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Yes, permanently. Every signup opens on a 14-day Pro trial with no card required. If you do not upgrade you move to Starter — free forever, with 20 trades a month, 3 watchlists, 3 price alerts and 10 calendar events. Nothing is deleted when the trial ends; the caps simply start applying.

You drop to Starter. Your trades, journal entries, tags and analytics history stay exactly where they are. The Pro-only surfaces switch off until you upgrade — Telegram delivery, Dhan broker sync, advanced analytics, weekly reports and the trailing stop-loss engine.

Yes. Switch between monthly, quarterly, half-yearly and yearly billing, or cancel outright, from Settings → Billing. Cancelling stops the next renewal; your access continues to the end of the period you have already paid for.

Refunds are considered at our discretion within 7 days of purchase, as set out in the Terms. The 14-day Pro trial exists precisely so you can make the decision before any money changes hands.

Yes. Every captured payment appears in Settings → Billing → Payment history with its invoice PDF attached, so you can download it whenever your accountant asks. Payments are processed by Razorpay. If you need something specific on the invoice for your books, message us before you pay.

NSE equity, NSE F&O and MCX commodities are covered end to end — symbol search, pricing and segment-aware analytics. Intraday, delivery, futures, options and commodities each carry their own trailing stop-loss profiles, charge rates and tax treatment. BSE-only scrips are not in the built-in instrument list yet; they come in through broker sync or CSV import.

Dhan is live for portfolio and order sync. Fyers, Zerodha, Upstox and Angel One are on the roadmap and are labelled that way inside the app — those screens write nothing yet and say so. Until they ship, any broker's CSV export maps into the trade importer column by column, so no broker is locked out.

No. It records, analyses and suggests — that is the whole product. There is no autonomous paper or live executor behind it. A broker connection exists so your executed fills arrive without retyping, and the risk guardrails block or warn; they do not trade.

That is your choice at signup. In cloud mode it lives in PostgreSQL with row-level security on every table, so isolation is enforced by the database itself rather than by a check in application code. In local-only mode the whole app runs against your browser's own database — no account row, no upload, no sync, and nobody including us can read it.

Yes, in full and at any time — every trade, note, tag and journal entry exports in one action. There is no export fee and no waiting period. A journal you cannot walk away from is not one worth trusting with years of history.

No. The discipline score, mistake pricing, risk-of-ruin simulation, streak tracking and behavioural flags are deterministic arithmetic over your own trades and need no API key at all. Language-model features sit on top, are optional, and mostly run on a provider key you supply.

Not reliably, and we would rather say so than sell you a siren we have not built. Alerts are evaluated while TradeBook is open in a browser tab. Treat them as a second pair of eyes while you are at the desk — an always-on cloud scheduler is not part of the product today.

No — treat it as a planning estimate to hand to your CA. It classifies closed trades into short-term and long-term capital gains (tracking the ₹1.25 lakh LTCG exemption), speculative intraday income and non-speculative F&O and MCX income, applies your slab plus 4% health and education cess, and reports turnover against the audit threshold across an April–March financial year. The report carries the same disclaimer in the product.

TradeBook is a progressive web app. Add it to your home screen from the browser and it opens full screen like an installed app, with offline logging that queues entries and syncs them when you reconnect. There is no separate App Store or Play Store download to wait for.

Yes. Post a Call composes a card with the entry zone, stop-loss, targets and your one-line view, publishes it to your Telegram channel, and threads every subsequent update under the original message. Quantity and capital are never shown, and your registration number and disclaimer are appended to every card automatically.