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Overview
Dashboard
Personal Finance
Income
Expenses
Budget
Accounts
Debt Tracker
Investments
Portfolio
SIP Tracker
Trading
Overview
Trade Journal
Options Chain
Paper Trading
Analytics
Risk Monitor
Account
Profile
Settings
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▶ Demo Mode— Sample data only, nothing is saved

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Trading Overview
Profile & Achievements
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Cash Flow — 6 Months

Net Worth Breakdown

Expense Breakdown

F&O P&L Curve

Debt Progress

Recent Transactions

Accounts

Income Sources

By Category

Last 3 Months

SourceCategoryAmountDateAccountRecurring

Expenses

DescriptionCategoryAccountAmountDate

Monthly Budget

Accounts & Cards

Balance Comparison

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

DateTimeSymbolTypeStrikeSideLotsEntryExitP&LChargesStatusSetupNotes

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

SymbolTypeSideQtyEntryLTPSLTargetLimit ExitMTM P&L

Trade History

DateSymbolTypeSideQtyEntryExitP&LExit 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

Drawdown Curve

Risk Rules

Open Real Positions

Daily P&L History

Deep Risk Insights

Investment Portfolio

Portfolio Growth Curve

Asset Allocation

Performance by Asset Class

Smart Insights

All
Stocks
Mutual Funds
ETF
Gold
Crypto
Bonds

SIP Tracker

12-Month Projection

SIP Breakdown

Profile & Users

Active Profile

Switch User

Paper Trading Achievements

Settings

Changes auto-save

Appearance

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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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

Data Management

Data stored in browser localStorage. Export regularly to avoid loss. Version: Artha v5.1
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