Your Complete Guide to Portfolio Management Success
Learn how to track your investments and maximize your profits
We automatically update Current Market Prices (CMP) for all stocks at the end of trading hours to calculate your accurate unrealized profits and portfolio value.
You don't need to manually update prices - we handle it automatically so your portfolio value is always up-to-date!
Many investors lose track of their true profitability because they don't understand price lots. Here's a crucial insight: You can still make a profit even when your average price is higher than the Current Market Price (CMP)!
If you sell 100 shares at LKR 85.00, you make a PROFIT of LKR 500!
Why? Because our system automatically sells the lowest-priced lot first (LKR 80.00), giving you (85.00 - 80.00) × 100 = LKR 500 profit, even though your average price is LKR 87.50!
Without tracking price lots: You might think you're losing money because CMP (85) is less than average (87.50). With our system: You know exactly which lots are profitable and can make strategic selling decisions!
Stop guessing! Our system calculates your exact monthly dividend income and realized profits automatically. You'll always know:
Result: Make informed investment decisions based on accurate data, not guesswork!
Click the "Register" button on the homepage to create your free account. You'll get 30 days of free trial with full access to all features!
Important: This system is completely separate from your CDS account. We never ask for or access your CDS credentials. Your data is stored securely and independently.
After registration, login with your username and password. You'll be taken to your personal portfolio dashboard.
Start by recording your existing holdings and new buy/sell transactions. The system automatically calculates broker charges (1.12%) and updates your portfolio in real-time.
Smart Calculation: When you sell, the system automatically selects your lowest-priced lots first (FIFO - First In First Out based on price), maximizing your realized profits!
Monitor your current stock holdings and track dividend income with comprehensive management tools.
Add stocks to your watchlist even if you don't own them. Track support/resistance levels, add personal notes, and monitor potential investment opportunities.
Use the analytics and reports to understand your portfolio performance and make data-driven investment decisions.
Visual chart showing stock allocation
Track dividend income trends
Complete history of gains/losses
Complete record of all trades
See individual purchase lots
ROI and growth percentages
Pro Tip: Review your realized profits report regularly to understand which stocks have been most profitable. Use this data to refine your investment strategy!
Script dividends are additional shares issued by companies to shareholders instead of cash payments. Our system automatically handles script dividend calculations and updates your holdings seamlessly.
Before Script Dividend: You own 100 shares of ABC Company at LKR 50.00 per share
Script Dividend: 1:10 (1 additional share for every 10 shares held)
Result: You receive 10 additional shares. Your new total: 110 shares at adjusted average price
Smart Feature: When you record a script dividend, the system automatically updates your holdings, recalculates your average cost, and maintains accurate profit/loss tracking without any manual intervention!
Track new companies going public on the CSE and monitor your IPO investments with specialized IPO tracking features designed for new listings.
Monitor listing dates and key milestones
Track post-IPO price movements
Get notified of upcoming IPOs
Record shares received from IPO applications
Monitor IPO application costs vs. received shares
Add IPO stocks to monitoring watchlist
Share splits (stock splits) increase the number of shares you own while proportionally reducing the price per share. Our system automatically handles split calculations to maintain accurate portfolio tracking.
Before Split: 100 shares at LKR 100.00 per share = LKR 10,000 total value
Split Ratio: 2:1 (2 new shares for every 1 old share)
After Split: 200 shares at LKR 50.00 per share = LKR 10,000 total value (unchanged)
Pro Tip: Share splits don't change your total investment value - they just increase the number of shares you own at a proportionally lower price. This often makes shares more affordable to other investors and can boost liquidity!
Important: Always enter corporate action details (splits, script dividends) on the correct effective date to maintain accurate historical tracking and profit calculations.
Need help? Have questions? Our built-in support system is here to assist you 24/7!
Create and track multiple support tickets
Get instant responses via live messaging
View all your past support conversations
Get notified when admin replies to your ticket
Send screenshots to explain issues better
Tickets organized by type for faster resolution
Made a mistake or want to start fresh? Here are the tools available to help you manage and correct your data:
Just entered a wrong transaction? You can instantly undo your most recent Buy or Sell transaction.
Important: This only cancels the very last transaction you entered. Make sure it's the right one before confirming!
Entered the wrong date for a Buy or Sell transaction? You can easily update it.
Note: Changing the date will automatically recalculate all your FIFO (First In, First Out) stock lot allocations and profits.
Entered a completely wrong stock code? You can delete a single stock and all its transactions.
Warning: This permanently deletes ALL data for this stock including buy/sell transactions, dividends, and profits. This action cannot be undone!
Want to clear all test data and start fresh? You can reset your entire portfolio database.
Critical Warning: This deletes EVERYTHING in your portfolio! Your account remains active but all transaction and portfolio data will be permanently removed. Use this only when you want a completely fresh start or to remove test data.
When your trial period ends, you'll receive a notification. To continue using the service:
The subscription is paid annually but works out to a very affordable monthly cost. Check the "Pricing" section for current rates. This covers server hosting, maintenance, updates, and customer support.
Update stock prices regularly (weekly recommended) to get accurate portfolio valuations and unrealized P&L calculations.
Record dividend announcements immediately to keep track of expected income and ex-dividend dates for your holdings.
Made a mistake? Use the "Cancel Last Transaction" feature to undo your most recent entry without any data corruption.
Check your portfolio breakdown and monthly income charts regularly to understand your investment patterns and performance.
Besides the built-in support system, you can also reach us through:
Recommended: Use the built-in support system (Help & Support tab) for the fastest response and better ticket tracking!