Free Ask ISA Lens account
Save your portfolio and ask the first questions about companies, sectors, geographies and overlap.
Built for UK Stocks & Shares ISA investors
See what your ISA really owns.
Add your funds, ETFs and shares. ISA Lens looks through supported investments to show the companies, sectors and countries underneath and where your holdings overlap.
FreeSave your portfolio and ask the first questions.£14.99 one-offFull breakdown, what-if check and downloadable report.
Built for analysis and education. Not personal financial advice.What is offered
Start free. Upgrade for the full portfolio report.
See the main answers first. The full X-Ray adds the complete breakdown, what-if check and downloadable report for the portfolio you entered.
Portfolio X-Ray
Get the full company, sector, geography and overlap breakdown, plus a what-if check and report.
Clear data notes
Unsupported holdings are labelled so you can see what was analysed and what still needs checking.
Start the free review
Add what you hold
Enter holdings by name or ticker to see what ISA Lens can analyse and what still needs checking. You can create an account after the result.
Free reviewEnter your ISA holdings
Enter company, ETF, fund names or tickers with values. Suggestions are helpful prompts, not a complete coverage list.
£
Type any company, ETF, fund or ticker. ISA Lens will analyse recognised holdings now and keep holdings it cannot yet analyse in detail visible in your review.
No buy or sell advicePartial coverage is labelledSave after the first reviewSecure hosted card checkout
Add at least one holding to run the free review.
Save and ask
Create an account or sign in
Save this portfolio across visits and use the free Ask ISA Lens questions after you have seen the first review.
What you get
Useful answers before you pay
Free answers cover the first portfolio questions. The paid X-Ray adds complete tables, data notes and repeatable review tools.
See the companies underneath your funds
Combine direct shares with supported fund holdings.
Spot funds that own many of the same investments
Find where holdings point back to the same companies.
Understand where your ISA is concentrated
Review company, sector and country weights without advice.
How it works
Three steps from holdings to review
Add your ISA holdings
Type company names, fund names, ETF names or tickers.
ISA Lens looks through supported investments
Supported funds are analysed; unknown holdings stay visible.
Review what you really own
Use free answers first, then open the full X-Ray report for the complete review.
Free versus paid
Start free. Upgrade for the complete report.
Free shows the first calculated answers. Paid is for the complete Portfolio X-Ray on the portfolio you added.
Compare free and paidSee exactly what opens now and what opens after a full X-Ray.
FeatureFree accountPortfolio X-Ray
Saved portfolioIncludedIncluded
Top underlying companiesTop fiveComplete table
Sector and country exposureSummaryComplete breakdown
Fund overlapPreviewFull comparisons
Ask ISA Lens questions4 answers30 answers + 3 source checks
What-if analysis and reportNot includedIncluded
Trust
Your portfolio data is yours
The free account saves the holdings you enter so Ask ISA Lens can review the same portfolio. A specialist payment service handles card details if you later choose to pay.
Uploaded CSVs are read in your browser and normalised into the holdings shown on screen. The original CSV file is not uploaded, but the normalised holdings are saved to your free account when you run the review.
The free account keeps this review attached to your saved portfolio. Long-term cross-device history and broker sync are not part of this first release.
ISA Lens provides portfolio composition analysis and educational information, not personal financial advice.
FAQ
Questions before you start
Is ISA Lens financial advice?
No. ISA Lens analyses portfolio composition and explains exposure. It does not recommend that you buy, sell or hold any investment.
Why not just look at my ETF holdings myself?
You can, but ISA Lens aggregates holdings across several funds and shares so duplicated exposure is easier to spot.
What does ETF overlap mean?
It means two or more funds own some of the same underlying companies. That can make a portfolio less diversified than it first appears.
Does ISA Lens support Trading 212?
The first release supports manual entry and CSV import. Do not rely on broker import until the read-only integration is explicitly marked as available in the product.
Do I need a subscription?
No. The first paid product is a one-off £14.99 Portfolio X-Ray. Subscriptions are not needed for this release.
What happens to my portfolio data?
The free account saves the normalised holdings you enter so Ask ISA Lens can review the same portfolio. The original CSV file is not uploaded, and ISA Lens does not receive your full card details if you later choose to pay.