Dual-Currency Portfolio Tracker
The Angola X Dual-Currency Portfolio Tracker is designed specifically for diaspora investors who need to monitor their Angolan investments in both Kwanza and their home currency. With the USD/AOA reference rate at 914.60 and significant FX volatility, understanding real returns in your base currency is essential.
Key Features
- Multi-Currency Display: View portfolio values simultaneously in AOA, USD, EUR, GBP, BRL, and ZAR
- Real-Time FX Conversion: Automatic conversion using BNA reference rates and interbank market data
- BODIVA Integration: Track all 5 listed equities — BAI (Kz 100,500), BFA (Kz 118,000), BODIVA SA (Kz 55,500), BCGA (Kz 24,000), ENSA (Kz 18,000)
- Bond Tracking: Monitor government bond holdings with yield-to-maturity calculations
- Dividend Tracking: Record and track dividend income with automatic IAC tax deduction at 10% withholding
- Performance Attribution: Separate Kwanza returns from FX gains/losses to understand true investment performance
Why Dual-Currency Matters
For a diaspora investor, a positive Kwanza return can become a negative return in home currency terms if the Kwanza depreciates. The Portfolio Tracker helps investors:
| Metric | What It Shows |
|---|---|
| AOA Total Return | Raw investment performance in local currency |
| Home Currency Return | Actual return after FX conversion |
| FX Impact | Gain or loss attributable to exchange rate movements |
| Real Return | Nominal return adjusted for Angolan inflation (15.7%) |
| Yield on Cost | Income yield based on original investment amount |
How to Use
Step 1: Create a free Angola X account and select your home currency
Step 2: Enter your Angolan investment holdings — equities, bonds, and cash positions
Step 3: Input purchase prices, dates, and quantities for each position
Step 4: The tracker automatically calculates current values, returns, and FX-adjusted performance
Step 5: Set alerts for price movements, dividend announcements, and FX rate changes
Data Sources
The Portfolio Tracker uses data from:
- BODIVA: Daily closing prices for listed equities
- BNA: Reference exchange rates and bond auction results
- INE: Inflation data for real return calculations
Tax Reporting Support
The tracker generates annual summaries suitable for tax reporting in both Angola (IAC declarations) and your country of residence. Dividend income, capital gains, and FX gains are itemized separately, simplifying cross-border tax compliance.
For account setup and investment process, see Aviso 15/19 and country-specific guides for Portugal, Brazil, UK, and USA.