Your account & broker
Sign in, create a portfolio, then open Settings → Broker Setup. Enter the charges from your broker’s tariff and choose the portfolio’s default broker.
Your first portfolio
A little guidance. A clearer portfolio.
Follow the clicks from creating a portfolio to reviewing your first trade. Watch from the start, or jump to the step you need.
Create → Set up broker → Record → Review → Sync
Real app screens with sample trades, email and AI results. Use your own broker figures when entering records.
Use the player controls for captions, playback speed and full screen. On a phone, turn sideways for a closer view.
Choose a chapter
Start at the beginning or skip ahead.
- 01Create a portfolio
- 02Set up your broker
- 03Choose your default broker
- 04Record a cash deposit
- 05Enter a purchase
- 06Review and save
- 07Read your holdings
- 08Check transaction history
- 09Confirm your save
- 10Add your Gemini API key
- 11Scan a broker document
- 12Review and add scanned trades
- 13Find a broker email
- 14Analyze the email attachment
- 15Your Drive backup and privacy
Before you begin
Your Gemini key for AI scan
AI document and email-attachment scanning need your own Gemini API key. Open Settings → API Keys → Get Key, then save it under Gemini AI Key. Google offers a free tier with usage limits.
Your records & Drive
Check every imported trade before saving. When Drive sync completes, your portfolio, settings and saved API keys are backed up to your Google Drive. A local copy also stays on your device.
Drive access follows your Google permissions, including access granted to PSX Tracker. Login, alert and connection records are stored separately. AI scanning sends your selected document to Google for processing. Read the privacy policy.
Ready to try it?
Open PSX Tracker and follow along at your own pace.
Need a hand? Contact support.