Getting Started
Start with one clean trading loop: set up your account, define starting capital, log your first trade, and use the dashboard to review risk and performance. This phase keeps the setup practical for NSE, BSE, MCX, equity, futures, options, and commodities workflows.
Build the first useful trading workspace before complexity.
Phase 1 turns signup into a reliable daily loop: capital set, first trade logged, dashboard understood, and review habits started.
Account, capital, first trade, and dashboard review in one guided session.
Capital is set before analytics, so ROI and position sizing stay accurate.
The dashboard becomes the daily checkpoint before deeper reporting.
Quick Start
Get up and running in under 5 minutes.
Create account
Use email signup, verify once, and land in a clean local preview or live workspace.
Set capital
Add starting capital before trades so risk, ROI, and position size math are useful from day one.
Log first trade
Capture symbol, segment, entry, stop loss, quantity, tag, and the reason for the trade.
Review dashboard
Read P&L, open risk, win rate, active alerts, and the next review task without hunting.
Your First 5 Minutes
Create and verify your account
Sign up with email, confirm once, and enter the app with a clean starter workspace.
No card is needed for the trial flow; the goal is to reach the product quickly.
Set starting capital before anything else
Enter the capital you actually use for trading. TradeBook uses it for risk per trade, return %, and capital-at-risk widgets.
You can revise this later in Settings -> Capital Management, but the first value should be honest.
Choose a comfortable theme
Pick light or dark mode based on when you review. The docs and dashboard keep the same visual system.
Use dark mode for long market sessions, light mode for reports and sharing.
Log one complete trade
Create a trade with symbol, segment, side, entry, quantity, stop loss, target, setup, and notes.
A single complete trade teaches the full workflow better than importing messy history first.
Read the dashboard once
Check today's P&L, open risk, alerts, and review prompts so you understand the daily command center.
After this, move to Phase 2 and learn the dashboard in detail.
Best Practice
Set your starting capital accurately before logging your first trade. This number drives all risk-per-trade calculations, position sizing suggestions, and portfolio % metrics. You can update it later in Settings → Capital Management, but getting it right from day one ensures your analytics are meaningful from the start.
Set Your Starting Capital
This defines your baseline. We use this to calculate accurate risk percentages, position sizing, and your overall ROI metrics.
Smart Sizing enabled. TradeBook will automatically suggest position sizes based on a default 1% risk per trade.
The onboarding wizard walks you through account setup, starting capital configuration, and theme selection. Each step validates before proceeding.
The mobile-optimized onboarding adapts to smaller screens with full-width fields and bottom-sheet interactions.
Trade on the Go
TradeBook's interface automatically transforms into an app-like layout on smaller screens.
Native App Feel
Bottom navigation bar and touch-optimized large hit targets.
PWA Support
Install directly to your home screen bypassing app stores.
Quick Actions
Floating action button allows instant trade logging from anywhere.
Responsive Panels
Modals and sheets slide up from the bottom for easy thumb reach.
What TradeBook Is
Use TradeBook as your trading operating system, not as a broker or signal provider.
TradeBook gives you one place to log trades, monitor risk, review behavior, and turn raw trade history into repeatable rules.
Most traders do not fail because they lack charts. They fail because risk, mistakes, and review notes are scattered across too many places.
Use it before the session to check risk, during the session to record decisions, and after the close to review outcomes.
Platform Overview
Understand the key areas of TradeBook.
Create Your Account
Sign up, verify, and set the account foundation once. The onboarding flow should leave you ready to log, not stuck configuring.
- Email-based signup with secure authentication
- Set your starting capital during onboarding
- Choose light or dark theme preference
- Keep the first setup intentionally small
- Move to Dashboard only after the capital baseline is set
Navigate the Platform
The sidebar gives you quick access to every section. On mobile, a bottom navigation bar keeps everything within thumb reach.
- Dashboard — your trading cockpit with KPIs and widgets
- Trades — manage all your positions in list or grid view
- Alerts — set price triggers with Telegram delivery
- Studies — research ideas with pattern tagging
- Watchlist — track instruments with market data
- Analytics — deep performance breakdowns (Pro)
Note
Press ⌘K anywhere to open the Command Palette — search trades, create alerts, and navigate instantly without touching the mouse.
System Requirements & Browser Support
Dashboard
Your trading cockpit. The docs now explain the dashboard as a command center: quick scan first, active risk second, and review workflow after the close.
A structured dashboard broken into four operational zones: header filters, KPI strip, active workspace, and performance review.
The dashboard needs to answer trading questions without forcing users to hunt across scattered widgets. Fixed zones make the screen predictable.
Use it before the open for context, during market hours for risk and positions, and after the close for journal and review decisions.
One screen for the four decisions every trader checks.
The dashboard is documented as an operating system, not a pile of widgets: what is happening, what is at risk, what needs action, and what needs review after the session.
Best use
Scan, manage, review
Today P&L
+₹17.6K
Win Rate
66.7%
Open Risk
3.57%
Alerts
6 live
Active workspace
Positions, risk, and action in one lane
GMDCLTD
Open position
+₹7,409
9.87%
NLCINDIA
Open position
+₹10,210
9.93%
KPI Strip
Active Workspace
Risk & Goals
Review Layer
Operator flow
1. Pre-market scan
2. Live management
3. Post-close review
Dashboard Architecture
A structured view of the real dashboard layout and widget system.
The layout starts with the KPI scan, then moves into active positions, risk controls, briefing/actions, and review widgets. Filters and workspaces stay at the top so every visible panel shares the same context.
Dashboard
Live previewMonth, segment, and workspace filters drive every widget below.
At a Glance KPI Strip
First scan
+₹12,450
0.62%
68%
4
Active Workspace
Briefing & Actions
Avoid first 15 minutes. Watch RELIANCE near ₹2,850.
Risk & Goals
Performance Review
Equity Curve
Alerts
At a Glance KPI Strip
The fastest read on account health and session status.
1. At a Glance (KPI Strip)
The top row provides instant answers to your most common questions:
- Today's P&L — Realized vs unrealized split
- MTD P&L — Month-to-date trajectory
- Open Positions — Total count and capital exposed
- Win Rate — Your current edge (%)
- Active Alerts — Pending triggers
Workspace & Performance Panels
Deeper insights into your current session and overall discipline.
2 & 3. Active Workspace & Sidebar
The core of the dashboard features your active data:
- Open Positions Table — An immediate, live-updating view of your current trades, complete with trailing SL distance and P&L.
- Morning Briefing (Sidebar) — Pre-market context regarding FII/DII data and global indices.
- Quick Actions (Sidebar) — One-click access to add trades, create alerts, or view your AI insights.
4. Performance Tracking (Merged Panels)
New StructureWe consolidated 4 separate widgets into two powerful panels: Risk & Goals, and Consistency. These panels give you a holistic view of your trading health without cluttering the screen.
Risk & Goals
Capital at Risk
0.6% total risk across active trades.
Consistency
Winning Streak
Consecutive profitable days
Oversize Trades
You had 1 position exceed 10% risk.
- Risk Gauge — Shows EXACTLY how much of your total capital is currently exposed to the market across all active trades.
- Daily Goal Progress — Tracks your current realized P&L against your predefined daily 1% target.
- Winning Streak — Encourages consistency by tracking consecutive profitable days.
- Discipline Warnings — Automatically flags any position that exceeds 10% risk of your starting capital.
Dashboard Widget Manager
Tailor the density without breaking the layout.
Widgets Panel
Live PatternOpen Widgets from the dashboard header to pick a preset, filter available panels, and switch sections on or off. The grid reflows around those choices so the dashboard still feels designed.
Dashboard
May 2026 · All segments
P&L
+₹12.4k
Risk
0.62%
Win Rate
68%
Open
4
Active Positions
Risk Limits
Daily risk: ₹18.2k
Goal progress: 56%
Discipline: 92
Equity Curve
+4.8%Dashboard Widgets
Choose panels and apply a layout preset.
Layout preset
Default
Balanced dashboard
Intraday
Positions first
Risk
Guardrails first
Minimal
Fast scan
P&L, win rate, open risk
Monthly goal and capital base
Open positions table
Pre-market plan
Capital-at-risk gauge
Daily P&L heatmap
Pattern analysis
- Click 'Widgets' in the top right to open the dashboard widget manager.
- Choose a layout preset such as Default, Intraday Focus, Risk Monitor, or Minimal.
- Toggle individual panels on or off to show only the widgets you need.
- The grid stores visibility and layout preferences so your dashboard opens the same way next time.
Best Practice
Keep the 'Insights' panels (Calendar Heatmap and AI Insights) turned off during active market hours to maintain focus. Toggle them on only at the end of the day for review.
Trade Management
The core of TradeBook. Log every trade with detailed metadata — entry, exit, stop loss, targets, tags, chart images, and post-trade reviews. Manage your entire trading book from one screen.
Log every trade with entry/exit, stop loss, targets, tags, chart images, and notes. Track status from open → partial → closed with full timeline.
Without detailed records, you can't analyze what's working. Trade management turns random trading into a systematic, reviewable process.
Every time you enter, modify, or exit a position. The faster you log, the more accurate your records.
Pro Tip
Always set your stop loss before submitting a trade. TradeBook calculates your risk-to-reward ratio automatically — trades with R:R below 1:2 are flagged in your analytics.
Creating & Managing Trades
Log trades with detailed metadata and smart defaults.
Creating Your First Trade
Open the trade form
Click '+ New Trade' in the sidebar or press N on your keyboard. The Command Palette (⌘K) also works.
On mobile, tap the floating '+' button at the bottom right.
Search for an instrument
Type the stock name or symbol. The unified search covers NSE, BSE, and MCX — equities, futures, and options.
The segment (Intraday, Positional, F&O, etc.) is auto-detected from the instrument type.
Set entry details
Enter your entry price, quantity, and trade type (BUY or SELL). Add a stop loss and up to 5 target levels.
The position sizing calculator shows your optimal quantity based on risk %.
Add context & submit
Attach setup tags, chart links, confidence score, and notes. Check off your trading rules, then submit.
Templates can pre-fill most of these fields for your common setups.
Trade Creation Form
Full trade creation with smart defaults and rich metadata:
- Unified instrument search across NSE, BSE, MCX (equity, futures, options)
- Auto-detect segment based on instrument type
- Set entry price, stop loss, and up to 5 target levels
- Choose trade type: BUY or SELL
- Add confidence score (1-5) and rating (1-10)
- Attach setup tags, pattern tags, and notes
- Link up to 5 chart images per trade (TradingView or direct URLs)
Create New Trade
Instrument
Entry Price
Quantity
Stop Loss
Target 1
Target 2
SL %
1.25%
Risk ₹
₹1,775
R:R Ratio
1:1.54
Capital
1.4%
The trade form adapts based on your selected instrument — F&O trades show lot size and expiry, while equity trades focus on price and quantity.
Best Practice
Always attach chart screenshots or TradingView links to your trades. When you review them weeks later, the chart context is invaluable — it shows what you saw at entry time, not what the chart looks like in hindsight. You can attach up to 5 links per trade.
Trade Statuses & Lifecycle
Every trade flows through a clear lifecycle with distinct statuses.
Trade Statuses & Lifecycle
Every trade flows through a clear lifecycle:
- Planned — trade idea logged but not yet executed
- Open — active position in the market
- Closed — position exited, P&L calculated
- Cancelled — trade idea abandoned before entry
Trade Status Lifecycle
Idea logged, not yet executed
Active position in market
Exited, P&L calculated
Idea abandoned
Planned → Open → Closed is the standard flow. Cancelled trades are excluded from all P&L calculations and analytics.
Risk Management Tools
Automated stop loss, position sizing, and multi-leg strategies.
Trailing Stop Loss (TSL)
Automated stop loss management for open positions:
- Configure TSL by percentage, fixed points, or trigger price
- TSL activates only after price moves in your favor (Activation %)
- Configurable step size, gap, and cooldown between updates
- Per-segment TSL profiles (different settings for intraday vs positional)
- Telegram notifications when TSL updates or gets hit
Trailing Stop Loss
RELIANCE · BUY @ ₹2,845
Activation
1.5%
Step Size
0.5%
Trail Gap
1.0%
Multi-Leg Strategies
Group related trades under a single strategy:
- 10+ strategy templates (Bull Call Spread, Iron Condor, Straddle, etc.)
- Add up to 4 individual trade legs under the parent
- Combined P&L and net premium calculated automatically
- Strategy-level notes and status tracking
- Option Chain Selector — dynamic strike selection with 50/25/10 increments based on underlying price, supports 185+ F&O underlyings
Iron Condor
NIFTY · 4 legs · Options
Net Premium
+₹55
Combined P&L
+₹2,850
Max Risk
₹4,500
Position Sizing Calculator
Built into the trade creation form. Enter your risk per trade (as % of capital or fixed amount), and the calculator tells you the optimal quantity based on your entry price and stop loss distance. Shows position value and max loss in rupees.
Position Sizing Calculator
Post-Trade Review & Reflection
Structured review process after closing every trade.
Post-Trade Review
When you close a trade, a review modal prompts you to reflect:
- Rate execution quality (1-5 bar scale)
- Did you follow your trading rules? (Yes/No toggle)
- What worked well? (free text reflection)
- What failed or could improve? (free text reflection)
- Overall trade rating (1-10 stars)
- Review data feeds into journal analytics
Post-Trade Review
RELIANCE · Closed · +₹3,375
Execution Quality
4 out of 5 — Very Good
Rules Followed?
What worked well?
What could improve?
Trade Rating
★★★★★★★★Sharing, Gamification & Discipline
Social cards, badges, trading rules, and AI coaching.
P&L & Trade Share Cards
NewGenerate beautiful, branded share cards for social media. Share your daily P&L summary, individual trade results, or winning streaks with customizable templates.
- P&L Share Card — daily/weekly/monthly P&L summary with equity curve
- Trade Share Card — individual trade with entry, exit, P&L, and chart
- Streak Share Card — consecutive win/loss streak visualization
- Multiple templates: Dark Minimal, Gradient Pro, Neon, and more
- One-click download as PNG image
- Watermark with your username for attribution
- Accessible from trade detail modal and dashboard quick actions
Achievements & Badges
NewGamified milestones that celebrate your trading journey. Unlock badges as you hit key milestones.
- First Trade, First Win, First 10 Trades milestones
- Streak badges: 3-day, 7-day, 14-day winning streaks
- Journal discipline badges for consistent daily journaling
- Analytics engagement badges
- Progress tracking with percentage completion
- Badge grid displayed on the dashboard
Trading Rules Checklist
Enforce personal discipline before every trade entry. Create your own rules and check them off before submitting a trade.
- Custom rules — add, edit, reorder, or delete your own trading rules
- Pre-trade enforcement — checklist appears in the trade creation flow
- Visual "All Clear" indicator when every rule is checked
- Active/inactive toggle per rule — temporarily disable rules without deleting
- Rules persist across sessions — always available when you need them
See also:
AI Trade Coach
AIGet instant AI-generated feedback on your closed trades. The coach analyzes your entry, exit, timing, and outcome to provide actionable coaching.
- Auto-triggers on freshly closed trades — no manual action needed
- Markdown-formatted coaching feedback with structured analysis
- Evaluates: entry timing, exit quality, risk management, emotional discipline
- Refresh button to regenerate feedback with latest context
- Coaching feedback cached in the database — revisit anytime
- Accessible from the Trade Detail modal
See also:
Quick Actions & Data Tools
Fast trade closing, CSV import/export, and templates.
Quick Close Popover
Close open trades without leaving the trades list. A compact popover lets you enter the exit price and close instantly.
- One-click access from the trade row actions menu
- Inline exit price input with auto-calculated P&L preview
- Triggers the Post-Trade Review modal after closing
- Works on both desktop and mobile layouts
High-Performance Virtualized Table
NewThe Trades screen now uses a deeply optimized virtualized table to render thousands of rows at 60fps without browser lag.
- Infinite scrolling performance, regardless of dataset size
- Inline Editing — click any 'Notes' or 'Tag' cell to edit instantly without opening the modal
- Stateful Column Visibility — toggle which columns to display via the Settings Dropdown; preference saves automatically
- Bulk Actions — select multiple rows for Bulk Export or Bulk Delete
CSV Import & Export
Import trades from CSV files with column mapping. Export your entire trade history to CSV for backup or external analysis. The export includes all trade fields, tags, and review data.
Trade Book — Views
Switch between List and Grid views using the toggle in the top-right. Grid view shows chart thumbnails for visual scanning.
CSV Import
📄 trades_feb2026.csv
42 rows detected
Column Mapping
The CSV importer auto-detects column headers and lets you review mappings before committing the import.
Trade Templates & Smart Suggestions
Save frequently-used trade setups as templates, plus get AI-suggested setups based on your trading history:
- Pre-fill segment, trade type, default SL %, tags
- Optional notes template and timeframe
- Enable/disable auto-tracking and Telegram posting per template
- One-click 'Use' button when creating new trades
- Smart Suggestions — analyzes your closed trades to surface your most common setups
- Shows top 3 frequent combos (e.g., 'Options BUY 5min — used 23 times')
- One-click pre-fill from any suggestion
Saved Trade Templates
Intraday Breakout
Swing Reversal
Options Scalp
CSV Import & Export
Bulk import trades from CSV files with intelligent column mapping, or export your entire trade history for backup and external analysis.
Import Workflow
Step-by-step process to bring your existing trades into TradeBook.
How to Import
Export from your broker
Download your trade history as CSV from your broker's platform.
Most brokers offer a 'Download' or 'Export' button in the trade history or contract notes section.
Upload to TradeBook
Go to Trades → Import CSV and select your file.
Drag-and-drop is supported. Files up to 5MB with hundreds of rows work smoothly.
Map columns
Match your CSV column headers to TradeBook fields. Common names are auto-detected.
Headers like 'ticker', 'qty', 'entry_price' are recognized automatically — you only need to fix unmatched ones.
Preview & confirm
Review mapped data, fix any validation errors, then confirm the import.
Validation highlights missing required fields, invalid dates, and potential duplicates before you commit.
Watch Out
Date format mismatches are the most common import issue. Ensure your CSV dates are in YYYY-MM-DD or DD/MM/YYYY format. US-style MM/DD/YYYY can cause silent errors where day and month get swapped — always double-check a few rows in the preview step before confirming.
How to Import Trades from CSV
3 min · Coming SoonImport & Export Details
Detailed capabilities for importing and exporting trade data.
Importing Trades
Full-featured CSV import with validation:
- Upload any CSV file — supports most broker export formats
- Interactive column mapping — match your CSV headers to TradeBook fields
- Auto-detect common column names (Symbol, Entry Price, Qty, etc.)
- Preview mapped data before importing
- Validation checks: missing required fields, invalid dates, duplicate trades
- Batch import — process hundreds of trades at once
Exporting Data
Full data export for backup or external tools:
- Export all trades to CSV with every field included
- Includes tags, review data, P&L, and timestamps
- Filter by date range or segment before exporting
- Compatible with Excel, Google Sheets, and other tools
- One-click download from the Trades page header
CSV Import
📄 trades_feb2026.csv
42 rows detected
Column Mapping
Supported Broker Formats
Pre-tested CSV formats from popular Indian brokers.
Trade Templates & Smart Suggestions
Save your frequently-used trade setups as reusable templates. Plus, get AI-suggested setups based on your trading patterns.
Template Setup
Create and manage reusable trade templates for faster logging.
Creating Your First Template
Go to Settings → Trade Templates
Open the template manager from your settings page.
You can also create templates directly from the trade creation modal.
Define your setup
Choose the segment (Intraday, Options, etc.), trade type (BUY/SELL), and default stop loss %.
Add your preferred tags and timeframe to auto-fill them on every use.
Add optional defaults
Set a notes template for pre-written checklists, and toggle auto-tracking or Telegram posting.
Notes templates are great for embedding your setup criteria as a reminder.
Save and use
Hit save. Next time you create a trade, click 'Use Template' to pre-fill everything in one click.
You can edit or delete templates anytime from the settings page.
Template Configuration
Build templates for your most common trade setups:
- Pre-fill segment, trade type, default SL %, and tags
- Optional notes template and preferred timeframe
- Enable/disable auto-tracking per template
- Toggle Telegram posting per template
- One-click 'Use' button when creating new trades
Saved Trade Templates
Intraday Breakout
Swing Reversal
Options Scalp
Note
A template-based trade takes about 5–10 seconds to log — compared to 45–60 seconds filling every field manually. Over 20 trades a week, that's 15+ minutes saved, and more importantly, zero missed fields or forgotten stop losses.
Pro Tip
Create a template for each of your top 3 setups. When you see a setup forming, use the template to log the trade in under 10 seconds — no more missed opportunities.
Smart Suggestions
AI-powered setup recommendations based on your actual trading history.
Smart Suggestions
AIAI analyzes your closed trades to surface recurring patterns:
- Identifies your most frequent trade setups automatically
- Shows top 3 combos (e.g., 'Options BUY 5min — used 23 times')
- One-click pre-fill from any suggestion
- Updates as you add more trades
- Helps standardize your approach over time
Position Sizing Calculator
Built-in risk calculator that tells you exactly how many shares to buy based on your capital, risk tolerance, and stop loss distance. This is the single most important tool for account survival.
Best Practice
Why this feature exists: Most retail traders blow up not from bad entries, but from oversized positions. A single 5% risk trade that hits SL wipes out 5 winning trades at 1% each. The Position Sizing Calculator enforces mathematical discipline — it removes emotion from the "how much?" decision and replaces it with a formula tied to your actual risk tolerance. If you use nothing else in TradeBook, use this.
Capital
₹10,00,000
Risk %
1.5%
Entry Price
₹2,845.50
Stop Loss
₹2,810.00
422 shares
Calculation Workflow
How the calculator determines your optimal position size.
How It Works
Set your capital & risk %
Define your total capital and the max % you're willing to risk per trade (e.g., 1.5%).
Your starting capital is pulled from Settings automatically — no need to re-enter it each time.
Enter entry & stop loss prices
The calculator computes the risk per share (entry − SL).
For short trades, risk per share = SL − entry price.
Get recommended quantity
Max shares = (Capital × Risk%) ÷ Risk per share. Automatically rounds down.
The calculator also shows total position value so you can check margin requirements.
Review max loss
See the maximum loss in rupees before you commit to the trade.
If the max loss exceeds 2% of capital, a red warning is displayed.
Advanced Sizing
Expert-level position sizing with the Kelly Criterion.
Risk Per Trade Guidelines
Recommended risk levels based on trading experience.
Note
Beginner tip: Start by setting risk at 0.5% and use the calculator on every single trade for at least 30 trades. Don't adjust the risk % based on "how good" a setup looks — the whole point is consistency. After 30 trades, review your analytics to see if you can gradually increase to 1%.
Trading Rules Checklist
Define your personal pre-trade rules and enforce discipline. Every rule must be checked before a trade can be submitted — turning your best intentions into consistent behavior.
Best Practice
Why this feature exists: Every trader has rules they know they should follow. The problem isn't knowledge — it's execution under pressure. When a setup looks exciting and the market is moving fast, discipline evaporates. The Trading Rules Checklist makes your rules mandatory — you physically can't submit a trade until every box is checked. This transforms "I should check the trend" from a suggestion into a gate that prevents impulsive entries.
Pre-Trade Checklist
⚠️ Complete all rules before submitting your trade
Setup & Usage
How to create and enforce your personal trading rules.
How Trading Rules Work
Create a custom checklist that appears in the trade creation modal:
- Add unlimited custom rules in Settings → Trading Rules
- Drag-to-reorder rules by priority
- All rules must be checked to submit a new trade
- Rules can be temporarily toggled active/inactive
- Enforces consistent pre-trade analysis every time
Best Practice
Start with 3–5 rules maximum. The best rules are specific and actionable: "Confirm volume is above 20-day average" is better than "Check volume."
Core vs Optional Rules
Distinguish between must-follow rules and situational guidelines.
Note
Review your trading rules every weekend. Remove rules you never check, tighten vague ones, and add new rules based on mistakes from the past week. Your rules should evolve as your trading matures.
Rule Examples by Trading Style
Pre-built rule sets to get you started based on your approach.
Scalper / Intraday
- ✓ Check pre-market gap direction
- ✓ Volume above VWAP
- ✓ No trades in first 5 minutes
- ✓ Risk under 1% of capital
- ✓ Max 3 open trades at a time
Swing Trader
- ✓ Higher timeframe trend aligns
- ✓ No earnings in next 5 days
- ✓ Sector is not overbought
- ✓ R:R is at least 1:3
- ✓ Chart pattern confirmed on daily
Positional Trader
- ✓ Weekly trend is bullish
- ✓ Fundamentals support the thesis
- ✓ No major resistance within 5%
- ✓ Position size under 10% of portfolio
- ✓ Stop loss set below key support
Alerts System
Set price alerts, percentage change triggers, volume spike detectors, and custom conditions. Get notified instantly via in-app notifications or Telegram — so you never miss a setup while away from the screen.
Note
Why this feature exists: You can't watch 50 stocks simultaneously, but you can set 50 alerts. Alerts free you from staring at screens and replace reactive trading ("I just happened to see RELIANCE spike") with intentional trading ("My alert triggered at ₹2,450 because that's my planned entry level"). The best traders spend more time planning than watching — alerts make that possible.
Set price, volume, and percentage alerts on any NSE/BSE/MCX instrument. Get notified instantly in-app or via Telegram when conditions are met.
You can't watch 50 stocks simultaneously, but you can set 50 alerts. Replaces reactive trading with intentional, plan-based entries.
After completing your research or study. Set alerts at your planned entry levels so you trade your plan, not your emotions.
NIFTY 50
Price Above · 22,500.00
🔔 Alert Triggered
NIFTY 50 crossed above ₹22,500
LTP: ₹22,512.30
Time: 10:34 AM IST
via TradeBook Alerts
Alert Card
Telegram Message
Status Indicators
Setting Up Your First Alert
Get started with price monitoring in under a minute.
Setting Up Your First Alert
Go to Alerts page
Navigate to Alerts from the sidebar, or press ⌘K and type 'New Alert'.
You can also create alerts directly from a watchlist item or study.
Search for a symbol
Type the stock name or symbol. Works across NSE, BSE, and MCX.
The search auto-detects the exchange and segment.
Choose a condition
Select from 7 condition types: Price Above, Price Below, Crosses Above/Below, % Change, Volume Spike, or Custom.
For your first alert, 'Price Above' or 'Price Below' is the simplest starting point.
Set threshold & delivery
Enter the trigger price, choose recurrence (once/daily/continuous), and enable Telegram if connected.
You can also set a cooldown period to avoid repeated notifications.
Save and monitor
The alert runs continuously. You'll see LTP and distance-to-target on the alerts dashboard.
Alerts with market data show '1.1% away' indicators that update via API or manually.
Alert Condition Types
Seven condition types to monitor any price action.
Alert Condition Types
- Price Above — triggers when LTP exceeds your threshold
- Price Below — triggers when LTP drops below threshold
- Crosses Above — triggers only on the crossover (not already above)
- Crosses Below — triggers only on the crossover (not already below)
- % Change — triggers on percentage move from previous close
- Volume Spike — triggers when volume exceeds normal levels
- Custom — define your own condition logic
Alert Condition Types
RELIANCE > ₹2,900
HDFCBANK < ₹1,650
NIFTY crosses 22,500
BANKNIFTY crosses 48,000
INFY moves ±3% from prev close
TATAMOTORS vol > 2× avg
RSI > 70 & Price > VWAP
Note
Beginner tip: Start with 3–5 simple "Price Above" or "Price Below" alerts on stocks you're watching. Set them as one-time triggers. Once you're comfortable, graduate to "Crosses Above" alerts with daily recurrence and Telegram delivery — this is the setup most active traders use.
Pro Tip
Advanced tip: Combine alerts with studies. Create a study for a pattern you're tracking, link an alert to the study, and set the alert at your planned entry level. When the alert triggers, your full research context is one click away — you go from notification to informed trade execution in seconds.
Trigger Logic & Cooldown
Control when and how often alerts fire.
Recurrence & Cooldowns
- Once — fires once and auto-deactivates
- Daily — resets every trading day, fires once per day
- Continuous — fires every time the condition is met
- Cooldown periods: 5 min, 15 min, 30 min, 1 hour, 1 day
- Check intervals: 5 min to 1 hour (configurable per alert)
- Market hours only toggle (9:15 AM – 3:30 PM IST)
- Set expiry dates for time-limited alerts
Recurrence Mode
Once
Fire once, then auto-deactivate
Daily
Reset every trading day
Continuous
Fire every time condition met
Trigger Cooldown
Watch Out
Set a cooldown of at least 15 minutes on continuous alerts to avoid notification spam. Without a cooldown, a stock hovering near your threshold can trigger dozens of alerts in rapid succession. For volatile F&O instruments, consider a 30-minute or 1-hour cooldown.
Telegram Delivery
Instant notifications with alert details and check frequency.
Delivery Channels
Choose how you receive alert notifications:
- In-app notification badge and dashboard panel
- Telegram instant message with alert details and check interval (e.g., 'Checked every 15m')
- Route alerts to personal chat, groups, or channels
- LTP tracking shows distance-to-target for each alert
- Snooze alerts for 1 hour or rest of the day
- Bulk pause/resume all alerts at once
Delivery Channels
In-App Notifications
Dashboard panel + badge count
RELIANCE triggered — Above ₹2,900
LTP: ₹2,912.50 · 2 min ago · ×3
Telegram
Instant message to linked chats
🔔 Alert Triggered
RELIANCE · Above ₹2,900
LTP: ₹2,912.50 · Trigger #3
⏰ 02 Mar 2026, 11:42 AM
Alert Management
Organize, filter, and monitor all your alerts.
Alert Management
Organize and monitor your alerts:
- Grid view with status cards or compact list view
- Sort by symbol, creation date, last triggered, or status
- Search and filter by symbol or condition type
- Link alerts to studies or watchlist items
- Trigger count tracking per alert
- Alert chains — triggering one alert can auto-create child alerts
My Alerts
4Smart Alert Suggestions
Let AI recommend alerts based on your trading patterns.
Smart Alert Suggestions
AIAI analyzes your frequently traded symbols and suggests relevant price alerts with reasoning.
- Scans your trade history to identify top traded symbols
- Suggests price-above or price-below alerts with AI-generated reasoning
- One-click create — instantly convert a suggestion into an active alert
- Refresh to regenerate suggestions with updated data
- Empty state guide when not enough trade data exists
See also:
Studies & Research
Document your trade ideas, chart analyses, and research findings. Tag with patterns, track status through a workflow, and link studies to actual trades.
Best Practice
Why this feature exists: Most traders research a stock, convince themselves to trade it, and then forget why they entered when it starts going against them. Studies create a paper trail of your thesis before you risk money. When you link a study to a trade, you can objectively compare "what I expected" with "what actually happened" — this feedback loop is how edges are built and refined over time.
Pro Tip
Link your studies to trades when you execute them. This builds a powerful feedback loop — you can see which of your research ideas actually led to profitable trades.
TATASTEEL
NSE · Technical Analysis
Cup & Handle formation on daily chart. Breakout above ₹158 with volume confirmation.
Each study shows its symbol, category, status, pattern tags, and LTP. Active studies track your thesis in synced so you know when conditions align with your research.
Publishing a Study
Create and publish research ideas in a structured format.
Publishing a Study
Create a new study
Click '+ New Study' from the Studies page. Enter a title and select the symbol you're analyzing.
The symbol search works across NSE, BSE, and MCX — same as trade creation.
Choose category & duration
Select a category (Technical, Fundamental, News, Sentiment) and the expected pattern duration.
Duration options: < 6 months, 6M–2Y, 2–5Y, > 5Y. This helps you filter studies by time horizon later.
Tag patterns & add notes
Apply pattern tags (Classic, Candlestick, Setup) and write detailed analysis notes.
Attach chart images and external reference links for complete documentation.
Set status & save
Save as Draft if still developing, or set to Active when your thesis is confirmed.
Active studies show LTP and day-change tracking so you can monitor your thesis.
Study Workflow
Organize studies by category and track their lifecycle.
Categories & Status Workflow
Organize studies by type and track their lifecycle:
- Categories: Technical, Fundamental, News, Sentiment, Other
- Status flow: Draft → Active → Triggered / Invalidated → Archived
- Each status change is tracked with timestamps
- Filter and sort by category or status
Study Categories
Status Workflow
4 studies
8 studies
6 studies
2 studies
3 studies
Pattern Tagging
Rich multi-category tagging for chart pattern recognition.
Pattern Tagging System
Rich tagging for pattern recognition:
- Classic Patterns: Double Top/Bottom, Head & Shoulders, Cup & Handle, Triangles, Wedges, Channels
- Candlestick Patterns: Engulfing, Pin Bar, Doji, Morning/Evening Star, Hammer, Shooting Star
- Setup Tags: Breakout, Retest, Gap Up/Down, Pullback, Reversal
- Custom tags for your own classifications
- Tag-based filtering with dynamic occurrence counts (OR-logic)
Chart Patterns
Candlestick Patterns
Setup Tags
Research Tools
market data, duration tracking, and linking studies to trades.
Live Tracking & Attachments
- LTP and day-change displayed for active/draft studies
- Duration tracking: < 6 months, 6M–2Y, 2–5Y, > 5Y
- Attach chart images and external reference links
- Free-form notes with rich context
- Link studies to alerts for automatic price monitoring
Study Detail View
TATAMOTORS — Ascending Triangle
Technical · Created 25 Feb 2026
Duration Tracking
Attachments & Links
Linked Alert
Crosses Above ₹760 · Active
Note
Use duration tracking to schedule study reviews. Set a calendar reminder to revisit short-duration (<6M) studies monthly and long-duration (2Y+) studies quarterly. This prevents stale research from cluttering your active list.
Linking Studies to Trades
Close the loop between research and execution.
Watchlists
Create multiple named watchlists to track instruments you're interested in. See market data, quick-sort by performance, and act directly from the watchlist.
Create multiple named watchlists with market data, sparklines, % change sorting, and quick actions (create trade, set alert) directly from any item.
Without organized watchlists, you trade whatever catches your eye. Organized lists keep you focused on researched setups.
Update daily before market open. Clear stale symbols weekly. Use separate lists for different workflows.
Watchlist Workflows by Trading Style
Intraday Scalper
Daily 'Hot Today' list with 10-15 stocks from morning scan. Rebuild each day.
Swing Trader
3 lists: 'Pullback Zone', 'In Position', 'Graduated'. Move stocks between them.
Options Trader
Organize by expiry: 'This Week', 'Next Week', 'Monthly'. Add contracts you're watching.
Positional
Sector-based: 'Banking', 'IT', 'FMCG'. Review each sector weekly.
Building Your First Watchlist
Get started tracking instruments in under a minute.
Building Your First Watchlist
Create a new watchlist
Go to Watchlists and click '+ New Watchlist'. Give it a name and optionally assign a color.
Use descriptive names like 'Nifty 50 Breakouts' or 'F&O Weekly Expiry'.
Add instruments
Use the symbol search to find stocks, futures, or options. Click to add them.
Search covers NSE, BSE, and MCX.
Organize & reorder
Drag instruments to reorder by priority.
Move instruments between watchlists or add the same symbol to multiple lists.
Monitor & act
View market data. Click any instrument to create an alert or log a trade.
Sort by % change to spot the day's biggest movers.
Organization
Create and manage multiple watchlists with visual distinction.
Watchlist Organization
Flexible tools to keep your watchlists clean and useful:
- Create unlimited named watchlists
- Assign colors for instant visual distinction between lists
- Add instruments via unified symbol search (NSE, BSE, MCX)
- Drag-to-reorder instruments within any list
- Add notes per instrument for quick context
- Delete or move instruments between lists
market data & Quick Actions
synced prices and one-click actions from any watchlist item.
market data & Quick Actions
Act on opportunities without leaving the watchlist:
- market data: LTP, change %, volume, day high/low
- Sort by % change, volume, LTP, or alphabetically
- Quick action: create alert directly from any instrument
- Quick action: create trade directly from any instrument
- Market closed detection with last-known prices displayed
- Sparkline price charts for at-a-glance trend direction
Market Data Requirements
What's needed for synced price streaming.
Trade Journal
A multi-view journal that combines summary analytics, equity curves, performance tables, pattern analysis, and a Kanban board for reviewing mistakes.
Best Practice
Review your journal every Sunday evening. Look at your Patterns & Mistakes tab — the patterns that made you money last month should inform your trading plan for next week.
February 2026 — P&L Heatmap
Low
Early Exit
INFY · ₹320
No SL Set
TCS · ₹180
Medium
Oversize Position
RELIANCE · ₹1,200
High
Revenge Trade
BANKNIFTY · ₹3,500
Ignored SL
NIFTY FUT · ₹4,200
Weekly Journal Review Routine
A structured weekly habit that compounds your trading improvement.
Your Weekly Journal Review Routine
Open the Dashboard tab
Start with the big picture — check your weekly P&L, win rate, and equity curve trend.
Look for the overall direction: are you improving week over week?
Review the Calendar tab
Scan the heatmap for red clusters. Multiple losing days in a row signal emotional or process problems.
Click individual days to re-read your daily journal entries and see what you were thinking.
Analyze Patterns & Mistakes
Check which patterns made money and which mistakes cost you the most this week.
Your top 3 mistakes should become next week's focus areas for improvement.
Drag-review on the Kanban board
Re-assess mistake severity. Drag cards between Low/Medium/High as your understanding deepens.
A 'Low' mistake that keeps recurring should be promoted to 'High' — it's a habit, not a one-off.
Write your plan for next week
Open the daily journal for Monday and write your pre-market plan based on this review.
Include: which setups to focus on, which mistakes to avoid, and your max risk budget.
Note
Journal consistency matters more than journal depth. Writing 3 sentences daily for 30 days straight builds more insight than a detailed 2-page entry once a month. The journal tracks your streak — aim for at least 5 consecutive trading days of entries to build the habit.
Journal Views
Four specialized tabs for different aspects of your journal.
Dashboard Tab
High-level summary of your trading performance:
- Summary cards: Total P&L, Win Rate, Avg Holding Time, Best Pattern, Top Mistake
- Equity curve visualization with date range selector
- Performance tables broken down by Rating (1-10) and Confidence (1-5)
- Patterns & Mistakes analysis showing which setups make/lose money
Journal — Dashboard Tab
Total P&L
+₹42,850
62 trades
Win Rate
64.5%
40W / 22L
Avg Hold
2.4 hrs
Intraday dominant
Best Pattern
Breakout
+₹18,200
Top Mistake
Early Exit
−₹6,400
Equity Curve
Calendar Tab
A visual P&L heatmap for spotting winning and losing streaks.
Calendar Tab
A visual P&L heatmap calendar. Each day is colored by total P&L — deep green for big wins, deep red for big losses, neutral for flat days. Click any day to see the trades closed on that date and open the daily journal editor.
Journal — Calendar Tab
February 2026
3
+₹3,200
3 trades
4
₹850
2 trades
5
+₹1,400
4 trades
6
No trades
7
+₹2,100
2 trades
8
₹1,200
3 trades
9
+₹4,500
5 trades
10
+₹600
1 trades
11
₹300
2 trades
12
+₹1,800
3 trades
13
+₹900
2 trades
14
₹2,100
4 trades
15
+₹5,200
6 trades
16
+₹350
1 trades
17
₹600
2 trades
18
+₹1,500
3 trades
19
+₹200
1 trades
20
₹1,400
3 trades
21
+₹2,800
4 trades
22
+₹1,100
2 trades
Mistakes Review Board
Kanban-style board for categorizing trading mistakes by severity.
Mistakes Review Tab
Kanban-style board for categorizing and reviewing trading mistakes:
- Columns grouped by severity: Low, Medium, High
- Each card shows the mistake tag, trade details, and loss amount
- Drag cards between severity columns as you reassess
- Helps identify recurring behavioral patterns
Journal — Mistakes Review Tab
Drag cards between columns to reassess severityINFY · Missed 1st candle close
SBIN · Forgot to place SL order
RELIANCE · 2x normal size
TCS · Exited before T1 hit
NIFTY FUT · Re-entered after SL
BANKNIFTY · Impulsive entry
TATAMOTORS · Intraday → positional
Filters & Segmentation
Slice your journal data by segment and time period.
Filters & Segmentation
- Filter by segment: All, Intraday, Positional, Futures, Options, Commodities
- Date range presets: 30 days, 60 days, 90 days
- Custom date range picker
- All tabs and analytics update based on selected filters
Journal — Filters & Segmentation
Segment Filter
Date Range
Filtered Results Preview
62
Trades
+₹42,850
Net P&L
64.5%
Win Rate
1:2.3
Avg R:R
Analytics
Deep performance analytics powered by your trade data. Understand your edge with heatmaps, breakdowns, and statistical measures. Available on the Pro plan.
Deep performance analytics: win rate, profit factor, equity curve, time heatmaps, streak tracking, risk-of-ruin, AI pattern detection, and more.
Trading without analytics is driving blind. These metrics reveal which setups make money, when you should avoid trading, and where your biggest leaks are.
Review weekly after your journal session. Don't check daily — small samples produce misleading signals. Focus on 30+ trade windows.
Best Practice
Why this feature exists: Trading without analytics is like driving without a dashboard — you might be going fast, but you have no idea if you're heading toward a cliff. Analytics transforms your raw trade data into actionable intelligence: which setups actually make you money, what times of day you should avoid, whether your risk management is working, and where your biggest behavioral leaks are. The difference between a struggling trader and a profitable one is often just awareness of these patterns.
Note
Don't try to track everything at once. Start with just 3 metrics: Win Rate, Expectancy, and Profit Factor. These three alone tell you whether you have an edge. Add more metrics only after you've consistently tracked these for 30+ trades.
Win Rate
62%
Profit Factor
1.8
Sharpe Ratio
1.4
Expectancy
+₹842
AI Trade Insights
Best Setup: Breakout
68% win rate across 47 trades. Avg R:R of 1:2.4
Peak Hours: 9:30–10:30 AM
73% of your profits come from the first hour
Options Weakness
Win rate drops to 38% in Options. Consider reducing size
Improving Trend
Your discipline score improved 22% this month
Equity Curve + Drawdown
Time of Day Performance
Segment Performance Breakdown
Risk of Ruin Calculator
2.3%
Probability of account ruin
WR
62%
R:R
1:1.8
Risk%
1%
KPI Summary
AI Insights
Equity Curve
Heatmaps
Segment Breakdown
Risk of Ruin
"My win rate is 55% so I'm profitable"
Win rate means nothing without average win/loss size. Check Expectancy alongside Win Rate.
"My best hour is 10 AM" (based on 5 trades)
Need 30+ trades per time slot for statistical significance. Check trade counts alongside P&L.
"Stop trading Options — only 40% win rate"
Options often have lower win rate but higher R:R. A 40% rate with 3:1 R:R is very profitable.
"AI says I overtrade on Mondays, skip Mondays"
AI insights are starting points. Check underlying data — reducing volume may beat skipping entirely.
Core Metrics & AI Insights
Fundamental performance statistics that define your trading edge.
Core Metrics
ProThe essential numbers that tell you whether you have an edge:
- Win Rate — overall and by segment (what % of trades are profitable)
- Total P&L — cumulative profit/loss across all closed trades
- Average Win / Average Loss — the size ratio of your winners vs losers
- Expectancy — expected value per trade (positive = you have an edge)
- Profit Factor — gross profit ÷ gross loss (above 1.5 is strong)
- Best Trade and Worst Trade — your extremes for context
AI Trade Insights
ProAI-powered analysis of your trading patterns. Identifies your most profitable setups, optimal trading times, common mistakes, and suggests actionable improvements.
- Insights update automatically as you add more trades
- Powered by your configured AI provider for nuanced behavioral analysis
- Actionable suggestions — not just observations
Equity Curve & Drawdown Analysis
Visualize your capital curve and understand recovery patterns.
Equity Curve & Drawdown
ProFull equity curve showing cumulative P&L over time with drawdown overlay:
- Cumulative P&L line chart with date range selector
- Drawdown overlay showing peak-to-trough declines
- Maximum drawdown % and duration in days
- Recovery time analysis — how long to recover from each drawdown
- Underwater chart showing time spent below peak equity
Segment Performance
ProPerformance breakdown per market segment:
- Win rate per segment (Intraday, Positional, F&O, Commodities)
- Sharpe ratio calculations per segment
- Average holding period comparison
- Best and worst setups per segment
- P&L distribution charts for each segment
Time-Based Analysis
Discover your most and least profitable trading windows.
Time-Based Heatmaps
ProTwo heatmaps that reveal your optimal trading schedule:
- Time of Day heatmap — which hours (9 AM – 3:30 PM) are most profitable
- Day of Week heatmap — which days you perform best on
- Color intensity shows P&L magnitude (green = profit, red = loss)
- Trade count overlay for statistical significance
- Helps you avoid trading during your historically weak periods
Day & Time Cross-Analysis
ProCombined Day × Time grid for granular insights:
- 5×5 grid: weekdays as rows, time slots as columns
- Each cell shows win rate and trade count
- Identify specific windows like 'Tuesday 10-12 AM' as your best slot
- Color-coded cells: green ≥ 60% win rate, red < 40%
Streaks & Risk-Reward
Track momentum and analyze your planned vs actual risk-reward ratios.
Streak Tracker
ProTrack and visualize winning and losing streaks:
- Current streak indicator — win/loss count with visual badge
- Longest winning and losing streaks in your history
- Streak calendar — day-by-day win/loss visualization
- Streak share card — share your streaks on social media
Risk-Reward Analytics
ProAnalyze planned vs actual risk-reward ratios:
- Planned R:R — calculated from entry, stop loss, and targets
- Actual R:R — based on realized P&L vs risk taken
- R:R distribution chart — how often you achieve 1R, 2R, 3R+
- Average R:R by segment and timeframe
Additional Advanced Metrics
Pro- Setup/Tag Performance Matrix — P&L breakdown by setup tag
- Risk of Ruin Calculator — statistical probability of account blowup based on your actual stats
AI-Powered Behavioral Analytics
Machine learning insights into your trading psychology and hidden patterns.
AI Pattern Detection
NewAI analyzes your entire trade history to surface hidden behavioral patterns — things you'd never spot manually:
- "You lose 70% of trades taken after 2 PM" — automatic time-of-day patterns
- Day-of-week performance analysis (e.g. Mondays are your worst day)
- Streak effects — do you overtrade after wins or freeze after losses?
- Segment bias detection — are you ignoring profitable segments?
- Severity levels: critical, warning, info — with actionable suggestions
- One-click refresh to re-run analysis with latest data
Sector Rotation Heatmap
NewA 6-month heatmap grid showing how your trading allocation shifts across segments over time:
- Rows: Market segments (Options, Futures, Equity Intraday, etc.)
- Columns: Last 6 months of trading data
- Cell intensity based on trade volume — darker = more active
- Color coding: green cells for net profit, red for net loss
- Shows trade count and total P&L per cell on hover
- Helps identify segment rotation patterns and concentration risk
Setup Win-Rate Matrix
NewCross-tabulation of Segment × Timeframe showing win rates and trade counts:
- Matrix grid: segments as rows, timeframes as columns
- Each cell shows win rate % and trade count
- Color-coded: green ≥ 60%, yellow 40-60%, red < 40%
- Identifies your best-performing segment/timeframe combos
- Highlights cells with statistical significance (5+ trades)
Emotional P&L Correlation
NewBar chart correlating your emotion tags with trading outcomes:
- Average P&L per emotion tag (FOMO, Calm, Anxious, Confident, etc.)
- Win rate percentage displayed for each emotion
- Trade count per emotion for statistical context
- Helps identify which emotional states to cultivate or avoid
Statistical Significance
Understanding when your analytics become statistically meaningful.
Calendar & Daily Journal
A monthly calendar view with daily journal entries. Write pre-market plans, post-market reviews, and track your mood and lessons for each trading day.
Best Practice
Consistency beats detail. Writing 2-3 sentences every trading day builds far more insight over time than a detailed 2-page entry once a week. Aim for daily habit, not daily perfection.
Tuesday, Feb 18, 2026
3 trades closed
Pre-Market Plan
Focus on Nifty 22,400 support. Look for breakout in RELIANCE above 2,850. Avoid options until 10:30 AM.
Post-Market Review
Stuck to plan. RELIANCE breakout worked perfectly. Avoided revenge trade after INFY SL hit.
Lessons
Patience on entries pays off. Wait for volume confirmation before going in.
Feb 18, 2026
3 trades · +₹4,720
RELIANCE
9:32 AM
NIFTY 50
10:15 AM
INFY
1:45 PM
📝 Journal Note
Good day overall. Followed the pre-market plan. RELIANCE breakout worked as expected. Need to improve INFY exit timing.
Calendar View
A monthly heatmap grid showing your P&L performance at a glance.
P&L Heatmap Calendar
A 2-column desktop layout with the calendar grid on the left and a stacked trade list / journal editor panel on the right:
- Monthly grid with color-coded P&L per day — intensity reflects magnitude
- Green shades for profitable days, red for losses, neutral for flat or no-trade days
- Dot indicators on days that have journal entries written
- Orange dashed border highlights for 'Today' and 'Selected Date'
- Click any date to open the journal editor and see trades closed that day
Monthly Performance Strip
A quick-glance summary bar above the calendar.
Monthly Performance Strip
Displayed above the calendar grid, this strip gives you instant context for the month:
- Total P&L for the selected month
- Win Days / Loss Days count
- Best Day and Worst Day with amounts
- Updates automatically as you navigate between months
Your Daily End-of-Day Review
A structured routine for capturing lessons while they're fresh.
Your Daily End-of-Day Review
Open the calendar and click today's date
Navigate to the Calendar page. Today's date is highlighted with an orange dashed border. Click it to open the day detail panel.
You can also access this via the Daily Review Wizard in Dashboard Quick Actions for a guided 4-step flow.
Record your mood
Select your emotional state for the day — Confident, Calm, Anxious, FOMO, Frustrated, etc. This feeds into the Emotional P&L Correlation analytics.
Be honest. The value comes from correlating your mood with actual trading outcomes over time.
Write your post-market review
In 2-3 sentences, capture what happened today. Did you follow your plan? What surprised you? What would you do differently?
Focus on process, not outcome. A profitable day where you broke rules is still worth noting as a concern.
Tag your best and worst trades
Identify which trade was your best execution and which was your worst. This builds a feedback loop with your trade ratings.
Over time, patterns emerge — you'll see which setups consistently produce your best and worst trades.
Document one lesson learned
Write a single, specific takeaway. 'Don't trade BANKNIFTY in the first 5 minutes' is better than 'Be more patient'.
Specific, actionable lessons compound. After 30 days, you'll have a personalized trading rulebook.
Journal Editor
Write structured daily reflections to track your trading mindset.
Daily Journal Entry
Each day has a structured journal entry with dedicated sections:
- Pre-market plan — write your plan before market opens (key levels, setups to watch, risk budget)
- Post-market review — reflect on the day's trades and execution quality
- Market outlook notes — broader market context and sector observations
- Mood tracking — select from predefined emotional states
- Lessons learned — specific, actionable takeaways from the day
- Trade list — all trades closed on that date displayed inline for reference
Daily Journal — 26 Feb 2026
Mon
24
Tue
25
Wed
26
Thu
27
Fri
28
📋 Pre-Market Plan
Watch RELIANCE for breakout above 2850 zone. NIFTY support at 22,300 — avoid shorts below. HDFCBANK retest of trendline expected, plan partial entry.
🌐 Market Outlook
Global cues positive. FII data shows net buying. Expecting range-bound action with upside bias. Key event: RBI policy at 10 AM.
📊 Trades Closed Today
Net: +₹2,770✅ Post-Market Review
Followed plan well on RELIANCE — entered on breakout and trailed SL. NIFTY short was against thesis, should have skipped. HDFCBANK entry was textbook retest.
💡 Lessons Learned
- •Stick to plan — the NIFTY counter-trend trade cost me
- •Trailing SL works better than fixed targets on trending days
- •RBI events create volatility — reduce size next time
Pro Tip
Write your pre-market plan before 9:00 AM. Traders who plan their day before market open show 23% higher win rates in our data. The journal editor auto-saves, so you can jot quick notes and come back later.
Calendar Color Legend
Understanding what each color and indicator means.
Mistakes Review
Dedicated page for analyzing your trading mistakes. Identify repeat patterns, track loss severity, and monitor improvement trends over time.
Watch Out
Mistakes analysis is about patterns, not punishment. Every trader makes mistakes — the goal isn't zero errors, it's recognizing which errors are recurring and costing you real money. A single bad trade is noise; the same mistake 10 times is a habit worth fixing.
6-Month Mistake Trend
Categorizing a Mistake
A step-by-step process for tagging and learning from trading errors.
Categorizing a Mistake
Identify the error during trade review
When closing a trade or during your daily review, ask: 'Did I deviate from my plan?' If yes, that's a mistake worth tagging.
Not every losing trade is a mistake. A well-planned trade that hit your stop loss is just part of the game. Only tag genuine process deviations.
Select or create a mistake tag
Choose from your existing mistake tags (e.g., 'Entered too early', 'No stop-loss', 'Oversized position') or create a new one in Settings → Tag Management.
Keep tags specific and actionable. 'Bad trade' is too vague — 'Moved SL further away' is specific enough to track and fix.
Assign severity level
Rate the mistake as Low, Medium, or High based on its financial impact and how preventable it was.
Severity should reflect both the loss amount and whether this is a known weakness. A first-time error might be 'Low' but should be escalated if it recurs.
Review the pattern monthly
Check the Mistakes page monthly. Look for tags that appear 3+ times — those are your habits, not one-offs, and deserve focused improvement effort.
Use the 6-month trend chart to verify improvement. If a mistake's frequency is dropping, your awareness is working.
Pattern Recognition
Identify repeat mistakes and track their frequency over time.
Mistake Pattern Analysis
The Mistakes page surfaces behavioral patterns by analyzing your tagged mistakes across all closed trades:
- Repeat pattern analysis — frequency count for each mistake type
- Total loss attributed to each mistake type (your most expensive habits)
- 6-month mistake trend chart showing improvement or deterioration over time
- Most common vs most costly mistakes comparison — these are often different
Note
Your most costly mistake is usually not your most frequent one. Check the "Most Costly" column — a single mistake type might account for 40% of your total losses even if it only happens occasionally.
Severity Classification
Categorize mistakes by financial impact to prioritize what to fix first.
Severity Breakdown
Three severity tiers help you prioritize which habits to address first:
- Low severity — minor process deviations with small financial impact (e.g., entering slightly early)
- Medium severity — noticeable losses from avoidable errors (e.g., oversizing a position once)
- High severity — significant losses from recurring behavioral issues (e.g., consistently moving stop losses)
- Manage and customize mistake tags via Settings → Tag Management
Mistake Analysis
Last 6 months · 39 tagged mistakesRepeat Pattern Analysis
6-Month Mistake Trend
Severity Breakdown
Common vs Costly
Most Common
Early Exit
14 times
Most Costly
No Stop-Loss
−₹8,200 total
Common Mistakes Reference
A reference guide for the most common trading mistakes and concrete fixes.
Technical Scanner
A professional-grade NSE stock scanner with 47 built-in presets across 5 categories — Market Cap, Price Action, Volume, Fundamental, and Technical. Includes custom filter builder, saved presets, and deep-dive stock insight cards.
Running Your First Screen
A quick walkthrough to get results in under 30 seconds.
Running Your First Screen
Open the Stock Screener page
Navigate to the Screener from the sidebar. You'll see a category bar at the top with 5 preset groups: Market Cap, Price Action, Volume, Fundamental, and Technical.
On mobile, these appear as a horizontal pill-style bar you can swipe through.
Pick a preset to start
Click any preset — for example, 'Top Gainers' under Price Action. Results load instantly from the NSE data feed via TradingView.
Each preset is pre-configured with the right filters and sort order. You don't need to set anything up.
Sort and explore the results
Click any column header (Market Cap, P/E, RSI, Volume) to sort. Use the inline search bar to filter by symbol or company name.
The LTP column uses bold integers with muted decimals for quick scanning. Change% and RSI are color-coded.
Click a stock for deep-dive
Click any row to open the Stock Insight Card — a rich popup with Valuation, Financials, and Technicals tabs.
From the insight card, you can directly create a Trade, set an Alert, add to a Watchlist, or start a Study.
Save a custom filter for next time
Switch to the Custom Filter tab, build your conditions, name the preset, and save. It appears in 'My Presets' for instant reuse.
Saved presets persist across sessions and devices — build once, use forever.
Best Practice
Save custom presets for your recurring workflows. If you screen for "P/E < 15 AND ROE > 15% AND RSI < 40" every week, save it as "Value + Oversold" — one click replaces 3 minutes of manual filter setup every time.
Scanner Presets
47 built-in presets across 5 categories for instant stock screening.
Market Cap
Price Action
Volume
Fundamental
Technical
47 Built-in Scanner Presets
ExpandedFive category groups with comprehensive coverage:
- Market Cap — All, Large, Mid, Small, Micro Cap filters
- Price Action — Top Gainers/Losers, 52W High/Low, ATH/ATL zone, Near Day High/Low, Penny Stocks, Blue Chip
- Volume — Volume Gainers, Volume Spike (3×), Breakout, Sell Pressure, Low Volume, High Avg Volume
- Fundamental — Undervalued, High Growth, Dividend Stars, Low Debt, Quality, High Margin, Cash Rich, Value Picks, High EPS
- Technical — Momentum, Strong Rally, Oversold/Overbought RSI, Above SMA 50, Low/High Beta, High Volatility
Cross-Field Comparisons
SmartAdvanced presets use real price-vs-reference comparisons, not proxies:
- 52W High — stocks within 3% of their 52-week high price
- 52W Low — stocks within 3% of their 52-week low price
- ATH Zone — within 5% of all-time high
- ATL Zone — within 10% of all-time low
- Near Day High/Low — within 1% of intraday extremes
- Above SMA 50 — direct price > 50-day moving average
Custom Filters
Build multi-condition screens with AND logic and save them as reusable presets.
Build Your Own Screen
| Symbol | LTP | Chg% | P/E | ROE | Mkt Cap | RSI | Volume |
|---|---|---|---|---|---|---|---|
| RELIANCE | ₹2,867 | +1.23% | 28.4 | 12.6% | ₹19.4T | 58 | 12.4Cr |
| TCS | ₹3,542 | -0.45% | 32.1 | 45.2% | ₹12.8T | 62 | 5.2Cr |
| HDFCBANK | ₹1,678 | +2.10% | 19.7 | 16.8% | ₹12.7T | 71 | 8.7Cr |
| INFY | ₹1,456 | +0.89% | 25.3 | 31.4% | ₹6.0T | 55 | 6.1Cr |
| TATAMOTORS | ₹742 | +3.56% | 8.2 | 22.1% | ₹2.7T | 74 | 18.3Cr |
Custom Filter Builder
Build and save your own multi-condition screens:
- 14 screening metrics: P/E, P/B, ROE, Net Margin, Dividend Yield, D/E, Current Ratio, Market Cap, RSI, Change%, Volume, Rel. Volume, EPS, Beta
- AND logic — combine up to 8 conditions simultaneously
- Save named presets to database for instant reuse
- Load/delete saved presets from My Presets section
- Presets persist across sessions and devices
Stock Insight Card
Click any stock to open a rich detail popup:
- Hero header with ticker, sector, LTP and day change
- Summary strip — P/E, Volume, Dividend Yield at a glance
- 4 deep-dive tabs: Overview, Valuation (attractiveness badges), Financials (benchmarked bars), Technicals (RSI gauge + SMA signals)
- Quick action footer — Trade, Alert, Watchlist, Study
- Fully responsive with mobile-optimized layout
RELIANCE
Reliance Industries · Energy
₹2,867.45
+1.23%
P/E
28.4
Volume
12.4Cr
Div Yield
0.38%
Data-Rich Results
Sort, filter, and explore screening results with sparklines and inline search.
Data-Rich Results Table
- Sort by any column — market cap, P/E, ROE, price, volume, RSI
- Paginated results — 25, 50, 100, or 200 per page
- Synthetic trend sparklines from price anchors (ATL → SMAs → LTP)
- Split LTP display — bold integer + muted decimals
- Color-coded RSI badges and change percentages
- Inline search to filter by symbol or company name
Performance & Architecture
- Server-side filtering via TradingView India scanner API
- 5-minute edge-cached responses for speed
- 500-stock scan limit per request with pagination
- rawFilters engine for native cross-field comparisons
- Mobile-responsive: shortened labels and horizontal scroll
- synced data from NSE via TradingView data feed
Visual Price Anchors
Technical Indicators Reference
Understanding the technical metrics used in screener filters and stock cards.
Weekly Reports
Auto-generated weekly performance reports with segment-by-segment breakdowns. Review your week, download as PDF, or send to Telegram.
Best Practice
Read your weekly report before Monday's first trade. Knowing last week's best setups, worst mistakes, and segment performance gives you a focused plan instead of trading blindly into the new week.
📊 Weekly Report
Feb 17 – 21, 2026
Top Setup
Breakout
Worst Mistake
Revenge Trade
Generating and Reviewing Your Weekly Report
A step-by-step guide to getting the most from your weekly summary.
Generating and Reviewing Your Weekly Report
Reports generate automatically every Monday
At 6:00 AM IST every Monday, a new report is generated covering the previous Monday–Friday trading week. No action needed — it's waiting for you.
You can also manually generate a report anytime from the Reports page if you want a mid-week check-in.
Review segment-by-segment P&L
Start with the segment breakdown — Equity Intraday, Positional, Futures, Options, Commodities. See which segments made money and which didn't.
If one segment is consistently negative, consider reducing position sizes there or pausing it until you fix the underlying issue.
Check your best and worst trades
The report highlights your single best and worst trades of the week. These extremes often reveal important lessons about position sizing and setup quality.
Ask yourself: was the best trade skill or luck? Was the worst trade avoidable or just a normal stop-out?
Review top setups and common mistakes
See which setup tags produced the most profit and which mistake tags cost you the most. This is your actionable feedback loop.
Your top 2 setups should get more of your capital allocation next week. Your top 2 mistakes should become focus areas.
Set 1-2 goals for the coming week
Based on the report insights, pick one setup to focus on and one mistake to avoid. Write these in Monday's pre-market journal entry.
Specific goals like 'Only take Breakout setups in first hour' outperform vague goals like 'Trade better'.
Report Contents
What's included in every weekly report.
Report Structure
ProPerformance Metrics
- Total P&L for the week — realized across all segments
- Win rate and total trade count per segment
- Average gain on winning trades vs average loss on losers
- Best trade P&L and worst trade P&L with symbols
Segment Breakdown
- Equity Intraday — day trades closed same session
- Equity Positional — swing trades held overnight
- Futures — index and stock futures
- Options — all options strategies
- Commodities — MCX trades if applicable
Insights & Action Items
Actionable takeaways extracted from your weekly data.
Report Insights & Action Items
ProEach report surfaces actionable insights beyond raw numbers:
- Top performing setups — which pattern/setup tags generated the most profit this week
- Most common mistakes — recurring mistake tags with loss attribution
- Win rate trend — comparison with your 4-week rolling average
- Segment concentration — warnings if you're over-allocated to one segment
- Improvement suggestions — based on week-over-week metric changes
Delivery Options
How and where your reports are delivered.
Best Practice
Why this feature exists: Trading is often a solitary activity, and many traders operate without any external accountability. Sharing your results — wins and losses — creates a public commitment to your process. It also builds credibility if you run a channel or community. Share cards are designed to be privacy-safe (no account details, capital, or personal info), visually polished, and optimized for every major social platform so you can share with confidence.
Note
Where it's used: Share buttons appear on the Dashboard (P&L summary), Trade Detail modal (individual trade results), Journal (streak celebrations), and Reports page (weekly performance). You're always one click away from generating a shareable image.
+₹12,450
Win Rate
68%
Trades
12
Streak
5 🔥
RELIANCE
Entry
₹2,845.50
Exit
₹2,890.00
+₹4,450
Creating Your First Card
A quick walkthrough from trade to shareable image.
Creating and Sharing Your First P&L Card
Open the Share modal
From the Dashboard, click the Share P&L button. You can also share from the Journal, Reports page, or any Trade Detail modal.
P&L cards summarize your performance over a period. Trade cards share a single trade's result.
Choose your card type
Select P&L Summary, Individual Trade, or Streak card depending on what you want to share.
P&L cards show aggregate stats (win rate, trade count, total P&L). Trade cards show entry/exit details, R:R ratio, and holding duration.
Pick a template and format
Choose from Dark Premium, Light Clean, or Gradient template. Then select your size: Square (1080×1080), Story (1080×1920), or Twitter (1200×675).
The live preview updates instantly as you switch templates and sizes so you can see exactly what you'll share.
Add your custom branding
Upload your own logo to replace the default TradeBook watermark. Logos are saved to localStorage for future use.
This is great for traders who run public channels or communities — your cards carry your brand.
Download and share
Click Download to save as a high-resolution PNG. Share it on Twitter, Instagram, Telegram, or wherever your trading community lives.
Cards are rendered using html-to-image for pixel-perfect output at the exact resolution of your chosen format.
Card Types
Three types of share cards for different occasions.
P&L Share Cards
Generate visual P&L summaries to share on social media:
- Daily, weekly, or monthly P&L snapshots
- Includes win rate, trade count, and streak data
- Multiple card templates with different styles
- Download as high-resolution PNG image
- Custom logo upload for personal branding
Trade Share Cards
Share individual closed trade results with high-density details:
- Entry/exit prices, P&L, and return %
- Timeline, holding duration, and R:R ratio
- Targets hit and setup tags displayed on card
- Qualitative review notes included if available
- Privacy-safe — no account details shared
Formats & Sizes
Three output sizes optimized for different platforms.
Output Formats
Each card can be generated in three sizes with live preview scaling:
- Square (1080×1080) — ideal for Instagram posts and general social media
- Story (1080×1920) — optimized for Instagram Stories, WhatsApp Status, and Telegram
- Twitter (1200×675) — matches Twitter's recommended image dimensions for maximum display
Streak Celebrations
Visual streak cards to share your winning momentum.
7 Day Streak
7 consecutive profitable days
Mon
Tue
Wed
Thu
Fri
Mon
Tue
via TradeBook · March 2026
Streak Share Cards
NewCelebrate your winning streaks (2+ consecutive wins) with visual share cards:
- Consecutive winning day counter with fire emoji
- Day-by-day breakdown of the streak period
- Share directly from the Dashboard streak widget
- Branded card with custom logo or TradeBook watermark
Template Gallery
Choosing the right visual style for your audience.
Pro Tip
Sharing your wins publicly creates accountability. Traders who share their journal consistently show 15% higher discipline scores in our data. The share triggers are placed on Dashboard, Journal, Reports, and Trade Detail modals — so you're always one click away.
Achievements & Gamification
Earn badges as you hit trading milestones. From your first trade to 100-day streaks, achievements make your trading journey rewarding and motivating.
Best Practice
Why achievements matter: Trading is a long game, and progress is often invisible. You don't "level up" visibly — you just slowly get better at reading charts and managing risk. Achievements create visible milestones that mark your journey. The psychological boost from unlocking a "50 Trades" badge keeps you motivated during drawdown periods when P&L isn't rewarding you. They reward process, not just profits.
Close your first trade
5 consecutive wins
Log 50 trades
Never exceed 2% risk
Close 10 intraday trades
100 trades logged
Why Gamification Works for Traders
The psychology behind achievements and how they improve your trading.
Tracking Your Progress
How to monitor your journey toward unlocking badges.
Tracking Your Progress Toward Badges
Check your Dashboard badges widget
The Achievements grid on your Dashboard shows all badges with progress bars. Badges closest to unlocking are highlighted.
Each badge displays a percentage — e.g., '35/50 trades' for the 50-trade milestone badge.
Keep trading and journaling consistently
Most badges track activity you're already doing — logging trades, setting stop losses, writing journal entries. No extra effort needed.
Streak badges require consecutive days, so consistency matters more than volume. Missing one day resets the counter.
Watch for unlock notifications
When you hit a threshold, a synced toast notification celebrates the unlock with an animation. The badge timestamp is recorded permanently.
Unlocked badges are visible on your profile and can be shared via social cards.
Review progress periodically
Check which badges you're close to earning and set mini-goals. 'Just 5 more trades for the 100-trade milestone' keeps you motivated.
Some badges unlock at surprising times — the discipline badges reward process adherence, not just trading volume.
Badge Categories
Four achievement groups covering milestones, streaks, profit, and discipline.
Milestones & Streaks
Track your trading volume and consistency:
- Milestones — trade count targets (1, 10, 50, 100, 500 trades)
- Streaks — consecutive profitable days (3, 5, 7, 14, 30 days)
- Progress bars update in synced as you log trades
Profit & Discipline
Reward good habits and consistent execution:
- Profit — cumulative P&L targets and win rate milestones
- Discipline — following rules, setting SL, using templates, journaling
- Process badges reward how you trade, not just outcomes
Achievements are tracked automatically as you use TradeBook. Each badge has a threshold (e.g., "Log 50 trades") and your progress is updated in synced. When you reach the threshold, the badge unlocks with a celebration animation and a toast notification.
View your progress in the Dashboard achievements widget. Unlocked badges show a timestamp of when they were earned.
Full Badge Catalog
Every available badge and what it takes to unlock it.
Note
Check the Achievements grid on your Dashboard to see which badges you're closest to earning. Focus on discipline badges first — they reinforce good trading habits that compound over time.
Notification Center
A unified feed for all your alerts, trade events, and system messages — accessible from the bell icon in the navigation bar.
Best Practice
Why this matters: Traders often set alerts and then forget about them. The Notification Center aggregates every event — alert triggers, trade closes, weekly reports, system messages — into one persistent feed you can scan in seconds. Combined with Telegram delivery, you'll never miss a signal.
Notifications
RELIANCE crossed ₹2,850
2m ago
INFY BUY closed at +₹3,200
15m ago
Weekly report generated
1h ago
TATAMOTORS hit stop loss target
Yesterday
Morning briefing ready
Yesterday
Notification Types
Four categories of notifications delivered to your bell icon.
What Gets Notified
- Alert triggers — price alerts, condition-based alerts, and scanner matches appear instantly when triggered
- Trade events — partial closes, full closes, trailing SL activations, and target hits generate notifications
- System messages — weekly report generation, morning briefings, and account-related updates
- Reports — generated weekly reports and EOD summaries with direct links to view them
Unread Management
Track what's new and mark items as read.
Reading & Managing Notifications
- Unread count badge — the bell icon shows a red badge with the count of unread notifications
- Date grouping — notifications are grouped into Today, Yesterday, This Week, and Older for easy scanning
- Mark individual as read — click any notification to mark it as read and navigate to the related item
- Mark all as read — one-click button to clear all unread indicators at once
- Unread state persisted locally — your read/unread state survives page refreshes
Click Actions
Each notification links directly to the relevant item.
Referral Program
Invite friends to TradeBook and earn 30 extra trial days for every successful signup. Share your unique link and track your rewards.
Referral Program
7
Referred
4
Signed Up
120d
Bonus Days
Getting Your Referral Link
Find and copy your unique referral URL.
How to Get Your Referral Link
Go to Settings
Navigate to the Settings page from the sidebar or bottom nav.
Find the Referral Card
Scroll to the 'Referral Program' card in your settings. Your unique link is auto-generated on first visit.
Copy the link
Click the copy button next to your referral URL. It's now on your clipboard, ready to share.
How Sharing Works
What happens when someone uses your link.
Referral Flow
- Share your unique link via WhatsApp, Telegram, Twitter, or any platform
- When someone signs up using your link, they're tracked as your referral
- Once the referred user completes signup and email verification, the referral is marked as 'completed'
- You automatically receive 30 bonus trial days added to your account
- There's no limit on how many people you can refer
Tracking Your Rewards
Monitor referral stats and bonus days earned.
Referral Stats
- Total referred — number of people who clicked your link
- Successful signups — number who completed registration
- Bonus days earned — calculated as successful signups × 30 days
- All stats are visible in the Referral Card on your Settings page
Note
Referral bonus days stack with your existing trial period. If you have 10 days left and refer 2 friends who sign up, you'll have 70 days remaining (10 + 30 + 30).
Public Profile
Create an opt-in public trader profile to share your trading stats, bio, and monthly performance — without exposing individual trade details.
Rahul C.
PublicSwing trader · NSE F&O · 2+ years experience
"Focused on price action setups with strict risk management. Sharing my journey to keep myself accountable."
64%
Win Rate
1:2.3
Avg R:R
186
Trades
5 🔥
Streak
Disclaimer: SEBI Registered RA INH000015297. Performance shown is self-reported. Past results do not guarantee future performance.
Setting Up Your Profile
Create and customize your public trader page.
How to Create Your Public Profile
Go to Settings
Navigate to Settings from the sidebar.
Find Public Profile section
Look for the 'Public Profile' or 'RA Mode' settings card.
Add your details
Enter a display name, bio, and optionally upload an avatar. These are visible to anyone who visits your profile.
Toggle public visibility
Enable the 'Public' toggle to make your profile accessible at /profile/[your-id].
Add a disclaimer
Optionally add a custom disclaimer (e.g., 'SEBI RA INH000015297 - educational review only'). A default education and risk disclaimer is shown if you don't set one.
Privacy Controls
You control exactly what's visible.
What's Shown vs Hidden
Your public profile shows aggregate stats only — never individual trade details:
- Visible — display name, bio, avatar, monthly win rate, average R:R, trade count, and current streak
- Hidden — individual trades, entry/exit prices, P&L amounts, specific symbols, notes, and journal entries
- The is_public toggle is off by default — your profile is private unless you explicitly enable it
- You can disable your public profile at any time by toggling it off in Settings
- Monthly stats are self-reported aggregates — visitors see performance summaries, not raw data
Monthly Stats
Aggregate performance displayed on your profile.
Monthly Performance Display
- Win rate percentage for the current and recent months
- Average risk-to-reward ratio across closed trades
- Total trade count to show activity level
- Current winning/losing streak
- Stats update automatically as you close trades — no manual input needed
Watch Out
Public profiles are designed for accountability and community, not as financial advice. Always include a disclaimer, especially if you share your profile link on social media. TradeBook adds a default educational review and risk disclaimer if you don't set a custom one.
Workspaces
Separate trading books without creating separate accounts. Workspaces let you isolate intraday, swing, F&O, long-term, or experiment books while still keeping an All Workspaces overview.
Why Workspaces Matter
Keep each trading context clean while preserving a global view.
Separate Books, One Account
Core FeatureUse workspaces when one combined journal hides the real story. A scalping book, swing book, and options experiment should not always share the same win rate or risk profile.
- All Workspaces shows every trade and aggregate metric
- A selected workspace filters trade-backed screens through the active workspace context
- The active workspace is remembered locally so the next session opens in the same context
- Local preview includes demo workspaces so the selector behaves without backend setup
Workspace Switcher
Use the selector in the sidebar to move between contexts.
Create and Select a Workspace
Open the workspace dropdown
Use the selector near the top of the sidebar. It starts on All Workspaces.
Create a named workspace
Choose New Workspace, then set a name, color, and icon so it is easy to recognize.
Switch context
Select the workspace to filter the app to that book. Choose All Workspaces to return to the aggregate view.
Clean up carefully
Deleting a workspace unassigns its trades instead of deleting the trades themselves.
Trade Assignment
Move trades into the right workspace after logging or importing.
Assignment Behaviour
- Trades can be assigned to a workspace or left unassigned
- Workspace assignment is stored on the trade record as workspace_id
- Trade lists and other trade-backed summaries read from the active workspace context
- Deleting a workspace resets affected trades to no workspace, preserving trade history
Limits & Safety
The workspace system is intentionally small and predictable.
Each user can create up to 5 workspaces. That limit keeps the selector useful and prevents over-fragmented analytics.
- Good examples: Intraday, Swing, Options, Long-Term, Experiments
- Avoid creating a workspace for every symbol; use tags for symbol/setup-level organization
- Use All Workspaces for total portfolio review and one workspace for focused improvement
- If a workspace disappears, the app falls back safely to All Workspaces
Playbook
Your personal trading playbook — define your setups, document rules for each strategy, and track which setups actually make you money. The playbook turns scattered intuition into a systematic edge.
Note
What is a Playbook? Think of it as your personal trading manual. Each "play" defines a specific setup (e.g., "Gap & Go", "VWAP Reversal", "Earnings Breakout") with entry criteria, exit rules, position sizing, and risk parameters. When you tag trades with a play, TradeBook automatically tracks win rate, average R, and best market conditions for each setup.
Defining Setup Rules
Create detailed rules for each trading setup.
Setup Configuration
- Name your setup with a descriptive title (e.g., 'Morning Breakout — High Volume')
- Define entry criteria: price action pattern, indicators, volume conditions
- Set exit rules: target levels, trailing stop logic, time-based exits
- Specify risk parameters: max position size, stop-loss percentage, R:R minimum
- Add visual examples — attach chart screenshots showing ideal setup patterns
- Mark setups as Active, Paused, or Retired to manage your strategy rotation
Tag-Based Tracking
- Every playbook setup creates a corresponding tag in your tag library
- Tag trades with the setup used — manually or via AI auto-suggestion
- Multiple tags per trade supported (e.g., 'VWAP Reversal' + 'Earnings Day')
- Filter your trade history by any setup tag to see isolated performance
- Quick-tag shortcut: press 'T' on any trade row to open the tag picker
Win Rate Matrix
See which setups make money and which don't.
Setup Performance Analytics
- Matrix view showing win rate, average P&L, and trade count per setup
- Cross-reference setups against market conditions (trending vs ranging)
- Time-of-day analysis: which setups work best in the morning vs afternoon
- Segment filter: compare setup performance in Equity vs F&O vs Commodity
- Color-coded cells: green for profitable setups, red for negative expectancy
- Export matrix as CSV or share as image for accountability partners
Best Practice
Pro Strategy: Review your playbook matrix every weekend. Retire setups with negative expectancy over 30+ trades. Double down on your top 2-3 setups. Most consistently profitable traders use 3-5 core setups — not 20.
Playbook Reports
Weekly and monthly playbook performance summaries.
Automated Reports
- Weekly playbook summary included in your regular weekly report
- Monthly deep-dive: best performing setup, worst performing, most traded
- Trend tracking: is your setup improving or degrading over time?
- AI-powered insights: 'Your VWAP Reversal setup works 78% better on Tuesdays'
- Share playbook stats on your public profile (opt-in, setup names can be hidden)
Agent Control Center
Your autonomous trading intelligence hub. Monitor synced behavioral analytics, manage AI-powered trading agents, and get personalized coaching — all from a single command center. Works with or without AI.
Note
No AI required. The Agent Control Center provides full behavioral analytics powered by your own trade data — drawdown detection, revenge trading alerts, session timing analysis, and more. AI adds deeper coaching insights when connected, but the core intelligence works entirely offline.
Live Intelligence Dashboard
synced behavioral analytics computed from your trades.
Data-Driven Analytics (No AI Needed)
- Today's P&L — synced daily P&L from all closed trades, updated live
- Win Rate (L20) — rolling win rate from your last 20 trades with streak counter
- Loss Streak Tracker — consecutive losses with historical max, auto-alerts at threshold
- Revenge Trading Detection — flags re-entries within 30 minutes of a loss on the same symbol
- Concentration Risk — alerts when 3+ open positions on the same symbol
- Overtrading Alert — flags when 8+ trades are taken in a single session
- Session Timing Analysis — win rate split by early session (9-10 AM) vs late session (2 PM+)
- Behavioral Risk Signals — color-coded signal board (critical / warning / info)
Navigate to the Agent Control Center from the sidebar (shield icon)
The Live Intelligence Dashboard loads automatically with your trade data
Review the 4 KPI cards at the top: P&L, Win Rate, Loss Streak, Trades Today
Check the Behavioral Risk Signals panel for any critical or warning alerts
Review Session Timing to understand your best trading hours
Click 'Get Coaching' for AI-powered behavioral analysis (optional)
Agent Fleet
Manage autonomous agents that monitor your trading behavior.
Available Agents
- Risk Guardian (T1) — monitors drawdown in synced, auto-blocks new trades when limits exceeded
- Discipline Monitor (T2) — detects revenge trading patterns, enforces cooldown periods
- Auto-Journal (T3) — automatically generates journal entries when trades close (Coming Soon)
- Signal Receiver (T4) — receives and processes signals from external ecosystem agents (Coming Soon)
- Paper Executor (T5) — autonomous paper trading from signals with full safety rails (Coming Soon)
- Live Executor (T6) — live execution with full safety rails and human confirmation (Coming Soon)
Watch Out
Kill Switch: The Agent Control Center includes a master kill switch at the top of the page. Pressing "KILL ALL AGENTS" immediately disables all autonomous agents. Individual agents can also be toggled on/off independently. Active agents show a green status indicator.
Risk Monitoring
Multi-level risk status and synced event tracking.
Risk Status System
- 5-level risk status: Level 0 (All Clear) → Level 4 (Critical Emergency)
- Risk level auto-calculated from drawdown, loss streaks, and behavioral signals
- Trading Block status — shows if trading is currently blocked and why
- Cooldown Timer — countdown to when blocked trading resumes
- Trading Halt — maximum severity, requires manual acknowledgment to resume
- Risk Events log — timestamped feed of all agent actions and risk state changes
- Agent Activity Log — synced view of what each agent is doing
AI Behavioral Coach
Get personalized coaching powered by your trading data.
Coaching Engine
- Click 'Get Coaching' to send your behavioral snapshot to the AI analysis engine
- Receives personalized analysis of your current trading psychology and patterns
- Identifies specific behavioral biases: FOMO, overconfidence, revenge trading, anchoring
- Provides actionable recommendations tailored to your specific trade data
- Works with any AI provider configured in Settings → AI Integration
- Fallback mode: data-driven tips generated from your analytics when no AI is connected
API Access
Programmatic access to agent state and configuration.
Agent API
- Generate API keys from the Agent Control Center → API Access section
- REST API endpoints for reading agent state, risk events, and execution logs
- Webhook integration — receive synced notifications when risk levels change
- API documentation available inline with copyable code examples
- Rate-limited to 100 requests/minute per API key
AI Trade Coach
Get instant AI-powered feedback on every closed trade. The coach analyzes your entry, exit, timing, and risk management — then gives actionable advice you can apply to your next trade.
Best Practice
Why this feature exists: Professional traders have mentors, accountability partners, or structured review processes. Most retail traders close a trade and immediately move on to the next one — never processing what happened. The AI Trade Coach forces a structured pause after every close, analyzing your execution against your own plan. It's not replacing human mentorship, but it's the next best thing for traders who trade alone. Over 50+ reviewed trades, patterns in the feedback become unmistakable: "You keep exiting too early on Options trades" or "Your SL placement on Intraday is consistently too tight."
AI Trade Coach
Excellent entry timing — you caught the breakout candle within the first 5 minutes. Your 1.2% stop loss was well-positioned below the support zone.
You exited at Target 1 but the stock continued +2.3% higher. Consider trailing your stop loss to lock in gains while letting winners run.
The coach provides structured markdown feedback with specific observations about your entry timing, exit quality, and risk management. Feedback is saved permanently on each trade record.
Coaching Workflow
Automatic 4-step analysis triggered after every closed trade.
How the AI Trade Coach Works
Close a trade
When you close or exit a trade, the AI Coach is automatically triggered. You can also enable auto-review in trade settings so every close gets analyzed.
Manual triggering is also available from the Trade Detail modal — useful for re-reviewing older trades.
AI analyzes your trade
The coach examines entry timing, stop loss placement, exit strategy, risk management, and emotional context using your configured AI provider.
The more data your trade has (notes, targets, stop loss, emotion tag), the more specific the feedback will be.
Get structured feedback
Receive markdown-formatted feedback organized into 'What Went Well', 'Room for Improvement', and an overall rating (1-5 stars).
Feedback is actionable — not just 'good trade' but specific observations like 'SL was 3% away, consider tightening to 1.5% for this setup type.'
Feedback is saved on the trade
All coaching feedback is cached on the trade record in the database. Review it anytime from the Trade Detail modal.
Feedback persists permanently. Over time, you build a library of AI-reviewed trades you can search and learn from.
Analysis Dimensions
Six areas the AI evaluates on every trade.
What the Coach Analyzes
ProThe AI coach evaluates each trade across six dimensions:
- Entry timing — was the entry at an optimal price level given the setup?
- Stop loss placement — was the SL too tight (stopped out prematurely) or too wide (excessive risk)?
- Exit strategy — did you take profits too early or hold too long past optimal exit?
- Risk management — was the position size appropriate relative to your capital and the setup's risk?
- Pattern recognition — was the trade consistent with your historically best-performing setups?
- Emotional assessment — signs of FOMO, revenge trading, or overconfidence based on trade context and emotion tags
Note
The coach's feedback quality improves with more trade context. If you add notes, screenshots, or update your emotion tag after the initial review, click Regenerate Feedback in the Trade Detail modal to get a richer, more specific analysis.
Morning Briefing (AI Insights)
Daily pre-market intelligence summarizing your open risk.
Morning Market Briefing
ProStart your trading day with a crisp, AI-generated summary delivered directly via Telegram before the market opens.
- Summarizes your overnight risk and open directional exposure
- Calculates specific Risk of Ruin based on your current portfolio
- Flags potential events or macro indicators to watch out for today
- Actionable 'Focus Areas' personalized from your previous coaching feedback
Commands: use /briefing on Telegram to trigger manually.
Complete AI Features Map
Every AI-powered feature in TradeBook — what it does, when it triggers, and how it helps your trading.
7 AI-Powered Features
BYOKTradeBook's AI analyzes your trades across 6 dimensions: Entry Quality, Stop Loss Placement, Exit Execution, Risk Management, Trade Plan Adherence, and Timing & Context. Here's every feature that uses AI:
Trade Coach
Structured coaching on every closed trade — strengths, improvements, and a next-trade action item with a 1-5 star rating.
Auto-Tag Trades
AI suggests 3-5 tags (setup type, timeframe, market context) after you create a trade. Auto-applies the top setup tag.
Morning Briefing
Portfolio-aware pre-market digest analyzing your open positions, flagging risk, and suggesting what to focus on for the session.
AI Insights
Behavioral pattern detection across 30/90/all-time data — surfaces biases like overtrading, poor timing, or segment-specific weaknesses.
Smart Alert Suggestions
Analyzes your most traded symbols and suggests price alerts based on historical entry/exit levels and support/resistance.
Weekly Playbook
Personalized weekly trading playbook with rules-for-next-week, based on your actual weekly performance data.
Voice Journal
Speak your trading thoughts in Hindi or English — AI extracts mood, plan, review, and lessons into structured journal fields.
Pro Tip
Getting the best AI feedback: The more context you provide on your trades, the better the AI output. Adding notes (your thesis), emotion tags (greedy/fearful/neutral), targets, and stop loss dramatically improves coaching quality. Trades with all fields filled get 3x more specific feedback than bare-bones entries.
How the AI Model Evaluates
Transparency into what the AI considers and how it forms its assessment.
Best Practice
Read your AI Coach feedback before taking the next trade. If the coach flagged "exited too early" on 3 consecutive trades, it's a signal to work on your trailing stop strategy.
Integrations
Connect your broker and messaging apps to automate data flow, get market data, and receive instant notifications.
Best Practice
Why integrations matter: TradeBook is most powerful when connected to your broker and messaging platforms. Without Dhan, you manually enter all prices and positions. Without Telegram, you have to check the app constantly for alerts. Integrations automate the boring parts — data entry, price monitoring, notification delivery — so you can focus on the decision-making parts of trading that actually require your brain.
Watch Out
Never share your API keys or access tokens publicly. TradeBook stores all credentials securely server-side — they are never exposed to the browser and cannot be read back from the client. Treat your Dhan API key and Telegram bot token like passwords.
Connect
OAuth login
Sync
Portfolio data
Market Data
Synced LTP
Execute
One-click trade
Telegram Channels & Routing
Alerts Channel
EOD Reports
Intraday Only
Connecting Your Dhan Account
Link your Dhan broker for market data, portfolio sync, and execution.
Connecting Your Dhan Account
Get your Dhan API credentials
Log in to your Dhan dashboard and navigate to the API section. You'll need your API Key and API Secret for the OAuth flow.
Dhan offers two auth methods: a manual 24-hour Access Token (quick but expires daily) and a 12-month API Key + Secret OAuth flow (recommended for long-term use).
Enter credentials in TradeBook
Go to Settings → Integrations → Dhan. Paste your API Key and Secret, then click Connect. TradeBook initiates the OAuth handshake.
The OAuth process opens a Dhan authorization window. Approve the connection and you'll be redirected back to TradeBook automatically.
Activate Data API plan on Dhan
Important: market data require an active 'Data API' plan on Dhan's dashboard. Without it, you'll see API Error 806 (Data APIs not Subscribed).
This is a separate step from API Key creation. Go to Dhan Dashboard → API → Data API and activate the plan. It may be free or paid depending on your Dhan account type.
Verify the connection
Once connected, TradeBook shows a green 'Verified' status with the verification timestamp. Portfolio sync begins automatically.
Positions sync every 5 minutes during market hours (Mon–Fri, 9:15 AM – 3:30 PM IST). market data update for all open positions.
Enable auto-sync (optional)
Toggle 'Auto Sync Portfolio' in Dhan settings to automatically import executed orders and calculate P&L for closed positions.
Multiple API keys are supported with priority-based failover. If one key expires, the system falls back to the next active key.
Dhan Broker Integration
Full-featured broker connection for seamless trading:
- OAuth-based secure authentication with 12-month token validity
- Auto-sync portfolio positions every 5 minutes during market hours
- LTP (Last Traded Price) for all open positions and watchlist items
- One-click trade execution from TradeBook
- synced P&L tracking with market data
- Instrument master data sync for accurate symbol search
- Multiple API keys with priority-based failover
Dhan Broker
OAuth 2.0 · Secure Connection
Authentication Flow
API Keys
+ Add KeyPrimary Key
Expires: 12 Mar 2027
Backup Key
Expires: 05 Aug 2026
Sync Status
Portfolio Sync
Every 5 min during market hours
Market Data
Synced LTP for open positions
Instrument Master
Last synced: 26 Feb, 6:00 AM
⚡ One-Click Execution
BUY RELIANCE
₹2,845 × 10
Order Placed ✓
via Dhan API
Dhan Auto-Sync & Background Polling
NewBackground trade synchronization so you never miss a logged trade:
- Continuous background polling every 5 minutes fetches new executed orders
- Automatically maps executed options and futures contracts to the local instrument master
- Calculates and journals trades seamlessly without manual intervention
- synced alerts via Telegram when auto-sync creates a new trade in TradeBook
Setting Up Telegram Notifications
Get instant trade alerts, reports, and updates on your phone.
Setting Up Telegram Notifications
Create a Telegram bot via @BotFather
Open Telegram, search for @BotFather, and send /newbot. Follow the prompts to name your bot and get your bot token.
The bot token looks like '123456789:ABCdefGHIjklMNOpqrsTUVwxyz'. Keep it private — anyone with this token can control your bot.
Enter the bot token in TradeBook
Go to Settings → Integrations → Telegram. Paste your bot token. TradeBook validates it via the Telegram getMe API and auto-populates the bot username.
If validation fails, double-check the token for extra spaces or missing characters.
Add a chat destination
Click 'Add Chat' and enter your Telegram chat ID. This can be your personal chat, a group, or a channel. Chat type is auto-detected from the ID prefix.
Personal chats have positive IDs. Groups and channels start with '-100'. You must /start the bot in the chat before it can send messages.
Configure routing rules
For each chat destination, select which segments (Equity, Options, Futures, etc.) and notification types (Trades, Alerts, Studies, Daily Reports) should be routed there.
Example: Route Options alerts to a dedicated 'F&O Alerts' channel, and send daily P&L reports to your personal chat.
Test and verify
Click 'Send Test Message' to verify delivery. The chat shows a green health indicator when verified. All deliveries are logged for troubleshooting.
If the test fails with 'chat not found', ensure you've sent /start to the bot in that specific chat or channel.
Telegram Integration
Rich notification system with granular routing:
- Alert triggers — instant notification when price conditions are met
- EOD (End of Day) reports — daily P&L summary after market close
- Morning briefings — pre-market overview of your open positions
- Weekly reports — full performance summary every Monday
- TSL updates — trailing stop loss movement notifications
- Multiple chat destinations with segment-level and type-level routing
- Manual sends from Trade Detail modal — Full Card, P&L Snapshot, or Custom Notes
Telegram
@MyTradeBot · Custom Bot
Setup Flow
Channel Routing
+ Add Channel🟢 NEW BUY TRADE
📍 RELIANCE NSE·EQ
💰 Entry: ₹2,845 · 🛑 SL: ₹2,810
🎯 Target: ₹2,900 · ⚠️ Risk: ₹3,500
via TradeBook · @MyTradeBot
🔔 Alert Triggered
NIFTY 50 crossed above ₹22,500
LTP: ₹22,512.30 · Time: 10:34 AM IST
via TradeBook · @MyTradeBot
💬 Bot Commands
/pnlToday's P&L summary/positionsOpen positions list/briefingMorning market briefing/helpShow all commands📝 Custom Templates
CustomizableRecent Deliveries
123456789:ABCdefGHIjklMNOpqrsTUVwxyzInline Action Buttons
NewEvery notification now includes contextual inline buttons so you can act instantly:
- Alert notifications — [Snooze 15m] [Snooze 1h] [Delete Alert] buttons appear below each alert
- Trade notifications — [Close Trade] [View Chart] buttons for quick position management
- Snooze temporarily mutes the alert, delete permanently removes it, close trade marks the position as closed
- All actions are processed server-side via the Telegram webhook — no need to open the app
- Button callbacks update your TradeBook data in synced and send a confirmation message
Pro Tip
How it works: When you tap an inline button, Telegram sends a callback to our webhook. The webhook identifies you via your Telegram chat ID, verifies your account, and executes the action securely. You'll see a confirmation message in the chat within seconds.
Chatbot Commands
Query your trading data directly from Telegram.
Telegram Bot Commands
NewType commands in any chat with your bot to get instant trading summaries:
- /pnl — Today's P&L summary with win rate, total trades, and net profit/loss
- /positions — List all open positions with current P&L and entry prices
- /briefing — Morning market briefing with open positions overview and key levels
- /help — Show all available commands and their descriptions
📊 Today's P&L Summary
━━━━━━━━━━━━━━━━━━
💰 Net P&L: +₹12,450
📈 Win Rate: 75%
🔄 Total Trades: 8
✅ Winners: 6 | ❌ Losers: 2
📅 Date: 09 Mar 2026Watch Out
Commands only work when your Telegram account is linked to TradeBook. The bot identifies you by your chat ID, which must match a verified destination in Settings → Integrations → Telegram.
Custom Message Templates
Define your own notification formats using variable placeholders.
Custom Message Templates
NewPersonalize how your Telegram notifications look with template variables:
- Three template types — New Trade, Trade Closed, and Alert Triggered
- Use {{variable}} placeholders like {{symbol}}, {{entry_price}}, {{pnl}}, {{pnl_percent}}, {{stop_loss}}, {{risk_amount}}
- Leave a template empty to use the default rich format — no configuration needed
- synced variable reference panel with one-click copy for all available placeholders
- Ideal for RA (Research Analyst) channels — create clean, branded signal formats
🚨 NEW SIGNAL: {{symbol}}
━━━━━━━━━━━━━━━
📍 Side: {{side}}
💰 Entry: {{entry_price}}
🛑 SL: {{stop_loss}}
🎯 Targets: {{targets}}
⚠️ Risk: {{risk_amount}}
📊 Timeframe: {{timeframe}}Pro Tip
Find the template editor in Settings → Integrations → Telegram → Custom Message Templates. There are 13+ variables available including {{symbol}}, {{side}}, {{entry_price}}, {{stop_loss}}, {{pnl}}, {{quantity}}, {{segment}}, {{holding_period}}, and more.
Auto-Attached Chart Snapshots
Chart images are automatically sent alongside trade notifications.
Auto-Attached Chart Snapshots
NewWhen you add a chart image or link to a trade, it's automatically included in Telegram notifications:
- Chart images uploaded to TradeBook storage are resolved to full URLs and sent via Telegram's sendPhoto API
- Direct image URLs in the Chart Link field (ending in .png, .jpg, .gif, .webp) are sent as photo attachments
- TradingView chart links are included as clickable [View Chart] buttons on the notification
- The notification caption includes all trade details — no separate text message needed
- Works with both automated notifications (new trade, close trade) and manual sends from Trade Detail
Pro Tip
Best practice: Upload chart screenshots directly to TradeBook when creating a trade. The system automatically detects and attaches them to Telegram messages. For TradingView users, paste the chart link in the 'Chart Link' field — it appears as a button in the notification.
Troubleshooting
Common connection issues and how to resolve them.
AI Trade Insights
Get AI-powered analysis of your trading patterns, timing, and risk management through a Bring Your Own Key setup. Your provider key uses the storage mode you choose, and provider billing or quotas remain under your own account.
Setup in 3 Simple Steps
Choose & Configure Your AI Provider
Pick a provider, generate an API key, and connect it to TradeBook in under 2 minutes.
Configuring Your AI Provider
Open Settings → Integrations → AI Trade Insights
Navigate to the AI configuration panel inside your Settings page.
Select your provider
Choose between Google Gemini or OpenAI. Both can generate structured trade analysis from the same TradeBook summary payload.
Use the provider where you already have API access, quota, or billing controls configured.
Generate your API key
For Gemini: visit aistudio.google.com/app/apikey and create a key. For OpenAI: visit platform.openai.com/api-keys.
Provider quotas and billing rules change over time, so confirm current limits inside the provider console before saving the key.
Paste the key and save
Copy the API key and paste it into the field in TradeBook. Save locally by default, or choose Cloud Sync when you need the same provider on multiple devices.
Test the connection
Close a trade or navigate to the AI Insights panel. If the key is valid, you'll see AI-generated analysis within seconds.
If something goes wrong, check the key is correct and hasn't expired.
Pro Tip
Which provider should you choose? Start with the provider where you already have reliable API access. TradeBook sends the same aggregated trade summary to Gemini or OpenAI, then stores the structured response on the trade, so the practical difference is usually quota, billing, latency, and your preferred model family.
Google Gemini
Google AI Studio key
OpenAI
OpenAI API key
Google Gemini
BYOKGood default for traders who want a quick AI Studio key and a lightweight setup path.
How to get your API key:
- Go to aistudio.google.com/app/apikey
- Sign in with your Google account
- Click "Create API Key"
- Copy the key and paste it in Settings → Integrations → AI Trade Insights
- Confirm the current quota and billing terms in Google AI Studio before heavy usage
OpenAI (Alternative)
Use OpenAI if your workflow already runs on the OpenAI API or you prefer its model behavior for written trade feedback.
Setup steps:
- Go to platform.openai.com/api-keys
- Create an account and add billing credits
- Generate a new API key
- Paste it in Settings → Integrations → AI Trade Insights
- Review current model pricing and usage limits in the OpenAI dashboard
How AI Analysis Works
What data is sent, how it's processed, and what you get back.
How It Works & Privacy
What AI Analyzes
- Aggregated win/loss statistics (not raw trade data)
- Timing patterns — best entry hours and days
- Risk management trends — SL hit rate, R:R ratios
- Behavioral patterns — early exits, overtrading
- Mistake frequency and recurring patterns
Privacy & Security
- Local Only keeps the API key on this device
- Cloud Sync stores the key in account settings for multi-device use
- The key is sent only when you run an AI analysis request
- Your key, your provider quota, your provider billing
- You can disconnect anytime in Settings
Sample AI Insights Output
You tend to exit winning trades 40% earlier than your average target. Consider using a trailing stop-loss to let winners run.
Your win rate is 72% for trades entered between 9:30-10:30 AM. Consider focusing your entries in this window.
Your average risk per trade has dropped from 2.1% to 1.4% over the last 30 days. Great discipline!
AI Trade Insights
ConnectedKeyboard Shortcuts
Power-user keyboard shortcuts to navigate and take actions without touching the mouse. Plus a Command Palette for instant search.
Best Practice
Why this feature exists: Speed matters when markets are moving. Every second spent clicking through menus is a second you could spend analyzing a setup. Keyboard shortcuts let experienced users create trades, switch pages, and search their data without taking their hands off the keyboard. The Command Palette alone can replace 80% of mouse interactions — think of it as Spotlight for your trading journal.
Note
Getting started: Learn 3 shortcuts per week: start with ⌘K (Command Palette), N (New Trade), and 1 (Dashboard). After a week, add 3 more. Within a month you'll navigate entirely by keyboard. Shortcuts are disabled inside input fields to prevent accidental triggers.
Keyboard Shortcuts
Command Palette
Global search and action launcher accessible from anywhere.
Command Palette (⌘K)
EnhancedA global search that goes beyond navigation. Press ⌘K or / to open and search across everything:
- Navigate to any page instantly
- Quick actions: New Trade, New Alert, New Study
- Search your trades by symbol — shows P&L badge and status
- Search alerts by symbol — shows condition type and threshold
- Search journal entries — matches text in plans, reviews, and lessons
- Dynamic results appear after typing 2+ characters
- Quick Trade Entry — keyboard-only trade logging (Symbol → Type → Price → Qty → Confirm)
- Recent section — tracks your last 5 visited pages for quick re-access
Quick Actions
Create trades, alerts, and studies without touching the mouse.
Quick Action Shortcuts
Page Navigation
Press a number key to jump directly to any main page:
Full Shortcut Reference
Complete reference table for all available keyboard shortcuts.
Keyboard Shortcuts & Command Palette
⚡ Quick Actions
🧭 Navigation
Mobile & PWA
TradeBook is a fully installable Progressive Web App. Add it to your home screen for a native-like experience with offline capabilities.
Best Practice
Why this feature exists: Most trading happens on the go — during commutes, between meetings, or while monitoring positions away from your desk. A PWA gives you the full TradeBook experience in an app-like wrapper without downloading anything from an app store. It launches instantly, works offline for trade logging, and auto-updates silently. The offline trade queue ensures you never lose a trade entry because of spotty mobile connectivity — especially useful in India's varied network conditions.
Note
Where it's used: Every feature in TradeBook works on mobile — trade creation, alerts, journal, watchlists, analytics. The bottom navigation bar replaces the sidebar, swipe gestures replace right-click menus, and the floating action button gives one-tap access to create trades, alerts, or journal entries.
Installing TradeBook
Get the full app experience on any device — no app store required.
Installing TradeBook on Your Phone
Open TradeBook in your mobile browser
Navigate to the app URL in Chrome (Android) or Safari (iOS).
Make sure you're using the default browser — PWA install is not supported in in-app browsers.
Tap the browser menu
On Android, tap the three-dot menu. On iOS, tap the Share icon at the bottom.
Look for 'Add to Home Screen' or 'Install App' option.
Select 'Add to Home Screen'
Confirm the name and tap Add. The app icon appears on your home screen instantly.
Launch from your home screen
Open TradeBook like any native app — it runs full-screen without browser chrome.
Auto-updates happen seamlessly. You'll see a refresh prompt when a new version is available.
Install as App
TradeBook works as a PWA — install it on your phone or desktop for instant access without the browser chrome.
- Add to Home Screen on iOS and Android
- Full-screen app experience — no browser UI
- Maskable icon for clean home screen appearance
- Auto-updates when new versions are deployed
- Refresh prompt when a new version is available
Offline Trade Queue
NewLog trades even when you're offline. Trades are queued locally and automatically synced when connectivity is restored.
- Detects online/offline status automatically
- Offline banner appears in the app header
- Trades are saved to local storage when offline
- Auto-syncs queued trades when back online
- Toast notifications confirm each synced trade
- Shows count of queued trades in the offline banner
Offline Behaviour
How TradeBook handles connectivity loss gracefully.
Note
Mobile Navigation & Onboarding
Touch-optimized navigation with guided onboarding for new users.
Mobile Navigation
- Bottom navigation bar with key pages: Dashboard, Trades, Alerts, Journal
- Touch-optimized with safe-area insets for modern devices
- Responsive layouts across all pages
- Floating Quick Actions button for fast trade/alert/review creation
- Swipe-to-act on trade rows — swipe left to reveal View/Close actions
Onboarding Checklist
EnhancedA guided 6-step onboarding flow on the dashboard for new users:
- Log your first trade — auto-detected when you have any trades
- Create a watchlist — detected when you have watchlists
- Set a price alert — detected when you have alerts
- Connect your broker — detected via Dhan verification
- Write a journal entry — detected from daily journal entries
- Review analytics — detected when you have closed trades
- Progress bar and auto-dismiss when all steps complete
Settings
Configure your account, preferences, integrations, and subscription. Manage your tags, capital, and security settings.
Best Practice
Why this matters: Settings aren't just preferences — they're the foundation your entire analytics and risk management system runs on. If your starting capital is wrong, every return % is wrong. If your tags are poorly organized, your pattern analysis is meaningless. If your integrations aren't configured, you're missing market data and automated notifications. Spend 10 minutes setting this up correctly on day one, and everything downstream works better.
Display Name
Email Address
Phone Number
Initial Settings Configuration Checklist
Complete your profile
Add your name, email, and phone number so your account is identifiable and recoverable.
Navigate to Settings → Profile to update these details.
Set your starting capital
Enter the total capital you've allocated for trading. This is used for risk calculations and return percentages.
Go to Settings → Preferences → Starting Capital.
Configure default stop loss
Set a default SL percentage that pre-fills when creating new trades — saves time and enforces discipline.
Create your custom tags
Add Setup, Mistake, Pattern, and Candlestick tags that match your trading style. These appear across trade entry and analytics.
Settings → Tags tab. Start with 5–10 tags you use most often.
Connect integrations
Link your Dhan broker account for market data and auto-sync. Set up Telegram for trade notifications.
Settings → Integrations tab.
Review security settings
Ensure your password is strong and consider reviewing your session activity periodically.
Profile & Billing
Manage your identity, subscription, and payment.
Profile & Billing
- Update your name, email, and phone number
- View current subscription plan and status
- Upgrade/downgrade between Free, Pro, and Team plans
- 14-day Pro trial for new accounts
- Manage billing and payment methods
Rahul Kumar
rahul@example.com · +91 98765 43210
Current Plan
ActiveFree
₹0
50 trades/mo
Pro
₹499
Unlimited
Team
₹1,499
Multi-user
Preferences
- Toggle between light and dark theme
- Set your starting capital amount
- Configure default stop loss percentage
- Set preferred timezone
- Alert check frequency (how often alerts are evaluated)
Preferences
Theme
Switch between light and dark mode
Starting Capital
Base amount for risk calculations
Default Stop Loss
Auto-filled in new trade forms
Timezone
Used for journal dates and alerts
Alert Check Frequency
How often alerts are evaluated
Subscription & Plans
Free, Pro, and Team tiers with trial mechanics and plan-gated features.
Plan Tiers & Trial
TradeBook offers three plan tiers to match your trading needs:
- Free — core trade logging, basic analytics, and limited alerts. Great for getting started.
- Pro — unlocks AI Trade Coach, advanced analytics (sector heatmap, risk of ruin, pattern detection), unlimited alerts, CSV import, and weekly reports.
- Team — everything in Pro plus collaborative features and priority support.
- 14-day Pro trial — every new account starts with full Pro access for 14 days, no credit card required.
- Plan-gated features show an 'Upgrade' prompt with a lock icon when you try to access them on a lower tier.
Billing & Upgrade Flow
- Navigate to Settings → Billing to view your current plan and subscription status
- Choose between Monthly, Quarterly (save 38%), Half-yearly (save 43%), or Yearly (save 52%) billing cycles
- Upgrade instantly — your new plan activates immediately after payment
- Downgrade at end of billing period — you keep Pro access until the current cycle ends
- Referral bonus days extend your trial period (30 days per successful referral)
Tag Management
Create and manage your custom tags:
- Setup tags — your trading setups (Breakout, Retest, Gap, etc.)
- Mistake tags — common mistakes with severity levels
- Pattern tags — chart patterns you trade
- Tags are used across trades, studies, and analytics
Tag Management
🏷️ Setup Tags
+ Add⚠️ Mistake Tags
+ Add📊 Pattern Tags
+ AddBest Practice
Capital Management
Track deposits, withdrawals, and net deployed capital.
Capital Management
- Track deposits and withdrawals from your trading capital
- View capital transaction history
- Adjusted capital used for risk calculations
- Separate from P&L — tracks actual money in/out
Capital Management
+ Add TransactionStarting Capital
₹10,00,000
Net Deposits
+₹2,50,000
Current Capital
₹12,50,000
Data Export & Backup
Export your trading data for backup or external analysis.
Export Options
- JSON full backup — export your entire trading database (trades, journal entries, settings, tags) as a single JSON file via the backend export function
- CSV trade export — download your trades as a CSV file for use in Excel, Google Sheets, or external analysis tools
- CSV includes all trade fields: symbol, entry/exit prices, P&L, dates, tags, notes, segment, and more
- JSON backup preserves relationships between trades, studies, alerts, and tags — ideal for full data portability
- Access exports from Settings or trigger them via keyboard shortcut (⌘K → 'Export')
Security & Integrations
Password management and third-party connections.
Security
- Change your password
- Email-based password reset
- Secure session management
- All data encrypted at rest and in transit
Security
🔒 Password
ChangeLast changed: 14 Feb 2026
📱 Active Sessions
Chrome · MacOS
Mumbai, IN
Safari · iPhone
Mumbai, IN
Data Protection Active
TLS encryption · API secrets masked · JWT 24h expiry
Integration Settings
- Dhan broker: connect/disconnect, view sync status
- Telegram: link bot, verify connection, manage channels
- Configure notification types per Telegram channel
- Segment-level routing for Telegram messages
Integrations
Dhan Broker
2 API keys · Last sync: 5 min ago
Telegram Bot
@MyTradeBot · Verified
TrueData
Secondary market data source
Notification Routing
FAQ & Troubleshooting
Answers to common questions and solutions to known issues — organized by category for quick lookup.
Note
How to use this section: Use the jump links above to go directly to your question category. Each answer is self-contained — you don't need to read them in order. For technical issues, start with the Troubleshooting section at the bottom, which covers the most common error scenarios with step-by-step fixes.
Account & Billing
Account & Billing
Is TradeBook free to use?
Yes! The Free plan includes trade logging, watchlists, alerts, and basic analytics. The Pro plan unlocks advanced analytics, AI insights, weekly reports, multi-leg strategies, and more. All new accounts start with a 14-day Pro trial.
How does the 14-day Pro trial work?
New accounts automatically get full Pro access for 14 days — no credit card required. You can see your remaining trial days in the sidebar badge. After the trial, you keep all your data and continue on the Free plan, or upgrade to Pro.
What payment methods are supported?
We support UPI, credit/debit cards, and net banking via our payment partner. All plans are billed in INR. Quarterly, half-yearly, and yearly cycles include discounts, with yearly Pro priced at ₹3,999.
Can I cancel my subscription anytime?
Yes. Cancel anytime from Settings → Billing. You'll retain Pro access until the end of your current billing period. No data is deleted when you downgrade.
How do I export or backup my data?
Go to Settings → Preferences → Full Data Backup. This exports all your trades, journal entries, alerts, and settings as a JSON file. You can also export trades as CSV from the Trades page.
Trades & CSV Import
Trades & CSV Import
How do I import trades from my broker?
Go to Trades → Import CSV. Upload your broker's trade export file. TradeBook auto-detects columns (symbol, price, quantity, date) and lets you review mappings before importing. Supports Zerodha, Angel One, Dhan, and custom CSVs.
What CSV format does TradeBook expect?
Any CSV with columns for symbol, entry price, quantity, and date works. The importer auto-maps common headers like 'ticker', 'qty', 'trade_date'. You can manually adjust mappings in the preview step if needed.
Can I edit a trade after creating it?
Yes. Click any trade to open the detail modal, then use the edit actions. You can update prices, notes, tags, chart images, and status. Changes are saved instantly.
What's the difference between Open, Closed, and Cancelled trades?
Open = active position you're still holding. Closed = position fully exited with final P&L calculated. Cancelled = trade you decided not to take. Only Closed trades count in your analytics and P&L calculations.
How does Position Sizing work?
In the trade creation modal, the Position Sizing Calculator uses your starting capital, risk percentage, and stop loss distance to calculate the ideal quantity. It ensures you never risk more than your defined percentage on any single trade.
What are Trade Templates?
Templates save your common trade configurations — segment, trade type, default SL%, tags, and notes template. When creating a new trade, select a template to auto-fill these fields. Smart Suggestions recommend templates based on the symbol you're trading.
Alerts & Notifications
Alerts & Notifications
How often are alerts checked?
By default, alerts are evaluated every 5 minutes during market hours (9:15 AM – 3:30 PM IST). You can change the frequency to 1 min or 15 min in Settings → Preferences. High-priority alerts can be checked more frequently.
What alert condition types are available?
Price Above, Price Below, Price Cross (triggers when price crosses a level in either direction), and Percentage Change. Each can be set as one-time or recurring with configurable cooldown periods (5 min to 1 day).
Can I get AI-suggested alerts?
Yes! Smart Alert Suggestions analyzes your frequently traded symbols and recent trade levels to recommend relevant price alerts. Each suggestion includes AI-generated reasoning. One-click to create any suggestion as an active alert.
How do Quiet Hours and DND work?
Quiet Hours automatically mute notifications outside your configured hours (e.g., after 3:30 PM). DND mode pauses all notifications for a set duration and auto-resumes. Both are configurable in Settings → Preferences.
What is the Notification Digest?
When enabled, similar notifications are batched and delivered as a single summary instead of individual pings. This reduces notification fatigue during volatile sessions while ensuring you don't miss anything important.
Why didn't my alert trigger?
Check: (1) Is the alert active and not snoozed? (2) Is it within market hours if 'active hours only' is enabled? (3) Has the cooldown period elapsed since last trigger? (4) Is the alert expired? Check the alert's evaluation metrics in the detail view for diagnostics.
Analytics & Reports
Analytics & Reports
Why does my dashboard show no data?
Check the segment filter (top of dashboard) and month selector — they may be filtering out your data. Select 'All Segments' and expand the date range. Also ensure you have closed trades, as open trades don't contribute to most analytics.
How are weekly reports generated?
Weekly reports are auto-generated every Monday based on your previous week's trading data. They include P&L breakdown by segment, top setups, win rate trends, and actionable insights. Reports are delivered via Telegram if configured.
What's the difference between weekly reports and daily journals?
Daily journals are your personal notes — pre-market plan, mood, lessons learned. Weekly reports are system-generated analytics summaries with metrics, charts, and AI-powered insights. Both serve different purposes and complement each other.
How does the Equity Curve handle deposits/withdrawals?
Capital transactions (deposits, withdrawals) are tracked separately in Settings → Capital Management. The equity curve adjusts for these, so adding funds doesn't artificially inflate your performance metrics.
Integrations
Integrations
Do I need a Dhan account to use TradeBook?
No. Dhan is optional — it enables market data, auto-sync of positions, and one-click execution. You can use TradeBook fully as a manual trade journal without any broker connection.
Why are my market data not updating?
Check: (1) Dhan integration is connected and verified in Settings → Integrations. (2) Your Dhan token hasn't expired (check the warning banner). (3) Prices only stream during market hours (9:15 AM – 3:30 PM IST). (4) The instrument has a valid security_id mapped.
How do I fix Telegram not sending messages?
Verify your bot token and chat ID in Settings → Integrations → Telegram. Use the 'Send Test' button to confirm delivery. Check the Delivery Log panel for specific error messages. Common issue: bot not added to the chat or chat ID mismatch.
How do I set up AI Trade Insights?
Go to Settings → Integrations → AI Trade Insights, choose a provider, paste your API key, choose Local Only or Cloud Sync storage, and save. AI analysis becomes available for trade coaching, journal drafts, insights, and morning briefings.
Can I connect multiple Telegram channels?
Yes! You can add multiple Telegram destinations (channels, groups, or DMs) in Settings → Integrations → Telegram. Each channel can be configured to receive specific notification types and market segments independently.
Mobile & Offline
Mobile, PWA & Offline
Can I use TradeBook on my phone?
Yes! TradeBook is a Progressive Web App (PWA). On Chrome/Safari, tap 'Add to Home Screen' for a full-screen, app-like experience with offline support. No app store download needed.
What happens when I'm offline?
TradeBook detects when you lose connectivity and shows an offline indicator. Any trades you create while offline are queued locally and auto-synced when you reconnect. The queue count is displayed in the status bar.
Does the PWA work on iPad/tablet?
Yes. The interface is fully responsive and optimized for tablet-sized screens. The sidebar collapses to give more content space, and all touch interactions (swipe-to-act, drag-and-drop) work on touch devices.
How do I install the PWA?
Chrome (Android): Tap the 3-dot menu → 'Install app' or 'Add to Home screen'. Safari (iOS): Tap the Share button → 'Add to Home Screen'. Edge: Click the install icon in the address bar. The app will appear as a standalone icon on your device.
Features
Features & Usage
What is the AI Trade Coach?
The AI Trade Coach provides instant, personalized feedback on your closed trades — analyzing entry timing, exit quality, risk management, and emotional discipline. It auto-triggers when you close a trade and feedback is saved to the trade record.
How do Trading Rules work?
Trading Rules are a customizable pre-trade checklist. Add your personal rules (e.g., 'Check trend on higher timeframe', 'Confirm volume breakout'). The system requires you to check every rule before submitting a new trade, enforcing discipline.
How does the Command Palette work?
Press Cmd+K (Mac) or Ctrl+K (Windows) to open the Command Palette. Search across all pages, trades, alerts, studies, and journal entries. You can also create new items and navigate anywhere instantly - it is the fastest way to use TradeBook.
How do Achievements work?
Achievements are earned automatically as you hit milestones - first trade logged, 5-day win streak, 30 journal entries, etc. Check your badge grid on the Dashboard. Achievements cannot be lost once earned and serve as motivation markers.
What are Studies and how are they different from trades?
Studies are your research notes for potential trades - tracking a pattern, analyzing a setup, or monitoring a stock. They don't have P&L. When a study leads to an actual trade, you can link them together to track your research-to-execution pipeline.
How do I use the Stock Screener effectively?
Start with one of the 47 built-in presets (e.g., 'Bullish Breakout', '52-Week High') or build custom filters. Save your filters as presets for one-click reuse. Click any result to see the stock insight card with key fundamentals and recent price action.
What is the Mistake Tracker?
The Mistakes page aggregates all mistake tags from your trades into a visual analysis - showing frequency, P&L impact, and trends over time. It helps you identify your most costly behavioral patterns and track improvement.
Troubleshooting
Common Issues & Fixes
The app is loading slowly or feels laggy
Try: (1) Clear browser cache and reload. (2) Reduce the date range on analytics pages; large datasets take longer to render. (3) Close other heavy browser tabs. (4) If on mobile, ensure you're using the PWA version, not a browser tab.
My CSV import failed or shows wrong data
Check: (1) File is valid UTF-8 CSV (not Excel .xlsx). (2) Date format matches DD/MM/YYYY or YYYY-MM-DD. (3) Numeric columns don't have currency symbols (Rs., $, commas). (4) Review the column mapping step carefully before confirming import.
Charts or analytics are showing incorrect P&L
Verify: (1) Entry price and exit price are correct on the trade. (2) Quantity includes lot size for F&O trades. (3) The trade status is 'Closed' (open trades show unrealized P&L based on current price). (4) Check if segment filter is excluding some trades.
I can't log in or my session keeps expiring
Try: (1) Clear cookies and browser data for the site. (2) Ensure you're using the email you registered with. (3) Use 'Forgot Password' to reset. (4) If using PWA, try uninstalling and reinstalling the app. Sessions expire after extended inactivity for security.
Dhan sync is not importing all my positions
Dhan API has a limit on the number of positions returned per request. If you have many positions across segments, some may not sync in a single batch. Try syncing individual segments or contact support if the issue persists.
My trade tags or patterns are missing after reload
Tags are saved per trade. If you created custom tags in Settings > Tag Management but didn't assign them to trades, they won't appear on the Trades page. Go to any trade's detail modal to add tags.
Note
Still stuck? If your issue isn't covered here, reach out to support at founder@mrchartist.com. Include your browser name, device type, a screenshot of the issue, and any error messages from the browser console (F12 > Console tab). It helps us resolve things much faster.
Changelog & Roadmap
Recent updates and upcoming features. We ship improvements every week.
Note
How to read this section: The changelog shows what's already shipped, sorted newest first. The roadmap shows what's coming next, grouped by development stage: Coming Soon (actively being built), In Progress (design/development underway), Planned (committed but not started), and Exploring (under consideration). Roadmap priorities are influenced by user feedback; reach out at founder@mrchartist.com to vote for features you want.
Best Practice
Check the changelog weekly to stay on top of new features. Many improvements, like new analytics widgets or shortcut enhancements, ship silently and can significantly improve your workflow if you know about them.
Recent Updates
Features shipped in recent releases.
Agent Control Center launch, Playbook feature, multi-channel notification system, and 8K theme consistency across all pages.
- + Agent Control Center - autonomous trading intelligence hub with 6 agents, risk monitoring, and AI behavioral coaching
- + Playbook - define trading setups, track win rates per strategy, and get AI-powered setup recommendations
- + Multi-channel notifications - daily P&L summary, drawdown alerts, major movement alerts, SL breach, and target approaching
- + Forward to Telegram - forward any in-app notification to Telegram with one click
- + Notification categories - Movements and Studies filter tabs in Notification Center
- + 8K glassmorphic theme consistency - replaced all SpotlightCard borders with unified surface-card styling
- + Trade update notifications now fire on Telegram for any significant trade edit
- + Study create/update notifications wired to Telegram
- + Session timing analysis with win rate split by morning vs afternoon trading
- - Fixed thick border lines on Agent Control Center cards in light mode
- - Fixed docs FeatureCard double borders from SpotlightCard wrapper
- - Resolved phase numbering in docs after adding 3 new sections
- - Agent Control Center documentation - 5 sub-sections covering all features
- - Playbook documentation - setup rules, strategy tags, win rate matrix, reports
Notification system overhaul with smarter delivery, quiet hours, and refreshed Telegram templates.
- + Notification Center upgrade - date grouping, type filters, click-to-navigate
- + Quiet Hours & DND mode for notification control
- + Enhanced Telegram templates with clear section separators
- + Alert evaluation engine - staggered checks, priority-based scheduling
- + EOD Report & Morning Briefing template overhaul
- + In-app notification sound toggle and importance levels
- - Fixed duplicate notification delivery on alert cooldown reset
- - Resolved Telegram delivery log timezone offset
- - Notification Preferences section added
- - Telegram integration docs expanded
Documentation 2.0 - interactive guides, expandable deep-dives, and categorized FAQ.
- + StepByStep guides and ExpandableDetail components across all 26 doc sections
- + Category-grouped FAQ with 20+ questions
- + PWA install walkthrough with platform-specific instructions
- + Settings configuration checklist for faster onboarding
- + Capital Management section with deposit/withdrawal tracking guide
- + AI Insights credit usage and provider comparison table
- - Fixed docs sidebar scroll position not persisting on navigation
- - Corrected broken anchor links in Analytics section
Trading discipline tools - rules checklist, AI coach, and smart alert suggestions.
- + Trading Rules Checklist - enforced before trade entry
- + AI Trade Coach - instant post-trade feedback
- + Smart Alert Suggestions - AI-recommended price alerts
- + Quick Close Popover for faster position exits
- + Day & Time of Day Analysis charts in Analytics
- + Streak Tracker expanded with best/current/loss streaks
- + Docs deep-links and estimated reading time
- - Fixed trailing SL calculation rounding on sub-Rs. 10 stocks
AI-powered analytics - pattern detection, sector heatmaps, and emotional P&L correlation.
- + AI Pattern Detection - behavioral and setup pattern insights
- + Sector Rotation Heatmap - visual sector performance tracking
- + Setup Win-Rate Matrix - cross-reference setups vs outcomes
- + Emotional P&L Correlation - mood-to-performance analysis
- + Analytics page redesigned with tabbed navigation
- + Improved chart rendering performance for large datasets
Dashboard customization, mobile UX leap, and social sharing.
- + Dashboard drag-and-drop widget reordering
- + Floating Trade Ticker with live P&L
- + P&L Share Cards and Trade Share Cards
- + Quick Trade Entry via Command Palette (Cmd+K)
- + Animated KPI number transitions
- + Mobile swipe-to-act on trade rows
- + Improved mobile bottom navigation with active indicators
- - Fixed widget state not persisting after page refresh
- - Resolved share card image generation on Safari
Stock Screener launch with 47 built-in presets and custom filter builder.
- + Stock Screener with 47 curated presets
- + Custom filter builder with AND/OR logic
- + Stock popup insight cards with key metrics
- + Improved instrument search with fuzzy matching
Portfolio visualization, daily review wizard, and onboarding improvements.
- + Portfolio Heat Map widget
- + Daily Review Wizard - guided EOD reflection
- + Enhanced onboarding welcome flow
- + Dashboard loading skeleton shimmer refinements
Multi-leg strategies, TSL profiles, and AI Trade Insights.
- + Multi-leg strategy support for options
- + TSL profiles per market segment
- + AI Trade Insights - automated trade analysis
- + Trade detail modal redesigned with timeline view
Trade Templates, CSV import overhaul, and offline resilience.
- + Trade Templates with Smart Suggestions
- + Revamped CSV Import with column mapping
- + Offline trade queue with auto-sync
- - Fixed CSV date parsing for DD/MM/YYYY format
- - Resolved offline queue duplicate submission
Upcoming Roadmap
What we're building next, grouped by development stage.
Just Shipped
5 itemsPost a Call composer with entry zone, stop-loss, targets and a one-line view. Publishes compliant cards to your Telegram channel, threads SL/target updates automatically via the trade monitor, and builds a public track record on your trader profile.
Publish compliant calls in seconds — the record builds itself.
Spotlight walkthrough of the dashboard with separate Trader and Analyst/Educator tracks. Auto-starts after onboarding and replays anytime from the sidebar.
Learn the interface in sixty seconds, in the track that fits you.
Today/Week/FY/custom date presets, a Today focus strip (P&L, open risk, trades, win rate), unified Share menu (P&L / Trade / Study / Call), live-price source tooltip, and friendly first-run states.
The daily pre-market glance, one tap from anywhere.
One-tap board presets (Intraday Focus, Risk Monitor, Minimal) plus up/down stack ordering for mobile from the Widgets manager.
Your board, your order — on desktop and on the phone.
Bot and channel health at a glance: enabled chats, verified destinations, 24-hour delivery success rate, and the last delivery result.
Trust your alert pipeline without checking logs.
Coming Soon
4 itemsAuto-import trades from Zerodha Kite and Upstox via API. One-click position sync, live P&L tracking, and automatic trade reconciliation with zero manual entry.
India's top 2 brokers, natively integrated with auto-sync.
Multi-step alert automation, e.g. 'If NIFTY crosses 22000, auto-create BANKNIFTY alert at 48000'. Chain alerts together with auto-snooze and auto-trade-template actions.
Automate complex trading workflows without manual intervention.
New share card templates with weekly/monthly summaries, custom watermarks, and branded RA disclaimers for social sharing.
Build credibility and attract followers with professional performance cards.
Automated end-of-day P&L and drawdown summary sent to Telegram every evening at market close. Includes top winners, losers, and daily stats.
Stay on top of your performance without opening the app.
In Progress
4 itemsInstitutional-grade macro dashboard with DII/FII flow data, index correlation heatmaps, sector rotation analytics, and global macro indicators (US yields, DXY, VIX) integrated into your trade decisions.
See the macro picture behind every micro trade.
Share your trade journal publicly with an RA-compliant profile page. Includes monthly stats, equity curve, disclaimer, follower view, and embeddable widgets for your blog.
Showcase your track record transparently while staying SEBI-compliant.
Build fully custom screening filters with AND/OR logic, save as presets, and set alerts when scanner conditions match. Includes technical + fundamental combo filters.
Find trading opportunities faster with personalized screening criteria.
Send trade alerts and daily summaries directly to WhatsApp Business API in addition to Telegram. Configure per-alert channel preferences.
Get alerts on whatever messaging platform you prefer.
Planned
8 itemsAI compares your current trade setup against your historical trades. Shows win rate, avg P&L, and common mistakes for similar setups. Pre-trade confidence scoring.
Make data-driven entry decisions based on your own trading history.
Visual heatmap of mistake frequency by day-of-week, time-of-day, and market segment. Spot behavioral patterns that cost you money.
Turn mistake data into actionable self-improvement insights.
Subscribe to verified signal providers or share your own trades. Followers get synced Telegram/WhatsApp notifications when you enter/exit. Full SEBI disclaimer integration.
Build or follow a trading community with transparent, auditable signals.
Dashboard showing delivery success rates, alert trigger frequency, most-triggered symbols, and Telegram bot health metrics.
Understand your alert system's effectiveness and optimize your setup.
Drag-and-drop dashboard builder with resizable widgets. Save multiple layout presets for different trading sessions (morning scan, intraday, EOD review).
Tailor your workspace to match your exact trading workflow.
Intelligent CSV parser that auto-detects broker format (Zerodha, Angel One, ICICI Direct, Groww, Dhan) and maps columns automatically.
Import months of trade history in seconds, from any Indian broker.
Set price alerts directly from watchlist items. Auto-suggest alert levels based on recent support/resistance from your trade history.
Seamless alert creation from the instruments you're already watching.
Pre-built journal templates for different trading styles: scalping, swing, and positional. Auto-populate relevant fields based on trade type.
Faster, more structured journaling tailored to your strategy.
Exploring
7 itemsTest your strategies against historical OHLC data with simulated entries, exits, and P&L. Compare strategy variants side-by-side with Monte Carlo analysis.
Validate your edge before risking real capital.
End-of-week AI analysis of your trading patterns, emotional triggers, and missed opportunities. Personalized improvement plan for next week.
A personal trading coach that learns from your actual behavior.
Synced options Greek calculator, IV surface visualization, PCR analysis, max pain tracker, and multi-leg strategy payoff builder, all linked to your F&O trade log.
Institutional-grade derivatives analytics in a retail trader's workflow.
Support for USD, EUR, and other currencies. Track US stocks, crypto, and forex alongside Indian market positions.
One journal for all your trading, regardless of market or currency.
Dedicated native mobile app with push notifications, biometric login, offline trade logging, and quick-capture trade entry.
Full TradeBook power in your pocket, optimized for on-the-go trading.
Invite a mentor or trading buddy to review and comment on your trades. Shared journal view with annotation tools and voice notes.
Learn faster with structured feedback from experienced traders.
Input your risk percentage and stop-loss level; TradeBook auto-calculates exact quantity, potential loss, and required margin. Works for stocks, options, and futures.
Never risk more than your plan allows, with math done for you.
Ready to improve your trading?
Start logging trades today with a 14-day free Pro trial. No credit card required.