GoldenEdge Portfolio Manager: NEPSE Portfolio Tracker, Risk Manager and FX Journal

Most investors in Nepal can tell you what they bought. Far fewer can tell you how much they risked per trade, what they kept after fees, or which mistake keeps repeating. GoldenEdge Portfolio Manager was built to close that gap. This guide shows what each module does, walks through a real position-sizing example, and explains the limits you should know before you start.

What Is GoldenEdge Portfolio Manager?

GoldenEdge Portfolio Manager is a web app that turns scattered trade notes into one organised system. You set a starting equity, log each trade with its entry, exit, stop-loss, target and risk percentage, and the app calculates the rest: trade status, profit or loss percentage, equity before and after each trade, total cost and sales, fees and risk metrics.

It has a professional dark interface with gold accents, works on desktop and mobile, and keeps the same navigation across every module. It is created by Wilson Shrestha and available as a beta.

Who Should Use It?

• New NEPSE investors who want to start with a record of every trade instead of guessing later.
• Active and swing traders who need position sizing and a risk-to-reward check before entering.
• Forex traders in Nepal who want a journal with session tracking, screenshots and a P/L calendar.
• Anyone tired of spreadsheets that break when a formula is dragged one row too far.

Why Tracking Beats Memory

Every NEPSE sale carries costs that quietly shrink your return: broker commission, SEBON fee, DP charge and, when you sell at a profit, capital gains tax. Rates and rules can change, so confirm current figures with your broker and SEBON. What matters here is that a trade that looks like +4% on the screen may be much less after costs.

Memory is also kind to winners and forgetful about losers. A written log shows your real win rate, your average loss and which sectors actually pay you. That is the information GoldenEdge is designed to surface.

GoldenEdge Features, Module by Module

1. Portfolio Dashboard (NEPSE)

• Set your starting equity so performance is measured from a clear baseline.
• Log date, script, sector, entry and exit price, shares, risk %, take-profit, stop-loss, deposits, withdrawals and notes.
• Charts show your equity curve and a profit and loss timeline.
• Collapsible trade entries keep a long history easy to scan.
• Save in the browser and import or export with CSV.

2. Risk Manager (NEPSE)

Enter your portfolio balance, risk percentage, entry, stop-loss and target. It returns stop-loss size, target size, risk/reward ratio, buyable quantity and total investment. You can override the quantity with your own number, and tooltips explain each field.

3. Portfolio Report (NEPSE)

A summary of current value and total profit or loss in rupees and percent, allocation by sector, open trades, monthly returns, recent transactions and export options. The sector view quickly shows if one industry dominates your money.

4. Script Report (NEPSE)

Attach images, charts, financial reports and news to any stock, then view and manage them inside the app. Your reasons for a trade stay next to the trade.

5. Watchlist (NEPSE)

• Add trade ideas with Buy, SL and TP; SL % and TP % are calculated for you.
• Mark ideas Active or Inactive and record the result as Win, Loss, BreakEven or Pending.
• See total ideas, wins, losses and win rate, with JSON backup.
• Informational only; it is not financial advice.

6. FX Journal

Log Forex trades with date, direction, time, profit or loss, screenshots and notes. The app detects the trading session (London or New York killzones) and shows win rate, total and average P/L, biggest win and loss, a monthly summary, a daily P/L calendar and a session analysis chart.

7. User Management and Admin Controls

Admin login protects management features. Admins can create, edit and delete users (currently mock data in the beta), and admin-only options show or hide based on login.

8. General App Experience

Toast notifications confirm your actions, navigation is consistent, and local storage keeps your data after a refresh.

How the Workflow Fits Together

GoldenEdge follows the cycle disciplined traders already use. Each step feeds the next.

Worked Example: Sizing a NEPSE Trade With the Risk Manager

Numbers are easier to trust than promises. This example is illustrative only and ignores fees. Say your portfolio is Rs. 500,000 and you decide never to risk more than 2% on one trade.

How Risk/Reward Changes the Win Rate You Need

The risk/reward ratio decides how often you must be right to break even (before fees): win rate needed = 1 ÷ (1 + ratio). A higher reward for each rupee risked lets you be wrong more often.

The Risk Manager shows your ratio before you enter, and the dashboard shows your actual win rate afterwards, so you can compare the two honestly.

How to Get Started in Six Steps

1. Open the GoldenEdge beta in your browser.
2. Enter your starting equity on the NEPSE dashboard.
3. Open the Risk Manager and size your next trade before you buy.
4. Log the trade with sector, prices, risk percentage and a short note on why you took it.
5. Check the Portfolio Report weekly for sector allocation and monthly returns.
6. Export a CSV backup so your history never depends on one browser.

Before You Start: Demat and MeroShare

GoldenEdge tracks trades; it cannot create them. To trade on NEPSE you first need the right accounts. If you are new, these guides cover each step:

• How to open a Demat account in Nepal for holding shares electronically.
• MeroShare vs Demat account to understand how the two differ.
• Step-by-step online investing in Nepal for the full path from account to first purchase.
• How to apply for an IPO in MeroShare if you plan to start with IPOs.
• MeroShare problems and their fixes when login or application errors appear.

GoldenEdge vs Spreadsheet vs Broker TMS

The honest takeaway: keep using your broker to trade, and use GoldenEdge to plan and review. It replaces the spreadsheet, not the TMS.

Data Safety: What Browser Storage Means

GoldenEdge saves your records in your browser’s local storage, so your entries survive a refresh without an account. The trade-off is that the data belongs to that browser on that device. Clearing site data, switching browsers or changing phones can leave you with an empty dashboard.

• Export trades to CSV after each trading week.
• Back up the watchlist as a JSON file.
• Do not use shared or public computers for your records.

Honest Limits to Know

• It is a beta, so features and screens may change.
• It does not execute trades or replace your broker.
• You enter trades yourself, so the quality of the output depends on the accuracy of your input.
• Calculations are planning aids; confirm fees, taxes and rules with your broker and official sources.

GoldenEdge Portfolio Manager FAQs

What is GoldenEdge Portfolio Manager?

GoldenEdge Portfolio Manager is a browser-based trading companion for NEPSE and Forex traders. It combines a portfolio dashboard, risk manager, portfolio report, script report, watchlist and FX journal in one app, so you can record trades, size positions and review performance.

Is GoldenEdge Portfolio Manager only for NEPSE?

No. Five of its modules are built around NEPSE (dashboard, risk manager, report, script report and watchlist), and a separate FX Journal covers Forex trades, including session detection for London and New York killzones.

Does GoldenEdge buy or sell shares for me?

No. It is a tracking, planning and journaling tool, not a broker or trading terminal. You still place orders through your broker’s TMS and then record the trade in GoldenEdge.

Where is my GoldenEdge data stored?

Your data is saved in your own browser storage. You can export and import it with CSV files (trades) and JSON files (watchlist) for backups. Clearing your browser data can erase it, so export regularly.

Do I need a Demat account to use GoldenEdge?

You do not need one to use the tracker itself. You do need a Demat account and a MeroShare login to buy and hold shares on NEPSE, which is what you will be tracking.

How does the Risk Manager decide how many shares I can buy?

It takes your portfolio balance and the percentage you are willing to risk, converts that into a rupee amount, and divides it by the gap between your entry price and stop-loss. The result is the buyable quantity. You can also override it with your own share count.

Is GoldenEdge Portfolio Manager financial advice?

No. It organises and calculates the information you enter. The watchlist is for informational purposes only, and every buy or sell decision remains yours.

Who created GoldenEdge Portfolio Manager, and is it still in beta?

The app was created by Wilson Shrestha. The version linked in this article is a beta, so features can change as it keeps evolving.

Disclaimer: This article is for education only and is not financial advice. Investing in the share market involves risk, including loss of capital. Examples use sample numbers.