PSX Tracker guide
Export and reconcile your PSX portfolio
A tracker is only useful if it matches reality. Export regularly and reconcile after big imports or corporate actions.
What to export
Use in-app export or Sheets-related flows when available so you have a dated copy of transactions and holdings outside the browser.
Reconcile holdings
Compare quantity and average cost per ticker with your broker app. Investigate mismatches before the next sell so FIFO lots stay clean.
Reconcile cash and income
Check deposits, withdrawals and dividends against bank or CDC/broker cash reports for the same dates.
After a fix
Correct the ledger, export again, and optionally confirm Drive sync so every device sees the cleaned book.
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
Importing broker trades into PSX TrackerGoogle Drive backup and restoreTracking PSX dividends and cash income