Investor Command Center

Portfolio snapshot

Your investment command center

Track allocation, coupon flows, laddering opportunities, emergency cover and portfolio restructuring from one place.

Beautiful charts Calendar tracking Manual + PDF inputs

Total Assets—Total tracked portfolio

Stocks—Listed equity positions

Bonds—Fixed income book

Emergency Fund—Liquidity reserve

Asset Categories

By Asset Class

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Total current value

Category Highlights

Asset Cards

Projection

Portfolio Growth Curve

Base scenario

Allocation

Asset Mix

Live summary

Upcoming Renewals

Investment Calendar

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Upcoming items

Upcoming auctions and laddering suggestions will appear here.

Portfolio Optimizer

Restructuring Advice

Stocks

Symbol	Company	Quantity	Avg Cost	Price	Market Value	Gain/Loss	Weight	Actions

Bond Payout Lookup

Coupons

No payout loaded.

Bonds

Bond	ISIN	Maturity	Currency	Face Value	Cost	Coupon	WHT	Market Value	YTM	Actions

Bond workflow

Uploads & Schedule Tools

Upload invitations, auction results, and calendars from the buttons above. Schedule results will appear here.

Treasury Bills

Name	ISIN / Ref	Currency	Principal	Rate	Tax %	Net Interest	Maturity	Actions

Emergency Fund

No status loaded.

Reserve Accounts

Emergency fund table

Live balance

Name	Institution	Currency	Balance	Rate	Tax %	Gross Income	Tax	Net Income	Status
No accounts loaded.

Click “Refresh preview” to load the investor fact sheet.

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Settings

Preferences

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Secure administration

System Settings & Users

Encrypted DB Settings

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Outbound mail

SMTP Settings

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SMTP is used for password reset and sent mail. Password is masked after saving.

User Management

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Secure messages

Mail Center

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Account

Profile & Security

Manage administrator identity, base currency and secure login.

Profile ready.

Protected developer documentation

API Reference

Beautiful protected documentation for authenticated portfolio, market-data, mail, admin, and developer endpoints. Use JWT bearer tokens or generated API keys.

JWT bearer required X-API-Key supported Admin routes protected

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Developer

API Keys

Use generated keys with header X-API-Key: icc_.... Keys are shown once only.

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