Portfolio-aware tax estimates

Estimate PSX capital gains tax from your actual transaction history

FolioSync uses recorded purchase and sale lots, dates and eligible costs to estimate realised gains and CGT reporting figures for each portfolio.

Product information reviewed June 2026

FolioSync portfolio analytics and tax reporting

What you can do

FIFO lot matching

Match sales against the oldest available purchase lots and include recorded broker charges.

Filer settings

Configure filer, late-filer or non-filer assumptions where supported by the app.

Equity and fund estimates

Review applicable recorded gains and losses across supported equity and mutual fund transactions.

PDF reports

Generate portfolio-level CGT and holding reports from your recorded data.

How it works

  1. 1Record complete, correctly dated buys, sells and relevant charges.
  2. 2Select the applicable tax-profile settings.
  3. 3Review realised transactions and export the estimate for reconciliation.

Frequently asked questions

Is this an official tax calculation?

No. It is an estimate based on data recorded in FolioSync and must be reconciled with official records.

Are broker charges included?

Recorded buy-side and sell-side charges are incorporated into supported FIFO calculations.

Does it replace a tax adviser?

No. Consult a qualified Pakistani tax professional for filing decisions.