Counting the waves…
NEPSE PORTFOLIO TRACKER
WACC and profit after every charge and capital gains tax, MeroShare reconcile, many shareholders in one place, PMS profit sharing and a trade journal in A.D. and B.S. — built for Nepal.
Every buy and sell carries broker commission, SEBON fee, DP charge and capital gains tax (5% long-term, 7.5% short-term), so the profit you see is what lands in your bank. Bonus, right, IPO, FPO, auction and merger entries are handled.
Weighted average cost per stock, worked the way CDSC does it — compare it with your MeroShare WACC report and fix any gap in one click.
Link a MeroShare login (password stored encrypted) and the tracker checks your demat against your records: missing bonus or right shares, unrecorded sales, T+2 credits on the way — with a PDF report of every fix.
Keep your family’s or clients’ portfolios side by side, each with its own broker, DP and BOID, plus an all-portfolio view and a read-only link to send each shareholder.
For portfolio managers: set any agreement — 50-50, 70-30, fee only or your own — with management fee, hurdle and loss carry-forward, and get a period-by-period settlement of who owes whom.
Every trade is journaled automatically. A day-by-day calendar in A.D. or B.S. shows realised profit, win rate, biggest win and loss, and short-term vs long-term results.
Turn any sale into a clean square image — symbol, profit, % gain and your wave or strategy note — ready for Facebook, Instagram, Telegram or WhatsApp.
News, hydro outages, promoter-share sales and right-share dates on the stocks you hold, plus your own stop-loss and target alerts.
WACC (weighted average cost of capital per share) is total money paid for the shares you still hold ÷ number of those shares, including broker commission, SEBON fee and DP charge. Bonus shares are counted at Rs 100 each (CDSC’s method, which the tracker follows), so a bonus usually lowers your WACC; right shares add at their issue price, normally Rs 100. Selling does not change the WACC of what remains.
For individuals, profit on shares held more than 365 days is taxed at 5%; held 365 days or less, 7.5%. The tax is on the gain after charges, deducted at sale. The tracker works this out per sale and totals it by Nepali fiscal year (16 July – 15 July) for filing.
In a profit-sharing agreement the investor keeps a set share of each period’s profit (for example 50% or 70%) and the manager takes the rest; with loss sharing the manager also bears its share of a loss. A hurdle lets the investor keep a minimum return first, and a high-water mark / loss carry-forward stops a manager being paid twice for the same gain. Portfolio management in Nepal is regulated by SEBON — check that a manager is licensed.
The usual reasons: a bonus or right share credited to the demat but never recorded, a sale recorded with the wrong quantity, shares still on the way (T+2 or a bonus not yet listed), or a demat transfer. The reconcile check reads your demat transaction history and shows which one it is.
Quick sums without signing in: WACC calculator · share buy/sell calculator · bonus adjustment · right share adjustment.
Yes — creating portfolios, recording trades, profit and loss with all charges and tax, WACC, the journal and calendar are free with a sign-in.
Only if you link it. The login is used to read holdings, WACC and transaction history; the password is stored encrypted and never shown again.
Yes. Keep each client as a separate portfolio, set their profit/loss sharing agreement, send them a read-only link and download PDF statements.
Yes — the journal calendar, statements and share images show both A.D. and B.S. dates.
Only you. Portfolios are private to your account; a shareholder sees one only through a read-only link you create and can turn off.
Add them by hand, from a NepseAlpha or MeroShare CSV, or straight from your MeroShare demat.
Open the portfolio trackerEducational tool, not financial advice. NEPSE ALERT is not a licensed portfolio manager.