Finance and investing
Track and better understand BRVM portfolios
HakaFolio helps investors consolidate holdings, transactions and income to gain a clearer view of their portfolio.
Who it's for
Individual investors
Track positions, performance and dividends on the BRVM.
Multi-portfolio investors
Consolidate several portfolios in one view.
Institutions and advisers (B2B)
Supervise tracked portfolios, without executing orders.
What the application helps achieve
A consolidated view
Bring holdings, transactions and cash together to understand a portfolio.
Clear analysis
Track performance, dividends and allocation, including versus an index.
An easier start
Resume an existing portfolio from a statement, or learn with a virtual one.
Key capabilities
- In the product todayReal and virtual portfolios
- In the product todaySecurities, positions and transactions (equities and bonds)
- In the product todayCash, performance and dividends
- In the product todayAnalysis and comparison to a BRVM index
- In the product todayImport of the Official Price List and statements
- In the product todayReports and exports (PDF, Excel)
- In the product todayAlerts and signals (in-app)
How it works
Record or import
Consolidate positions
Analyze and track
HAKA Platform
Foundations shared across the HAKA suite
- Identity and access
- Documents and media
- Audit and traceability
- Cloud and integrations
Maturity and availability
The product remains in development and validation before broader commercial availability.
HakaFolio provides portfolio tracking and information tools. It does not replace the services of a licensed broker or investment adviser.
Let's discuss your needs
Let's talk about your organization and how this application can simplify your work.