Investment Portfolios
Track uploaded statements, cost, valuation and investment performance.
Portfolio cost
KES 1.15M
Across 4 portfolios
Current value
KES 1.23M
KES 82K gain
Return
+7.1%
Illustrative valuation
Statements current
4 / 4
All portfolios reconciled
Portfolio register
| Portfolio | Institution | Cost | Current value | Return | Valuation date |
|---|---|---|---|---|---|
| Money Market Fund | ABC Asset Managers | KES 420,000 | KES 454,600 | +8.2% | 31 Aug 2026 |
| Fixed Deposit | KCB Bank | KES 300,000 | KES 318,750 | +6.3% | 31 Aug 2026 |
| Government Securities | CBK / Custodian | KES 250,000 | KES 267,400 | +7.0% | 30 Aug 2026 |
| SACCO Investment | Community SACCO | KES 180,000 | KES 191,250 | +6.3% | 31 Jul 2026 |
Ujirani Welfare Management Application · PHP Presentation Prototype · Demonstration data only · No live bank or SMS transactions