ALL MONEY / WEALTH
Investment tracker
Track equities, ETFs and other holdings in one place. Update prices whenever you want, compare performance, and view totals in Zambian Kwacha or US dollars.
Manual price updates · Your data stays in this browser
PORTFOLIO VIEW
Choose your display currency. Original holding currency is retained.
CURRENT MARKET VALUE
K0.00
Based on your latest saved prices
TOTAL COST
K0.00
Quantity × average buy price
UNREALISED GAIN / LOSS
K0.00
0.00% return on cost
HOLDINGS
0
Equities and ETFs
Portfolio holdings
| Investment | Units | Avg. cost | Latest price | Market value | Gain / loss |
|---|
No holdings yet. Add your first equity or ETF using the form.
Prices are not fetched automatically. Update them using the latest price from your broker or exchange. Returns shown are unrealised and exclude fees, dividends, taxes and currency movement unless you enter those separately.
Investment targets
Set a portfolio value goal and track progress against your saved holdings.
Add a target amount to see progress.
Portfolio allocation
Allocation is based on current market value converted into your selected display currency.
Price update workflow
- Check the latest quoted price with your broker or exchange.
- Select Edit next to the holding.
- Update latest price and price date, then save.
- Export a JSON backup regularly, especially before changing phones or clearing browser data.
Currency conversion uses the exchange rate you enter above. It is not a live FX quote.