How it works

From contract note
to complete picture

Five steps, most of which happen without you. Here is the whole flow, start to finish.

01

Create your workspace

Sign up with email or Google. Email accounts get a verification link before first sign-in. You land on an empty dashboard that is yours alone — no broker credentials, no API keys, nothing to connect.

What you need
Email or Googleto sign in
Contract notesoptional, for import
Broker loginnever required
02

Load your trades

Drop in JS Global contract-note PDFs — one or a whole folder. Each buy and sell row is parsed in your browser with its rate, brokerage, SST, and levies. You see a full preview of the resulting portfolio, with duplicates already flagged, before anything is written.

Extracted per row
Contract #for dedupe
Symbol & qtyposition
Ratecost basis
Brokerage + SST + leviestrue fees
03

Holdings build themselves

Your trade log is the single source of truth. Positions, average cost, and realized gains are recomputed from it on every read — so a mistyped trade is fixed by editing the trade, and everything downstream corrects itself. A sell that would oversell a position is rejected outright.

Derived automatically
Open lotsper holding
Average costincl. fees
Realized P&LFIFO
Value historydaily snapshots
04

Prices keep themselves current

End-of-day closes and five years of history are refreshed on a schedule straight from the PSX data service. During trading hours the dashboard also pulls live intraday quotes, so day P&L moves with the market — and pauses on its own when the session closes.

Refresh cadence
09:45 PKTsession start
13:00 PKTmid-session
17:00 PKTfinal EOD
Livewhile market open
05

Track income, cash, and tax

Announce dividends and confirm them at ex-date with the right withholding and optional zakat. Log deposits and withdrawals to see a true broker cash balance. Check estimated capital-gains exposure per lot before you decide to sell.

Kept in sync
Dividend receiptsnet of tax
Cash ledgerrunning balance
CGT estimateper lot
Benchmarksvs KSE-100

Ready when you are

Most of the setup is one drag-and-drop away.