How do I see historic valuations?

For any of our Business Relief or Enterprise Investment Scheme products, you can view historic valuations by clicking on "View portfolio" and following the steps below.

Unfortunately, we can't show historic valuations for VCT investments on the portal right now. For a historic VCT valuation, please send us a message by closing this article and clicking "Ask". You can also contact our support team on 0800 316 2295 or email us at investorsupport@octopusinvestments.com.

Steps to see a historic valuation:

1. Click on "View portfolio"
2. Change the filter date to the required valuation date
3. Scroll down to the bottom of the page. The third value is the "Current value" at the chosen date