DB
My Dashboard
Live market chart powered by TradingView, portfolio allocation, top holdings with 7-day performance, AI insights, active goals and your risk profile all in one view the moment you log in.
PF
My Portfolio
Track every investment across stocks, ETFs, crypto, bonds, commodities and cash. See total portfolio value, individual performance, allocation breakdown and benchmark comparisons at any time.
TX
Transactions
Log every income and expense with full category tagging. Filter by date, category or type. Identify spending patterns and see exactly what is eating into your money month after month.
ST
Scheduled Transactions
Map out all recurring income and expenses. Direct debits, salary, subscriptions and regular outgoings plotted so you are never caught off guard by what hits your account.
II
CMC Investment Ideas
Trade ideas published directly by the ConnectMyCurrency team. See the symbol, direction, timeframe and rationale alongside an AI-generated market briefing on key themes to watch.
AM
Account Management
Manage all your financial accounts in one place. Current accounts, savings, investments, credit cards and loans. See balances and overall position without logging into multiple platforms.
AC
My Asset Charting
Full TradingView charting on any symbol with all indicators, drawing tools and timeframes. Analyse any market directly inside the platform without a separate charting subscription.
RE
Real Estate Deals
Research property investment opportunities with deal analysis tools. Evaluate rental yields, capital appreciation and financing costs before committing any capital.
CI
Best Car Investments
Track appreciating vehicles with data on which makes and models have historically increased in value. Built for investors who treat classic and specialist cars as part of a diversified portfolio.
IP
CMC IPO Watcher
Monitor upcoming and recent IPOs with pricing, valuation and market reception data across LSE, AIM, NYSE and NASDAQ. Never miss a significant listing that could belong in your portfolio.
FI
Finance and Insurance
Curated recommendations for banking, business finance, mortgages, insurance and technology products. Every recommendation selected for genuine value.
TA
My Tax and Accounting
Track ISA and SIPP usage against annual allowances. AI-generated tax optimisation advice based on your actual portfolio and income. Know what to do before the tax year ends to keep more of what you earn.
MS
MSP Trading Signals
Live signals across 30 currency pairs including gold and silver. See active alerts, signal direction and context without needing to run the software yourself.
AF
AF Supply and Demand Programme
Access the full Alpha Flow Supply and Demand training programme inside the platform. Learn the proprietary methodology used by ConnectMyCurrency traders.
RE
Refer and Earn
Share WealthWise AI with your network and earn for every successful referral. Track clicks, signups, pending earnings and total paid out directly inside the platform.
NC
News and Economic Calendar
Live financial news feed and full economic calendar showing upcoming events that move markets. Know what is coming before it happens and position your portfolio accordingly.
PT
Investor Psychology Test
A detailed psychological assessment identifying your investor profile. Get a personalised breakdown of your strengths, blind spots and specific action recommendations tailored to your type.
BC
Book a Consultation
Book a free 30-minute consultation with a ConnectMyCurrency advisor directly inside the platform. Find out what a professionally managed account could return for you.
AI
AI Advisor
Ask any financial question and get a detailed personalised answer based on your actual portfolio data, goals and risk profile. The advisor has full context of your finances every time you use it.
AR
AI Reports
Generate full written reports on demand covering portfolio health, performance, risk analysis, tax summary and goals progress. Export as PDF or text to share with an adviser or keep for your records.
AS
CMC Algo Software
Access and monitor the ConnectMyCurrency algorithmic trading software suite directly from your dashboard. Track performance and stay connected to automated trading systems.
CT
CMC Tracker
Monitor your ConnectMyCurrency managed account performance month by month. Track monthly return rates, cumulative growth and historical data so you always know how your account is performing.
HS
Health Score
Your overall financial health scored out of 100 across savings rate, debt load, investment diversification and budget discipline. Includes a personalised action plan ranked by impact.
DP
Debt Planner
Enter every debt you carry. Get a personalised payoff strategy using avalanche or snowball method. See which debt to attack first and exactly when you will be completely debt free.
BG
Budgeting Goals
Build a monthly budget with category-level targets. See in real time how your actual spending compares to your plan. Know the moment you are overspending and adjust before the month is over.
GD
Goals and Diary
Set financial goals with target amounts and deadlines. Track progress week by week. Record notes, decisions and milestones so you can look back and see exactly how far you have come.
BM
Bill Manager
See every recurring charge in one place. Subscriptions, insurance, utilities, memberships. Know your total monthly and annual bill cost, spot what to cancel and get alerts before renewals hit.
DC
Dividend Calendar
Track dividend-paying stocks and funds across your portfolio. See upcoming payment dates, expected income and your total projected annual dividend income. Plan cash flow around your investments.
WL
Watchlist
Track stocks, indices and assets you are considering buying. Monitor price movements, add notes and get AI commentary on the market context for each symbol on your list.
NW
Net Worth
Your net worth calculated automatically from your assets and liabilities, tracked over time. Know at every moment whether you are moving in the right direction and measure real progress.
PR
Portfolio Rebalancer
Set your target asset allocation and compare it to where you actually are. Get specific instructions telling you exactly what to buy and sell to bring your portfolio back in line with your strategy.
WG
Wealth Guides
A library of educational guides covering investing fundamentals, forex, stocks, crypto, ETFs and managed accounts. Written for people who want to understand what they own and why.
SV
Savings
Set up savings pots with target amounts and track contributions over time. Whether saving for a house, holiday, emergency fund or retirement, always know how close you are and how long it will take.
IE
Import and Export
Import existing financial data and export everything as a JSON file at any time. Your data is always yours. Back it up, move it or share it with an adviser without restriction.
