Portfolio intelligence · Stocks, Funds, Savings & Crypto

See your whole portfolio. Finally.

NGX stocks, funds, fixed savings, and crypto. One live dashboard.

Search holdings, tickers, goals…

Morning, investor

Here's a quick look at how your portfolio is doing today.

OverviewMetrics
Portfolio pulse

Your total value is up +₦312,400 this month. NGX names led; US tech trimmed gains. Consider rebalancing if tech exceeds 40% of equity.

6-mo return

+12.4%

Risk score

5

Moderate · review concentration

Holdings

24

3 updated with fresh quotes this morning.

Largest line

GTCO

18.2%

of portfolio value

Dividends (est.)

₦142k

projected annual

Allocation trend

JanJunDec

Goals on track

House fund · 64%

FX exposure

USD 42% · NGN 58%

Ask Dice

“What changed in my US sleeve this week?”

Open real dashboard

Illustrative UI — not live data. Connect your account after sign-up.

Product

Built for focus.
Not for noise.

Speed and clarity, applied to your wealth. No clutter, no guessing what your portfolio actually looks like today.

Mark-to-market, always

Live quotes update automatically for supported holdings. See value, cost basis, and P&L per line.

Allocation you can act on

Break down by asset type and sector from dashboard data. Spot concentration before it becomes risk.

Multi-asset, one ledger

NGX, US names, mutual funds, fixed savings, crypto — normalized into a single portfolio experience.

Goals, DCA, alerts

Track targets, recurring plans, and price alerts without leaving the app. Limits enforced server-side.

Dividend & fee visibility

P&L — see your ROI figure right next to your positions.

Your data, your export

Download holdings as CSV when you need a snapshot for tax or your advisor.

Workflow

From spreadsheet chaos to one command center.

Connect

Add what you own

Stocks, funds, fixed savings, crypto. Record positions once.

Observe

See the whole picture

Dashboard, allocation, history with benchmarks, and per-holding P&L — same data your holdings table uses.

Act

Plan and export

Goals, recurring plans, alerts, and CSV when you need to share with an advisor or accountant.

Principles

A calmer way to run your portfolio.

We optimize for signal, not noise.

01

Designed for speed

02

Built for clarity

03

Built for you

“I stopped juggling five tabs. One dashboard, one export — finally.”

Early beta · Nigerian retail investor

Ready when you are.

Create an account, connect your positions, and see the same analytics we surface on the holdings page — totals, allocation, standouts, and exports.