MyFinanceSheet

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NET PORTFOLIO VALUE ₹0.00

WINS 0

LOSSES 0

OPEN 0

WASH 0

AVG W

₹0.00 0%

AVG L

₹0.00 0%

PnL

0.0%

Date	Symbol	Status	Side	Qty	Entry	Exit	Ent Tot	Ext Tot	Pos	Hold	Return	Return %	Notes

WIN STREAK 0

LOSS STREAK 0

TOP LOSS -₹0.00

TOP WIN ₹0.00

AVG DAILY VOL 0

AVG SIZE 0

EQUITY CURVE

PERFORMANCE BY DAY OF WEEK

PERFORMANCE BY HOUR

Breakdown by Tag

Tag	Trades	PnL	PnL %	Contribution

Breakdown by Symbol

Symbol	Trades	PnL	PnL %	Contribution

June 2026

SunMonTueWedThuFriSat

Weekly Summary

Personal Info
Account Settings
Tag Management
Connect Broker
Taxes & Brokerage
Password & Security
Danger

Edit Profile

Click pencil icon to change profile photo

Name

Trader's Wisdom

"The goal of a successful trader is to make the best trades. Money is secondary."

— Alexander Elder

Edit Settings

Currency Format

Default Order Date

Default Grid Date

Default Symbol

Default Qty

Default Fee $

Default Journal Tag

PnL % Calculation Type

Default Forex Leverage

Risk Limit Type

Max Portfolio Risk Limit

Smart Risk Management & Trailing Stop-Loss

Define your maximum portfolio risk above. When you place a stop-loss, the system computes your risk relative to this limit. Pro Tip: Moving a stop-loss past the entry price (trailing SL) automatically reduces its calculated risk to zero (Risk-Free), freeing up risk capacity for new trades!

Tag Management

Name	Category	Description	Action

Taxes & Brokerage Settings

Configure your global brokerage rates, custom transaction taxes (like GST, STT, stamp duty), and capital gains tax brackets.

Load Regional Template Preset

Brokerage Commission Structure

Custom Transaction-Level Taxes

Tax Name	Rate (%)	Basis (Target)	Side (Application)	Action

Capital Gains Tax Estimator

Live Fee Calculator & Preview Simulator

Verify your configurations in real time. Adjust values below to simulate fee drag on a trade.

Turnover: 0.00

Base Brokerage: 0.00

Total Estimated Fees: 0.00

Connect Broker Settings

Connect your Dhan, Fyers, Angel One, Shark, Delta, or Binance account to automatically sync execution logs into your journal for free.

Password & Security

App Lock Security

Lock your trading journal in your absence to prevent unauthorized access.

Enable App Lock

Lock Method

Auto-Lock Timer

Danger Zone

Fix Missing Trades

If you have trades that are not showing up, this will associate them with your account.
Why this happens: Due to a system update, some trades created before the account system was implemented may not be linked to your account. This tool will automatically find and fix those trades.
Note: This fix only works if you still have just one account. If you've made any new ones after the issue started, delete those first before moving on.

Symbol Rename & Merger Tool

If a stock ticker has changed (e.g. corporate name change, ticker rebranding), or if you logged spelling variations, use this tool to bulk-rename all historical trades under that symbol.

Delete Journal Data

This will delete all journal data (trades, tags, notes, etc) in selected account "Default Portfolio".

Delete User Account

This will permanently delete your user account and all its data.

Help & Documentation

For the time being, the Help documentation page is under development. If you need any assistance, please check back later or contact support.

No Trades Found

EQUITY CURVE

PERFORMANCE BY DAY OF WEEK

PERFORMANCE BY HOUR

Breakdown by Tag

Breakdown by Symbol

Weekly Summary

Edit Profile

Edit Settings

Smart Risk Management & Trailing Stop-Loss

Share Your Trading Journal

Tag Management

Taxes & Brokerage Settings

Brokerage Commission Structure

Custom Transaction-Level Taxes

Capital Gains Tax Estimator

Live Fee Calculator & Preview Simulator

Connect Broker Settings

Password & Security

App Lock Security

Danger Zone

Fix Missing Trades

Symbol Rename & Merger Tool

Delete Journal Data

Delete User Account

Help & Documentation

Account & Transactions

New Trade

New Trade Setup

New Day Note

Add New Tag

Create Trading System

Discipline & Risk Acknowledgment

Edit Trade

Trade View

Bulk CSV Trade Importer

Quick Entry Trading Terminal

Set 4-Digit PIN

MyFinanceSheet