Investor Command Center

Executive portfolio overview

Investment Command Center

Consolidated wealth, forward income, liquidity and decision intelligence.

BASE CURRENCYUGXNSE equities remain native in KES

Total Portfolio—Consolidated current value

NSE Equities—UGX equivalent —

Government Bonds—Native UGX fixed-income book

Bills / Fixed Income—T-bills, MMF and fixed deposits

Emergency Reserve—Dedicated liquidity reserve

Forward 12M Net Income—Coupons + dividends + fixed income

Capital structure

Portfolio Allocation

Live allocation

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Consolidated value

Cash-flow horizon

Next 90 Days

Verified events

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Forward income

12-Month Income & Cash Flow

Net UGX

Bond coupons—WHT —

Expected dividends—Gross —

Bills / Fixed—Projected net interest

Total forward income—Identifiable 12-month cash income

Executive intelligence

Decision Support

Actionable

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Portfolio performance

Capital & Performance

Current

Market & system integrity

Data Health

Checking

Portfolio calendar

Income & Investment Calendar

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Upcoming items

Upcoming auctions and laddering suggestions will appear here.

Executive intelligence

AI Portfolio Review

On demand

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

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

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.

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

Income Calendar

Upcoming Coupon Payments

12 months

Cash Flow

Coupon Income Ladder

Net UGX

Principal

Maturity Ladder

UGX

Risk & Income

Portfolio Analytics

Decision support

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

Emergency Fund

No status loaded.

Reserve Accounts

Emergency fund table

Live balance

Name	Institution	Currency	Balance	Rate	Tax %	Gross Income	Tax	Net Income	Status
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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.

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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

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