Goal Planner
Work backwards from your target — find exactly how much to save monthly
Your Goal
3 Years
1 yr51015 yrs
Allocation Mix
💰 Money Market Fund40%
Net yield: 12.1% · Min: KES 1,000
📈 Treasury Bill20%
Net yield: 13.4% · Min: KES 50,000
🏛 IFB Bond25%
Net yield: 17.5% · Min: KES 3,000
🤝 SACCO Dividend15%
Net yield: 14.3% · Min: KES 5,000
Total: 100% ✓ Balanced
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KES 22,502
Blended Yield
14.0% net
Goal
KES 1.00M
Interest Earned
KES 189,937
Savings Trajectory to KES 1.00M
Allocation Breakdown & Minimum Capital
💰 Money Market Fund
Net 12.1% · Low risk · Min KES 1,000
KES ????
??% of portfolio
📈 Treasury Bill
Net 13.4% · Low risk · Min KES 50,000
KES ????
??% of portfolio
🏛 IFB Bond
Net 17.5% · Low risk · Min KES 3,000
KES ????
??% of portfolio
🤝 SACCO Dividend
Net 14.3% · Medium risk · Min KES 5,000
KES ????
??% of portfolio
Pro Feature
Fund-by-fund breakdown + optimal allocation AI
Also includes: AI Oracle · Tax Optimizer · Portfolio Tracker
Your Plan Summary
Save KES 22,502/month for 3 years at a blended 14.0% net yield to reach KES 1.00M