Start with your holdings
Add a few positions or import a CSV. These insights use only the prices, FX rates and classifications you enter.
Markets · Portfolio Intelligence
Your portfolio, in context.
Add holdings or import a CSV, then price listed holdings from the daily close on 16 African exchanges with the day's exchange rates. Holdings, quantities, cost basis, prices and FX inputs stay in this browser. If you choose Prepare event watchlist, only company names or tickers are passed to the existing Watchlists page so you can decide whether to save a watchlist.
Your data stays on this device
Refresh prices and FX uses end-of-day closes and the day's dollar rates; anything it cannot match keeps the value you enter. For holdings in a different currency, enter the number of USD units represented by one unit of that holding's currency. Change the reporting currency only after checking the FX rates.
Portfolio snapshot
What the entered data supports
Holdings
0
Manual entries and CSV imports
Priced and FX-converted
0
Eligible for current-value calculations
Entered market value (USD)
$0.00
Excludes holdings without price or FX inputs
Unpriced or unconverted
0
Not included in market value or exposure
Gain/loss on priced holdings
$0.00
Compared with recorded cost basis for the same priced and FX-converted holdings only. This is an indicative unrealised difference; it excludes fees, taxes, distributions, corporate actions and any FX-rate history.
Portfolio intelligence
Concentration and data-quality checks
These checks describe the holdings and manual inputs you supplied. They are not a calibrated risk score, a forecast, or investment advice.
Largest priced position
Not available
Based on entered prices and FX only
Missing current prices
0
Excluded from current value
Missing FX conversion
0
Excluded from base-currency totals
Priced and converted
0 of 0
Coverage of your entered portfolio
Add holdings to see concentration checks. Portfolio values stay local. The optional watchlist action shares company names or tickers only, not prices, quantities, cost basis or FX rates.
Add an investment
Enter a holding
Bulk import and backup
Import CSV or Excel
Required columns: name, currency, quantity, cost_per_unit. Optional columns include ticker, country, sector, asset_type, current_price, fx_to_base, price_as_of and fx_as_of. Dates must be valid and not in the future. Excel imports use the first worksheet, reject formulas, and are limited to 5 MB and 5,000 holding rows.
Portfolio composition
Where the priced holdings sit
All four exposure views use the current prices and FX rates shown in the table (refreshed or entered). Holdings without either are excluded.
By country
Add priced holdings with FX rates to calculate exposure.
By sector
Add priced holdings with FX rates to calculate exposure.
By asset type
Add priced holdings with FX rates to calculate exposure.
By holding currency
Add priced holdings with FX rates to calculate exposure.
Portfolio Intelligence
What stands out in your entered holdings
These are transparent concentration and completeness checks calculated from your own entered prices, FX rates and classifications. They are not predictions, live risk scores or buy/sell recommendations.
Portfolio valuation review
Saved model estimates versus your holdings
Save a DCF or dividend-discount result from the Valuation workspace to review it here. A comparison is counted only when the model profile is suitable, source dates are fresh, currency matches, and the portfolio price/date matches the saved quote. The value-weighted gap also requires a fresh FX rate. These are manual-input scenario comparisons, not expected returns.
Matched valuation reviews
0 / 0
Source, model and quote checks passed
Value-weighted base-case gap
Not available
0 holding(s) with fresh FX; not expected return
Potentially overvalued
0
All scenarios below quote; base gap exceeds 15%
Potentially undervalued
0
All scenarios above quote; base gap exceeds 15%
Add a holding to see whether a saved valuation matches your portfolio inputs.
Your holdings
Portfolio register
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Loading your locally saved portfolio…
This is an early portfolio workspace, not a live brokerage connection or personalised financial advice. Prices and FX rates are user-entered. Totals exclude holdings without usable conversion rates, and gain/loss excludes fees, taxes, dividends and corporate actions. Clearing browser data or using another device may remove access to this portfolio; export a backup if needed.