Free portfolio review service

Gain insight and analysis on your investments

The Nutmeg Portfolio Review Service has been designed by members of our investment team to review your investments outside Nutmeg

Simply upload a recent valuation statement and summary of fees paid.

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The Nutmeg investment portfolio review service
What can it do for me?

The service, which is free of charge, will provide clarity and expertise on any investments you hold with a financial adviser, private bank or trading platform excluding property and alternatives, such as art. You have the option to talk through the results of your review with a member of our investment team to give you further clarification on where you stand.

What happens next?

  • 1

    Upload documents
    Upload a recent valuation statement and summary of fees paid

  • 2

    Receive an assessment
    Within five working days

  • 3

    Speak to us
    Book an appointment if you wish to discuss

Get started now

Simply upload a recent valuation statement and summary of fees paid.

Want to know more?

If you have any questions or would like more information, please email

We sat down with Alex, our portfolio manager, to talk about the thought and process behind our new investment portfolio review service.

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What should my statement include?

  • Stock/Fund ISIN, Sedol or Tickers

  • Percentage weight in each asset

  • Portfolio value

  • Summary of fees paid

What will the review consider?

  • Asset allocation

  • Currency exposure

  • Sector exposure

  • Geographical breakdown

  • Fund ratings

  • Portfolio risk

  • Total portfolio cost

This service won’t offer direct performance comparisons between Nutmeg and your investments elsewhere.

The scope of Nutmeg’s products and services we offer are set out here

Portfolio Review Disclosure Doc (PDF)

As with all investing, your capital is at risk. The value of your portfolio with Nutmeg can go down as well as up and you may get back less than you invest.

The investment data you share with Nutmeg will be stored in a secure place which is only available to the Portfolio Review Team and other essential users.

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