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Know your portfolio

We make it easy to keep track of how your investments are doing, and help you work out what do to improve your portfolio

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at-a-glance overview of how your portfolio is doing

at-a-glance overview of how your portfolio is doing
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in-depth analysis of your funds
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see which of your funds are performing badly and what you can do about it
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Find the best investments

Find the best investments for you using our market-leading fund research tool

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filter from from over 2,400 funds from leading fund managers

filter from over 2,400 funds from leading fund managers
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or choose a pre-selected portfolio selected by independent experts
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Save up to £6,700

No initial charge on most funds, plus we refund 50% of any commission we receive

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See exactly how much you saved, and get any rebates straight to your bank account

See exactly how much you saved, and get any rebates straight to your bank account
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Find out how much your investment is going to cost before you buy
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rplan.
Like investing, but better.

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Sort and filter funds from the UK's leading managers by performance, risk, cost, and more. Try it now - no registration required.


Research Funds

Are you paying too much for your investments? To make it easier to compare providers, we created this easy-to-use calculator.


Compare charges

49% of UK investors don't know how their portfolio performed in the past year. Use our free portfolio analysis tool to enter your existing assets, and we'll tell you exactly how you are doing.

What's My Number


"rplan has created an online tool [...] that finds a huge gap in fund costs"

"work out how much investing will cost you, [...] most visible on the rplan site"

"new tool empowers investors with fees comparison"

"a shining light in terms of transparency"


 

rplan University

Join our online course to find out more about how investing works - covering the basics and advanced topics in 8 no-nonsense, jargon-free 5-minute videos

View the videos
 

Our features

 

Save money on your investments

We refund at least 50% of the commission we receive directly to your bank account, and cap our charges at £5/month; this means you could save £6,700 over 10 years if you invest into your ISA every year - find out how much you could save.

Many people don't realise what they are paying - find out how commission works.

Start investing
 
 

Start planning for your future

Knowing what you're investing for helps determine your investment strategy. rplan helps you create a plan for your investments and keep track of how close you are to achieving it. Find out more about our planning tools or try creating a plan - it's free and easy.

Create a plan
 
 

Analyse your investments

Get an instant overview of your investments with our portfolio analysis tools. This will also give you an in-depth view of your portfolios, and will highlight which of your funds are performing badly, and what you can do about it.

You can also use our free mobile app to get access to your investments anywhere.

 
 

Help from the community

We have enlisted the help of leading authorities to give you market commentary and financial insight. You can also share your experiences with a community of like-minded peers, and benefit from their own experiences and feedback. Find out more about our community or browse the forums - it's free.

Browse the forums
 

More Information

 

Need more information? Check out the tour, or the following:

Please remember that the value of investments may go down as well as up, and that you may not get back your original investment.