AI-powered portfolio tracker

Track all your investments in naira and dollars.

Track your Nigerian and US stocks, real estate, crypto and savings in one place. Say goodbye to spreadsheets and manual accounting.

Portfolio value$·₦+$200,224 (+43.38%) 1Y

$461,600.91

+$1,868 (+0.28%) today

Jul '25Oct '25Jan '26Apr '26Jul '26

GTCO (NGX) ₦180.00 +1.12%MTNN (NGX) ₦650.00 +0.62%NVDA $165.00 +0.49%BTC-USD $118,000.00 -1.26%

Let AI do the data entry.

Every portfolio gets its own email address. Forward a trade confirmation, or set up auto-forwarding once, and an AI model reads it, pulls out the trade, and adds it to your portfolio. You never type in a trade again.

Forward, or auto-forwardSend a Bamboo or Trove confirmation to your portfolio's email address. Set your inbox to forward them for you, and you never touch it again.

Or upload itDrop in a PDF, a screenshot, or a CSV. We read it and show you the trades before they're saved.

Read by AIAn LLM pulls the date, price, quantity, fees and tax off each confirmation in seconds.

Import transactions✕

trade-confirmation-2026-07-14.pdf

email from [email protected] · Jul 14, 2026

Reading with AI…

DEPOSIT

$1,500.00

2026-07-01

DIVIDEND MSFT

35 @ $0.83 · $29.05

withholding tax missing

2026-07-10

BUY AAPL

12 @ $211.45 · $2,537.40 · $0.31 fee

2026-07-14

3 transactions readyAdd transactions

Portfolio value

$661,824.85

+3 transactions added

AAPL 12 shares$2,537.40

USD cash deposit+$1,500.00

Know your returns.

See your time-weighted return against a benchmark, your money-weighted IRR for the whole portfolio and every holding, your drawdown, and risk measures like volatility, beta, Sharpe and Sortino.

Return · past year● Portfolio (TWR)●

+0.0%vs S&P 500 +0.0%

Jul '25Oct '25Jan '26Apr '26Jul '26

Volatility · annualized

22.5%

A bumpy ride. Expect swings in both directions.

Beta · vs S&P 500

0.49

When the market moves 1%, you move about 0.49%.

Sharpe ratio

0.76

A solid reward for the risk you took.

Sortino ratio

1.22

Counting only downside risk, it looks even better.

See how every investment is doing.

NGX stocks, US shares, crypto, real estate and fixed-yield savings, side by side in one table and valued live. The markets you juggle across separate apps, finally on one place.

AssetSharesCost basisValueDayCap. gainTotal profitShare

US Equity$135,025 · 20.4% · +$906 today

NVDA420$18,900$69,300+0.49%+$50,400+$50,41710.5%

JPM80$12,000$23,600+1.03%+$11,600+$12,0483.6%

MSFT35$9,100$18,200+0.58%+$9,100+$9,2162.7%

KO150$9,150$12,900+1.06%+$3,750+$4,0561.9%

AAPL45$7,290$11,025+0.82%+$3,735+$3,7351.7%

NGX Stocks$134,396 · 20.3% · +$1,147 today

MTNN.NGX96,000$20,128$40,519+0.62%+$20,391+$21,6746.1%

GTCO.NGX335,000$12,783$39,156+1.12%+$26,373+$27,7405.9%

AIRTELAFRI.NGX12,500$13,656$29,221+1.41%+$15,565+$16,1214.4%

DANGCEM.NGX21,000$6,059$19,773+0.14%+$13,714+$14,2593.0%

ZENITHBANK.NGX90,000$2,401$5,727+0.51%+$3,326+$3,6600.9%

Core ETFs$86,062 · 13.0% · +$470 today

VTI167$36,492$54,442+0.62%+$17,950+$18,6438.2%

SCHD340$24,440$31,620+0.43%+$7,180+$8,0984.8%

Fixed Yield$73,273 · 11.1%

RISEVEST—$28,000$28,000—$0.00+$1,8674.2%

MMF—$33,726$27,273—-$6,453-$1,6934.1%

RISEVEST-RE—$18,000$18,000—$0.00+$1,8002.7%

Crypto$64,900 · 9.8% · -$825 today

BTC-USD0.55$20,900$64,900-1.26%+$44,000+$44,0009.8%

Alternatives$25,925 · 3.9% · +$170 today

GLD85$15,725$25,925+0.66%+$10,200+$10,2003.9%

Cash$142,244 · 21.5%

USD cash——$98,168———14.8%

NGN cash——$44,076———6.7%

Total$288,751$661,825+0.28%+$240,527+$245,841100%

Monte Carlo

Will you hit your number, and at what odds?

Pick a target, a horizon, a monthly contribution. We replay your portfolio through a century of market returns and report the share of paths that reach it.

Paths reaching the target

In-depth dividend analysis.

We all love some income, don't we? See every payout on the day it lands, a year of what you've received and a year projected. Money market funds and Risevest accrue on schedule too, right alongside your stock dividends.

$7,214 this monthpaidestimated‹August 2026›

MonTueWedThuFriSatSun

MMF$477.27

GTCO (NGX)$1,206.30

RISEVEST-RE$180.00

KO$114.00

ZENITHBANK (NGX)$405.00

RISEVEST$186.67

AAPL$11.70

SCHD$210.80

NVDA$4.20

VTI$173.26

+8 more

DANGCEM (NGX)$688.00

JPM$92.00

MTNN (NGX)$1,560.00

SCHD$81.60

MSFT$29.05

GLD—

AIRTELAFRI (NGX)$212.50

MMF$492.60

KO$114.00

+3 more

RISEVEST$186.67

MMF$486.20

Stay on your target allocation.

Group your holdings into classes, give each a target weight, and see how far you've drifted. When you add money, we tell you which classes to top up to move back toward the mix you want.

Actual vs targettarget

US Equity24.6%target 26%−1.4

NGX Stocks24.4%target 24%+0.4

Fixed Yield13.3%target 16%−2.7

Crypto11.8%target 10%+1.8

Cash25.9%target 24%+1.9

Largest drift: Fixed Yield, 2.7 points under target.

Deposit helper

You're adding$

Put it here and every class moves toward its target:

Fixed Yield+$10,720

tops up MMF, RISEVEST-RE

US Equity+$7,864

tops up AAPL, KO, MSFT

NGX Stocks+$1,416

tops up ZENITHBANK (NGX), DANGCEM (NGX), GTCO (NGX)

Plan your financial goals.

Set a number to reach, or an income to live on, and a date. Add a monthly contribution and an expected return, and see when you get there, how much of it is compounding versus your own money, and what happens if returns run colder.

Goal · $1,500,000 by April 2033

44.1%of the way there · $661,825 of $1,500,000

On track for

Sep 2032

7 months early

Assumes

9.5%/yr

expected return

Contributing

$3,500/mo

every month

Projectionwith $3,500/motarget

2026202820302032

Reaches $1,500,000 in September 2032, seven months ahead of your April 2033 target.

Without contributions

$1,221,205

Compounding alone reaches 81% of the goal by 2033. Your contributions close the rest, fully there by August 2035.

If returns run 2 points colder · 7.5%

Sep 2033

Two points of return push the goal out by a year. Assumptions move the date more than contributions do.

As income · at 4% draw

$60,000/yr

The target restated as what it buys: about $5,000 a month, indefinitely.

Pricing

One price for all of it.

Free

₦0

to start, and to stay

One portfolio, up to 10 holdingsOne manually valued custom assetManual entry and CSV importHoldings, cash, allocation, dividends, returns, goals and exports

Create an account

Proeverything, no add-ons

₦6,800/month($5)

or ₦68,000/year ($49), two months free

Unlimited portfolios and holdingsUnlimited custom assetsAI document imports from PDFs and screenshotsEmail imports for forwarded trade confirmationsMonte Carlo simulations

Start free, upgrade anytime

FAQ

Questions, answered.

What can I track in one place?

Stocks and ETFs, crypto, cash in any currency, and things the markets don't price for you: real estate, private holdings, and fixed-yield savings that accrue their own income. Everything sits in one portfolio, valued together.

How does the AI import work?

Forward a trade confirmation to your portfolio's email address, or drop in a PDF or screenshot. A language model reads the date, price, quantity, fees and tax off it, and shows you the extracted transactions to confirm before anything is saved. CSV import is available separately.

Which markets and exchanges are covered?

US-listed stocks and ETFs, the Nigerian Exchange (NGX), major crypto, and any currency for cash and cost basis. Because every figure is computed from your transactions, you can also add custom assets for markets we don’t quote directly.

Can I see everything in my own currency?

Yes. Pick a base currency and your whole portfolio reports in it, with each transaction converted at the exchange rate on the day it happened, not today’s. Hold dollars and another currency side by side and switch between them freely.

Is my data private?

Your portfolio is yours. It is never sold or shared, every account is isolated, and you can export any period to CSV whenever you want. Nothing is locked in.

Can I try it for free?

Yes. The free plan lets you build one portfolio with up to 10 holdings, one custom asset, manual entry and CSV import. Upgrade to Pro for unlimited portfolios and holdings, unlimited custom assets, AI imports, email imports and Monte Carlo.

Varuna

A portfolio tracker for every market you invest in. Stocks, crypto, savings and real estate, in any currency

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