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Finance and investing

Track and understand your BRVM portfolios

HAKA helps investors track their positions, transactions and portfolio performance, with information and analysis tools.

Who it's for

The profiles involved

  • Individual investors

    Track one or several portfolios and their performance.

  • Multi-portfolio investors

    Consolidate data from several BRVM sources.

  • Institutions and brokerages (B2B)

    Equip adviser dashboards, within scope.

  • Learners

    Practice with virtual portfolios.

The field

Tracking a portfolio needs reliable data

Market information is scattered and analyzing a portfolio takes time.

  • Scattered data

    Positions, transactions and prices come from multiple sources.

  • A clear reading expected

    Performance, allocation and dividends must be understandable.

  • A framework to respect

    Tracking and informing is not advising or executing.

Goals

What investors are looking for

  • A consolidated view

    Bring positions, cash and transactions together in one place.

  • Analysis

    Performance, allocation, dividends and comparison to a BRVM index.

  • Information

    Exports and signals to inform decisions, without replacing a professional.

Application

The domain's primary application

HAKA Platform

Shared foundations at work

  • Identity and access
  • Audit and traceability
  • Documents and media
  • Cloud and integrations

Transparency

Maturity and scope

  • HakaFolio is in advanced development; real-time market feeds are not presented as available.
  • ⛔ HakaFolio is not a brokerage, a broker, a manager, an execution platform, or a personalized advisory service.

HakaFolio provides tracking and information tools. It does not replace the services of a brokerage or a licensed adviser.

Track your portfolios with clarity

Explore HakaFolio, or tell us about your needs.