Local broker formats
Support includes several commonly used Pakistani broker confirmations and transaction statements.
Faster portfolio onboarding
Import supported PSX broker PDFs instead of retyping every trade
FolioSync parses supported broker confirmations and statements, presents mapped transactions for review and saves approved rows into the selected portfolio.
Product information reviewed June 2026
What you can do
Review before save
Check symbols, dates, quantities, rates, transaction types and charges before changing portfolio data.
Portfolio mapping
Assign imported transactions to the appropriate FolioSync portfolio.
AI-assisted fallback
Optional bring-your-own-key AI parsing can help with unknown formats and remains subject to review.
How it works
- 1Select the original broker PDF rather than a screenshot or scan.
- 2Choose the document type where prompted and inspect every parsed row.
- 3Correct mapping errors, select a portfolio and save the approved transactions.
Frequently asked questions
Should I upload a screenshot of the statement?
No. Use the original PDF so text and table structure remain available to the parser.
What should I verify?
Verify symbol, side, date, quantity, rate, charges and portfolio assignment for every imported row.
What if my broker is unsupported?
An optional AI-assisted fallback may help, or you can submit a redacted sample to support for review.