Build Wealth with a Plan. Leave a Legacy with Confidence.

Legacy Portfolio Planner™ is a wealth-planning and portfolio record-keeping tool designed for Nigerian investors who want more than a stock tracker.

Built specifically for the Nigerian market, the software helps you set a financial target, track your progress, measure investment performance, project future wealth under your own assumptions, manage portfolio risk, plan retirement income, and model the legacy you intend to leave for future generations.

Whether you invest for retirement, financial independence, passive income, home ownership, or family wealth transfer, Legacy Portfolio Planner provides a structured framework organised the way a professional annual review runs, with real NGX price data.

Key Features

✅ Live NGX share and ETF prices (other assets priced by you)

✅ Official CBN exchange-rate integration

✅ Portfolio performance tracking with true money-weighted returns (XIRR)

✅ Dividend income forecasting and calendar

✅ Goal-based wealth planning

✅ Retirement and income-phase modelling

✅ Net worth and legacy estate tracking

✅ Rebalancing worksheet against the target mix you set (never suggests a security)

✅ 500-scenario Monte Carlo simulations

✅ Historical NGX stress testing

✅ Property affordability planning

✅ Investment Policy Statement (IPS) generation

✅ Broker statement imports

✅ Windows, Web and Excel-compatible workflow

✅ Free updates and ongoing improvements

Licence: one named person, personal use. Your copy carries your name and licence number. No sharing or resale.

Not financial advice. This is an educational planning tool. It contains no recommendations to buy or sell any security. Every figure is an example or an assumption you can change. Speak to an SEC-registered investment adviser before acting. Projections and probabilities are illustrations based on assumptions; markets behave differently. Past performance is not a guide to the future. Your personal licensed copy is emailed within 24 hours of purchase.

Support: support@legacyportfolioplanner.com · Website and free demo: https://legacyportfolioplanner.com

Steve Onu