Everything in the app, in plain view.

A value chart you can read over one week, one month, three months, one year, or the full record.

Profit and loss for the day, across every model you have running.

Return for the range you picked, current drawdown, and Sharpe ratio, beside the capital you have at work.

Margin in use against free cash, with the multiplier on each model.

Which broker is connected, its margin, open positions, and whether trading is live or view only.

Broker data refreshes every 15 seconds. If the sync ever pauses, the app says so plainly.

Portfolio value over time, with key stats including profit after charges and annualised return.

Today’s order book and the complete order history for the account.

Quantity, average cost, last price, and unrealised and realised profit for each position.

A month by month view and a returns grid, so a good quarter cannot hide a poor one.

Your worst falls, how deep they ran, and how long they lasted.

Volatility, Sharpe, Sortino, Calmar, profit factor, and winning and losing streaks.

Last month, quarter, six months, year, all time, or any custom range.

Commodities, indices, stocks, and global assets, as cards or as a table.

Sharpe ratio, backtest return, smallest worst fall, or longest live record.

Put up to three assets side by side on a common “growth of 100” chart.

Set your brokerage and slippage assumptions and see the figures recalculated with them.

Each asset shows whether it is in your plan, subscribed, or view only.

Switch between tested history and the live record, so the two are never confused.

See results for one to one hundred lots.

Measure the asset against a benchmark over the same dates.

Breakdown, periodical returns, benchmarking, trades, execution, and version history.

Every trade listed, with a one click CSV download for your own records.

Each exchange shows its current status and its trading hours.

Drag to rotate the globe, or pause the rotation to look closer.

Status is calculated from published trading hours. No prices are shown without a licensed data feed.

Sign in with your password, or with a six digit code sent to your email that expires in ten minutes.

There is no open sign up. Wealthoak accounts are created by our team, with you.

Sessions use secure cookies and refresh automatically, with protection against forged requests.

If our team needs to see your account, you read out a code. The session is read only, and a banner on every screen says so.

Raise a request by category and priority, and follow the replies in a single thread.