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Track your portfolio

2 min readBasics 5 of 5

What it's worth, how it compares with the KSE-100, and what needs a look.

  1. Record buys, sells, cash and dividends from + Actions, or import a broker statement.
  2. The top shows what your book is worth, today's move, your total profit or loss, and vs KSE 100: how much better or worse you've done than the index over the same time.
  3. Holdings whose score or trend has turned against them are flagged, so you know what needs a look.
  4. Keep separate portfolios, for example one per broker account, with New portfolio.