Now in Beta · Zambia's First Consolidated Investment Dashboard

Every investment.
One intelligent dashboard.

GRZ bonds, T-bills, LUSE stocks, global ETFs, crypto, and term deposits — aggregated, valued, and analysed by AI. Built for the serious Zambian investor.

Start for Free →See how it works

No credit card required · Free tier available · Setup in under 5 minutes

The Problem

Your portfolio is scattered.
TulaIQ brings it together.

A Zambian investor with a diversified portfolio is doing this every day:

🏛

Logging into the BoZ CSD portal

To check bond balances, coupon schedules, and maturity dates one by one.

📈

Checking Interactive Brokers or Trading 212

For global stocks and ETFs in a completely separate app with no ZMW context.

₿

Opening a crypto wallet or exchange

For digital asset holdings that live on yet another platform entirely.

🏦

Calling the bank

Just to check a term deposit balance or confirm an interest rate.

📊

Maintaining a spreadsheet

That's already out of date the moment you close it.

TulaIQ gives you one number.

One screen. One AI that understands your entire portfolio — and answers questions about it in plain English.

Asset classes tracked6

Bond data auto-fill from ISINYes

Setup timeUnder 5 minutes

Documents storedZero

Features

Built for how Zambian
investors actually invest.

🏛

Deep GRZ Bond Intelligence

The only platform with a comprehensive BoZ bond database covering 2015 to 2026. Enter your ISIN and every detail auto-fills. DCF fair value, coupon schedules, yield compression, and accrued interest — all calculated automatically.

🤖

AI Portfolio Assistant

Ask anything about your entire portfolio in plain language. "What's my income for the next 12 months?" "When does my next coupon arrive?" "How is my portfolio performing across all asset classes?" Powered by Claude with full portfolio context.

📊

Consolidated Dashboard

One number. One screen. Total portfolio value, unrealised gains, annual income, and upcoming cashflows across all six asset classes — updated with live market prices every time you open the app.

📅

Income Timeline

See every coupon payment, T-bill maturity, and term deposit return across the next 12 months. Know exactly what cash is coming and when — before it arrives.

🔒

Privacy First

No documents stored. PDFs processed and deleted within 60 seconds. Only your holdings and values are saved — never the original file. No advertising. No data selling. Ever.

💱

Multi-Currency

Live exchange rates across Zambia, the United Kingdom, South Africa, and the United States. All holdings automatically converted to ZMW for a true consolidated view of your total wealth.

Asset Classes

Everything you own.
In one place.

TulaIQ tracks every asset class a Zambian investor holds — all in one consolidated view.

🏛

GRZ Bonds

📋

Treasury Bills

📈

LUSE Equities

🌍

Global Stocks

₿

Crypto

🏦

Term Deposits

Privacy & Trust

Your data is yours.
Full stop.

✓

No raw document storage

PDFs processed in real time and deleted within 60 seconds. Only your holdings and values are saved — never the original file.

✓

No bank statements — ever

We only accept broker and crypto exchange statements. We never ask for bank login credentials or personal documents.

✓

No advertising, no data selling

TulaIQ is subscription-funded. Your data is never sold to third parties or used for any purpose beyond running your dashboard.

✓

You control everything

Delete any holding, export your data as CSV, or permanently delete your account — any time, instantly, no questions asked.

What we handle

YESBroker statements

YESCrypto exchange statements

YESBoZ Award Notices for bond confirmation

NOBank statements — never requested

NOLogin credentials or passwords

NONational ID or personal documents

NORaw files stored after processing

Pricing

Start free. Upgrade when you're ready.

No credit card required. Cancel any time.

Starter

Free forever

For investors getting started with consolidated portfolio tracking.

✓ 1 portfolio

✓ Manual entry across all asset classes

✓ Basic consolidated dashboard

✓ Limited AI chat

Get Started

Personal Pro

K200 / month

For serious investors who want the full picture and AI-powered insights across every asset class.

✓ Everything in Starter

✓ PDF statement upload

✓ Full AI portfolio assistant

✓ Income projections & cashflow timeline

✓ Live market prices

✓ Multi-currency support

Start Free Trial

Groups

Tailored

For investment clubs and syndicates managing pooled capital. Pricing based on group size and requirements.

✓ Everything in Pro

✓ Multi-member portfolios

✓ Shared group dashboard

✓ Member contribution tracking

✓ Pro-rata income analytics

Ready to see your
full picture?

Join Zambia's first consolidated investment intelligence platform.

Get Started Free →Sign In

Free tier available · No credit card · Setup in under 5 minutes

Now in Beta · Zambia's First Consolidated Investment Dashboard

Every investment.
One intelligent dashboard.

GRZ bonds, T-bills, LUSE stocks, global ETFs, crypto, and term deposits — aggregated, valued, and analysed by AI. Built for the serious Zambian investor.

Start for Free →See how it works

No credit card required · Free tier available · Setup in under 5 minutes

TulaIQ.app · Consolidated Portfolio

Total Portfolio Value

K2,207,443

Total Cost

K1,958,317

Unrealised P&L

+K249,126

Annual Income

K198,420

Asset Classes

GRZ Bonds

K1,243,515

+27.7% return

Stocks & ETFs

K144,077

+42.9% return

Crypto

K121,345

−44.9% return

The Problem

Your portfolio is scattered.
TulaIQ brings it together.

A Zambian investor with a diversified portfolio is doing this every day:

🏛

Logging into the BoZ CSD portal

To check bond balances, coupon schedules, and maturity dates one by one.

📈

Checking Interactive Brokers or Trading 212

For global stocks and ETFs in a completely separate app with no ZMW context.

₿

Opening a crypto wallet or exchange

For digital asset holdings that live on yet another platform entirely.

🏦

Calling the bank

Just to check a term deposit balance or confirm an interest rate.

📊

Maintaining a spreadsheet

That's already out of date the moment you close it.

TulaIQ gives you one number.

One screen. One AI that understands your entire portfolio — and answers questions about it in plain English.

Asset classes tracked6

Bond data auto-fill from ISINYes

Setup timeUnder 5 minutes

Documents storedZero

Features

Built for how Zambian
investors actually invest.

🏛

Deep GRZ Bond Intelligence

🤖

AI Portfolio Assistant

📊

Consolidated Dashboard

One number. One screen. Total portfolio value, unrealised gains, annual income, and upcoming cashflows across all six asset classes — updated with live market prices every time you open the app.

📅

Income Timeline

See every coupon payment, T-bill maturity, and term deposit return across the next 12 months. Know exactly what cash is coming and when — before it arrives.

🔒

Privacy First

No documents stored. PDFs processed and deleted within 60 seconds. Only your holdings and values are saved — never the original file. No advertising. No data selling. Ever.

💱

Multi-Currency

Live exchange rates across Zambia, the United Kingdom, South Africa, and the United States. All holdings automatically converted to ZMW for a true consolidated view of your total wealth.

Asset Classes

Everything you own.
In one place.

TulaIQ tracks every asset class a Zambian investor holds — all in one consolidated view.

🏛

GRZ Bonds

📋

Treasury Bills

📈

LUSE Equities

🌍

Global Stocks

₿

Crypto

🏦

Term Deposits

Privacy & Trust

Your data is yours.
Full stop.

✓

No raw document storage

PDFs processed in real time and deleted within 60 seconds. Only your holdings and values are saved — never the original file.

✓

No bank statements — ever

We only accept broker and crypto exchange statements. We never ask for bank login credentials or personal documents.

✓

No advertising, no data selling

TulaIQ is subscription-funded. Your data is never sold to third parties or used for any purpose beyond running your dashboard.

✓

You control everything

Delete any holding, export your data as CSV, or permanently delete your account — any time, instantly, no questions asked.

What we handle

YESBroker statements

YESCrypto exchange statements

YESBoZ Award Notices for bond confirmation

NOBank statements — never requested

NOLogin credentials or passwords

NONational ID or personal documents

NORaw files stored after processing

Pricing

Start free. Upgrade when you're ready.

No credit card required. Cancel any time.

Starter

Free forever

For investors getting started with consolidated portfolio tracking.

✓ 1 portfolio

✓ Manual entry across all asset classes

✓ Basic consolidated dashboard

✓ Limited AI chat

Get Started

Personal Pro

K200 / month

For serious investors who want the full picture and AI-powered insights across every asset class.

✓ Everything in Starter

✓ PDF statement upload

✓ Full AI portfolio assistant

✓ Income projections & cashflow timeline

✓ Live market prices

✓ Multi-currency support

Start Free Trial

Groups

Tailored

For investment clubs and syndicates managing pooled capital. Pricing based on group size and requirements.

✓ Everything in Pro

✓ Multi-member portfolios

✓ Shared group dashboard

✓ Member contribution tracking

✓ Pro-rata income analytics

Ready to see your
full picture?

Join Zambia's first consolidated investment intelligence platform.

Get Started Free →Sign In

Free tier available · No credit card · Setup in under 5 minutes

Every investment.One intelligent dashboard.

Your portfolio is scattered.TulaIQ brings it together.

Built for how Zambianinvestors actually invest.

Everything you own.In one place.

Your data is yours.Full stop.

Start free. Upgrade when you're ready.

Ready to see yourfull picture?

Every investment.One intelligent dashboard.

Your portfolio is scattered.TulaIQ brings it together.

Built for how Zambianinvestors actually invest.

Everything you own.In one place.

Your data is yours.Full stop.

Start free. Upgrade when you're ready.

Ready to see yourfull picture?

Every investment.
One intelligent dashboard.

Your portfolio is scattered.
TulaIQ brings it together.

Built for how Zambian
investors actually invest.

Everything you own.
In one place.

Your data is yours.
Full stop.

Ready to see your
full picture?

Every investment.
One intelligent dashboard.

Your portfolio is scattered.
TulaIQ brings it together.

Built for how Zambian
investors actually invest.

Everything you own.
In one place.

Your data is yours.
Full stop.

Ready to see your
full picture?