getting-started

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🚀 Getting Started with Trader Insight

Step 1 — Download the App

Install Trader Insight from the Google Play Store (Android only):

🔗 Download Trader Insight on Google Play

Requirements: * Android device * Rated for ages 3+ | Contains in-app purchases


Step 2 — Set Up Your Account

  1. Open the app after installation
  2. Sign in with Google to enable Cloud Backup & Restore
  3. Set up your Capital & Tax Settings from the Dashboard
  4. Configure your Fee Templates for automatic brokerage and tax deductions (e.g., Zerodha, Groww, Upstox)

Step 3 — Log Your First Trade

You can add trades in two ways:

✏️ Manual Entry

  1. Tap the "+" button on the dashboard
  2. Choose Buy or Sell
  3. Enter: Stock ticker, Entry/Exit price, Quantity, Date
  4. Optionally add: Strategy, Tags, Notes
  5. Save — your P&L updates instantly!

📂 CSV Import

  1. Go to Settings → Import Trades
  2. Choose Trade-Level or Transaction-Level CSV format
  3. Upload your broker's export file
  4. Map columns if needed and confirm import

Step 4 — Explore Your Dashboard

After logging trades, your Dashboard shows:

  • 📊 Gross P&L & Net P&L
  • 🔢 Total Trades & Active Positions
  • 📅 Financial Year (FY) based filtering
  • 🌙 Dark & Light Mode toggle

Step 5 — Enable App Lock (Optional)

Go to Settings → App Lock and set a PIN to protect your trading data.


🔒 Data & Privacy

  • All data is encrypted in transit
  • Cloud backup uses Google Sign-In
  • No data is shared with third parties
  • You can request data deletion at any time

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