CSE Investing LK
Sri Lanka's Premier Stock Portfolio Manager - Track your CSE investments, monitor stock performance, manage dividends, and analyze your portfolio with powerful tools.
Your Data Privacy is Our Priority
No CDS Account Credentials Required - You do not need to provide your CDS account number, username, or password to use this platform.
Simply enter your stock names, purchase prices, and quantities to receive comprehensive portfolio analysis and investment insights. Your sensitive financial credentials remain secure with your broker.
Important Disclaimer
Independent Platform - CSEInvesting.lk is not affiliated, associated, endorsed by, or officially connected with the Colombo Stock Exchange (CSE) or its subsidiaries.
This platform provides educational content and portfolio management tools for informational purposes only. All services are strictly for educational use and do not constitute financial advice or official stock exchange services.
Join Our Community
Get Support & Updates - Join our Facebook group for tutorials, discussions, and stay updated with new development announcements.
Connect with other users, get help with features, and be the first to know about new updates and improvements to the platform.
Comprehensive Portfolio Management Features
Everything you need to manage your CSE stock portfolio effectively with advanced tracking and analysis tools
1. Transaction Management
Record and track all your buy/sell transactions with comprehensive details including charges, stock lots, and real-time portfolio updates.
Features:
- • Buy/Sell Transactions: Record purchases and sales with automatic cost calculations
- • Charges Calculation: Automatic 1.12% broker charges on all transactions
- • Stock Lots Display: View individual stock lots ordered by cost price (lowest first) with purchase dates and quantities
- • Lowest Price First Logic: Automatic selection of lowest-priced lots first for accurate profit calculations
- • Real-time Updates: Instant portfolio and holdings updates after each transaction
Example: Buy 100 COMB shares at LKR 85.50 → System calculates charges (LKR 95.76) and net amount (LKR 8,645.76), creates stock lot, updates holdings
2. Realized Profits with Stock Lots
Track realized gains and losses from different stock lots with detailed Lowest Price First calculations and comprehensive profit analysis.
Features:
- • Lowest Price First Calculations: When selling, system automatically uses lowest-priced lots first (maximizing profit)
- • Individual Lot Tracking: See which specific lots contributed to each profit/loss
- • Detailed Profit Breakdown: Purchase price, sell price, quantity, and gain/loss per lot
- • Total Realized Profits: Comprehensive summary of all realized gains and losses
- • Performance Analytics: Track profitability trends and investment performance
Example: Sell 50 COMB shares at LKR 90.00 → System automatically selects lowest-priced lot first (LKR 85.50), maximizing realized profit of LKR 225.00 (50 × (90.00 - 85.50))
3. Holdings Management
Monitor your current stock holdings with detailed information about quantities, average costs, market values, and performance metrics.
Features:
- • Current Holdings: View all stocks you currently own with quantities and average costs
- • Market Value Tracking: Real-time market values based on current stock prices
- • Unrealized P&L: Track paper gains and losses on current holdings
- • Average Cost Calculation: Automatic weighted average cost calculation for multiple purchases
- • Growth Percentage: Track percentage gains/losses for each holding
- • Dividend Income: Track total dividend income received per stock
Example: Own 150 COMB shares with avg cost LKR 85.50, current price LKR 90.00 → Market value LKR 13,500, unrealized gain LKR 675, growth +7.89%
4. Stock Monitoring & Dividend Calendar
Monitor stocks with support/resistance levels and track dividend dates with comprehensive calendar management.
Stock Monitoring Features:
- • Watchlist Management: Add stocks to monitor with entry prices
- • Support/Resistance Levels: Set and track key price levels for trading decisions
- • Performance Tracking: Monitor price movements from entry points
- • Notes & Analysis: Add personal notes and analysis for each monitored stock
Dividend Calendar Features:
- • Dividend Dates Tracking: Record ex-dividend, record, and payment dates
- • Dividend Amounts: Track dividend per share (DPS) and total expected payments
- • Dividend Types: Interim, final, and special dividend categorization
- • Status Management: Track upcoming, paid, and cancelled dividends
Example: Monitor DIAL with entry price LKR 12.25, support at LKR 11.00, resistance at LKR 13.50. Track upcoming final dividend of LKR 0.50 per share
5. Advanced Management Tools
Powerful tools for transaction management and data control with safety features and user-friendly interfaces.
Management Tools:
- • Cancel Last Transaction: Reverse the most recent transaction with full Lowest Price First logic restoration
- • Stock Lots Restoration: Automatically restore stock lot quantities when cancelling sell transactions
- • Realized Profits Reversal: Remove realized profit records when cancelling transactions
- • Portfolio Recalculation: Automatic recalculation of all portfolio metrics after changes
Data Management:
- • Clear Database: Complete data reset with user confirmation (type "DELETE" to confirm)
- • Selective Data Clearing: Remove all transactions, holdings, profits, and monitoring data
- • Portfolio Summary Reset: Reset all portfolio metrics to zero after clearing
- • Safety Features: Multiple confirmation steps to prevent accidental data loss
Example: Accidentally sell 100 COMB shares → Use "Cancel Last Transaction" to restore the stock lot, remove realized profit, and recalculate all holdings automatically
Ready to Start Managing Your Portfolio?
Join thousands of investors who trust our platform for their stock portfolio management needs.
Ready to get started? Use the Login and Register buttons in the top navigation.
Read Quick Start GuideLegal Information
Learn about our policies and important disclaimers
Your Data Privacy is Our Priority
No CDS Account Credentials Required - You do not need to provide your CDS account number, username, or password to use this platform.
Simply enter your stock names, purchase prices, and quantities to receive comprehensive portfolio analysis and investment insights. Your sensitive financial credentials remain secure with your broker.
Privacy Policy
We are committed to protecting your privacy and personal information. Learn how we collect, use, and safeguard your data.
- Your data security and privacy
- How we handle your information
- Your rights and choices
- Data protection measures
Disclaimer
Important Notice
This website, CSEInvesting.lk, is an independent platform and is not affiliated, associated, endorsed by, or in any way officially connected with the Colombo Stock Exchange (CSE) or any of its subsidiaries or partners.
The name "CSE" used in this website refers solely to the Colombo Stock Exchange as a market in which investors participate, and does not imply any official relationship.
CSEInvesting.lk provides educational content, tools, and portfolio management services to support individual investors who invest in companies listed on the Colombo Stock Exchange.
All content and services offered are strictly for informational and educational purposes and do not constitute financial advice or official stock exchange services.
Community Support
Join our Facebook community for tutorials, discussions, and stay updated with new development announcements.
- Interactive tutorials and guides
- Community discussions and Q&A
- Latest feature announcements
- User support and tips
Welcome to Your Portfolio Dashboard
Dashboard Ready!
You are now logged in and ready to use the portfolio management system.
Note: You are now logged in and can access the full dashboard.
Go to Dashboard