Projected from 00:01 Kampala time · based on your latest balance
PROFIT EARNED
Recorded credits from uploaded history · estimates shown separately
TOTAL INVESTMENT VALUE
LIVE GROWTH
UGX 0.00
Recorded balances plus projected growth since your latest statement.
Unit trust growth per dayActual balances require statement reconciliation
UNIT TRUST CAPITAL DEPOSITED
Invested capital · excludes earned profit
RECORDED PROFIT EARNED
WITHDRAWALS
PERSONAL ACCOUNT
BABU MOTORS ACCOUNT
TOTAL PROFIT · LIVE PROJECTION
Total modeled profit
Unit trust growth · 5 years
● Projected balanceCurrent balance · no future deposits or withdrawals
Portfolio allocation
Future profit · years 1–5
Additional profit from the current invested balance
Year-by-year outlook
Recorded balance history
Deposits & profit by month
Recorded figures come from your statements. Running figures estimate growth between updates; upload a new statement to reconcile actual profit, deposits and withdrawals. Shares and securities use entered valuations.
Unit trust investments
Investment & withdrawal ledger
Record each deposit on its actual date. Withdrawals reduce the projected balance from their date.
Uganda Securities Exchange
Record executed purchases only. Current prices and dividends are manual entries. Valuation includes purchase fees in cost, but excludes future selling fees and taxes.
Government T-bills & bonds
T-bill maturity profit = face value minus purchase cost. Bond coupon estimates use the entered annual coupon and withholding rate; coupons are separate cash flows and are not automatically reinvested or added to portfolio value.
Build your next investment
Uses the annual effective profit rate in Settings. Monthly additions occur at month-end. Taxes, fees and exchange-rate changes are excluded.
PROJECTED FUTURE VALUE
Year-by-year projection
Statements & reports
Upload fund statement
PDF with selectable text, Excel .xlsx, CSV, or saved Cornerstone MHT page. Files are processed on this device.
Reconcile latest balance
Confirm the time this closing balance represents.
Amounts use Source currency. Confirm totals from the statement; blank totals are not treated as zero.
Import preview • editable
Extracted source text
Statement transactions
Reconciled statements
Settings & data
Your records stay on this device
The dashboard starts empty. Add your actual balances and purchases; it does not connect to Cornerstone, USE or your bank.
Data saves in this browser when supported. Export a backup regularly, especially before changing devices or browsers.
