Dashboard
See the key numbers, recent activity, and portfolio summary you need at the start of every review.
Everything you need to review your trading in one place.
TradeBook connects trade entry, imports, position tracking, and performance review. Currently supporting Options and Futures for both Indexes and Commodities, you can seamlessly consolidate and view all your trades across multiple platforms (Groww, Zerodha, Upstox, Angel One) to understand your P&L collectively or separately.
Features
Focused tools for every part of your review.
Trade Book
Search, filter, and inspect your complete trade history from one organized table.
Position Book
Review open positions, closed legs, partial exits, and realized results with broker-aware calculations.
Import Trades
Upload supported CSV files, validate records, and review a batch before importing it.
Custom Metrics
Create focused analytical views using broker, instrument, date range, and trade filters.
Account & Access
Manage portfolios, brokers, instruments, appearance, exports, and shared access.
Workflow
A simple workflow you can repeat every day.
Capture
Add trades manually or upload a supported broker file.
Validate
Review important values and fix problems before records are imported.
Calculate
Let TradeBook organize trades into positions, closures, and realized results.
Review
Use the dashboard, tables, filters, and metrics to understand your performance.
Coming Soon
The future of TradeBook is automated.
We are continuously working on new tools to make trade journaling seamless and instant.
Direct Broker API Sync
Put in your own API keys to fetch orders directly from multiple brokers. Skip the manual CSV exports entirely and watch your TradeBook update in real-time as you trade.
Order Screenshot Scanning
Use our advanced OCR engine to simply upload a screenshot of your executed orders from your mobile app. TradeBook will read the image and log the entry directly.
Sensibull-Style Analytics
Visualize your positions with projected P&L graphs for upcoming expiries and target dates. Track complex option Greeks instantly to manage risk like a pro.
Live LTP Fetching
Stop switching tabs. We are adding live Current Price (LTP) fetching so you can see real-time market updates directly on your dashboard.
Equity & Intraday
Expanding beyond F&O, we are building full support for equity stocks and intraday trades to give you a complete picture of your entire trading journey.
Make every review more organized.
Open TradeBook and move directly from raw trade records to a clear view of your performance.