Dashboard Overview
Real-time summary of your F&O positions.
Custom Metrics Viewer
Filter your positions by date, asset, or keyword to instantly calculate grouped metrics.
Data Filters
Position Book
Aggregated status for all strike prices.
| Instrument | Expiry | Strike | Net Qty | Avg Buy | Avg Sell | Status | Broker | Open Value | Realized P/L | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
Trade Book
Raw transaction logs.
| Trade Date | Instrument | Expiry | Strike | Side | Lots | Premium | Broker | Notes | Actions | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Loading Trades... | |||||||||||
Add New Trade
Record a new F&O transaction.
Import Data
Upload a CSV file to bulk import trades into your TradeBook.
Upload CSV
Account Settings
User Name
user@example.com
Viewing Portfolio
Switch between your personal TradeBook and shared Family TradeBooks.
Theme Preference
My Brokers
No brokers added. Please add a broker to start logging trades.
Custom Instruments
Configure custom lot sizes and strike intervals. These override default settings.
Loading instruments...
Family Management
Manage who can view or edit your personal TradeBook.
Shared With
Not shared with anyone.
Shared Access
TradeBooks shared with you by other family members.
Active Access
Data Management
If you notice discrepancies between your trades and the dashboard metrics, you can force a complete recalculation of your positions.