Disclaimer

Educational tool, not advice

Legacy Portfolio Planner is an educational planning and record-keeping tool. It does not provide investment advice, recommendations, portfolio management, or financial advisory services. Users are responsible for their own investment decisions and should consult qualified professionals where appropriate.

No recommendations

Nothing on this website or in the planner is a recommendation or offer to buy, sell or hold any security, fund or other investment. Lists of NGX-listed shares and ETFs are provided in alphabetical order so users can record what they own. Inclusion in a list is not an endorsement.

Projections and illustrations

Projections, scenarios, simulations, stress tests and history tests apply assumptions entered by the user or provided as editable examples. They are illustrations, not forecasts or promises. Markets behave differently from any model, values can fall as well as rise, and past performance is not a guide to the future.

Rule-based calculations

Flags, checks and insights in the planner come from fixed rules. The planner does not use artificial intelligence to analyse markets or select investments.

Prices and data

NGX share and ETF prices shown in the app come from third-party market data and may be delayed, incomplete or incorrect. Users should confirm prices with their broker or registrar before acting. Other asset prices are entered by the user.

Fictional examples and screenshots

All examples use Ada Okafor, a fictional investor. Screenshots show sample data for demonstration purposes only; holdings are anonymised and figures are not real.

AI-generated media

Some media on this website uses AI-generated presenters, voices, images, or narration. Academy lessons are presented by an AI-generated presenter with AI-generated voices.

Not a regulated firm

Steve Systemstech publishes software. It is not a broker, dealer, fund manager or investment adviser and does not hold or manage client money.

Last updated: 28 October 2026.