Share-only portfolio view

NAD Portfolio IQ

Demo dataset loaded. Upload the NAD share workbook as CSV to test import.
Portfolio value R 0 Shares only · current market value 0.0% since cost
Total share cost R 0 Book cost of listed shares Break-even line on trend
Net profit / loss R 0 Unrealised share uplift / drawdown 0.0%
Dividend income R 0 Full 12-month annual dividend income 0.0% portfolio yield

Portfolio value trend

Longer time lapse with break-even cost line

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Market value Break-even cost line Benchmark path

Allocation by counter

Market value weighting with percentage indicator

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-largest

Movement by counter

Rand contribution over the selected reporting range

AI board commentary

Automated share-portfolio interpretation

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Share holdings

Shares only. No futures, cash or non-share instruments included.

Full 12-month dividend income

Annual dividend income by counter and yield on current value.

Board pack notes

Use the export button to download a concise board pack text file.

AI commentary layer

Investment-style commentary, risks, concentration and action list.