Portfolio
Realised P&L
Win rate
🔥 0 day discipline streak
Where the market stands

Market Trend

The front page. You update this yourself from your own analysis — everything downstream (screening, strategy choice, expected return) reads off this.

Current market status — set this yourself

Sector trends

Which sectors are leading and which are lagging — tagged by the timeframe you're reading them on. Includes broad-market cap segments (midcap, smallcap) alongside real sectors.

Bullish sectors

Bearish sectors

Pre-market checklist

"Be ready for tomorrow, today." Tick before the first trade of the day — resets daily, and every clean day builds the streak in the header.

What "Market Trend" covers

Your own breakdown, from the notebook — six components, read top to bottom before anything else.

How to trade each trend — F&O and Equity

Finding the right stocks

Stock Screening

For Equity & F&O — the weekly and daily screening process, plus the fundamentals watchlist that keeps a technical setup honest.

Equity

    F&O

      Fundamentals watchlist

      Business quality + chart read, side by side — sanity-check a technical setup against the underlying business before sizing up.

      Your playbook

      Strategies

      List every strategy with the exact criteria and the chart image it needs. Separate strategies exist for F&O and Equity — filter below.

      Protect the capital

      Risk Management

      Set SL to every trade. Keep risk equal across all trades. Everything else in this tab is the capital that discipline is protecting.

      Pre-market checklist

      Reference only — tick it off for real on the Market Trend tab (the front page), where it also feeds your daily discipline streak.

        Hard rules — never break these

          ABC / option-buying rules

            Trading capital

            Allocation by category

            12-month projection — sideways market compounding

            Allocation table

            Allocation % is editable — change the weightage per category and save. Bullish/Bearish/Sideways columns switch from notebook estimates to your own live journal average the moment you have closed, regime-tagged trades in that category — a live tag marks the ones already computed from real data.

            Track every trade

            Journal

            Trading capital

            Add a trade

            Scroll sideways on mobile to see every column. Click edit or delete on a row you added — imported history is locked.

            Pick a range, see the result

            Profit & Loss

            Pick any two dates and see exactly what happened between them — across every log.

            Cumulative P&L in range

            Trades in this range

            Set realistic expectations

            Expected Return — in different markets

            Don't expect a bullish-market result in a sideways market. Set the regime below and read the table it drives.

            Full regime breakdown, by category

            Expected vs realised —

            What you expected per month in this regime, against what your journal actually shows, all-time.

            Your actual cumulative profit & loss, all trades in entry order

            Learn and improve

            Review

            Monthly review is necessary to maintain and keep steady profits. Find your mistakes, and keep getting better.

            Monthly review checklist

              Goals & targets

                Core psychology

                Swing trading — common mistakes

                  Trader-type notes

                  Milestones

                  Want & need to do

                    Need to stop / avoid

                      Principles worth compounding, from Buffett & Jhunjhunwala

                      Your own trading wisdom

                      Learnings

                      Freeform lessons, observations and reminders — not tied to any one trade. This is shared across both portfolios, same as the rest of your trading system: it's one trader's notebook, not two.

                      Add a learning

                      Everything the journal knows

                      Reports

                      Every number below is computed live from your journal — seed history plus whatever you've logged. Add more trades and these update on their own.

                      PDF opens your browser's print dialog — choose "Save as PDF" there.

                      Monthly P&L

                      Win / loss split

                      Equity Swing vs Positional vs Intraday vs F&O

                      Best & worst trades

                      Ranked by profit & loss, across every log.

                      Rank by
                      Segment
                      Strategy

                      Best 5 trades

                      Worst 5 trades

                      Performance by strategy

                      Click a column header to sort. Strategies with fewer than 2 closed trades aren't statistically meaningful yet — read them as early signal, not conclusion.

                      Performance by market trend

                      How you actually did in each regime — tag Market status on every trade in the Journal for this to fill in.

                      Emotions & psychology

                      How you felt entering a trade, against how it actually turned out — fill in "Feeling while entering" on the Journal for this to build up.

                      Notes & lessons from your trades

                      Every "Notes / mistakes" you've logged on a trade, gathered in one place — this is where the real pattern-spotting happens.