From contract note
to complete picture
Five steps, most of which happen without you. Here is the whole flow, start to finish.
Create your workspace
Sign up with email or Google. Email accounts get a verification link before first sign-in. Choose a simulated investment plan or start an empty portfolio; no broker credentials, no API keys, nothing to connect.
Load your trades
Drop in JS Global contract-note PDFs, individually or as a group. 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.
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.
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.
Track income and explore the market
Record dividends and manage deposits and withdrawals in your cash ledger. Explore RSI, MACD, and moving averages in Analysis, then compare your portfolio with market benchmarks.