Question for active CSE investors: how do you currently track your investments?

I'm doing a small research project on the practical side of CSE investing.

I'm particularly interested in how people handle:

  • buy/sell transaction history
  • actual realized profit/loss
  • average cost after multiple purchases
  • dividends
  • brokerage fees
  • rights issues / bonus shares / other corporate actions
  • keeping records accurate over time

For those who have been investing/trading for a while:

Do you use your broker's platform, a spreadsheet, an app, or something else?

And what's the most annoying part of keeping your records accurate?

I'm not selling anything here — I'm trying to understand the problem before deciding whether it's worth building anything around it.

Even a quick answer about your current workflow would be really useful.

Posted Sep 8, 2026, 11:47 AM UTC

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