NEPSE portfolio tracker

Yes. Link your MeroShare account once and Punji brings your holdings across. Your cost price (WACC) comes with them once you have calculated it in the My WACC tab in MeroShare; MeroShare does not share it until then, and Punji tells you when that is the case. You can link accounts for your spouse, children or parents and switch between them from one screen. If you would rather not link an account, export the CSV from MeroShare and import that instead.

Yes. Portfolio Insights compares your return with the NEPSE index over the period you pick on the portfolio chart: one month, three months, six months, a year, or since you started. It names the window it compared, so you see your gain next to the index gain over the same dates. If your portfolio is up 8% and NEPSE is up 5% over that window, you can see it at a glance.

Yes, under a plainer name. "Your money" is a money-weighted return, what a spreadsheet calls XIRR: it counts when you put money in and when you took it out, so adding cash just before a rally does not flatter the figure. "Your picks" is a time-weighted return, which leaves the timing of your deposits out and measures only how the shares you chose did. "Your money" is one figure, per year, over everything you have held. "Your picks" also runs in a table against NEPSE over one day, one week, one, three and six months, and a year.

Capital gains tax in Nepal charges a higher rate on shares you sell within 365 days (short-term) and a lower rate on shares held longer (long-term). The CGT countdown shows, for each profitable holding, exactly how many days remain until it qualifies for the lower long-term rate, and roughly how many rupees you would save by waiting. A reminder fires before that date so you do not miss it by accident.

Yes. The tax summary adds up the Nepali fiscal year, Shrawan to Asar: the capital gains tax on each sale at the rate for how long you held it, split into short-term and long-term, the profit you realised, and the gains and losses still open in what you hold. It is an estimate for your records, not a tax filing, and it covers sales recorded in Punji; sales made before you imported from MeroShare are not in it.

No. Capital gains tax in Nepal is worked out on each sale on its own and taken by your broker at settlement as a final tax, so a loss on one sale is not set against a gain on another. Selling something at a loss does not lower the tax on anything else you sold. You pay no capital gains tax on the losing sale itself, because there is no gain to tax. Punji shows you which holdings are below what you paid, and puts no tax figure beside them, because there is none to put. The September 2026 reform plan mentioned working out gains net of losses; how that would work had not been published when this page was written.

After the book close, Punji works out what you are entitled to. A bonus is added to your portfolio only when you tap to apply it, and you can undo it until the end of that day. A fraction of a share the company settles in cash is shown, not added. A rights issue is shown so you know what you can apply for; Punji does not add rights shares, and you record them as a purchase once you are allotted, because a rights entitlement is not yours until you apply and pay.

Yes. Add MeroShare accounts for any family member and switch between them using the You switcher at the top of the portfolio screen. Each account shows its own holdings and return. You do not need to log in and out each time.

Yes. Your holdings, quantities and values are never shared with ad networks, and no other Punji user can see them. The app asks for your fingerprint, Face ID or phone passcode before it opens the MeroShare section, and the MeroShare and TMS account screens cannot be screenshotted. You can also turn on an app lock under Profile, Security, which asks for Face ID, Touch ID or your device passcode each time the app opens, and one tap on the eye icon hides your portfolio totals everywhere at once. The privacy policy lists what the app’s own analytics records.