Anchor NeuroGrid

Live market intelligence across top S&P 500 constituents

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Economic Calendar

Prediction Markets

Trending markets from Polymarket — sorted by 24h volume

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Prediction Market Scanner

AI-powered analysis of high-probability Polymarket events

AI Search

Can't find what you're looking for? Describe your ideal bet and let AI scan every active market for you.

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What-If Scenario Engine

Model geopolitical and economic shocks to see their cascading impact on South African markets, your bond repayment, and portfolio positioning. Toggle multiple scenarios to see compounding effects.

Clients

My Watchlists

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AI-Powered Presentations

Generate professional, brand-compliant investment presentations in seconds. Upload your context, describe your vision, and let AI do the rest.

Context-Aware

Upload PDFs, Word docs, or audio files — AI understands your content

Brand Compliant

Anchor colours, typography, layouts, and nautical photography enforced

Export & Save

Download as PDF or editable PowerPoint, save to your profile

Professional Investment Proposals

Create comprehensive, data-driven proposals with sophisticated asset allocation, cash flow analysis, and fund recommendations for your clients.

Smart Allocation

Bi-directional risk profiling with intelligent fund selection

Multi-Horizon Analysis

Comprehensive cash flow projections with milestone tracking

Anchor Funds

Curated fund selection with real-time performance data

Client Information

Client Name *

Client Type

Contact Person *

Email (record-keeping only)

Phone Number (record-keeping only)

Address (record-keeping only)

Investment Accounts

No investment accounts added yet.

Click "Add Account" to add entities and their investment amounts.

Current Market Outlook

The Navigator – Anchor's Strategy and Asset Allocation, 1Q26 (19 January 2026)

The global investment landscape remains shaped by elevated uncertainty — from renewed US trade tensions and AI valuation concerns to intensifying geopolitical risks and domestic SA challenges including a failed National Budget. Despite these headwinds, financial markets have continued to reward investors. Anchor's view is that momentum in global earnings growth will persist, supported by the ongoing US rate-cutting cycle, and that staying invested with a disciplined strategy consistently outperforms attempts to time the market.

Anchor advocates a balanced, diversified approach with meaningful offshore exposure to capture global opportunities and mitigate SA-specific risk. We see the current rand/dollar level as reasonable for externalising capital and believe alternative assets — including hedge funds, structured products, and physical property — will become increasingly attractive as interest rates decline. A pro-risk stance, underpinned by a long-term plan and patient execution, remains the most effective path to achieving clients' investment outcomes.

Problems We’re Solving

A punchy 3–5 line list of the specific problems this proposal addresses. Examples: CGT mitigation, inheritance-tax planning, capital preservation against inflation, replacement income from year 3. One problem per line — surfaced first in the deliverable so the client immediately sees what’s being solved.

Client Objective

Investment goals, risk appetite, time horizon, and special instructions — extracted from the meeting document or entered manually.

Liquidity Requirements

Known cash needs, scheduled withdrawals, emergency reserves, and the proportion that must remain readily accessible — auto-populated from the uploaded document where mentioned.

Portfolio Constraints (optional)

Structured constraints are validated in real-time when you set allocations, and included in the AI prompt.

Minimum Offshore (%)

%

Maximum Equity (%)

%

Excluded Asset Classes

Listed Property / REITs Alternative Investments Hedge Funds

Tax Considerations

Estate Considerations

How would you like to build the portfolio?

Choose your preferred approach to creating the investment proposal

Recommended

Guide Me

Set your risk profile and allocations first. We'll recommend funds that match your criteria automatically.

Start with risk tolerance
Set SA & Offshore allocations
Funds auto-selected to match

Choose Funds

Manually select specific funds and set their allocations. Full control over every fund in the portfolio.

Browse all available funds
Set custom allocations
Complete manual control

Credo Multi-Asset Allocation

Credo

Risk Profile

Pick a starting risk profile, then fine-tune the four dials. The dialled mix is matched to a blend of the three Credo funds.

Pick a risk level above to set the target mix — then fine-tune with the dials below (a manual override).

Stocks%

Bonds%

Cash & Equivalents%

Alternatives%

Fund Blend

Target vs. Achieved

South Africa (SA) Portfolio

South Africa

Risk Profile – Auto Allocation

Select a risk profile to automatically set asset allocation percentages

Stocks%

Bonds%

Cash & Equivalents%

Alternatives%

Offshore Portfolio

Offshore

Risk Profile – Auto Allocation

Select a risk profile to automatically set asset allocation percentages

Stocks%

Bonds%

Cash & Equivalents%

Alternatives%

Geographic Exposure Allocation

Adjust the split between local and offshore investments

Geographic Exposure Allocation

Control how your portfolio is distributed between local and offshore investments

Local vs Offshore Exposure% Local

100% Offshore100% Local (ZAR)

70% Local / 30% Offshore

Offshore Structure (Feeder vs Direct)% Feeder

100% Direct USD100% ZAR Feeder Funds

50% Feeder / 50% Direct USD

Currency & Investment Structure

Currency Breakdown

Remaining in ZAR:85.0%

Converted to USD:15.0%

Allocation Details

Current Holdings (Optional)

Existing Portfolio

List the client's current holdings so the AI populates the existing-portfolio slide accurately — not from fabricated data.

Portfolio Commentary (optional)

Auto-select Anchor funds prioritised · 3rd-party only as fallback

Recommended SA Funds

South Africa

Risk Profile: Medium • 0 funds selected

0%

Recommended Offshore Funds

Offshore

Risk Profile: Medium • 0 funds selected

0%

Platform Providers

Select the platform providers to include in the proposal. Each selected provider adds its dedicated slide to the exported PPTX.

Platform Selection

Select the platform(s) to include in this proposal. Each selected platform adds a dedicated description section to the exported Word document. You may include one, two, or all three.

Credo

Full-service custody & trading — LSE member, 60+ global markets, 14 currencies, UK or Channel Island custodian.

Fundrock (formerly BCI)

Anchor’s local unit trusts — administered by Fundrock (formerly BCI) on behalf of Anchor, with full client reporting and online access.

Anchor Stockbrokers

JSE member — equities, cash, listed property and Anchor unit trusts, assets held in safe custody off Anchor’s balance sheet.

Fee Structure

Management Fee (% p.a.)

%

Advisory Fee (% p.a.)

%

Performance Fee (% p.a.)

%

Platform Fee (% p.a.)

%

Fee Summary

Portfolio Value

R

Total Annual Fees 0.00% p.a.

Management Fee:0.00% p.a.

Advisory Fee:0.00% p.a.

Performance Fee:0.00% p.a.

Platform Fee:0.00% p.a.

Platform Fee Disclosure

Platform administration fees and underlying fund Total Expense Ratios (TERs) may vary over time and are subject to the platform provider's fee schedule and individual fund mandates. Current fee structures are available on request and are disclosed in the relevant fund fact sheets.

Product & Wrapper Selection

Select which product slides to include in the exported PPTX. Unselected products will be stripped from the final presentation. Core slides (cover, about, client, portfolio, proposal) are always included.

FX rate: 1 USD = ZAR

Initial Investment

R

Client Age

Expected Annual Return

%

Monthly Contribution

R

Contribution start (years from now)

Contribution Horizon (years)

Monthly Withdrawal

R

Withdrawal start (years from now)

Withdrawal Horizon (years)

Inflation Rate

%

Cash-flow Projection Horizon (years)

Lifetime planning window — fills in automatically as 100 − client age. Type your own number to override.

Portfolio returns (% — comma-separated: Inception, 5Y, 3Y, 1Y, 3M, 1M, YTD)

Benchmark returns (% — same format; leave blank to use em-dashes)

Figures as-at date (optional)

The valuation date the returns, holdings and asset mix were snapshotted on. Appears verbatim in the performance footnote, holdings caption and asset-allocation chart caption — e.g. “Bloomberg pricing as of 31 July 2026 close”. Leave blank to use the template default.

Portfolio inception date (optional)

The original start date of the mandate, if this is an EXISTING portfolio with prior history. Stamps into the performance footnote (e.g. “Inception date: 1 July 2014”). Leave blank for new mandates.

Life Events (optional)

Add once-off expenses like property purchases or education costs. These are treated as lump-sum withdrawals in future years.

Executive Summary

Nominal vs Real Portfolio Value

Effective Withdrawal Rate

The 4% rule suggests withdrawing no more than 4% annually to maintain portfolio longevity.

How Your Portfolio Grows While You Withdraw an Income

Blue: What you still have. Gold: What you've taken out so far.

This chart tracks what remains invested against the total income taken out so far, under the return and fee assumptions above.

Key Milestones Timeline

Summary

Annual Cash Flow Table

Proposal Data Summary

No PDF uploaded yet

Go back to Client Info and use the Auto-populate from PDF button to upload a client document. The AI will extract all relevant data and use it to generate the proposal.

Proposal Focus (optional)

Chart Generator

Upload data files, paste values, or snap a screenshot of any chart — AI extracts the data and rebuilds it as a professional, brand-compliant chart you can export.

Multi-Fund Overlay

Compare multiple funds on a single chart with normalised views

Brand Themes

Anchor Light, Dark and Classic colour schemes built in

4× Export

High-resolution PNG, JPG and PDF export at 4× scale

Display Options

Chart Type

Area fill under line

Show grid lines

Annotate Peak / Low / Current

Normalise to 100

Chart Title

X-Axis Label

Y-Axis Label

Theme

Font Family

Font Size

11px

Footer Note

Export Chart

Data Source

Upload CSV, Excel or TXT

Supports .csv, .xlsx, .xls, .tsv, .txt

Upload Chart Screenshot

PNG, JPG — Bloomberg, Excel, or any chart image

Series

Upload data to see detected series here

Settings

API Configuration

API keys are securely managed server-side via Azure Key Vault. No client-side configuration is required.

All API calls are routed through a secure server-side proxy. Your API keys are stored in Azure Key Vault and never exposed to the browser.

Finnhub

Server-managed

OpenAI

Server-managed

Twelve Data

Server-managed

FMP

Server-managed

Benzinga

Server-managed

Performance Context

Reframe fund underperformance with data-driven context. Upload a fund and generate a professional narrative that puts short-term results in long-term perspective.

Example Output

The Marathon, Not The Sprint

Anchor Segregated Equity Fund — A proof-of-concept showing how underperformance driven by a gold mining anomaly is reframed through the lens of quality investing, long-term compounding, and risk-adjusted returns.

Quality vs Cyclical 18 Slides January 2026

Open Full Presentation

ANCHOR

THE MARATHON,
NOT THE SPRINT

ANCHOR SEGREGATED EQUITY FUND

Presented by Anchor Capital | January 2026

Example Output

The Case for a Blended Investment Approach

A comprehensive proof-of-concept rationalising why investors should use active managers despite evidence that passive strategies often outperform. Frames the active vs passive debate through the lens of blended portfolios, downside protection, and alpha generation in inefficient markets.

Active vs Passive 107 Slides Blended Strategy

Open Full Presentation

ANCHOR

THE CASE FOR A
BLENDED INVESTMENT
APPROACH

ACTIVE + PASSIVE

Presented by Anchor Capital

Preview: The Marathon, Not The Sprint Open in new tab

Anchor Echo

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Deep Research

Coming Soon

Anchor Intelligence

Anchor NeuroGrid

Ready when you are

Anchor NeuroGrid

Economic Calendar

Prediction Markets

Prediction Market Scanner

What-If Scenario Engine

Clients

My Watchlists

AI-Powered Presentations

Create Presentation from PDF

Professional Investment Proposals

Client Information

Investment Accounts

Current Market Outlook

Problems We’re Solving

Client Objective

Liquidity Requirements

Portfolio Constraints (optional)

Investment Process Overview (optional, Credo only)

Tax Considerations

Estate Considerations

How would you like to build the portfolio?

Guide Me

Choose Funds

Credo Multi-Asset Allocation

Two Suggestions — side by side

Offshore & External Funds

South Africa (SA) Portfolio

Offshore Portfolio

Geographic Exposure Allocation

Geographic Exposure Allocation

Currency & Investment Structure

Currency Breakdown

Allocation Details

Current Holdings (Optional)

Credo Fund Blend

Recommended SA Funds

Recommended Offshore Funds

Platform Providers

Platform Selection

Fee Structure

Fee Summary

Platform Fee Disclosure

Product & Wrapper Selection

Life Events (optional)

Executive Summary

Nominal vs Real Portfolio Value

Effective Withdrawal Rate

How Your Portfolio Grows While You Withdraw an Income

Key Milestones Timeline

Summary

Annual Cash Flow Table

Pre-Tax vs After-Tax Outcomes

Proposal Data Summary

No PDF uploaded yet

Generating Your Proposal

Chart Generator

Settings

Performance Context

The Marathon, Not The Sprint

The Case for a Blended Investment Approach

Anchor Echo

Deep Research

Add Client

Confirm

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Create Watchlist

Add Stock to Watchlist