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Investments

Portfolio value
KES —
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Total invested
Current value
Gain / Loss
Total dividends
Allocation
Allocation chart.
Holdings
Update current values
Enter latest values from your fund statements each month.
Invested vs current value
Bar chart.
2026 annual targets
Edit targets
Total received
KES 0
This year
KES 0
Record dividend
Dividend history
All transactions
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Your investment vehicles
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Portfolio growth
Saved each time you update current values.
Growth chart.
Source of funds breakdown
Source chart.
Snapshot history

Overview

Total invested
Current value
Gain / Loss
Total dividends
Allocation
Allocation.
Holdings

Values

Update current values
Enter latest values from fund statements each month.
Invested vs current value
Bar chart.

Targets

2026 annual targets
Edit targets

Dividends

Total received
KES 0
This year
KES 0
Record dividend
Dividend history

Transaction log

Add investment

Manage

Investment vehicles
Click × to remove (only if no transactions).
Export
Add new vehicle

Analysis

Portfolio growth over time
Saved each time you update current values.
Growth chart.
Snapshot history
Source of funds breakdown
Source chart.