Client dashboard
Illustrative Client
Your financial position
One view of what matters.
Progress, portfolio and the next decisions, organized around your objectives.
Portfolio value
€0
€0
0%
Current focus
Keep contribution discipline while concentration is monitored.
New savings can move the portfolio toward its plan without turning target drift into an automatic sale.
See portfolio evidence ↗
Objectives
Progress against the plan
The ENGE view
Facts, interpretation and action stay separate.
Your broker records what you own. This view connects it to why you own it, the life objectives it serves and the decisions that require attention.
Your plan
Capital with a purpose.
Each objective has a target, time horizon, funding path and visible assumptions.
Household engine
From income to invested capital
Portfolio
Where the risk sits.
Weights, concentration and target drift are monitoring evidence. They are not automatic trade instructions.
Allocation
Five decision sleeves
0%
of capital in the top five holdings
Position count can overstate diversification when holdings share the same technology and growth drivers.
Top ten0%
Holdings0
Holdings
Position and target evidence
| Holding | Sleeve | Value | Portfolio wt. | Sleeve / target | Drift |
|---|
Compounding scenarios
See the assumptions. Test the path.
Connect savings, dividend cash flow and market scenarios across 5, 10 and 20 years.
These forecasts are not reliable indicators of future performance. Negative and positive outcomes are shown using editable assumptions.
Inputs
Illustrative
Household and cost assumptions
Projected total wealth
Three market conditions
Scenario assumptions
Annual assumptions
Capital return and dividend growth
| Market condition | Capital return | Dividend growth | Interpretation |
|---|---|---|---|
| Negative | % | % | Adverse capital and income path |
| Moderate | % | % | Central planning assumption |
| Positive | % | % | Favourable, still uncertain path |
Paid dividends
Annual source history
Benchmark evidence
Not selected
Method
What this calculator does
- Uses monthly compounding and assumes contributions at month end.
- Separates capital return from dividend cash flow to avoid double counting.
- Shows nominal and inflation-adjusted values and discloses fees separately.
- Does not model personal taxes. Tax treatment depends on client circumstances and may change.
Income & portfolio events
Know the cash flow. Prepare for the calls.
Paid dividends, forward income scenarios and upcoming company events in one review surface.
Trailing portfolio income
€0
Dividend source unavailable
Cash yield0%Paid cash / current value
Monthly average€0Trailing twelve months / 12
Next confirmed callNot connectedNo reviewed event
Earnings calendar
0 confirmed
Next portfolio calls
Select a confirmed portfolio event.
Dividend evidence
Cash received and income concentration
Paid events0No coverage
Year 5 run-rate€0Moderate scenario, editable in Forecast
ReinvestmentOnCurrent forecast setting
Twelve-month rhythm
Account currencyPaid dividend cash by month
Contributors
Where income comes from
Interpretation boundary
Watch the evidence, then revisit the thesis.
Event briefs identify questions to monitor. They are not earnings predictions, price targets or automatic trade instructions. Dates are shown as confirmed only when reviewed against company investor-relations sources.
Reports
A repeatable review rhythm.
Weekly monitoring stays concise. Monthly reporting connects results, objectives, risks and decisions.
01
What happened
Validated portfolio, cash flow and market facts.
02
What it means
Evidence against objectives, constraints and thesis.
03
What happens next
Decisions, owners, triggers and the next review date.
Activity
An accountable record.
Data refreshes, analysis and decisions remain visible, with their quality state and owner.
Synthetic transaction tape
Public model
Investment lots
| Date | Holding | Sleeve | Invested | Current | Change |
|---|
Data quality