Portfolio management
See the whole picture.
Track holdings, diversification, income, and the next decisions in one portfolio view.
Portfolio value
Ksh 594,700.00
+Ksh 46,700.00 unrealized P/L
Diversification
4 holdings
Across 4 categories
Income generated
Ksh 28,600.00
Illustrative distributions
Portfolio health
74 / 100
Balance and consistency
Current holdings
Allocation and returns by product.
| Investment | Type | Invested | Current value | Allocation | Return |
|---|---|---|---|---|---|
Jenga Money Market Fund Canopy Capital Partners | Money Market Funds | Ksh 190,000.00 | Ksh 214,600.00 | 36.1% | +Ksh 24,600.00 |
91-Day Treasury Bill Kenya Treasury | Treasury Bills | Ksh 150,000.00 | Ksh 158,400.00 | 26.6% | +Ksh 8,400.00 |
Africa Growth ETF Horizon Index Managers | ETFs | Ksh 168,000.00 | Ksh 181,700.00 | 30.6% | +Ksh 13,700.00 |
Stable Income Fund Mwangaza Asset Managers | Fixed Income | Ksh 40,000.00 | Ksh 40,000.00 | 6.7% | +Ksh 0.00 |
Total invested
Ksh 548,000.00
Cost basis across holdings
Return percentage
8.5%
Unrealized plus realized P/L
Largest holding
36.1%
Concentration risk: moderate
Data freshness
Recorded
Prices remain read-only
Risk profile: Balanced
60% diversified growth · 40% income and cash
Your onboarding risk profile is reused here so recommendations can explain suitability without making an automated financial decision.
Upcoming maturities
Portfolio analytics
Calculated from recorded cost basis and the latest available read-only prices.
Unrealized P/L
Ksh 46,700.00
Return
8.52%
Diversification score
74/100
Risk signal
moderate concentration
Portfolio growth
Historical portfolio value
Asset allocation
Current value by holding
Monthly income
Income generated in each snapshot
Expected returns
Illustrative annual rates, not guarantees
Portfolio principles
Returns are illustrative and never guaranteed.
Keep emergency funds separate from investments.
Diversify by risk, liquidity, and time horizon.