Dashboard
Import fund data to populate dashboard
Top 10 Funds
By composite score
| Import data to see top funds |
Benchmark Summary
Review Alerts
Import
Load fund universe from ZUR or ZI platform export
Load Fund Data
Upload .xlsx or paste tab-separated data. Format auto-detected from column headers.
Score & Shortlist
Satellite candidates, top 25 cross-sector, and sector analysis
Satellite Candidates
Top 2 qualifying funds + 3 alternates
Top 25 Cross-Sector
All funds ranked by composite score
| Score data first |
Portfolio Monitor
Core sell signals, satellite status, and benchmark comparison
Core 1
Core 2
Core 3
Gold
Cash
Satellite 1
Satellite 2
Macro Flags
Benchmark Comparison
Portfolio vs S&P 500 TR vs MSCI World
| Configure portfolio and load benchmarks |
S&P 500 TR comparison is indicative only. Direct S&P 500 investment is not available to UAE residents in a compliant, life-covered, tax-efficient wrapper. Past performance does not guarantee future returns.
Fund Universe
All loaded funds — sortable and filterable
| Import data first |
Benchmarks
S&P 500 TR and MSCI World benchmark data
S&P 500 TR — Morningstar Paste
Paste the performance table from Morningstar
MSCI World
Paste or enter MSCI World benchmark data
Twelve Data API Key
Free API key from twelvedata.com — fetches live SPX and URTH prices
Annual Returns Reference
S&P 500 TR comparison is indicative only. Direct S&P 500 investment is not available to UAE residents in a compliant, life-covered, tax-efficient wrapper. Past performance does not guarantee future returns.
Client Workspace
Select a client to open their workspace
CRM
Client relationship management
History
Score snapshots and portfolio events
Score Snapshots
No snapshots yet
Portfolio Events
XIRR Calculator
Calculate annualized return from payment history
Paste Payment Schedule
Settings
Portfolio configuration, 2FA, and data management
Portfolio Configuration
7 configurable slots — fund names autocomplete from loaded universe