PSX Terminal
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Portfolio Management Guidelines

Best practices for accurate tracking and maximizing advanced features

Why Follow These Guidelines?

PSX Terminal calculates sophisticated metrics like Time-Weighted Returns (TWR), realized P&L, and comprehensive performance analytics. For accurate results, your transaction data must be complete and chronologically correct.

Setup Guide

1

Create Your Portfolio

Set initial capital using either option:

  • Set initial money amount (e.g., Rs 100,000)
  • Start with Rs 0 and add first deposit transaction

Important: Starting with Rs 0 requires a DEPOSIT transaction before buying stocks.

📥

Have many transactions? Upload them all at once.

Once you've created your portfolio, use the Upload Your Tx button at the top of the Portfolio page. Download the Excel template, fill in your transactions, and upload — no need to enter one by one.

Download Excel Template
2

Enter Transactions Chronologically

Add all transactions in exact order they occurred:

  • Use correct transaction date for each entry
  • System auto-fetches historical prices
  • Weekend/holiday dates trigger notifications
  • Include all types: BUY, SELL, DEPOSIT, WITHDRAWAL
3

Record All Cash Flows

Log deposits and withdrawals for accurate TWR calculations:

  • DEPOSIT: Adding money to brokerage account
  • WITHDRAWAL: Removing money from account
  • Cash flows affect performance metrics significantly
4

Include Fees and Taxes

Enter transaction costs for precise tracking:

  • Brokerage fees (percentage or fixed amount)
  • Capital gains tax (CGT) using TAX transaction type
  • CVT and other regulatory charges
5

Use Auto-Detection Features

Leverage intelligent auto-detection system:

  • Auto-detects dividend announcements based on holdings
  • Identifies stock split events automatically
  • Calculates CGT when selling positions
  • Review in "Auto Suggested" tab and apply with one click
6

Follow Validation Rules

System validates transactions automatically:

  • Cannot sell shares you don't own
  • Cannot withdraw more than available cash
  • Cannot buy without sufficient balance

Warning: Disabling validation may cause incorrect calculations. Keep it enabled for accurate results.

What Works Without Complete History?

Always Works

  • • Current holdings distribution
  • • Portfolio allocation view
  • • Sector breakdown
  • • Market cap distribution

Needs Complete History

  • • Time-Weighted Returns
  • • Money-Weighted Returns
  • • Accurate realized P&L
  • • Performance benchmarking
  • • Cost basis tracking (FIFO)

Quick Tips

  • 1. Start from beginning: Enter first transaction when you opened account for complete tracking.
  • 2. Don't skip transactions: Every buy, sell, deposit, and withdrawal matters.
  • 3. Use exact dates: Use closest actual trading date for historical accuracy.
  • 4. Include all fees: Small fees add up and affect real returns.
  • 5. Keep validation enabled: Prevents common mistakes and ensures accuracy.
  • 6. Review auto-suggestions: Check "Auto Suggested" tab regularly.

More accurate transaction history = More valuable portfolio insights