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What Is the Portfolio Section in the Yeeld App?

Learn how the Portfolio section helps Yeeld Companion members manage, monitor and grow their investment products.

The Portfolio section is where Yeeld Companion members can manage all of their investment products in one place.

Whether you're investing for the short term or saving for retirement, the Portfolio section gives you a clear view of your investments, performance and available allowances.

What Can I Do in the Portfolio Section?

The Portfolio section allows you to:

  • Open new investment accounts.
  • Add money to your investment products.
  • Withdraw money from eligible investment products.
  • Track the performance of your investments.
  • View your portfolio balances.
  • Monitor your progress over time.

Everything is organised to make it easy to manage your investments from one place.

Your Investment Products

Your investment products are grouped into separate sections, making it easy to manage each one individually.

These include:

  • Stocks & Shares ISA
  • General Investment Account (GIA)
  • Self-Invested Personal Pension (SIPP)

Each investment product has its own dashboard where you can view balances, performance and transaction history.

Open Multiple Investment Products

You aren't limited to a single investment product.

You can open multiple ISAs, GIAs and SIPPs, allowing you to organise your investments in the way that works best for you.

Each portfolio is displayed separately, so you can easily track its individual performance.

Track Your Allowances

The Portfolio section also helps you monitor your annual contribution allowances.

ISA Allowance

Your Stocks & Shares ISA shows how much of your annual ISA allowance you've used during the current tax year.

Your allowance resets at the end of each UK tax year, in line with government rules.

Pension (SIPP) Allowance

You can also view your pension contribution allowance, helping you keep track of how much you've contributed towards your SIPP.

General Investment Account (GIA)

General Investment Accounts don't have an annual contribution allowance, so you can invest without the government limits that apply to ISAs and pensions.

View Individual Portfolios

Selecting one of your portfolios gives you access to more detailed information, including:

  • Portfolio value.
  • Investment performance.
  • Holdings.
  • Transaction history.
  • Deposits and withdrawals.
  • Additional portfolio insights.

This allows you to understand how each investment product is performing individually.

In Summary

The Portfolio section allows Yeeld Companion members to:

  • Manage all of their investment products in one place.
  • Open and manage Stocks & Shares ISAs, GIAs and SIPPs.
  • Deposit and withdraw money from eligible investment products.
  • Track portfolio performance and balances.
  • Monitor ISA and pension contribution allowances.
  • View detailed information for each individual portfolio.

The Portfolio section is your central hub for managing your investment products and keeping track of your long-term financial goals.