User Manual

An introduction for new visitors with a demo calculator and the sign-in form.

opens automatically for a visitor with no history (no account, PIN or finished setup); or go to /welcome/. ?app enters the app directly.

Hero with an app screenshot; tabs "My Stocks / Virtual Market / Lab" with real screenshots; a calculator (symbol, shares, buy price, current price); FAQ; a "Sign in | New account" card.

Try the calculator (profit after a 0.15% commission and the break-even price, nothing saved) → "Try the app free" or sign in.

The sign-in form hands your details once to the app via tab storage (sb_handoff), which signs you in or creates the account with its normal flow.

On a phone the "Try the app free" button stays pinned at the bottom after the hero.

"How am I doing now": total value, today's change, value curve, then live blocks.

"Home" (first item).

Greeting ("Good morning/evening" + "Add your name"); total value, stocks and cash; value curve against what you deposited with ranges (month, 3 months, 6 months, year); session status (open/pre-open/closed with progress); blocks: Top gainers, Watchlist, Portfolio map (colour by "today" or "since purchase"), Who moved your portfolio, Portfolio allocation, Price targets, Needs your attention; a "Customise Home" button.

1. "Refresh prices" to show the last session's move
2. pick the curve range
3. open "Customise Home" to hide or reorder blocks with arrows
4. "Done".

Your choices are saved on this device only. Nothing about your investment data changes.

A stock whose price jumped more than usual is excluded from the session move (usually a bonus issue or split) with a note: record it under "Dividends". The curve starts today and adds one point each day you open the app.

A card per stock with a 90-day price line and a dotted line at your average cost.

"StocksMy Stocks".

"Add a stock", sort by (value, today, profit %, A–Z), a card per stock (shares, average buy, profit after commissions), "More in Stocks".

Tap a card for the stock page → "Add a stock" for the buy form.

The sort is saved as your default (settable in Settings).

A stock without a price archive shows "No price archive yet".

Portfolio stocks with details and prices.

"StocksTable".

Search by symbol/name, sector filter, export a shareable performance card, export CSV, export a full Excel workbook (stocks, sales, dividends, liquidity, log), "Archive today's prices"; per stock: weight, profit/loss, break-even, stop and target; buttons: stock page, Sell, Update price, Edit, Delete; a "Break-even price per position" table.

1. search or filter
2. "Update price" for a manual price
3. "Sell" to sell part or all
4. "Edit"/"Delete".

"Update price" is manual only and changes neither quantity nor average. "Edit" changes the recorded stock data without adding or removing cash. "Sell" adds the proceeds to cash and logs a trade under "Sales".

Break-even includes buy and sell commission and stamp tax. "Archive today's prices" stores today's close to support signals and levels.

Asset type (stock/fund), symbol (pick from EGX or type), company name, sector (+ add a new sector), shares, buy price, market price, commission rate (default about 0.155%), stop-loss and take-profit (optional), entry reason (journal), and a "What if I complete this trade?" card (weights of the stock and sector and cash after buying, a suitable size for a chosen risk, "Suggest a −7% stop").

1. choose the stock
2. enter quantity and price
3. check "Trade cost" and "Expected balance"
4. "Save stock data".

A purchase is deducted from cash; if cash is not enough you see "Insufficient cash balance" (deposit or lower the quantity). Buying a stock you already hold merges the quantity and recomputes the average. Funds do not auto-update prices (update them manually).

Set a stop and a target to get browser notifications when either is reached.

How your money is spread across sectors, plus a rebalancing planner.

"StocksSectors".

Sector allocation chart; a "Performance comparison" tab (all your sectors as a race of bars ranked by return since buying, gain in EGP or today's move, with a sentence naming the best, the weakest and the gap between them, buttons to choose the sectors you want to compare: "All", "Best 3", "Weakest 3" and "Clear selection", a dashed line for the whole portfolio, and a table of exact figures; your measure and choices stay on your device); a "Portfolio map" tab (portfolio, sectors and cash); a table with sector, value, current weight, target weight, recommendation ("Buy by…"/"Sell by…"/"Balanced"); sum of weights; "Refresh recommendations"; and a "What should I buy now?" card (available amount, "All available cash", "Calculate suggestion", "Execute").

1. enter each sector's target weight (total 100%)
2. read the recommendation
3. in "What should I buy now?" enter an amount
4. "Calculate suggestion"
5. "Execute" to prepare the purchase.

Targets are saved; "Execute" does not buy by itself, it opens the buy form. The suggestion never proposes selling a winning position.

Guidance only, not advice; it ignores market news.

The log of closed trades and your trading statistics.

"StocksSales".

Stats: trades, win rate, average win/loss, payoff ratio, expectancy, profit factor, best/worst trade, average holding time; the log table (date, stock, quantity, buy/sell price, commission, net, realised P/L, delete).

Fills automatically after each sale; "Go to Stocks" when empty.

"Delete from log" removes the log entry only. "Trade performance" and Tax read this log.

Under 10 trades is only a preliminary indication (the app says so).

Cash coupons and bonus shares.

"StocksDividends" or the quick action.

Metrics (total cash, bonus shares, number of entries, cash dividend yield), "Record a new dividend", the log table, "Yield on Cost", "Estimated dividend calendar".

1. "Record a new dividend"
2. type (cash/stock)
3. stock
4. coupon per share, or stock-dividend ratio (e.g. 10% on 500 shares = 50 shares)
5. options: add to cash, or reinvest (DRIP)
6. "Record dividend".

Cash is added to liquidity if you choose so. A stock dividend adds shares and recomputes the average buy price (and is not counted as a loss in today's move).

The calendar is an estimate from your own past pattern, not a company confirmation.

Your liquidity and how it got here.

"Cash".

Available liquidity, deposited, withdrawn, dividends, "Deposit or withdraw", "Transfer to another portfolio", a "How your liquidity got here" flow (deposits, withdrawals, purchases, sales, dividends, fees, unrecorded difference), the moves list (filter: All / Deposit & withdraw / Trades / Dividends), CSV and Excel export.

1. "Deposit or withdraw"
2. type, amount, note
3. "Confirm".

Buttons "New deposit / withdrawal" and "Transfer to another portfolio"; totals (deposits, withdrawals, broker expenses, net capital deposited, balance); a table with edit and delete.

A withdrawal has a category: personal, or fees (subscription, custody, bank, other).

Anything other than "personal withdrawal" counts as a real investment cost and appears in broker expenses. A transfer moves liquidity between two portfolios of your account and updates the capital deposited in both. If the log does not match the capital you see a warning and "Reconcile log now".

An amount above the available cash is refused.

An estimated annual report.

"CashTax" (Egypt only).

The year; stamp-duty rates (buy/sell) and capital-gains tax (editable); total buy and sell value, estimated stamp duty, net realised profit, dividends; "Export report as CSV".

It is not a tax return; rates are defaults and the law changes (a notice is shown on the page). Stamp rates feed the break-even price.

Check the tax authority's or your broker's latest instructions before relying on it.

Every trading session coloured by the day's result (excluding deposits and withdrawals).

"Calendar".

Green days, best day, hardest day, longest green streak, "Months summary".

Open a day to see its result and return.

Needs a daily snapshot of the portfolio; one point is added each day you open the app. It changes no data.

Profit/loss colours can be switched to blue/orange in Settings.

Stocks you follow without owning.

"Add a stock to watchlist" (name, price, buy target, note, optional CSV of old prices), a table (price when added, current, change, target, 30-day chart), buttons: details, add to portfolio, set an alert, remove; a "Price alerts and notifications" panel: enable browser notifications, auto-refresh every N minutes (pauses when the tab is minimised), add an alert (symbol, price, direction), active alerts and last fired.

Alerts are checked on every price refresh; browser notifications work while the app is open.

Filters the exchange by P/E, P/B, dividend yield, liquidity and sector.

Presets (high dividends, low valuation, high liquidity, large caps), detailed filters, "Reset filters", "Save filter" (up to 20, on your device), a sortable results table with "Analyse" and "Watch", "Show more".

A stock with no figure for a filter is excluded from it. The US list is the top 600 by market cap and says so.

Practice trading with EGP 500,000 of virtual money, completely isolated from your own.

"MarketVirtual Market" (Egypt only).

A "Demo account · Demo Mode" badge; total, profit since start, cash and market value; a virtual order ticket (buy/sell, symbol, quantity, "Max", live price, value, commission and balance after); virtual positions; trade history; statistics (win rate, realised profit, commissions, best/worst sale); account allocation with a concentration warning; "Reset virtual portfolio".

1. pick symbol and quantity
2. check the numbers
3. "Virtual buy"/"Virtual sell".

Live prices with a virtual commission. It is never included in your total assets, your backups or your sync. It is stored in your cloud account if you are signed in, otherwise on this device only. "Reset" restores 500,000 and clears positions and history.

Your real return, where it came from, and the portfolio pulse.

Five measures: Simple, money-weighted MWR (XIRR), time-weighted TWR, compound annual growth CAGR, and a bank-certificate comparison (edit its rate); "Where your return came from" (unrealised, realised, dividends, commissions); Portfolio pulse out of 100 (concentration, sector diversification, stop-loss protection, liquidity) with a recommendation; "What do you measure here?".

Each figure says why when it cannot be computed: "Record your deposits", "Reconcile the liquidity log", "Widen your price archive". The pulse is informational, not advice.

An educational tool applying a value strategy with dynamic rebalancing to your stocks. Not advice.

Cards (accumulation opportunities, trim/take-profit, suggested cash, portfolio safety); a parameters panel (minimum margin of safety, suggested from your investor profile, "Apply"); a table with fair value, target weight, dividend yield, 52-week high and "Auto-fetch"; performance period; a recommendations table (strong accumulate / add / hold / trim) with signal score, archive confidence and "Try the decision"; Recurring support and resistance.

1. archive prices daily
2. enter fair value and target weight (manually or auto-fetch)
3. "Recalculate signals".

A longer archive gives higher confidence. A stock that falls because its fundamentals weakened may give a misleading "accumulate": review the company's news.

They save nothing to your portfolio.

Strategy research on historical data entirely on your device, isolated from your real portfolio (its own IndexedDB; it does not touch your data, backup or sync). Its results are historical and do not guarantee the future.

the "Lab" section (when the strategyLab flag is on, which it is): "Lab dashboard" and "Strategies".

The dashboard: what you have (strategies, runs, datasets, running), "What needs your attention", latest runs. "Strategies" tabs: Strategies (entry, exit, size and risk rules with SMA, EMA, RSI, MACD, Bollinger, ATR… indicators, market, limit and stop orders, with a plain-language drafting assistant whose output the app verifies), Data (import daily CSV with corporate actions), Runs (set up and run, with period splits: development / validation / protected final test), Results (equity curve, trades, log, XLSX and PDF reports); and extra tabs per flags: Experiments (bounded-range optimisation with multiple-testing disclosure), Paper and Readiness (run the strategy on the Virtual Market with readiness gates), Sharing (share a version for view or copy, with revoke).

1. import data in "Data"
2. create a strategy
3. set up and run a test
4. read "Results"
5. to validate: walk-forward and robustness
6. to rehearse: the "Paper" tab.

Everything is local and stored in the lab database. There is no path to real orders. The assistant, experiments, paper trading and sharing require a signed-in cloud account (and the assistant needs the server). What you share is stored readable on the server until you revoke it; everything else stays encrypted on your device.

Each run keeps a snapshot so it can be reproduced; beware of over-optimism: many tries require disclosure.

"Settings" at the bottom of the side rail. Changes apply instantly and are saved on this device.

Appearance: theme (auto/light/dark), language (Arabic RTL or English LTR), extra display options: motion, profit/loss colours (green/red or blue/orange for colour-blindness), high contrast, numerals (Western 123 / Arabic ١٢٣; reloads the page). Privacy: hide amounts. Defaults: value-curve range and stock sort order, and optional cards (getting-started steps, weekly review). Data and sources: price data source (a proxy server and a price file), tax defaults, anonymous crash reports (error message only), reset the virtual portfolio. Links: Privacy & Terms, Contact us, About. Danger zone: "Clear current portfolio data" and "Delete current portfolio".

Dangerous actions cannot be undone and require typing the portfolio name, with an option "Export a backup before continuing". The only portfolio cannot be deleted.

"Price data source" lets you use your own proxy (a free Cloudflare Worker) or a JSON price file; both are optional and the app works without them with lower reliability.

Your identity, portfolios, data and security.

"Account" (bottom of the side rail, or "More" on phone).

Identity card (photo, name, "Investor since", cloud account / on this device, net deposited, value, return); Your portfolios (switch between them, "New portfolio": name and portfolio market); Investor profile (name, goal, horizon, risk tolerance, preferred sector, JPG/PNG/WebP photo); Backup (export, import, reminder every N days, optional upload to Google Drive with your own OAuth Client ID); Privacy & security (hide amounts, PIN lock and encryption); Cloud account & subscription (server URL, sign in / new account, sign out, subscription status, activation code, support); Net worth; alerts and notifications; keyboard shortcuts.

• App lock: "App lock (PIN) and encryption" → a 6–12 character code and its confirmation → optionally "Encrypt portfolio data" → "Save and enable lock". To remove it: "Disable lock and encryption" and enter the code.
• Cloud account: enter the server URL (Worker URL) → "New account" or "Sign in" → encrypted sync begins.
• Net worth: add other assets (property, car, bank account, crypto) and debts to see net worth beside your portfolios, and "Encrypted emergency export" (a file opened with a password you choose, offline).
• Pro activation code: type it under "Have an activation code?" → "Activate".

Without encryption anyone opening this browser sees your portfolio. If you forget the PIN while encryption is on, encrypted data cannot be recovered except from a backup (PIN recovery may give you a recovery code; keep it). Your server data is end-to-end encrypted: the server sees no quantities or amounts.

Export backups regularly (the app reminds you). Paid subscriptions, account password reset and in-store payments are not enabled at present (the billing, accountRecovery and iap flags are off), so do not rely on them.

Two optional cards: "Get started in 3 steps" to finish setup, and "Weekly review" for your week's result.

"Get started in 3 steps" appears in Stocks, and "Weekly review" in AnalysisPerformance. Show or hide them in "SettingsOptional cards".

Getting started: (1) "Replace the sample data with your own": "Add a stock" or import a backup file, (2) "Set your investor profile" (tailors signal suggestions and the daily summary), (3) "Turn on the lock (PIN) and notifications". Each step shows ✓ when done, plus a "Hide" button. Weekly review: "your week in 3 figures", whose performance excludes deposits and withdrawals.

Start with step one (the rest is optional and you can return later) → press the button inside each step to open its dialog.

They change none of your figures; they only open the usual dialogs (add stock, investor profile, lock, notifications). Hiding is saved on this device.

While the data is sample data, step one reminds you: "The figures shown are sample figures".

The app is an installable web app ("standalone" display, named SmartBorsa) and updates itself.

install from the browser menu ("Add to Home Screen / Install app"). Updates: a bar at the top of the screen.

A "New version ready" bar: "Update now to get the latest improvements — your data is safe", with an "Update now" button and a "later" option.

When the bar appears press "Update now" → the page reloads on the new version.

Files are cached so the app opens fast; updating replaces them without touching the data saved in your browser.

On iPhone the app must be added to the Home Screen for notifications to work outside the app. If you see an old version after updating, reload the page twice.

Three informational and legal pages that open in a new tab.

"SettingsPrivacy & Terms / Contact us / About". They are also linked from the Welcome page footer.

"About us" (what SmartBorsa is and who it is for), "Contact us" (ways to reach us and to send a message or complaint), "Privacy & Terms" (what we store, encryption, disclaimer). A "Page not found" page appears for a wrong link.

Read-only; they change none of your data. Support replies to your messages appear inside "Account → Contact us" when you have a cloud account.