📈 Investments
Track your investment accounts — ISAs, pensions, GIAs, and more. Add each account with its current value and contributions to see total growth and progress towards FIRE.
What you’ll see
- Total value — Sum of all investment accounts
- Total contributions — What you’ve put in
- Growth — Value minus contributions (gain or loss)
- Accounts by type — Grouped by ISA, SIPP, GIA, etc.
Add and edit accounts from the page. Each account has a type (ISA, LISA, SIPP, GIA, JISA, Property, Other), current value, and optional contributions.
Pension fields (SIPP accounts)
SIPP accounts have additional fields that feed into the FIRE Calculator:
| Field | Description |
|---|---|
| Employer Contribution | Monthly employer pension contribution in £ — auto-added to FIRE projections |
| Pension Unlock Age | Age when the pension becomes accessible (default: 57) |
| DC / DB | Defined Contribution (grows with markets) or Defined Benefit (pays fixed income) |
| DB Annual Income | Annual income from a DB pension — reduces required portfolio drawdown in FIRE projections |
Tips
- Update values periodically to track growth
- Investment data feeds into the FIRE calculator
- Use the correct account type for accurate UK tax treatment
- Add employer pension contributions to SIPP accounts — they’re included in FIRE projections automatically
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