Features
Built around how Pakistani investors actually invest
Shares on the PSX, units in mutual funds, cash waiting to be invested, and dividends arriving through the year — tracked together, in rupees.
Portfolios
Keep retirement, trading and goal-based money apart. View one portfolio, all of them together, or any combination you choose.
PSX stocks and ETFs
Holdings valued at the latest available prices, refreshed whenever you sync. See your sector mix, plus results, board meetings and insider trades for listed companies.
Mutual funds
Track Pakistani mutual funds by NAV alongside your shares, and see how your money splits by asset type and fund risk level.
Transactions and cash
Average cost is weighted automatically, capital gains tax on each sale is worked out from your filer status, and a sale can't exceed what you hold. Cash moving in and out of each portfolio is tracked separately.
- Buy
- Sell
- Dividend
- Deposit
- Withdrawal
Performance and the KSE-100
Follow what you've invested against what it's worth, from one week to one year. For portfolios holding stocks or ETFs, compare your time-weighted return with the KSE-100 index.
- Time-weighted return
- Alpha
- Volatility
- Max drawdown
Dividend Center
Announced payouts are matched to the shares you hold. Confirm what arrived, set a reminder, or mark it not received. Withholding tax is applied at your filer rate.
- Upcoming
- Needs Confirmation
- Reminder Set
- Received
How it works
Up and running in three steps
There's nothing to connect. You enter your transactions, and Funds Grid does the arithmetic.
- 1
Create a portfolio
Name it, pick a type and add an opening cash deposit if you like. Already invested? Enter your existing holdings in one go, or fill in the Excel template.
- 2
Record what you own
Add the stocks, ETFs and funds you hold, then log each buy, sell, dividend, deposit and withdrawal as it happens.
- 3
See where you stand
Your dashboard brings value, profit and loss, dividends, allocation and performance together. Sync prices whenever you want the latest view.
Why Funds Grid
A clearer picture than any single statement
Each statement shows one slice of your money. Funds Grid puts the slices together and shows how they add up.
Centralized tracking
Your broker shows one account and each fund manager shows its own funds. Record everything once and see every portfolio, holding and rupee of cash in one place.
Investment visibility
Know what you paid, what it's worth now and what you've booked: weighted-average cost, unrealized and realized profit and loss, and tax withheld on sales and dividends.
Portfolio insights
See your allocation by asset type, sector and risk level, and whether your stock portfolio is keeping pace with the KSE-100.
- Tracking only. Funds Grid never holds your money or places trades.
- Export holdings and transactions to Excel whenever you need them.
- Install it on your phone and open it like any other app.
Start with one portfolio. Add the rest when you're ready.
Create a free account, record what you hold, and see all your investments in one place.