Investor portfolio engine
Dashboard
Executive portfolio overview
Investment Command Center
Consolidated wealth, forward income, liquidity and decision intelligence.
BASE CURRENCYUGXNSE equities remain native in KES
Capital structure
Portfolio Allocation
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Consolidated valueCash-flow horizon
Next 90 Days
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Forward income
12-Month Income & Cash Flow
Bond coupons—WHT —
Expected dividends—Gross —
Bills / Fixed—Projected net interest
Total forward income—Identifiable 12-month cash income
Executive intelligence
Decision Support
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Portfolio performance
Capital & Performance
Market & system integrity
Data Health
Portfolio calendar
Income & Investment Calendar
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Upcoming items
Upcoming auctions and laddering suggestions will appear here.
Executive intelligence
AI Portfolio Review
Open the latest portfolio review as a focused executive worksheet. The review stays out of the dashboard until requested.
| Symbol | Company | Quantity | Core | Tactical | Avg Cost | Price | Value | Unreal. P/L | Real. P/L | Weight | Upcoming Dividend | Sell readiness | Actions |
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Portfolio Intelligence
Performance monitor
Multi-horizon price history, concentration and data-freshness guardrails. Signals are decision support, not forecasts.
| Symbol | Status | Guidance | 1W | 1M | 3M | 6M | 1Y | From 52W high | Volume | Freshness |
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NSE Investment Intelligence
Top 5 research candidates
Executive shortlist from the complete NSE universe. Deep AI Research independently checks market, dividend, fundamental and corporate evidence before you act.
| Symbol / ISIN | Company | Sector | Price | Market evidence | Research status | Actions |
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| Scan NSE to load the executive shortlist. | ||||||
UGX Fixed Income
Bond Holdings
Native UGX accounting, contractual coupon cash flow, maturity and interest-rate risk.
| Bond | ISIN | Maturity | Face Value | Cost | Market Value | Coupon | Net Annual Coupon | BoU Ref / Purchase YTM | Next Coupon | Days | Actions |
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Income Calendar
Upcoming Coupon Payments
Cash Flow
Coupon Income Ladder
Principal
Maturity Ladder
Risk & Income
Portfolio Analytics
Auction & Reinvestment
Opportunities & Schedule Tools
Compare upcoming auctions with maturity gaps and expected coupon cash flows before reinvesting.
Upload invitations, auction results, and calendars or open laddering recommendations.
Cash & Fixed Income
Bills & Fixed Income
| Name | ISIN / Ref | Currency | Principal | Rate | Tax % | Net Interest | Maturity | Actions |
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Emergency Fund
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Reserve Accounts
Emergency fund table
| Name | Institution | Currency | Balance | Rate | Tax % | Gross Income | Tax | Net Income | Status |
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Click “Refresh preview” to load the investor fact sheet.
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Settings
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Secure administration
System Settings & Users
Encrypted DB Settings
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Outbound mail
SMTP Settings
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.
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X-API-Key supported
Admin routes protected
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Developer
API Keys
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