PSX Tracker guide
Importing broker trades into PSX Tracker
Accurate imports keep FIFO lots clean. Prefer structured files when you can; review every AI or OCR suggestion before saving.
Manual and spreadsheet
Add trades by hand or upload CSV/Excel mapped to buy, sell, dividend and cash events. Fix ticker symbols and dates before confirming.
Screenshots and OCR
Optional OCR can read a statement image. Always check quantities, prices and fees — optical reads miss rows and misread digits.
Gmail attachments
Gmail read access is requested only when you choose that import path. Search, pick one attachment, and review the parse before it hits your ledger.
After import
Scan for duplicates, confirm broker names, then run a quick holdings check against your broker app. Export a backup once the ledger looks right.
Disclaimer
This guide is educational and describes how PSX Tracker works. It is not investment, tax or legal advice. Confirm rules and figures with your broker, FBR guidance and professional advisors.
Related guides
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