PSX Tracker guide

Importing broker trades into PSX Tracker

Clean imports protect FIFO lots and year-end sanity. Prefer structured files when you can, and treat every Gemini suggestion as a draft until you approve it. This article covers the main paths inside PSX Tracker.

By PSX Tracker · Updated 16 October 2026 · How our guides are prepared

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Manual entry and spreadsheets

You can add trades by hand or upload CSV/Excel mapped to buys, sells, dividends and cash events. Normalize ticker symbols and dates before you confirm.

If your broker export uses odd column names, map carefully once and reuse the habit. A wrong sign on quantity is worse than typing three trades manually.

Screenshots with Gemini

Gemini scan can read a statement image or PDF when a file export is painful. It still misreads digits and skips rows — especially on blurry photos.

Compare every line to the image before saving. If confidence is low, fall back to CSV or manual entry.

Gmail attachments (optional)

Gmail read access is requested only when you choose that import path. You search, pick an attachment, and review the parse before anything hits the ledger.

The app is not asking for permission to send mail as you. Revoke Google access anytime in your Google account settings if you leave that workflow.

After every import

Scan for duplicate trades
Confirm broker names and symbols
Check holdings against the broker app
Export or sync a backup once the book looks right

Rushing confirmation is how FIFO nightmares begin.

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.

Decide the source of truth before the first row

An import is a draft of history, not a new history. The contract note and the period statement remain the originals. Your job during import is to land each fill once, with the right symbol, side, date, quantity, price, and fees. Anything the file does not contain, you add by hand from the PDF.

Pick one file as the master for a date range. Importing the same month from a CSV and again from a screenshot will double the trades. If you must try a second method, do it in an empty portfolio and compare counts before you merge.

Write down the date format of the file. A statement that prints 04/05/2026 may mean 4 May or 5 April. The wrong reading moves the trade across a dividend or a tax year. Open one row you remember and confirm the month before you accept the batch.

Columns that have to be right

Symbol, buy or sell, quantity, price, and date are the minimum. Fees belong in the same row or in a fee column you understand. A row without fees is a cheaper trade than the one you actually did, and every later gain is overstated by that amount.

Deposits and withdrawals are not trades. If the file mixes cash movements with buys, map them to the right type. A deposit marked as a buy will create a fake holding. A withdrawal marked as a sell will close shares you still own.

Reject rows you do not understand. A blank symbol, a zero quantity, or a price that is a hundred times the neighbor is a parse error. Skipping it and entering it by hand is faster than debugging it next year.

Gemini scans and Gmail attachments

A scan of a PDF or a photo is a reading, and readings make mistakes. Digits swap, a sell becomes a buy, and a total line gets imported as a trade. The review screen exists so you can catch that before it hits the ledger. Accept rows one by one if the statement is messy. Accept a batch only when you have checked the count and the first and last trades.

Gmail import, if you turn it on, lists messages you search for and downloads the attachment you select. It does not read your whole inbox for fun, and it does not send mail. You can leave it disconnected and still type trades or upload a file from the broker’s site.

Do not scan a statement that includes account numbers you would not want in an AI request, if that bothers you. Manual entry and CSV exist for that reason. The privacy page describes what an optional scan sends.

After the import, before you trust the totals

Count the buys and the sells against the statement. Then match the open quantity of your largest holding. Then match cash, remembering that transfers between your own portfolios are not deposits. Those three checks catch the ugly errors. The pretty errors, a fee in the wrong column, show up when a single trade’s cost does not match the contract note.

Same-day trades need a second look. A sell that the file lists above the buy of the same shares can look like an oversell if the importer keeps file order and forgets that the purchase happened first. The app’s cash and lot logic applies the day’s buys before the day’s sells. Your review should still confirm both rows exist.

Corporate actions will not be in a trade blotter. Bonus shares and rights issues arrive as a separate notice. Add them after the import, or the quantity will be short and you will “fix” it with a fake buy at the wrong price.

A repeatable monthly import

Do a small import on a schedule instead of a heroic annual one. Monthly, you still remember the odd trade. Annually, you remember nothing and the file has four formats because the broker changed the export.

Keep the source file next to the export from PSX Tracker, with the month in the filename. If a later import goes wrong, you can restore the backup from before the import and try again. The Drive guide explains how not to restore over the only good copy.

When the open quantities match the broker for three months running, you have a ledger. Until then you have a project. Treat the dashboard numbers as provisional while the project is open, and do not make a tax estimate from a book you have not reconciled.

Common questions

What can I import?

Trades by hand, from a spreadsheet, from a Gemini scan of a statement or image, and optionally from a Gmail attachment you choose.

Are scanned rows saved immediately?

No. Review ticker, side, date, quantity, and price, then add the rows you accept. A scan can misread a figure.

Will an import replace my broker statement?

No. Reconcile the ledger against the statement after you import, especially around fees and corporate actions.

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