GRZ bonds, T-bills, LuSE and global stocks, crypto, deposits, property and cash — aggregated, valued, and explained by an AI that actually knows what you hold.
Your net worth stands at K1,667,340, up K41,380 this month — driven mostly by yield compression across your GRZ bond holdings.
An investor with a diversified portfolio ends up asking the same questions every week — and no single view has the answer:
TulaIQ pulls every asset class you hold into a single consolidated view, values everything in kwacha, and puts an AI on top that can answer questions about your actual portfolio — not a generic chatbot.
Not a generic global portfolio tracker with ZMW bolted on. Everything below is here because a real user asked for it.
The only platform with the full BoZ auction database going back a decade. Enter your ISIN and every field auto-fills. DCF fair value, coupon schedules, WHT-adjusted income, all calculated automatically.
Ask anything about your actual holdings in plain language. "What matures in the next 90 days?" "Am I over-concentrated in bonds?" "What did I earn from ZM5646 last quarter?" — with real answers grounded in your data.
Every month, a plain-English explanation of what actually moved your net worth — bond fair value shifts, coupons received, FX moves — so you understand the "why," not just the delta.
Link each bond, T-bill, deposit, or rental to a cash account. Coupons, maturities and rent automatically flow to the right place — no more chasing what got paid where.
Real retirement projections against your live portfolio, contributions and assumptions — with a 10,000-run simulation showing not just the target, but how likely you are to hit it.
Current GRZ bond yields, T-bill rates, LuSE stocks, global indices and FX — all in one place, refreshed automatically. Watchlist any ticker across NYSE, NASDAQ, LSE, JSE, or LuSE.
The AI has full context on your actual portfolio — every bond, every stock, every scheduled coupon — so answers reference your holdings by name, not generic advice.
We built TulaIQ specifically because your financial life shouldn't live scattered across five vendors' clouds. Here's exactly what we do and don't touch.
PDFs processed and deleted within 60 seconds. Only your holdings and values are saved — never the original file.
We only accept broker and crypto exchange statements. No bank credentials, no read-only tokens, no aggregator middlemen.
Your holdings, balances and portfolio activity stay yours — never packaged, never sold to third parties, never used for anything beyond running your dashboard.
Export every holding as CSV or permanently delete your entire account in one click. No support tickets, no waiting.
The free tier is a real product, not a demo. Upgrade only when the value's obvious.
Everything you need to consolidate your portfolio manually.
For serious investors who want the full picture and AI-powered insights.
For chilimba groups, syndicates, and clubs managing pooled capital.
Zambia's first consolidated investment intelligence platform. Free to start.