Your portfolio,intelligently observed.
One dashboard for your portfolio, market moves, and AI-powered investment analysis.
An always-on portfolio analyst, in plain English.
All your investments, in one place.
Valo turns scattered data, gated tools, and market noise into clear analytics, timely alerts, and tax clarity, so you stay informed, not overwhelmed.
Performance & allocation
Returns over time, contribution by holding, and sector and geography exposure at a glance.
- AAPLApple$235.18+1.24%
- 52W HighNVDANVIDIA$140.32+2.81%
- AMZNAmazon$182.45+0.62%
- Near Entry PriceGOOGLAlphabet$167.20-0.41%
- Near 52W HighMETAMeta$598.12+1.84%
Watchlist & alerts
Highs, lows, breakouts, and threshold crossings: only the alerts you chose, when they happen.
Markets at a glance
Heatmaps, sector breakdowns, and top movers on one screen. Context, not chaos.
Risk analytics
Sharpe, Sortino, beta, drawdown, and stress tests: the metrics desks rely on, without the bloat.
UK tax tracking
Realised gains, allowance usage, and dividend income tracked across the tax year, and across every account type, from ISAs to GIAs and SIPPs.
Jun 5Non-farm payrollsHigh
Jun 6ECB rate decisionHigh
Jun 12GDP (MoM)MediumJun 18FOMC rate decisionHighJun 19BoE rate decisionHighJun 24CPI flash estimateMediumEconomic calendar
US, UK, and EU releases: payrolls, CPI, and central bank decisions, with impact at a glance.
13F super-investor filings
Track what Buffett, Ackman, Pabrai, and Hohn are buying, trimming, and exiting each quarter.
INSIDER
Trusted news sources
Curated coverage from Bloomberg, Reuters, CNBC, the WSJ, the FT-grade names you already rely on.
From overwhelming to effortless.
Every part of your investing life in one rail. Hover to see what each space does, no tabs, no spreadsheets, no noise.
News and market overview
A personalised feed with curated news, daily recaps, and how your markets are moving. Updated continuously to keep you ahead.
Portfolio in sync.
Automatically sync all your brokerage accounts. Instantly track performance and see your investments clearly. All in one place.
Secure by design.
We can't touch your money.
When you connect a brokerage, we get read-only access. We see balances and history, but can't place trades or move money. The API permission doesn't exist.
Encrypted, end to end.
Your data is encrypted in transit (TLS 1.3) and at rest (AES-256). The same standards your bank uses. Audited cloud infrastructure throughout.
Your data, only your data.
We make money from subscriptions, not your data. Nothing is sold, shared, or used to train outside models. Export or delete it all, any time.
ICO Registered
Registered with the UK Information Commissioner’s Office as a data controller.
GDPR Compliant
Your data is handled in line with UK & EU GDPR. Access, export, or erase it any time.
Frequently asked questions.
Join the waitlist, and once you are invited you can connect your broker with read-only access or import positions via CSV. valo builds a complete, top-down view of your portfolio in minutes, across every account, currency, and tax wrapper you hold.
valo supports multi-broker sync and CSV import, with native handling for ISA, SIPP, and GIA accounts. Holdings in 21 currencies are tracked with live FX, so your net worth is always shown in one consistent view.
Sonny is your always-on AI portfolio analyst. It reads your real holdings, runs financial analysis, and answers questions about your positions, exposure, and risk in plain English. Sonny is informational only and is not financial advice.
The metrics desks rely on, without the bloat: Sharpe, Sortino, beta, drawdown, and stress tests, plus correlation matrices, benchmark comparisons, and 10-year financial statements. Returns, contribution by holding, and sector and geography exposure are all available at a glance.
Yes. valo tracks realised gains, CGT, allowance usage, and dividend income across the tax year and across every account type. When it is time to file, you can export a Self Assessment-ready report.
valo starts with a 7-day trial. Core is £99.99 per year after the trial, or £9.99 per month if you prefer monthly billing. Pro is £149.99 per year, or £14.99 per month, for unlimited portfolios and a higher Sonny AI allowance.
Yes. You can upgrade, downgrade, or cancel at any time. Changes take effect immediately and your billing is prorated accordingly.
When you connect a brokerage, valo gets read-only access, so it can see balances and history but can never place trades or move money. Your data is encrypted in transit (TLS 1.3) and at rest (AES-256), and it is never sold, shared, or used to train outside models.
Reach our team any time at support@valo.app. We typically respond within 24 hours, and you can export or delete all of your data whenever you like.
Can't find what you're looking for? Contact us
Built for investors, by investors.
Personal finance shouldn’t require a Bloomberg terminal or a £500/hour accountant. valo was built on a simple belief: retail investors deserve the same clarity and tooling that hedge funds take for granted.
We combine AI-powered analysis with institutional-grade portfolio tools (Sharpe ratios, correlation matrices, benchmark tracking) and wrap them in an interface anyone can use. Connect your broker, and valo gives you a complete top-down view of your net worth across every account, currency, and tax wrapper you hold.
No jargon walls. Just honest, powerful tools that help you understand exactly where your money is and how hard it’s working.
Finance made effortless.
Markets, economic trends, and breaking news, distilled into insight you can act on.