Built around how you
actually invest
Every feature exists because tracking a PSX portfolio in a spreadsheet eventually breaks. Here is what replaces it.
Know exactly what you own
Lot-level holdings
Every purchase is its own lot with its own date, price, and commission. Expand any holding to audit how the position was built, lot by lot.
FIFO sell treatment
Sells consume the oldest lots first and produce proper realized-gain records with allocated cost basis and proportional commission.
Derived, never drifting
Holdings and realized gains are computed from your trade log on every read, so the numbers can never fall out of sync with your transactions.
Multiple portfolios
Separate personal, family, or strategy accounts. Create, rename, and delete as many as you need — each fully isolated.
Get your history in fast
Broker PDF import
Drop in JS Global trade-confirmation contract notes — one or many at once. Every buy and sell row is extracted with rate, commission, SST, and levies.
Parsed in your browser
PDF text extraction happens client-side. The file itself never leaves your machine — only the structured trade rows you approve are saved.
Duplicate detection
Re-importing a statement you have already loaded is safe. Matching rows are flagged before you save, and blocked at the database level after.
Manual entry too
Add a buy or sell by hand with a live preview of the resulting position, average cost, and total trade cost before you commit.
Understand the risk you carry
Sector heatmap
A treemap of the day's performance sized by position value and coloured by move, so the day's story is one glance.
Correlation matrix
Pearson correlations computed from actual daily returns, showing which holdings genuinely move together — and where your diversification is an illusion.
Benchmark performance
Compare against KSE-100, KMI-30, KSE-30, ALLSHR, and KSE-100 PR in value, percent-return, or cumulative-rupee mode.
Return metrics
XIRR, time-weighted return, annualised and absolute return, plus monthly and yearly breakdowns computed from your real cashflows.
Pakistani rules, handled
Dividend workflow
Announce a dividend, track it to ex-date, then confirm receipt. Eligible shares are computed from lot purchase dates against the ex-date.
Withholding & zakat
Filer and non-filer withholding rates applied at confirmation, with optional zakat deduction, and net receipts flowing into your cash balance.
CGT estimates
Unrealized capital-gains tax estimated per lot using NCCPL listed-securities holding-period buckets and your ATL or non-ATL status, set per portfolio.
Cash ledger
Deposits, withdrawals, and adjustments combined with derived buy outflows, sell proceeds, and dividend receipts into one running broker balance.
See it with your own numbers
Import a contract note and the whole dashboard fills in around it.