Disclaimer

Last updated: 19 May 2026

Not a regulated financial adviser

YuRavest is a portfolio analysis tool. It is not authorised or regulated by the Financial Conduct Authority (FCA), the Prudential Regulation Authority (PRA), or any other financial regulator. We do not provide:

• Investment advice
• Tax advice
• Legal advice
• Financial planning services
• Brokerage or custody services

Investment risk

Investing carries risk. The value of investments can go down as well as up, and you may get back less than you invested. Past performance is not a reliable indicator of future results. Health scores, sector allocations, drift calculations, and any other metrics shown in YuRavest are descriptive — they describe what your portfolio looks like today; they do not predict future performance and they are not recommendations.

Data accuracy

YuRavest displays data sourced from your broker (Trading 212, AJ Bell) and from third-party data providers (EODHD, Finnhub, Yahoo Finance). We make no warranty that this data is accurate, complete, or up-to-date. Sector classifications, in particular, depend on third-party tagging that can be incomplete or inconsistent between providers. Always verify against authoritative sources before making any investment decision.

Seek qualified advice

Before making any investment decision, you should consult an FCA-authorised financial adviser who is qualified to assess your personal circumstances. The FCA maintains a register of authorised advisers at register.fca.org.uk.

Tax

YuRavest's tax-related figures (realised P&L, dividend totals, etc.) are estimates calculated from your transaction history. They are not a tax return, not a substitute for professional tax advice, and may not reflect every adjustment HMRC requires. Consult a qualified accountant before filing.

Acknowledgement

By using YuRavest you acknowledge that you have read, understood, and accept this Disclaimer and our Terms of Service.