serendivest.com

Record trades in LKR. See impact instantly.

Track buys, sells, dividends, splits, and cash movements in one click. Data persists in your browser. All values are shown in LKR.

Portfolio

Total value

LKR 0

Invested

LKR 0

Cash

LKR 0

Bank

LKR 0

Dividends

LKR 0

Unrealized P/L

LKR 0

Total Cash In

LKR 0

Total Cash Out

LKR 0

Total Fees

LKR 0

Auto-derives from transactions

Symbol	Shares	Avg cost	Total cost	Last price	Market value	Realized P/L	Dividends	Unrealized P/L	Unrealized %

Review transactions before importing. Format: date,type,symbol,shares,price,fees,notes

Date	Type	Symbol	Shares	Price	Fees

Use the following CSV format. The first row should be the header:

date,type,symbol,shares,price,fees,ratio,notes

Date	Type	Symbol	Shares	Price	Fees	Ratio	Notes
2024-01-15	buy	COMB.N0000	100	45.50	50.90		Regular buy order
2024-02-01	ipo	DIAL.N0000	500	12.00	0		IPO allocation
2024-03-10	sell	COMB.N0000	50	48.75	27.30		Partial exit
2024-04-05	buyback	JKH.N0000	25	120.00	450.00		Company buyback
2024-05-20	dividend	NTB.N0000	200	2.50	75.00		Q1 dividend
2024-06-15	script_dividend	SAMP.N0000	10	85.00	0		Bonus shares
2024-07-01	split	HNB.N0000	100	0	0	1:2	1:2 stock split
2024-07-15	merge	LFIN.N0000	300	0	0	3:1	3:1 reverse split/merge
2024-08-10	cash_in		0	50000	0		Initial deposit
2024-09-05	cash_out		0	10000	0		Withdrawal

Tips:

Excel users: Use "Save As" → "CSV UTF-8 (Comma delimited) (.csv)" to export your spreadsheet
Date format must be YYYY-MM-DD
Transaction types: buy, ipo, sell, buyback, dividend, script_dividend, split, merge, cash_in, cash_out
Symbol is required for all types except cash_in and cash_out
For cash_in/cash_out: use price field for amount, set shares to 0
For split/merge: use the ratio column
- Ratio formats: "1:2" or "2" (both work the same)
- 1:2 split (1→2 shares) = "1:2" or "2"
- 1:5 split (1→5 shares) = "1:5" or "5"
- 2:1 merge (2→1 shares) = "2:1" or "0.5"
- 3:1 merge (3→1 shares) = "3:1" or "0.333"
- Shares field = your current total shares before split/merge
- Price field can be 0 or omitted for splits/merges
Ratio and notes columns are optional (can be empty)

Review holdings before importing. Format: Symbol,Share Type,Shares,Total Cost

Symbol	Share Type	Shares	Total Cost

Total Shares

Average Cost

LKR 0

Total Cost Basis

LKR 0

Date	Type	Shares	Price	Realized P/L	Balance