Online Portfolio Tracking Online Portfolio Tracking SystemSystem

ononwww.Nepalsharemarket.comwww.Nepalsharemarket.com

Powered By:Powered By:Jamb Technologies Pvt. Ltd.Jamb Technologies Pvt. Ltd.

New Baneshwor, Behind Standard Chartered BankNew Baneshwor, Behind Standard Chartered BankPhone: 016914689, Email: info@askjamb.comPhone: 016914689, Email: info@askjamb.com

• Log on to our Home Page Log on to our Home Page wwww.nepalsharemarket.comww.nepalsharemarket.com and Click and Click Portfolio TrackerPortfolio Tracker Link at Right corner of horizontal Menu. Link at Right corner of horizontal Menu.

Define your username and password and click on Define your username and password and click on sign insign in button which is provided by the Jamb Technologies Pvt. button which is provided by the Jamb Technologies Pvt. Ltd.Ltd.

Now you are at Now you are at your your portfolio portfolio homepagehomepage..

You will see You will see following menus following menus Home HomeSetupSetupBuyBuySellSellSettingsSettingsReportsReportsEdit and Edit and Delete.Delete.

Click on setup Click on setup to have new to have new portfolio.portfolio.

Type your new portfolio name e.g. myportfolio1 Type your new portfolio name e.g. myportfolio1 Click on submit button.Click on submit button.

You will have company selection window.You will have company selection window.(You have a option to see your companies with alphabetical (You have a option to see your companies with alphabetical and sector wise listing or can also search by typing and sector wise listing or can also search by typing company name.)company name.)

For example click on For example click on commercial bankscommercial banks

Now select the companies as below. For example I am Now select the companies as below. For example I am selecting Kumari Bank and Himalayan Bank.selecting Kumari Bank and Himalayan Bank.Click on Add button.Click on Add button.

Now you will see the list of selected companies at right side.Now you will see the list of selected companies at right side.If you want to add more companies go to another sectors. For example If you want to add more companies go to another sectors. For example

I am adding from Development banks.I am adding from Development banks.Click on Click on Development banksDevelopment banks..

For example I am selecting Sanima Bikash Bank and Gurkha For example I am selecting Sanima Bikash Bank and Gurkha Development Bank.Development Bank.Click on Click on AddAdd again. again.

Now you have 4 companies selected for your Now you have 4 companies selected for your portfolio.portfolio.Now Click on Now Click on Check outCheck out button for next step. button for next step.

Now Enter all the Data for your selected companies.Now Enter all the Data for your selected companies.

(* indicates necessary fields.)(* indicates necessary fields.)Enter the Brokerage Commission in Total as in Bill Enter the Brokerage Commission in Total as in Bill software automatically divides it by number of stock software automatically divides it by number of stock and adds in Buy Price.and adds in Buy Price.Click on Click on NextNext button button..

Review your entered data and Click Review your entered data and Click confirmconfirm button to finalize your data entry.button to finalize your data entry.

The above Picture is The above Picture is your portfolio page your portfolio page where u can see.where u can see.

• Today's Quick analysis (Today's Portfolio Value, +/-Profit or Loss Value and Profit/Loss percentage)

• Portfolio Performance History

• Performance Line Chart

• Investment Pie Chart

• Sector Wise Investment Chart

• Sector wise Return

• Updated News

• Today's Daily price monitor of your selected companies

• Today's Performance Monitor

• Today's Gainer (Profit) List

• Today's Decliner (Loss) List

Buy ModuleBuy Module

Click on Click on BuyBuy button at button at menu.menu.

Select your Select your portfolio name portfolio name in which u want in which u want to add a new to add a new stock and click stock and click on on Submit.Submit.

You will have the same window and in Setup.You will have the same window and in Setup.So Go thru the same process as in setup.So Go thru the same process as in setup.

Sell ModuleSell Module

Click on Click on SellSell button at button at menu.menu.

Select your Select your portfolio portfolio from which from which you are you are selling stock selling stock and click on and click on Submit.Submit.

Select the company names of which you Select the company names of which you are selling shares and Click on are selling shares and Click on Next.Next.

Sell Stock EntrySell Stock Entry Enter the Enter the Sales QtySales Qty.. Sales Sales RateRate Total CommissionTotal Commission as in your Bill. as in your Bill. Total TaxTotal Tax as in your Bill. as in your Bill. Click on Click on NextNext

Preview your entryPreview your entryClick on Click on ConfirmConfirm to finalize or to finalize or Back to Modify your entry.Back to Modify your entry.

Edit Existing PortfolioEdit Existing Portfolio

Select the Companies to modify.Select the Companies to modify.

Portfolio SettingsPortfolio Settings

ReportsReports Can View and Print your Report with Can View and Print your Report with

different criteria.different criteria.

ThanksThanks

This is just a few main headings of Online Portfolio Tracker

For more detail You can contact:Jamb Technologies Pvt. Ltd.

New Baneshwor, Behind Standard Chartered Bank

Phone: 0169-14689, Email: info@askjamb.com