How your PSX tracker works

1. 1Get your login

   The admin creates your portfolio and gives you a username(your portfolio's name, e.g. savings) and a password. Nobody can sign up on their own, and the login page never shows whose portfolios exist. The admin can open every portfolio to help; nobody else can. Don't have one? Message the admin on WhatsApp.

2. 2Log in and add your shares

   Open /psx, log in, and add each stock with how many shares you hold and your avg buy price. You can paste a whole list at once, and copy or export it later. Your phone remembers the login for 30 days, or until you log out.

   Every stock then gets a plain-English signal:

   • SELLConsider selling: below its long-term average, trend is down.
   • TRIMConsider selling part: big profit, or too much of your money in it.
   • ADDConsider buying more: steady uptrend at a calm price.
   • WATCHKeep an eye on it: something is changing.
   • HOLDNo action needed yet.

   Tap Chartsfor the bigger picture: what your portfolio is worth over time, where your money sits, and which stocks are up or down. Here's an example (sample data; hover or tap the charts):

   Portfolio value

   Rs 413,705▲ +5.4% in 3 months

   What the shares you hold today were worth each day. The dashed line is what you paid. Add buy dates in Holdings and the chart will start each stock from its purchase.

   Your mix

   By stockBy sector

   TotalRs 4.14L7 holdings

   • MEBL22.5%Rs 93.0k
   • OGDC19.1%Rs 79.1k
   • LUCK17.2%Rs 71.1k
   • PSO12.3%Rs 50.9k
   • SYS11.2%Rs 46.4k
   • HUBC9.7%Rs 40.1k
   • ENGRO8.0%Rs 33.0k

   Gain & loss by stock

   Gain or loss on what you paid

   OverallToday

   • MEBL

     +Rs 13,538 (+17.0%)
   • LUCK

     +Rs 12,267 (+20.9%)
   • HUBC

     +Rs 2,641 (+7.0%)
   • SYS

     −Rs 393 (-0.8%)
   • ENGRO

     −Rs 4,193 (-11.3%)
   • OGDC

     −Rs 4,870 (-5.8%)
   • PSO

     −Rs 6,084 (-10.7%)

   You also get dividends, a sector warning if one is too big, and a price chart for each stock.

3. 3Connect WhatsApp

   1. In WhatsApp, open Settings → Agents → Create an agent (any name).
   2. In the agent's chat, tap View API key and copy it.
   3. On your PSX page, open the menu → WhatsApp, paste the key and save.
   4. Send the agent “hi”. That links it to your number and you get the menu back.

   hi

   👋 Assalam o Alaikum! I'm the assistant for Savings portfolio. Ask me about: • your holdings: “my holdings” • what to do now: “what to do” • where your money is: “where is my money” • Shariah ideas: “ideas” • any stock: just send its symbol, e.g. “MEBL” • dividends: “my dividends”

4. 4Get alerts when it matters

   While the market is open, your stocks are checked about every 10 minutes. You get a WhatsApp message only when something new happens. With the default settings (the admin can tune them; your dashboard footer shows the numbers in force):

   • a stock falls 4% or more, or rises 6% or more, in a day (and again if the move keeps going)
   • a stock is 10% below your avg buy price (your stop-loss) or 25% above it (your profit target), once a week, with a note on whether the trend agrees
   • a signal changes to sell, sell part, or buy more
   • a dividend’s ex-date is coming up for a stock you hold

   📉 PSO is falling fast: -5.2% today, Rs 335.10 You're down 11.8% on your avg buy (Rs 380) → Consider selling: it is below its 200-day average, the trend is down

   📈 MEBL 🕌 is up 27.4% from your avg buy, past your 25% target You're up 27.4% on your avg buy (Rs 265) → Consider selling part to lock in the profit

   No repeats: the same alert for the same stock isn't sent twice. If several stocks move together, they arrive as one message. Quiet day, quiet phone.

5. 5Ask anything about PSX

   Message the agent any time. Short requests are answered instantly; real questions go to the AI advisor, which knows your holdings. Its numbers come from the rules, but the sentences are written by an AI and can be wrong; every answer says so.

   OGDC

   OGDC: Rs 212.40, +1.3% today. You hold 200 at avg buy Rs 210.50 (+0.9%). → No action needed yet

   Should I move money from banks to cement?

   Banks are 48% of your portfolio, above the 30% limit for one sector… (a short answer based on your own numbers)

   Who won the cricket match?

   I can only help with your PSX portfolio and investing on PSX. Try “my holdings”, “ideas”, or a symbol like “MEBL”.

   The same advisor is on your page too: tap the chat button in the corner.

Rule-based signals on delayed PSX data, not financial advice.