Cash Flow — 6 Months
Net Worth Breakdown
Net Worth Timeline
Expense Breakdown
F&O P&L Curve
Debt Progress
Recent Transactions
Accounts
Income Sources
By Category
Last 3 Months
| Source | Category | Amount | Date | Account | Recurring |
|---|
Expenses
Monthly Budget
Accounts & Cards
Balance Comparison
Credit Card Bills
Debt & Payback Tracker
Payoff Projection
Debt Composition
Cumulative P&L
Daily P&L Heatmap
Charges Breakdown
Win / Loss Split
Monthly P&L
Recent Trades
Trade Journal
| Date | Time | Symbol | Type | Strike | Side | Lots | Entry | Exit | P&L | Charges | Status | Setup | Notes |
|---|
Live Options Chain Simulated
CALL (CE) — LTP / OI Change / Volume / IV
Strike
PUT (PE) — LTP / OI Change / Volume / IV
Select symbol and click Refresh
OI Distribution
Max Pain & PCR
Level 1 — Beginner Trader
0 XP
Capital:
Earn XP by placing trades, hitting targets, and maintaining streaks
Paper Trading SIMULATED
Paper P&L Curve
Live Quotes
Open Positions
| Symbol | Type | Side | Qty | Entry | LTP | SL | Target | Limit Exit | MTM P&L |
|---|
Trade History
| Date | Symbol | Type | Side | Qty | Entry | Exit | P&L | Exit Reason |
|---|
Avg Win vs Avg Loss
P&L by Instrument
P&L by Symbol
Weekly P&L
Time-of-Day P&L
Setup Performance
Key Insights
Discipline Analytics
Rule Following vs P&L
Emotion vs P&L
Drawdown Curve
Risk Rules
Open Real Positions
Daily P&L History
Deep Risk Insights
FD & RD Tracker
Investment Portfolio
Portfolio Growth Curve
Asset Allocation
Performance by Asset Class
Smart Insights
All
Stocks
Mutual Funds
ETF
Gold
Crypto
Bonds
Portfolio Risk Analysis
Projected Returns (Bear / Current CAGR / Bull)
Sector Concentration
Market Cap vs Benchmark
RCA — Decision Insights
SIP Tracker
12-Month Projection
SIP Breakdown
SIP Goal Planner
Profile & Users
Active Profile
Switch User
Paper Trading Achievements
Settings
Changes auto-saveAppearance
Theme
Switch between dark and light mode
Currency Display
Primary currency symbol
Compact Mode
Reduce card padding for more data
Alerts & Risk Rules
Max Daily Loss (%)
Warn when P&L hits this threshold
Risk per Trade (%)
Max capital risk on single trade
Target Win Rate (%)
Personal benchmark for analytics
Max Drawdown Alert (%)
Alert threshold from peak
Trading Defaults
Default Brokerage (₹)
Auto-filled in trade journal
Paper Capital (₹)
Default paper trading capital
Preferred Exchange
Default market for paper orders
Auto Square-off Time
Paper positions auto-close at
Investment Goals
Portfolio Goal (₹)
Target portfolio value
Target CAGR (%)
Expected annual return
Monthly SIP Target (₹)
Total monthly investment goal
Equity Target (%)
Desired equity allocation
Market Data
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Checking market data...
Data source priority
Automatically fetches live market data during NSE/BSE hours (9:15 AM – 3:30 PM IST). No configuration needed.
Refresh interval
How often prices update during market hours
Custom Expense Categories
Notifications & Reminders
Push Notifications
SIP reminders, EMI alerts, FD maturity, trade square-off (requires browser permission)
Test Notification
Send a test notification now
Data Management
Export backup
Download all your data as a JSON file
Import backup
Restore from a previously exported JSON backup
Import bank CSV
Import transactions from a bank statement CSV (Date, Description, Amount columns)
Clear all data
Remove all entries and reset to defaults. Also clears your cloud account. Cannot be undone.