One view of what matters.
Progress, portfolio and the next decisions, organized around your objectives.
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 ↗Progress against the plan
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.
Capital with a purpose.
Each objective has a target, time horizon, funding path and visible assumptions.
From income to invested capital
Where the risk sits.
Weights, concentration and target drift are monitoring evidence. They are not automatic trade instructions.
Five decision sleeves
of capital in the top five holdings
Position count can overstate diversification when holdings share the same technology and growth drivers.
Position and target evidence
| Holding | Sleeve | Value | Portfolio wt. | Sleeve / target | Drift |
|---|
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.
Household and cost assumptions
Three market conditions
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 |
Annual source history
Not selected
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.
Know the cash flow. Prepare for the calls.
Paid dividends, forward income scenarios and upcoming company events in one review surface.
Dividend source unavailable
Next portfolio calls
Select a confirmed portfolio event.
Cash received and income concentration
Paid dividend cash by month
Where income comes from
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.
A repeatable review rhythm.
Weekly monitoring stays concise. Monthly reporting connects results, objectives, risks and decisions.
What happened
Validated portfolio, cash flow and market facts.
What it means
Evidence against objectives, constraints and thesis.
What happens next
Decisions, owners, triggers and the next review date.
An accountable record.
Data refreshes, analysis and decisions remain visible, with their quality state and owner.
Investment lots
| Date | Holding | Sleeve | Invested | Current | Change |
|---|