Your entire portfolio. One clear picture.
Import your trade history with a single CSV file. Inertia Wealth instantly calculates your holdings, P&L, and portfolio performance — no account setup, no broker login.
Everything you need, nothing you don't
Upload once. See your full portfolio, trade history, and P&L in seconds.
Portfolio Overview
Last updated: 14 Apr 2025
Portfolio Value
£24,847.32
+36.15%
Total Invested
£18,250.00
Cost basis
Total Gain / Loss
+£6,597.32
+£6,597.32 all time
Open Positions
12
3 ETFs · 9 Stocks
Recent Trades
5 of 47| Date | Asset | Type | Total |
|---|---|---|---|
| 14 Apr 2025 | AAPLApple Inc. | BUY | £2,586.00 |
| 10 Apr 2025 | VWRLVanguard FTSE All-World | BUY | £769.76 |
| 02 Apr 2025 | TSLATesla Inc. | SELL | £1,498.00 |
| 28 Mar 2025 | NVDANVIDIA Corp. | BUY | £4,152.50 |
| 21 Mar 2025 | VWRLVanguard FTSE All-World | BUY | £1,134.00 |
Loved by investors
Traders who switched from spreadsheets and overpriced tools.
“Finally a portfolio tracker that just works with my Trading 212 CSV exports. Uploaded my full trade history — 3 years worth — in under a minute. The P&L breakdown by holding is exactly what I needed and couldn't find anywhere else for free.”
Sarah Kamau
@sarahk_inv · Trading 212
“I've tried every portfolio tracker out there and always hit a wall with broker connectivity or paywalls. Inertia just asks for a CSV and does the rest. No linking accounts, no giving away my login — exactly the right approach for a tool like this.”
James Mercer
@jamesm_fin · Freetrade
“The CSV import is seamless and the UI is genuinely gorgeous for a free tool. Love the dark theme and how readable the numbers are. Switched from a spreadsheet I'd been maintaining for two years. Should have done this sooner.”
Priya Thakkar
@priyat_stocks · IBKR
Frequently asked questions
Everything you need to know before you import.