Net worth, allocation, goals, and cash — in the same daylight.
Wealth Intelligence is the light-mode desk for households: what you have, how it is mixed, which goals are funded, and whether liquidity will survive the next school term. It is not a fitness app for money. It is a calm board.
Mock net worth
N$ 412k
Goals in mock
3 of 5
Risk score
6.2 / 10
Cash shown
Yes
A dashboard that admits missing data
Most wealth apps invent completeness. If we cannot see a pension or a plot in Rundu, the net worth number should look unfinished. That is more useful than a fake N$ 412k that looks official.
- Manual assets with “unverified” chips (planned)
- Connected sleeves vs declared sleeves
- No fake completeness score
Goals are accounts with dates
The goals mock is a progress bar because that is honest. Behind it: a cashflow assumption, an inflation assumption, and a risk the household accepted. If the home deposit is 2029, the RWA 2036 note is the wrong tool.
- Each goal can map to sleeves
- Overfunding one goal should not silently starve cash
- Financial Goal Tracking is the same idea, deeper
Intelligence, not gamification
No streaks. No confetti for a 2% day. Wealth Intelligence is for Wednesday evening after work in Windhoek, not for a dopamine loop.
- Quiet UI on purpose
- Risk score explained, not a traffic light without a legend
- Links out to Risk Center when something is actually wrong
Net worth
Assets minus the debts we can see — with gaps labelled as gaps.
Allocation
Equity, RWA, cash, alts as bars a non-analyst can read.
Goals
Emergency, home, education — funded % not a motivational quote.
Cash flow
What lands, what leaves, what is pretend (planned).
Liquidity
How much is actually available in 30 days.
Tax view
Lots and harvest notes when we have the file.
List what you have
Sleeves plus the messy rest of life.
Name goals
Dates and NAD amounts, not vibes.
Set cash floor
The allocation bars will nag you if you skip this.
Review monthly
Not hourly. This is not a day-trading toy.
| Panel | Question | Next door |
|---|---|---|
| Net worth | What is the pile | Transparency Center |
| Allocation | Is the mix on purpose | Portfolio Management |
| Goals | Are dates funded | Strategies |
| Liquidity | Can I pay for life | Risk Center |
Will it pull my bank?
Open banking / rails TBA. Do not assume a live bank feed on this site.
Is the N$ 412k real?
No. Sample mock.
Tax intelligence?
Planned as a view, not as a filing product on day one.
Family office?
Same ideas, heavier on For Institutions and Wealth Managers.
Continue
Portfolio Management
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.
Investment Strategies
Goal-based cores, satellite alts, direct-index tilts, and AI sleeves are recipes. This page is a vertical timeline: pick a job, pick a pace, pick a liquidity budget. Custom portfolios come after you can explain the recipe in one sentence.
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.
Wealth Intelligence 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.