Your wealth, one calm surface.
Live values, allocation, goals, and exports — without the noise. Built with the same respect for focus as modern product tools like Linear.
Morning, investor
Here's a quick look at how your portfolio is doing today.
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
Goals on track
FX exposure
USD 42% · NGN 58%
Ask Dice
“What changed in my US sleeve this week?”
Open real dashboardIllustrative UI — not live data. Connect your account after sign-up.
Product
Built for focus.
Not for noise.
The same principles that power tools like Linear and Midday— speed, clarity, and a UI that gets out of your way — applied to personal wealth.
Mark-to-market, always
Holdings sync with live quotes where available. See value, cost basis, and P&L per line — not just static entries.
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
Where the API provides yields and fee estimates, surface them 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.
Add what you own
Stocks, funds, fixed savings, crypto — record positions once. Live quotes fill in where the API supports them.
See the whole picture
Dashboard, allocation, history with benchmarks, and per-holding P&L — same data your holdings table uses.
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.
Inspired by product tools that respect your attention — including Linear — we optimize for signal, not noise.
Designed for speed
Holdings, charts, and exports load from a single API surface. Fewer hops, less waiting — the same “get out of the way” ethos as tools like Linear.
Built for clarity
Every screen answers one question: where you stand. P&L, allocation, and risk are first-class, not buried in settings.
Built for you
Goals, DCA plans, price alerts, and CSV export — optional power when you want it, invisible when you don't.
“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.