PMBTS
PMBTS
Bring every DSE holding, every bank account and every monthly bill into a single, friendly view. PMBTS does the math; you make the decisions. No spreadsheets. No charts you don't understand.
Watch your shares, funds and bonds breathe in one tidy list. ROI and XIRR computed for you — no formulas, no guessing.
Learn how →Monthly envelopes that grow with you. A gentle heads-up before a category goes red. Imported automatically from your CSV statements.
Set a budget →Pick a goal — emergency fund, school fees, deposit. PMBTS shows what to set aside each month, and when you'll arrive.
Plan a goal →Monitor DSE stocks, mutual funds, bonds, and ETFs in one dashboard. Track unrealized gains, ROI, XIRR, and allocation at a glance.
BOT indicative buying, selling, and mean rates for USD, EUR, GBP, KES, ZAR and more — refreshed daily.
Monthly envelopes per category, automatic spending tracking, and gentle alerts before you go over.
Connect savings, investments, loans and assets. Watch your net worth grow with interactive monthly trend charts.
Notify when a stock hits a target price, a budget category runs low, or a bill is due — so you never miss a thing.
Performance attribution, dividend history, Sharpe ratio, and portfolio allocation breakdowns with beautiful charts.
Set goals — emergency fund, car, vacation — and track progress with deadline reminders to keep you accountable.
Comprehensive financial reports — portfolio statements, transaction history, capital gains summary — exportable to PDF or CSV.
Register with your email. No credit card required. Free to start — track unlimited transactions and securities.
Enter DSE stocks, bank accounts, mutual funds, and loans manually — or import from CSV bank statements.
Your dashboard updates in real time. Monitor performance, spot trends, and make smarter financial decisions every day.
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