Take Control of Your CSE Portfolio
Monitor returns, dividends, holdings, and performance with one intelligent dashboard built for Sri Lankan investors.
- Real-time Data
- Secure & Private
- Made for CSE Investors
From 1200+ Clients
An Intelligent System That Grows With You
Everything you need to analyze, track and grow your investments in the CSE.
Portfolio Tracking
Track holdings, average cost, current value, gains/loss and overall performance in real-time.
Dividend Forecasting
See past dividends, upcoming payouts and forecast your future dividend income.
Sector Allocation
Visualize your portfolio allocation across sectors and make smarter diversification decisions.
Gain/Loss Analytics
Advanced charts and insights to understand performance over time.
PDF Reports
Export professional portfolio reports and share or save whenever you need.
Watchlist Alerts
Track your favorite CSE stocks and get price alerts for important movements.
Invest Smarter Without the Noise
Designed to save time, reduce complexity and help you focus on what matters.
Real-time Insights
Stay updated with live market data and portfolio changes.
Better Than Spreadsheets
Powerful analytics without the manual hassle.
Performance Tracking
Understand your growth with beautiful charts and easy metrics.
Easy Reports
Download clean professional PDF reports in one click.
Long-term Focus
Built for long-term investors who value consistency.
Mobile Friendly
Access your portfolio anytime, anywhere on any device.
Simple Plans For Every Investor
Start for free and upgrade anytime. Cancel anytime.
- Add and manage holdings
- Basic buy/sell transaction tracking
- Portfolio value overview
- Total invested amount
- Current portfolio value
- Basic sector summary
- Mobile-friendly dashboard
Year
- Real-time portfolio performance
- Detailed gain/loss analytics
- Dividend forecasting
- Dividend calendar
- Dividend history explorer
- Sector allocation insights
- Watchlist alerts
- Profit book & targets
- Daily Historical Log
- What-if simulator
- CSE Analyser
- Technical Signals - RSI, MACD
- Export PDF portfolio reports
- Priority email support
Lifetime
- Advanced portfolio analytics
- Long-term wealth growth forecast
- Early access to new features
- Priority feature requests
- Dividend income projection
- Sector exposure analysis
- Premium support
No hidden fees. Upgrade or downgrade anytime.
CSEPilot helps you track and understand your investments — it does not provide financial advice.
Trusted By Investors Who Value Growth
From solo professionals to growing teams, people rely on our AI to stay organized, focused, and productive.
Turn Market Data Into Clear Decisions
Join thousands of Sri Lankan investors using CSEPilot to track, analyze and grow their portfolios.
Frequently Asked Questions
Everything you need to know about tracking your CSE portfolio with CSEPilot.
Smarter Portfolio Tracking Starts Here
- Start Tracking Free
- Built for Sri Lankan Investors
- Portfolio Clarity in Minutes
CSEPilot is a portfolio tracking platform built for investors in the Colombo Stock Exchange. It helps you monitor your holdings, returns, dividends, sector allocation, and overall portfolio performance in one simple dashboard.
Yes. CSEPilot is designed for both beginners and experienced investors. Beginners can easily track their investments without complicated spreadsheets, while advanced investors can use analytics, reports, and portfolio insights.
Yes. You can add your CSE holdings, buying prices, quantities, dividends, and transactions to see your full portfolio performance in one dashboard.
Yes. CSEPilot helps you track your total invested amount, current value, total profit or loss, return percentage, and portfolio growth over time.
Yes. CSEPilot includes dividend tracking features so you can monitor dividends received, estimate future dividend income, and review dividend performance based on your holdings.
Yes. CSEPilot allows you to generate professional portfolio performance reports that can be exported as PDF for your records, reviews, or personal investment planning.
Yes. Your portfolio data is handled with privacy and security in mind. CSEPilot is designed to help you track your investments safely and keep your personal portfolio information protected.
CSEPilot saves time compared to manual spreadsheets. It gives you a cleaner dashboard, automatic calculations, charts, reports, dividend insights, and portfolio summaries in one place.
CSEPilot is mainly a portfolio tracking and analytics tool. It helps you understand your performance and make better-informed decisions, but it does not provide guaranteed financial advice or direct buy/sell instructions.
Yes. You can start with the free plan to track your portfolio and explore the basic features before upgrading to a paid plan.