Good afternoon, Amara

Here's how your portfolio is performing today.

Add funds Invest

Total portfolio value

$128,450.50

wallet + invested

Total invested

$103,630

5 active

Total returns

$11,630

unrealised + realised

Available balance

$24,820.50

ready to invest

Portfolio performance

$128,450.50 $11,630.00

Asset allocation

By asset class

Holdings

Equity Fund27%

Fixed Income21%

Real Estate17%

ESG / Green10%

Private Credit9%

Money Market16%

Your investments

View all

Global Equity Growth

Northgate Capital Partners

R4 · Growth

$34,820.00

+16.07%

Sovereign Income II

Solace Fixed Income

R2 · Cautious

$26,910.00

+7.64%

Commercial Real Estate

Harborline Real Assets

R3 · Balanced

$22,240.00

+11.20%

Green Infrastructure

Verdant Sustainable Funds

R3 · Balanced

$13,020.00

+8.50%

Upcoming payouts

Scheduled income & maturities

4 scheduled

Commercial Real Estate

Quarterly distribution · Jul 15, 2026

$555.00

Income Plus

Monthly income · Aug 1, 2026

$88.20

Green Infrastructure

Semi-annual income · Sep 10, 2026

$510.00

Sovereign Income II

Principal at maturity · Jan 15, 2026

$25,000.00

Account status

approved

KYC approved · Priority tier

Annual investment goal

72%

$103,630.00 investedGoal $144,000.00