Demo — sample data
Good evening, Adam.
Here’s how your portfolio is doing.
Total portfolio value
PKR 12,450,000
▲ PKR 1,935,000 this year · +18.4%
Your risk profile
From your Fund Selector answers
Balanced
A measured mix — some ups and downs for meaningfully better returns than cash.
Allocation
Across your five holdings
Holdings
All low-cost — total fee 1% or under
Next best action
What we’d do this month
You’re holding 10% in idle cash (PKR 1.25m). At ~12% inflation that quietly loses about
PKR 150,000 of purchasing power a year. Moving it to your money-market fund at ~10.8% would turn
that into roughly PKR 135,000 of return instead — same day liquidity, no lock-in.
Get this for your own portfolio →