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Overview

Search sits in the header on every page. Use it to jump straight to a holding, check a recent transaction, look up a listed company, or ask the assistant a question — all without leaving the page you are on.

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Before you start

Make sure you are in the right organisation. Search only covers the organisation shown in the header.
  • Select Search organisation in the header, or
  • Press ⌘K on a Mac or Ctrl+K on Windows.
Press ⌘K or Esc again to close it.

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Search your organisation

  1. Open search and start typing. Results appear once you have typed at least two characters.
  2. Review the grouped results:
    • Investments — name, code or ticker, owning entity, latest value, and the change since the previous valuation, with a small trend line behind each card.
    • Transactions — the five most recent matches, with date, type, and reporting amount.
    • Market data — listed companies and funds matching your search, with the latest price and daily movement.
  3. Select a result:
    • An investment or transaction opens the relevant investment page.
    • A market data result opens the company’s public market page in a new tab.

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Ask a question instead

Search recognises when you are asking something rather than looking something up. If you type a question — anything ending in a question mark, or starting with words such as what, how, why, or show me — the assistant is offered at the top of the list and search results are set aside.
  1. Type your question, for example What is my largest holding?
  2. Press Enter to accept Ask the assistant. The answer appears in the search window.
  3. From there you can:
    • Select Continue in chat to open the full assistant with the question and answer already in place, ready for follow-ups.
    • Select Back to search to return to your results.
You can also select Open in the assistant to skip the short answer and start a full conversation straight away. If you would rather see search results for a question you have typed, select Search instead.

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Tips

  • Search matches investment names, short codes, tickers, and entity names.
  • Type a transaction type such as dividend, buy, or return of capital to find recent transactions of that type.
  • Ask the assistant is available for any search term, not only questions — useful when the results are close but not quite what you need.
  • Results stay on screen while you keep typing, so the list never flashes empty between keystrokes.
  • Market prices arrive a moment after the rest of the results and show as — until they land.

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Troubleshooting

  • No matches found — check the spelling, try the short code or ticker, or search on the entity name instead.
  • Nothing happens on ⌘K — select into the page first, then try again. Some browser extensions claim the same shortcut.
  • Prices show as — — market data is briefly unavailable. The rest of your results are unaffected, and prices refresh when you search again.
  • The assistant could not answer that — select Retry. If it keeps failing, open the assistant from the main menu and ask there.