Investor Journey

Amina Njoroge's Zevra account

Demo customer from Nairobi. Suitability profile: steady-builder.

Portfolio

Global Index Builder

Total value

$187.80

Invested

$156.20

Unrealized return

+4.1%

What the customer sees

Deposit, FX, portfolio fill, and statement issuance are all visible in one journey.

Event	Amount	Status	When	Narrative
M-Pesa deposit	KES 24,500	completed	May 1, 2026	Deposit received and matched to account.
KES to USD conversion	$184.00	completed	May 1, 2026	FX booked at 133.2 KES/USD after fees.
Recurring Global Index buy	$150.00	filled	May 1, 2026	Filled through the demo brokerage adapter.
Monthly statement ready	Included	published	May 1, 2026	April statement exported for download.

This is scheduled through the portfolio engine, not hard-coded into UI state.

Next recurring run on May 7, 2026. Amina has $31.60 ready in USD cash and KES 24,500 still settling on the KES side.

YC demos need record-keeping, not just charts.