Hawks Global · Free PSX beginner resource
PSX First Trade Checklist: Plan Before You Buy
Your account is open. What comes next? Work through the practical checks below, write down your reasoning and find the guide or tool that helps with your next step.
No sign-up needed Print with your notesThis is a preparation worksheet, not a stock recommendation or a certificate that a trade is safe. You can lose money even after completing every check.
Before placing your first PSX order
Tick a box only when you have checked it. Unticked items show what to learn next; the count is not an investment rating.
01 · Account & access
Know your broker and account setup
Read our existing PSX broker guide →
Use the guide as background; verify current fees, service terms and official status directly before choosing a broker.
02 · Company research
Understand what you would own
Explore our halal-investing guides →
Shariah status and a company’s financial condition can change. A low share price alone does not mean a company is cheap.
03 · Money & costs
Set an amount you can manage
Explore the PSX position-size tool →
Explore the deduction calculator →
Confirm assumptions and current rates before using any calculator. A planned exit price is not a guaranteed execution price.
04 · Order & records
Plan the trade and keep evidence
See the PSX Foundation Course →
A submitted order is not necessarily a completed trade. Check the broker’s confirmed execution record.
Write your investment reasoning
Use this worksheet to make your assumptions visible. Your notes are not sent to Hawks Global, saved to an account or automatically stored. They remain on this open page until you leave or reload it; print a copy if you want to keep them. Avoid personal account details.
Do not turn a single ratio or indicator into an automatic buy decision. A financially weak company can look inexpensive, and oversold conditions can persist. Learn the reasoning behind the tools before relying on their output.
Choose your next step
Learn the process, then make your own informed decisions.
The PSX Foundation Course covers platform basics, buying and selling, company research, risk and reviewing an investment plan. Live teaching is currently available; recorded lessons are being prepared.
The WhatsApp message is prepared for you. Nothing is sent until you send it yourself.
Questions beginners ask
Is completing this checklist enough to buy a stock?
No. It helps you find gaps in your preparation. It does not assess a particular stock, your full circumstances or future market conditions, and does not remove the risk of loss.
Do I need to pay to use this resource?
No. This checklist is free. Course enrolment is separate; check the current course fee, schedule and included support on the course page before paying.
Where can I find the rest of the calculators?
Visit the existing financial calculator hub. Choose a calculator for the question you are trying to answer, and verify its assumptions rather than treating its result as a recommendation.
What if I invest from overseas?
The account route and documents depend on your circumstances. Read our overseas investor guide and confirm the current route and requirements with the relevant bank or broker.
Official sources & further reading
This educational worksheet draws on the PSX account-opening and investor-awareness guidance. It is not issued or endorsed by PSX.
- PSX account-opening checklist
- PSX investor awareness guide
- PSX guidelines for Shariah-compliant investing
Educational worksheet prepared for Hawks Global. No guaranteed returns or personalised stock recommendations.
