NEPSE.TODAY is a portfolio management system for Nepal stock exchange (#NEPSE) and is available for FREE.

Features

Manage portfolio for you and your family members.

Know the current worth current of your stocks.

Consolidated summary of net worth for you and your family in a single dashboard.

Import portfolio from Spreadsheet (or MeroShare account).

Export your portfolio in a Spreadsheet

Manage your purchases and sales history.

Find stock prices, commission and various taxes for purchases and sales.

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Guidelines

Guidelines

Add Stocks

You can add stocks in multiple ways.

01. Add stocks manually

Add new stocks manually one by one by using webform. The form has validations and will calculate effective rate as you enter data.

02. Bulk Import (Spreadsheet)

To import share using excel file, click the link below. Please download a sample excel file, update with your stocks and import.

03. Bulk Import (Meroshare CSV dump)

We understand manually entering huge transactions can be error prone, time taking and confusing. That is the reason why we added a feature for bulk importing stocks. You can download your portfolio from your MeroShare account as csv/excel file and upload at one shot.

Stocks downloaded should have a fixed structure/format. You can download a sample file and see how it looks.

Note :
  • Use this method of bulk importing shares for the first time only. You can edit and delete shares manually afterwards.
  • The system will update IPO and Rights shares with unit cost of 100 and Bonus shares with unit cost of zero (0) during bulk import.
  • All other offering types like FPO, Bonds, Mutual Funds, Secondary market purchases etc will have unit cost as Zero. You are required to verify/update unit price/effective price for shares imported via Meroshare manually.
  • If the unit cost price is not entered, the net worth and gain may not be calculated correctly.
  • The summary page and shareholders dashboard page only shows stocks with cost price updated. Hence,the quanities of shares may appear to be less than what actaully is from your Meroshare account. Such shares will re-appear once cost price is updated.

Add Shareholder

You can add your family members, friends circle etc as Shareholder and add stocks under their names. Stocks for different shareholders will be visible in the dashboard

Dashboard

The dashboard will show the summary of the stocks for each family member in one shot. This may keep changing as we add new features.

Portfolio

When you click on any Shareholder name in the dashboard it will take you to the portfolio page for that person.

Click on the individual symbols in the list to view details for each share. The details view will show shares by purchase date, offering type and quantities.

Update stocks

Goto shareholder portfolio. Click on the symbol you would like to edit and click on Edit button.

Delete stocks

Similar like update stocks but this time click on Delete button.

Sales

You can keep a record of Sales of the stocks you sold. Please note that this feature is evolving and not yet complete

Stocks

If you do not see any stock name in the list of stocks, please let us know.

Brokers

If you do not see any broker name in the list of brokers, please let us know.

Ideas, bugs, suggestions

No application is ever complete or is ever free from errors (or bugs 🐛). You may have a creative head than we do and have interesting ideas we could apply to help manage stocks more easily and beautifully.

We are open for feedbacks, suggestions or complaints. If you care and have time to do so, you can do so using the following link.