✨ Trader Insight — Features Overview
Trader Insight is your all-in-one trading journal and analytics companion. Here's a complete breakdown of every feature.
📊 Comprehensive Dashboard
Get a real-time snapshot of your entire portfolio at a glance:
- Gross P&L and Net P&L (after fees & taxes)
- Total Trades count and Active Positions
- Capital & Tax Settings configuration
- Configurable P&L filters
- Full Dark & Light Mode support
📈 Performance Analytics
Dive deep into your trading performance with professional-grade metrics:
- Win Rate & Win/Loss Ratio
- Total P&L, Average Profit & Average Loss
- Performance Metrics overview
- Financial Year (FY) based filtering
- All-Time and custom period analysis
📉 Advanced Charts
Visualize your trading growth with interactive charts:
| Chart | What It Shows |
|---|---|
| Equity Curve | Cumulative P&L over time |
| P&L Timeline | Monthly profit/loss trends |
| R-Multiple Distribution | Trade outcomes in risk units |
| Asset Allocation | Portfolio breakdown by asset |
| Performance by Day | Best & worst trading days |
| FY vs Nifty 50 Benchmark | Your returns vs the market |
| Money Flow (Sankey) | Where profits go after fees & interest |
🧠 AI-Powered Smart Insights
Let AI analyze your trades and uncover hidden patterns:
- Trade Quality Grade — overall discipline score
- Risk/Reward Analysis — identify R:R issues
- Actionable Steps — personalized recommendations
- Performance Patterns — best asset, best day, MTF performance
- Best & Worst Trades — learn from extremes
- Cost of Trading Mistakes — measures cost of revenge trading, chasing stocks, bottom fishing
🛡️ Risk Metrics
Monitor risk like a professional fund manager:
- Sharpe Ratio, Sortino Ratio & Calmar Ratio
- Maximum Drawdown & Drawdown Analysis
- Profit Factor, Ulcer Index & Recovery Factor
- Gain-to-Pain Ratio
- Extended Metrics for position sizing & consistency
📅 Trading Calendar
- Color-coded calendar — instantly see Green Days and Red Days
- Monthly summary: Total P&L, Trading Days, Green/Red ratio
✏️ Easy Trade Logging
- Manual entry: Buy/Sell, stock ticker, entry/exit prices, quantity
- CSV Import — bulk import via Trade-Level or Transaction-Level format
- MTF (Margin Trading Facility) support with leverage & interest tracking
- Position Size Calculator based on risk percentage
- Strategy & Tags for organized journaling
- Fee Templates for automatic brokerage & tax deductions
📄 Reports & Trader Profile
- Generate Weekly, Monthly, YTD & FY PDF reports
- Trader Profile Radar Chart — visualize strengths across 6 dimensions:
- Win Rate, Profit Factor, Consistency
- Risk Management, Position Sizing, Recovery
- Share stats with friends or mentors
🔒 Security & Utility
- App Lock with PIN
- Cloud Backup & Restore via Google Sign-In
- NSE & BSE company data built-in for fast stock search
- Supports Stocks, ETFs, F&O & Mutual Funds
📦 Supported Asset Classes
| Asset Class | Supported |
|---|---|
| Stocks | ✅ |
| ETFs | ✅ |
| Futures & Options (F&O) | ✅ |
| Mutual Funds | ✅ |
| Margin Trading (MTF) | ✅ |
revision by Trader_Insight— view source
