Built for Zambia's investment markets
LuSE EquitiesGRZ Bonds & T-BillsUnit 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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All your holdings in one place
Every asset class, one portfolio view
Real-time performance
Track returns as they happen
Income & yield insights
Dividends, coupons & T‑bill discounts
Dashboard
Holdings
Transactions
Performance
Analytics
Reports
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 · 8 assets
+ Add Holding
MARKET VALUE
K 119,023.57
TOTAL COST
K 90,289.65
UNREALIZED P/L
+K 28,733.92
INCOME
K 19,405.00
TOTAL RETURN
+53.32%
All (8)Equities (3)Bonds (2)T-Bills (1)Unit Trusts (2)
InstrumentTypeQtyPriceMarket valueP/LReturn %Weight
GRZ14.00%7YBOND50,000K 97.48K 48,739.50+K 20,170.85+70.60%41.0%
GRZ22.49%10YBOND15,000K 127.06K 19,058.27+K 4,058.27+27.06%16.0%
GRZ 364-Day T-BillT-BILL20,000K 92.10K 18,420.00+K 1,070.00+6.17%15.5%
Airtel NetworksEQUITY80K 182.15K 14,572.00+K 3,228.80+28.46%12.2%
Zambia National Commercial BankEQUITY1,000K 9.54K 9,540.00-K 10.00-0.10%8.0%
Mpile Balanced FundUNIT TRUST1,200K 3.00K 3,600.00+K 600.00+20.00%3.0%
Copperbelt Energy CorporationEQUITY200K 16.43K 3,286.00-K 384.00-10.46%2.8%
Pru Fixed Income FundUNIT TRUST1,000K 1.81K 1,807.80+K 0.00+0.00%1.5%TOTALK 119,023.57+K 28,733.92+31.82%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
One click. No form. Ready in seconds.
›
02
Load your first transaction
Upload a deal slip or type a buy manually. Takes under a minute.
›
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 deal slip, dividend notice or BoZ CSD statement and the details are extracted for you to review. 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.
Treasury bills, end to end
Track each bill from purchase to maturity. When it matures it closes itself out, with the discount booked as income net of withholding tax.
Unit trust price tracking
Published unit prices from Zambian fund managers are collected weekly, and funds without a feed are estimated from recent purchase prices.
Live holdings with real P/L
Every buy becomes a live position, in kwacha or US dollars. Unrealised P/L, average cost and current yield appear immediately.
Full performance analytics
TWR, Sharpe ratio, max drawdown, benchmark comparison and Brinson-Fachler attribution — plus downloadable PDF statements and reports.
Dividend, coupon & distribution income
Bond coupons, T-bill discounts and LuSE dividends are booked automatically; unit trust distributions map to holdings. Trailing and projected income always current.
Automated market data
LuSE prices, BoZ FX rates, bond yields, auction results and fund prices refresh on a scheduler that knows Zambian trading holidays.
Analytics
Understand where returns come from
Benchmark comparison, income vs capital gain split and per-holding return drivers — all live.
Portfolio vs Benchmark
Portfolio +18.4%Blended benchmark +11.2%Alpha +7.2 pp
SepNovJanMarMayJulSep
Lifetime Return Split
49% Income
51% Capital
Income (dividends, coupons, T-bill discounts)
K 69,812+24.10%
Capital Gain (Unrealised)
K 72,354+24.99%
Total Return+49.09%
Return Drivers
CEC
+6.1 pp
GRZ 10-year bond
+4.8 pp
ZANACO
+3.9 pp
364-day T-bill
+2.6 pp
Unit trust
+1.9 pp
ZSUG
−0.9 pp
Ready to see your portfolio clearly?
Sign in with Google, load your first transaction, and your dashboard goes live. Takes under two minutes.