For long-term investors

Know what you own.
Hold it with conviction.

PlanMyWealth turns company filings, valuations and your own reasoning into one clear picture, so a falling share price becomes a question you can answer, not a reason to panic.

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Free. No card, no brokerage login, no ads.

Every number shows its workingTap ⓘ on any figure to see the formula, the inputs and how to read it.
Straight from the sourceOfficial SEC filings, market data and the Bank of England, not opinions.
Never trades, never sellsRead-only. No ads, no tips, no “buy now” buttons.
Research

Ten years of the real business, not just the share price

  • Results and annual reports straight from the SEC, explained
  • Revenue by product, business and country
  • A management scorecard: buybacks, share-based pay, deals
  • Bull vs bear: the strongest case on each side, from the numbers
Valuation

What is it worth, and what has to go right?

  • Bear, base and bull cash-flow valuations with every assumption shown
  • “What has to be true?” sliders for growth and P/E
  • Price against fair value over ten years
  • Analyst targets, side by side with our own estimates
Conviction

Write down why you own it. The site keeps you honest

  • A thesis checked against every new quarterly report
  • A results-day cheat sheet: what your thesis needs to see
  • “Before you sell”: past falls, tax and your own reasons, in one place
  • A drawdown diary and monthly letters to your future self
Planning

From one company to the whole plan

  • Goal projections and the odds of hitting them
  • Pension tax relief and retirement income
  • ISA allowance, capital gains and dividend tracking
  • A practice portfolio to try ideas with pretend money
Test your conviction

The best investors can argue the other side.

For every company, PlanMyWealth lays out the strongest bull and bear points from ten years of numbers, weighted by how much they usually matter. Then it asks: can you answer every bear point?

Bull
Very high returns on capital
Averages 30% after tax: a sign of a moat.
Shareholder-friendly management
Passes 6 of 6 capital-allocation checks.
Bear
Expensive against its own history
P/E 31 vs a 10-year median of 22.
Growth is slowing
2% in the last year vs 8% on average.

Build the habit of investing on purpose.

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PlanMyWealth — know what you own · PlanMyWealth