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Can I upload my PSX trades in bulk?

PSX Portfolio Tracking

Updated over a week ago

Yes, you can upload your PSX trades in bulk to save time from entering each one manually. This is a great way to quickly update your portfolio with a large number of transactions.

Here's how to do it:

  1. Start the Import Process:

    • Click the Create Transaction button.

    • Select Import Bulk Transactions.

  2. Download the Template:

    • A link will appear, allowing you to download an Excel template.

    • Click the link to get the file.

  3. Fill Out the Template:

    • Open the template and carefully add all your PSX stock transactions.

    • Make sure you fill in all the required fields, such as the date, stock symbol, quantity, and price, to ensure accuracy.

  4. Upload and Save:

    • Once your template is complete, upload the file.

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