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GoldenEdge Portfolio Manager
GoldenEdge Portfolio Manager provides many services, such as NEPSE Portfolio Management, Report Creation, FX Journal, Risk Manager, Script Report, etc.
[dsm_animated_gradient_text animated_gradient_text=”Portfolio Manager” _builder_version=”4.24.2″ _module_preset=”default” global_colors_info=”{}”][/dsm_animated_gradient_text]
[dsm_animated_gradient_text animated_gradient_text=”FX Journal” _builder_version=”4.24.2″ _module_preset=”default” global_colors_info=”{}”][/dsm_animated_gradient_text]

Unveiling GoldenEdge Portfolio Manager: Your Comprehensive Trading Companion

Welcome to the GoldenEdge Portfolio Manager – a powerful application built to streamline your trading journey in both NEPSE and Forex markets. Whether you’re a beginner or experienced trader, this tool is designed to simplify analysis, improve risk management, and track your portfolio performance effectively.

1. Portfolio Dashboard (NEPSE)

  • Set your Starting Equity to track performance.

  • Log trade details: Date, Script, Sector, Entry/Exit Price, Shares, Risk %, TP, SL, Deposits/Withdrawals, Notes.

  • Automated calculations for trade status, direction, equity before/after trade, P/L %, total cost/sales, fees, risk metrics, and more.

  • Visual charts for equity performance and profit/loss timeline.

  • Save data in browser storage and use CSV for import/export.

  • Collapsible trade entries for easier viewing.

2. Risk Manager (NEPSE)

  • Calculate SL size, TP size, risk/reward ratio, buyable quantity, and total investment.

  • Enter portfolio balance, risk %, SL/TP/Entry prices, and optionally override with share quantity.

  • Easy-to-use interface with helpful tooltips.

3. Portfolio Report (NEPSE)

  • Get summary stats: current value, P/L total and percentage.

  • View portfolio allocation by sector.

  • Analyze open trades and monthly returns.

  • Access recent transactions, performance summary, and export options.

4. Script Report (NEPSE)

  • Upload images, charts, financial reports, and news for any stock.

  • Easily view and manage documents within the app.

5. Watchlist (NEPSE)

  • Add potential trade ideas manually.

  • Input Buy, SL, and TP – SL % and TP % are calculated automatically.

  • Mark trades as Active or Inactive.

  • Record result as Win, Loss, BreakEven, or Pending.

  • Summary of watchlist performance: total trades, wins/losses, and win rate.

  • Save data locally and backup using JSON files.

  • Disclaimer: Watchlist is for informational purposes only and not financial advice.

6. FX Journal

  • Log Forex trades with date, direction, time, P/L, screenshots, and notes.

  • Automatically detect trading session (London/New York killzones).

  • Track overall performance: win rate, total P/L, average P/L, biggest win/loss.

  • Monthly summary and visual charts:

    • Daily P/L calendar

    • Trade session analysis

  • Import/export options and browser-based data saving.

7. User Management & Admin Controls

  • Admin login required for secure access.

  • Manage users (mock data): create, edit, delete.

  • Show/hide admin features based on login.

  • View admin email in the header.

  • Logout functionality included.

8. General App Features

  • Professional UI with dark theme and gold accents.

  • Responsive design for desktop and mobile.

  • Consistent navigation across all modules.

  • Toast notifications for user actions.

  • Local browser storage ensures your data is retained even after refresh.

GoldenEdge Portfolio Manager is always evolving.
Stay updated with new features and improvements designed to support your growth as a trader.

This App is created by Wilson Shrestha.
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