3,100
Current AccountBank A Premier GBP
Cash
£170,000
5.3%
+1.25%
£2,125
Sharpe Ratio
1.42
▲ vs 1.1 benchmark
Max Drawdown
-4.8%
Mar 2024 trough
Alpha (ann.)
+1.52%
vs MSCI World
Volatility
8.3%
12m annualised
Annual Returns vs Benchmark
AI Rate Optimisation — Active
✓ Optimal rates confirmed. Your £215,700 cash is earning 4.82% in MMF (Wealth Manager A) — highest available GBP liquidity rate as of today. Your Bank A current account (£170k) is earning 1.25%. Recommendation: Move £100k to Money Market Fund to increase yield by £3,570/year.
Recent Transactions — All Accounts
15 DecMSCI World DividendDividend+£4,120
12 DecUK Gilt CouponInterest+£8,550
10 DecBREIT DistributionIncome+£2,400
05 DecAdvisory Fee — JPMFee-£1,850
01 DecMMF AccrualInterest+£862
28 NovTax Payment — HMRCTax-£22,400
25 NovProperty Rental IncomeRental+£6,250
Total Active Capital Deployed
£8,240,000
Across 5 portfolio companies
Current Portfolio Valuation
£11,380,000
▲ +£3,140,000 unrealised gain (+38.1%)
Total Dividends Received
£640,000
FY 2024 to date
Company A (Food Manufacturing)
Food Manufacturing · Deep Integration
Ownership
65%
Invested
£1,800,000
Valuation
£2,860,000
Return
+58.9%
Company B (B2B Software)
B2B Software · Financial Reports
Ownership
28%
Invested
£2,200,000
Valuation
£3,640,000
Return
+65.5%
Company C (Real Estate)
Real Estate · Deep Integration
Ownership
100%
Invested
£2,400,000
Valuation
£2,980,000
Return
+24.2%
Company D (HealthTech)
HealthTech · Equity % Unconfirmed
Ownership
~12% est.
Invested
£800,000
Valuation
Est. £960,000
Return
+20.0%
Company E (Logistics)
Transport & Logistics · Deep Integration
Ownership
45%
Invested
£1,040,000
Valuation
£940,000
Return
-9.6%
+
Add Holding
Define equity stake & investment
Company A (Food Manufacturing)
Xero ERP — Connected Business Bank — Connected Last sync: 08:14 today
⚠ Equity % Unconfirmed — Define Your Stake
%
£
£
Your stake value: £960,000 Based on 12% of £8,000,000 valuation
Italic figures = AI-generated forecast · Based on historical trends, seasonality & ERP pipeline data
Disclaimer: This demo is entirely illustrative. All portfolio data, company names, financial figures, transaction records and performance metrics are fictional and created solely to demonstrate the controltowers.ai platform concept. Any resemblance to real companies or financial institutions is coincidental. Bank and wealth manager names have been anonymised.