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.