Built for LuSE, GRZ Bonds & Unit Trusts
Insight today. Wealth tomorrow
Your portfolio, tracked properly — with real performance insight.
Track your total return, income and portfolio growth in one unified view.
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Built for Zambian investors
Stocks, Bonds & Unit Trusts
Real-time performance
Track returns as they happen
Income & yield insights
Bond coupons & fund distributions
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S
Smart BandaGood morning, Smart
Portfolio overview · Thu, 30 July 2026
MARKET
LASI25,842.74 ▲30.27
ZBOND INDEX2,663.05 ▲1.16
USD / ZMW18.7363 ▲0.07
ZAR / ZMW1.1175 ▲0.01
Dashboard
Holdings
Transactions
Performance
Analytics
Reports
S
Smart BandaHoldings
All positions · 7 assets
+ Add Holding
MARKET VALUE
K 100,603.57
TOTAL COST
K 72,939.65
UNREALIZED P/L
+K 27,663.92
INCOME
K 19,405.00
TOTAL RETURN
+64.53%
All (7)Equities (3)Bonds (2)Unit Trusts (2)
InstrumentTypeQtyPriceMarket valueP/LReturn %Weight
GRZ14.00%7YBOND50,000K 97.48K 48,739.50+K 20,170.85+70.60%48.4%GRZ22.49%10YBOND15,000K 127.06K 19,058.27+K 4,058.27+27.06%18.9%
Airtel NetworksEQUITY80K 182.15K 14,572.00+K 3,228.80+28.46%14.5%
Zambia National Commercial BankEQUITY1,000K 9.54K 9,540.00-K 10.00-0.10%9.5%
Mpile Balanced FundUNIT TRUST1,200K 3.00K 3,600.00+K 600.00+20.00%3.6%
Copperbelt Energy CorporationEQUITY200K 16.43K 3,286.00-K 384.00-10.46%3.3%
Pru Fixed Income FundUNIT TRUST1,000K 1.81K 1,807.80+K 0.00+0.00%1.8%TOTALK 100,603.57+K 27,663.92+37.93%100.0%
+0%
Total return on a real portfolio
0.8%
Yield on cost
K 0k
Portfolio value tracked live
+0%
Total return on a real portfolio
0.8%
Yield on cost
K 0k
Portfolio value tracked live
How it works
From first transaction to full view
No empty dashboards. Load one transaction and the platform immediately becomes useful.
01
Sign in with Google
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02
Load your first transaction
Upload a deal slip or type a buy manually. Takes under a minute.
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03
Your portfolio goes live
Your holdings, P/L and income appear immediately. Performance charts update after the first daily run.
Works with LuSE Equities, GRZ Bonds & Unit Trusts.
What you get
Everything a serious investor needs
📄
Slip upload or manual entry
Upload a slip — ticker, quantity, price and date are parsed instantly. Or type it in manually.
🏦
GRZ Bond model pricing
Bond prices computed via full present-value model against the Bank of Zambia yield curve — not stale par values.
🔄
Automated daily pipeline
LuSE equity prices, FX rates, bond yields and unit trust NAVs refresh on a background scheduler. Nothing to trigger manually.
📉
Unit trust NAV tracking
Fund NAVs from Zambian fund managers are reconciled daily, so unit trust holdings mark to the latest published price automatically.
📊
Live holdings with real P/L
Every buy becomes a live position. LuSE market prices update daily. Unrealised P/L, average cost and current yield appear immediately.
📈
Full performance analytics
TWR, Sharpe ratio, max drawdown, Brinson-Fachler attribution (what's driving your returns), monthly income vs capital-gain decomposition — all live.
💰
Dividend, coupon & distribution income
GRZ bond coupons are scheduled and logged automatically. Dividend slips and unit trust distributions map to holdings. Trailing 12-month income and forward projections always current.
Analytics
Understand where returns come from
Income vs capital gain split, Brinson-Fachler attribution and per-holding drivers — all live.
Lifetime Return SplitSince inception
49% Income
51% Capital
Income (Divs + Coupons)
K 69,812+24.10%
Capital Gain (Unrealised)
K 72,354+24.99%
Total Return+49.09%
Monthly Income
AVG K 3,331 · K 39,970 TTM · 13.80% yield
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Ready to see your portfolio clearly?
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