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Investing that fits your life

Build a personal investment plan in minutes.

Answer a few questions, get your allocation, and a projection in your currency.

Build my planExplore the learning hub
  • Data-backed projections
  • 20+ markets
  • Free to start
Risk profileHigh Growth
SafeSteadyBalancedGrowthHigh
Allocation
Index funds50%
Treasuries25%
Green funds15%
Single stocks10%

Core return

~8.5%

Satellite range

+12% / −4%

How your plan gets built

  1. Step 1

    Set your starting point

    Your goals, your country, your currency and the markets you can actually buy in, from the LSE to the NGX, NSE and beyond.

  2. Step 2

    Find your risk level

    Real market drops, and how you would react to them. That scores a risk tier from Safe Returns to High Growth.

  3. Step 3

    Get your allocation

    A split across treasuries, gilts, index funds, green, ethical and single stocks, sized to the risk level you landed on.

  4. Step 4

    See the numbers and act

    Expected return, a range for the riskier sleeve, and the regulated platforms in your country to open an account with.

What you get

A plan, not a quiz result

You finish with an allocation, a projection in your currency and a list of what to do next.

Explained as you go

Every term is one tap from a plain explanation, so you understand what you are choosing.

Dej, your co-pilot

Ask anything about your plan in 13 languages, with voice input and read-aloud built in.

Grounded in data

Return bands based on long-run historical asset-class performance, not marketing numbers.

Your plan, ready to act on

Answer the questions once. Poli keeps your plan, goals and projections up to date as your life and the markets move.

Build my plan

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