Investment Portfolio Dashboard Overview

Prices and snapshots last updated 12 Jun 2026 at 02:00

What is Monopoly Money Investor?

Monopoly Money Investor is a hands-on portfolio experiment built by Chris Frost. It compares four simulated investment strategies head-to-head. You can follow portfolio growth (or decline) in one place. The approaches are AI-managed, advisor-managed, self-managed, and Junior SIPP.

The app is continuously being built and improved with help from Claude and Codex. Perplexity and Gemini are used every Friday as part of the recurring research workflow to support market review and sentiment checks before automated AI rebalance decisions are made.

Every Friday evening, the AI portfolio runs a weekly rebalance. It reviews each current holding, trims positions that no longer fit, and may replace them with better options. It records every simulated buy and sell using the latest available market price. Still simulated, still tracked seriously.

If you invested £25,000.00 on 12 May 2026...

AI

AI Strategy

8 holdings
Current Value
£24,615.71
Gain / Loss
-£384.29
-1.54%
Virtually invested £25,000 on 12 May 2026
Last rebalanced 06 Jun 2026
Advisor

Financial Advisor Strategy

1 holdings
Current Value
£25,064.69
Gain / Loss
+£64.69
+0.26%
Virtually invested £25,000 on 12 May 2026
Research

My Strategy

14 holdings
Current Value
£25,406.52
Gain / Loss
+£406.52
+1.63%
Virtually invested £25,000 on 12 May 2026
Research

Junior SIPP Strategy

14 holdings
Current Value
£25,094.01
Gain / Loss
+£94.01
+0.38%
Virtually invested £25,000 on 20 May 2026
Overall Gain / Loss
+£180.92
+0.18%
Best Performing Portfolio
My Strategy
Best Portfolio Gain / Loss
+£406.52
+1.63%

Performance Comparison - Gain/Loss from start

Head-to-Head Comparison

Portfolio Invested Current Value Gain / Loss Return % Holdings
Research My Strategy £25,000.00 £25,406.52 +£406.52 +1.63% 14 View My Strategy
Research Junior SIPP Strategy £25,000.00 £25,094.01 +£94.01 +0.38% 14 View Junior SIPP Strategy
Advisor Financial Advisor Strategy £25,000.00 £25,064.69 +£64.69 +0.26% 1 View Financial Advisor Strategy
AI AI Strategy £25,000.00 £24,615.71 -£384.29 -1.54% 8 View AI Strategy

How This Investment Portfolio Dashboard Works

This dashboard compares four simulated portfolio strategies in one place: AI-managed, advisor-managed, self-managed, and Junior SIPP. You can track performance, review holdings, and compare returns from a common starting point.

For the full methodology, data approach, rebalance process, and project background, visit the dedicated About page.

Read the full portfolio methodology

FAQ

Is this real money investing?

No. This is a simulated investment portfolio project. It is designed for strategy comparison, process testing, and performance analysis, not live execution or personal financial advice.

When does the AI rebalance run?

The automated AI rebalance cycle runs weekly, currently on Friday evening. Positions are reviewed, and simulated trade changes are recorded during that cycle.

Where does the market data come from?

Pricing is sourced from Yahoo Finance endpoints, with fallback handling when direct lookups are incomplete. Snapshot history is then stored locally for charting and comparison.

Related Investment Strategy Pages

Investment Portfolio Dashboard for cross-strategy performance comparison and return tracking.

Investment Portfolio Graphs & Analysis for trend, volatility, and momentum views.

About This Simulated Investment Portfolio Project for methodology and rebalance process.

Investment FAQ For First-Time Investors for portfolio basics, risk, and cost awareness.

Investment Strategy Glossary for key terms like asset allocation, rebalance, and risk profile.

AI Investment Strategy Financial Advisor Investment Strategy My Investment Strategy Junior SIPP Investment Strategy