Add trades
DashboardImport a tradebook or add a trade manually. Your Dashboard stays focused on results.
Dashboard
Your journal starts with your trades
Import a tradebook or enter your first trade to start reviewing.
Flight Path
Flight Path tracks your plan discipline and trading edge over time. Learn more.
Rolling 30 completed sessions · latest 90 session dates · scores out of 100
Open items
Breaches use the line in effect on each day, not today’s. View your line history in Your lines. Journal records breaches after the fact; it never controls your broker, blocks trades or closes positions.
Equity curve · ₹
Net P&L after charges from the last 30 eligible closed trades ÷ 30.
A historical average using your Dashboard filters, not a forecast.
Daily net P&L · ₹
Calendar
net ₹ per sessionThis month
By month
By instrument
By weekday
Options desk
Thick bar: net P&L
Thin bars: gains and losses from closed trades
Center: zero
Bars share a scale within each card. Scales differ between cards. Contributions use net P&L per closed trade.
Trades
Time & performance
Entry time
Net P&LHolding time
Net P&LDaily trade count
Average net per sessionTrade order
Average net per tradeSessions
How each line held
Strategies
All strategies on one scale
Ranked by average P&L per trade. Overlapping 90% ranges share a rank (=). Bars require at least 8 closed trades. Values are in rupees, so position size affects comparisons.
| # | Strategy | Trades | Per trade | 90% range0 | Win | Rules kept | Trend | Net |
|---|
Performance
Period vs period
Period report · Print / Save as PDF ↗How this comparison works
- Both periods use the same account selection and inclusive entry-session dates in Asia/Kolkata. Overnight trades belong to their entry session.
- Only closed trades with net P&L contribute. Session averages use days with those trades, not all calendar days. Drawdown uses their cumulative daily net, starting at zero for each period; it is not intraday drawdown.
- Plan adherence is A/B grades divided by A/B/C grades. Ungraded trades are excluded from that rate. Profit factor is unavailable when there are no losses; unavailable values show a dash.
- Rate changes use percentage points (pp). Changes are descriptive, not better/worse scores. Position size, strategy mix, market conditions and chance can all affect results.
Winning days vs losing days
After chargesHow this comparison works
- Days are classified by net P&L across the selected accounts. Every eligible trade on a winning or losing day is included, regardless of its individual outcome.
- Trades belong to their entry session date, matching the journal. Overnight trades stay with that session; holding time includes overnight hours. Session dates use market time (Asia/Kolkata).
- Break-even days are set aside. Current or future sessions, and sessions containing any open or unpriced trade, are excluded. Days without trades are not included.
- Trade frequency is the average per included day. Holding time is the median across valid entry-to-exit durations; unavailable or negative durations are counted separately.
- Plan adherence uses your own grades: A/B = followed, C = deviated. Ungraded trades are unknown. Strategy mix uses setup labels and includes untagged trades as “No setup”.
- Groups are selected using their eventual outcome. Differences may reflect market conditions, strategy choice, or other factors; they do not establish cause and effect.
Strategy × entry time
How to read these grids
- Entry hours and weekdays use Asia/Kolkata. Overnight trades stay with their entry time. Only hours with eligible trades are shown. Saturday and Sunday appear only when they contain eligible trades in this selection.
- Strategies use your current setup labels. Untagged trades appear as “No setup”. Open trades, unavailable net estimates and invalid entry times are excluded and counted.
- Rupee results depend on position size. These are historical averages, not rankings or proof of an edge; exploring many cells can produce chance patterns.
All setups on one scale
| # | Setup | Trades | Per trade | 90% range0 | Win | Capture | Net |
|---|
Where your exits leak
The trade after a loss
The risk you took vs the risk you allowed
What the charges take
Grades & tags
By tag
What this screen cannot tell you
What-if Lab
Start from a question
One click builds the scenario that tests it. Every question is also available in the controls below. Choosing one replaces the current scenario so the result answers one question at a time.
What each slice costs on its own
Each bar shows your net result if only that slice were removed, compared with the baseline. Select a bar to apply that slice to the scenario.
Exclude trades where…
Each count is the closed trades in that slice, so you can see the size of what you are about to remove before you remove it.
These do not remove a slice — they replay your book as if you had followed a rule you can state. Each says what it needs, and sits greyed rather than guessing when your book cannot answer it.
Baseline vs scenario (net)
Equity curve · ₹
Daily net P&L · ₹
Forward-test history
Scenario evidenceTrade-offs, stability and where the result comes from
Is this real, or did you just remove losses?
Removing any handful of trades from a book with losers in it improves the net. The useful question is whether this improved more than removing the same number at random.
What the scenario changed — trades
So the number above is auditable rather than taken on trust. Click any row to open it.
Saved scenarios
Saved to your account with the account scope used to build each question. Results are recalculated from your current journal whenever you return.
Getting started
Your setup guide. Return to any step without resetting your progress.
AI Review Owner preview
Ops
Handbook
How TradeTattva Journal works, and how it arrives at what it shows you — so nothing on any screen has to be taken on trust.
Account settings
Your profile, trading preferences and data, all in one place.
Profile
Sign-in & security
Your lines
Account capital overview
| Account | Status | Capital · INR | Coverage |
|---|
Estimated INR capital, not a verified broker balance.
What this total includes
INR accounts only. Includes active and archived accounts with opening capital; excludes unassigned fills and accounts without opening capital. Legacy overall capital is separate and is never added to this total. Estimates include linked closed trades and allocated or estimated charges, not unrealised P&L or verified broker balances.
Manage accounts and assign unresolved fills →
Set up account balances from legacy history
1. Review legacy overall entries. They stay separate and are not counted again.
2. Assign old fills in Trading accounts, then enter the account’s end-of-day INR balance. A checkpoint prevents earlier profits being counted twice.
3. Save and repeat for other accounts. Historical limits stay unchanged; set future limits below.
Transfers between accounts
Record an INR transfer already made. Journal records both sides; it does not move money.
Both accounts need opening capital. Date transfers after their latest checkpoints. Voiding removes both entries; checkpoint adjustments may recalculate. Review future limits; historical limits stay unchanged.
Keeps your entered balance on its date; earlier edits may change the adjustment. Not broker-verified.
| Date | Entry | Amount | Estimated capital after | Note |
|---|
| From | Capital | Per trade | Day line | Trades | How it moved |
|---|
Data sources
Interest is noted in this browser for now and moves to your account with the deploy-era endpoints — the broker with the most requests gets built first. When sync ships, connected rows gain an auto-sync toggle, “last pulled at”, and a disconnect that revokes the token server-side.
| File | Source | Read | Fills | Covers |
|---|
Trading accounts
| Account | Broker | Trading activity | Status | Actions |
|---|---|---|---|---|
| Loading accounts… | ||||
Old labels are not assigned automatically. Choose the right ledger and confirm each group.
Billing & invoices
Payment history
Loading payment history…
Plan
Accounts for a future downgrade
Choose the account to keep on Perch. This saves your selection, not a plan change. After a confirmed downgrade, other accounts archive at period-end; their history remains available.
AI usage
Loading allowance…
Perch FREE DURING BETA
- ✓1 trading account
- ✓Unlimited trades & sessions
- ✓Full history — nothing is aged out
- ✓Zerodha CSV/XLSX, Upstox and m.Stock XLSX/PDF, and Dhan contract-note PDF imports
- ✓Net-of-charges P&L — every metric
- ✓Dashboard, calendar, trade log
- ✓Sessions, plans & templates
- ✓Strategies & setups
- ✓Goals, guardrails, Monday email
- ✓Full .zip export & account delete
- SOONAI weekly review — one evidence-based review each week, up to 5 per subscription month
- —Performance — the full breakdowns
- —What-if Lab
- —Broker auto-sync
Flight MOST TRADERS
- ✓5 trading accounts
- ✓Compare accounts side by side
- ✓Everything in Perch
- ✓Performance — by weekday, hour, instrument, setup, hold time
- ✓What-if Lab — remove a weekday, a symbol, a setup, and see the book that remains
- ✓Review queue & grading
- ✓Weekly digest email
- SOONAI weekly review — one evidence-based review each week, up to 5 per subscription month
- SOONBroker auto-sync — Upstox & Fyers
- SOON100 AI responses/month — questions or generated reviews; proposed allowance
Stoop OPENS LATER
- PLANUnlimited trading accounts — fair-use terms before launch
- PLANTrade Replay — candle-by-candle
- PLANCharts with your fills drawn on
- PLANAI weekly review — one evidence-based review each week, up to 5 per subscription month
- PLAN250 AI responses/month — total allowance, including Flight’s 100
- PLAN5 agent runs/month — investigate patterns, compare results and draft a review
- PLANAPI access to your own journal
Includes Flight features. AI allowances are proposed and subject to cost validation; not active yet.
Compare all features
| Perch | Flight | Stoop | |
|---|---|---|---|
| Price | |||
| Monthly | — | — | — |
| Yearly — 20% off, billed once | — | — | — |
| During beta | Free | Paid upgrade not active | Coming later |
| Capacity | |||
| Trading accounts | 1 | 5 | Unlimited (planned)* |
| Trades & sessions | Unlimited | Unlimited | Unlimited |
| History retained | Forever | Forever | Forever |
| Screenshots stored | 1,000 | 3,000 | Unlimited* |
| Per image / per trade | 3 MB / 12 | 3 MB / 12 | 3 MB / 12 |
| Getting your fills in | |||
| Zerodha tradebook CSV / XLSX | ✓ | ✓ | ✓ |
| Manual trade entry | ✓ | ✓ | ✓ |
| Upstox / Fyers auto-sync | — | SOON | SOON |
| The journal | |||
| Net-of-charges P&L | ✓ | ✓ | ✓ |
| Dashboard, equity curve, calendar | ✓ | ✓ | ✓ |
| Trade log with notes & tags | ✓ | ✓ | ✓ |
| Sessions, plans & templates | ✓ | ✓ | ✓ |
| Strategies & setups | ✓ | ✓ | ✓ |
| Goals, guardrails, Monday email | ✓ | ✓ | ✓ |
| The deeper cuts | |||
| Performance — weekday, hour, instrument, setup, hold time | — | ✓ | ✓ |
| What-if Lab | — | ✓ | ✓ |
| Review queue & grading | — | ✓ | ✓ |
| Compare accounts side by side | — | ✓ | ✓ |
| AI weekly reviews / subscription month · planned | 5 | 5 | 5 |
| AI responses / month · planned | — | 100 | 250 total |
| Agent runs / month · planned | — | — | 5 |
| Standalone market charts & Trade Replay | — | — | SOON |
| API access to your journal | — | — | SOON |
| Yours, whatever you pay | |||
| Full .zip export (re-importable) | ✓ | ✓ | ✓ |
| Delete account & all data | ✓ | ✓ | ✓ |
| Data kept on downgrade | ✓ | ✓ | ✓ |
| Cancel any time, no notice | ✓ | ✓ | ✓ |
* Stoop fair-use limits will be published before launch.
AI and agent allowances · proposed
Weekly reviews: up to 5 successful reviews per subscription month on each plan, covering the last complete week. Insufficient evidence or failed reviews use none. Separate from AI responses.
AI responses: each completed answer, review or regeneration uses one. Analytics and saved reviews use none.
Agent runs: one scoped investigation with a report or draft. Internal steps use no AI responses. Scope expansions and journal changes need approval.
Reset: allowances renew on your subscription date; no rollover. Failed tasks without usable results restore the allowance.
At the limit: AI requests pause; your journal and saved results stay accessible. No automatic overage charges or current top-ups.
Proposed INR monthly prices; Perch is free during beta. Paid signup is opt-in; annual billing is not active. Taxes and the final total will be shown before checkout. Saved history remains readable and exportable after cancellation; new trades need an active plan after beta. Planned features are not available yet. Downgrades do not delete data: over-limit uploads pause and extra accounts become read-only. Existing journal data stays accessible without a paywall.
Data & privacy
What restoration includes
Unchanged repeat restores add nothing; overlapping trades are blocked. Notes, screenshots, groups, AI reviews, void choices and capital are not restored. Older ZIPs without a restore record cannot be used.