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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