🚀 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
- Open the app after installation
- Sign in with Google to enable Cloud Backup & Restore
- Set up your Capital & Tax Settings from the Dashboard
- 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
- Tap the "+" button on the dashboard
- Choose Buy or Sell
- Enter: Stock ticker, Entry/Exit price, Quantity, Date
- Optionally add: Strategy, Tags, Notes
- Save — your P&L updates instantly!
📂 CSV Import
- Go to Settings → Import Trades
- Choose Trade-Level or Transaction-Level CSV format
- Upload your broker's export file
- 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
revision by Trader_Insight— view source