Run a household book like an allocator, not a ticker tape.
Portfolio management on Delvue is the operating system for sleeves, cash, lots, and rebalance notes. The mock dashboard is the front door. The work is drift, liquidity, and saying no to trades that do not fit the IPS.
Sleeves in mock
3+
Drift example
4.8%
Cash band
8–12%
Review style
Human OK
Sleeves are the unit of work
AI growth, a Namibia-tilted index, and a solar note should not fight for a single pie chart. Each sleeve has a job, a benchmark, and a cash buffer. The household view rolls them up. That is how allocators already think — we are putting it on a screen a first-time investor can read.
- Sleeve-level benchmarks and drift bands
- Household roll-up without losing the story of each sleeve
- Rebalance proposals tagged to the sleeve that actually drifted
The rebalance is a document
We do not want a silent midnight trade. The planned product shows why, how much, what it does to risk, and what it does to lots. If you reject it, the note stays in the audit trail. That is slower than a meme-stock app. That is the point.
- Before / after risk snapshot on the proposal
- Lot-aware sells when harvesting is in the mandate
- Nothing in today’s mock executes a real order
Built for NAD books
Offshore platforms report in USD and treat NAD as a footnote. Delvue’s portfolio layer is NAD-native: funding, fees, and household goals in Namibian dollars, with FX called out when a sleeve is not.
- NAD as the default reporting currency
- FX overlay when USD or ZAR names sit in a sleeve
- Goal progress in the same unit as rent and school fees
Map sleeves
Name the jobs: growth, income, home deposit, RWA satellite.
Set bands
Cash floor, max single-name, max sector, max illiquid.
Ingest lots
When live, brokers and issuance records feed the same lot file.
Approve drift
Co-pilot proposes. You click. The book stays yours.
| View | Shows | Hides |
|---|---|---|
| Household | Net value, mix, goals | Every fill |
| Sleeve | Benchmark, drift, cash | Other sleeves’ noise |
| Proposal | Trades, risk, lots | Marketing copy |
| Audit | Who approved what | Silent automation |
Will Delvue auto-trade my book?
The design is human-in-the-loop for rebalances. Defaults may exist later for those who opt in. This page does not promise unmanned trading.
Can I import an existing broker?
Planned for partners and CSV/lot import. Not available on this marketing site.
Is this Robo-advisor 2015?
No. Sleeves include indexes and RWA, not only a 60/40 ETF glide.
Advisor access?
See For Wealth Managers. Same ledger, different book UI.
Continue
Investment Platform
Delvue is being built as a single Namibian desk: AI sleeves, direct indexes, and tokenized real-world assets sharing custody, reporting, and a waitlist-first onboarding path. This is the map of the platform — not a live brokerage.
AI Portfolio Analyst
The analyst screen ranks what to cut, add, harvest, or leave alone. Confidence, tax notes, and mandate fit sit on the same row. It is a conversation with a very fast junior analyst who does not get to trade without you.
Risk Center
Risk Center is a heatmap of the things that actually hurt: a −6.1% drawdown band, 30-day liquidity, NAD FX, credit on an RWA sleeve, ops green/red. It is not a shield emoji. It is the brake pedal for the whole desk.
Portfolio Management is on the map. The desk is not live.
Join the waitlist if this page is why you showed up. We email when onboarding opens.