THE LEARNING LAB / FREE TO EVERYONE

Turn target weights
into a purchase plan.

Enter your own dated prices, intended weights, dividends, and order costs. The planner converts them into whole-share purchases, an allocation check, and an income estimate. It does not recommend companies or use live market prices.

Your portfolio assumptions

Start with the illustrative SCOM, EQTY and NSE example below, or replace it with your own holdings. These sample prices and dividends are not live market data or investment recommendations; enter dated figures before relying on a plan. Add up to 10 holdings. Target weights are your decision.

Shared plan

Total capital (KES)

Deployment months

Percentage commission (%)

Fixed order fee (KES)

Minimum order fee (KES)

Cash reserve (KES)

Default dividend withholding rate (%)

Purchase mode

Each order uses percentage commission plus fixed order fee, subject to any minimum order fee. Use zeros for fee types that do not apply.

Holdings

Enter target weights. They must total 100% before a plan can be built.

Ticker or company	Share price	Target weight %	Annual dividend / share	Withholding %	Sector
Ticker or company	Share price	Target weight	Annual dividend per share	Withholding rate	Sector
Ticker or company	Share price	Target weight	Annual dividend per share	Withholding rate	Sector
Ticker or company	Share price	Target weight	Annual dividend per share	Withholding rate	Sector

The planner calculates on the server and does not save portfolio inputs to your account or browser.

Make the allocation explicit.

Price determines how many shares fit your plan. Dividend per share estimates income. Neither determines how much of the portfolio should go to a company. That is why the planner asks you to state the target weights first.

Take the research further.

Read the full NSE dividend-growth case, then use its companion formula workbook for changing prices, dividend growth, reinvestment, rebalancing bands, dividend cuts, sector limits, and scenarios.

Read the DCA research →

Turn target weightsinto a purchase plan.

Your portfolio assumptions

Make the allocation explicit.

Take the research further.

Build a routineyou can revisit.

Turn target weights
into a purchase plan.

Build a routine
you can revisit.