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📅 · 00:00
—
/100
Discipline Score
—
7 Day Habit Streak
0 day streak
📝 Tasks Pending
0
Open tasks
🔔 Reminders Today
0
Due reminders
🔁 Habits Done Today
0
of 0 habits today
Rs Finance Net Balance
Rs 0
Total net balance
📊 Portfolio Total Value
Rs 0
Total investments
0 assets
Trading P&L (Last 30 Days)
Finance Cashflow (Last 6 Months)
Income Expense
Investment Portfolio Allocation
Total Value
Rs 0
Add investment entries to see allocation.
Health Snapshot LIVE
⚖️
Weight
—
Today
🌙
Sleep
—
Last Night
💊
Medications
0 / 0
Taken Today
🏋️
Workouts
0 / 5
This Week
📝 Top 5 Pending Tasks
No tasks yet
🔔 Today's Reminders
No reminders
🔁 Today's Habits
No habits yet
0
0
0
0
0%
Rs 0
0%
Dashboard
📅 All Time ▾
NET P&L
$0.00
0 trades · 0W 0L
WIN RATE
0%
0W / 0L
PROFIT FACTOR i
0.00
Target >1.5
DAY WIN %
0%
— days
AVG WIN / LOSS
0.00 R:R
$0 -$0
MAX DRAWDOWN
↙
$0.00
Peak-to-trough loss
WIN/LOSS STREAK
⚡
—
Current run
BEST TRADE
★
$0
All time
AVG HOLD TIME
⏱
—
Minutes per trade
CONSISTENCY
◯
—
Systematic score
Sun
Mon
Tue
Wed
Thu
Fri
Sat
Summary
Cumulative P&L
Drawdown
Recent Trades
Top Symbols
Sessions
P&L by Hour
Hour × Day P&L Heatmap Best times to trade
Add trades with entry times to see your peak hours…
Win Rate by Day % of wins per weekday
Best & Worst Hour P&L by hour of day
Duration vs Profit Hold time (min) × P&L
Total Trades
0
Net P&L
$0
Win Rate
0%
Profit Factor
0.00
Avg R:R
0.00
DateTimeSymbol SideQtyEntryExit SLTPP&LROIR:R GradeStatusPlaybookSetup★ Rating MoodTagsNotes📷Actions
Display:
Net P&L
—
—
Win Rate
—
—
Profit Factor
—
Target >1.5
Avg R:R
—
Per trade
Expectancy
—
Per trade avg
P&L by Day of Week
Win / Loss Distribution
P&L by Symbol
Long vs Short Performance
P&L by Hour of Day
P&L by Setup Type
Summary Stats
🏆 Best Trades
💔 Worst Trades
Sun
Mon
Tue
Wed
Thu
Fri
Sat
Summary
Cumulative P&L
Drawdown
Monthly Stats
Document your strategies and link trades to playbooks for deep analysis.
🔥
Win Streak
0
Start Your Streak
Log your first winning trade to begin building momentum.
Best Win Streak
0
Discipline Streak
0
Trading Days
0
Current Win Streak
0
Consecutive wins
Loss Streak
0
Current consecutive
Best Day P&L
$0
—
Monthly Goal
0%
Set a goal below
Weekly Goal
0%
Set a goal below
📅 Daily Goals
📆 Weekly Goals
🏆 Monthly Goals
90-Day Activity Heatmap
Less More
Benchmarks vs Targets
Win Rate vs 55% target—
Profit Factor vs 1.5 target—
R:R Ratio vs 2.0 target—
⚡ Discipline Streak
🧠
0
Days following your rules
0% compliance
Log your first disciplined day to start your streak.
Daily Pre-Trade Checklist
📈 Streak History Last 30 trading days
Profit Day
Loss Day
Disciplined
Broke Rules
Account Balance
$0
1% Risk Amount
$0
2% Risk Amount
$0
10% Drawdown Limit
$0
⚖️ Position Size Calculator
Fill in the fields above to calculate position size…
Risk Level
ConservativeModerateAggressive
📊 Risk Analysis
Trades Without Stop Loss
—
R:R Distribution
Loss Streak Analysis
—
Emotional Trades
—
Revenge/FOMO/overconfident
Avg Loss on Emo Trades
$0
Discipline Score
—
🧠 Emotion vs P&L
Emotion Breakdown
Log emotions when adding trades…
📋 Behavioral Patterns
Add trades with emotion tags to see behavioral patterns…
Pitfalls Detected
Recovery Recommendations
Add trades with emotional tags to get personalized recommendations.
📈 Discipline Score Trend (Last 20 Trades)
📄 Universal CSV Import AUTO-DETECT

Drop any broker CSV — auto-detects and maps every column instantly. Capital.com, MetaTrader, IBKR, TradeZella, TraderSync, Bybit, Binance, and any format. Trades appear in all charts and heatmaps automatically.

📂
Drop any broker CSV here
AI scans columns → maps entry/exit/SL/TP/time/PnL → saves to all charts
Capital.com · MT4/MT5 · IBKR · TradeZella · Bybit · Any format
Standard Template
date, symbol, side, quantity, entryPrice, exitPrice,
stopLoss, takeProfit, commission, entryTime, exitTime,
notes, tags, emotion, playbook, setup
📋 Import History
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⬆️ Export
💾 Storage
⚠️ Danger Zone
📝 Smart Notes
0
Notes
0
Pinned
0
Today
📝
Smart Notes
Your professional trading notebook.
Capture plans, lessons, ideas & rules.

Click + New to create your first note.
📊

Add Trade

Log your trade — notes are the main event
P&L
—
Result
—
R Multiple
—
ROI %
—
Risk $
—
Grade
—
Trade Details
Prices
Times
Account
Mindset
Execution Rating
☆ ☆ ☆ ☆ ☆
Tags
Outcome
Trade Summary
Risk $—
Reward $—
R:R—
Result $—
📸
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Note
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Built-in Templates ★ = auto-load
My Templates ✕ to delete
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✕

Trade Detail

Create Playbook

📋 Entry Rules
🚪 Exit Rules
⚖️ Risk Management

💼 Accounts

➕ Add New Account

Day Summary

New Instrument

This is the first trade for on this account. Select how it should be tracked so P&L calculates correctly.

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📅

🏦 Accounts

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Total Balance Rs 0

📈 Income vs Expenses

Income
Rs 0
Expenses
Rs 0
Savings
Rs 0

🍩 Expense Breakdown

Rs 0
Total
No data

💧 Cash Flow

This Month
Total Inflows Rs 0
Total Outflows Rs 0
Net Cash Flow Rs 0
Flow ratio—

💹 Savings Growth

🏛️ Net Worth Trend

📋 Budget vs Actual

Set a budget to see comparison.

🎯 Financial Goals

🎯
No goals yet. Start saving towards something.

💳 Recent Transactions

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No transactions yet.

❤️ Financial Health

—
/100
Score
Savings Rate—
Budget Control—
Goal Progress—
Loan Health—

💡 Insights

💡
Add transactions to unlock insights.

🤝 Loans Overview

💸 Money Given to Others
Rs 0
0 Active Loans
📥 Money Borrowed
Rs 0
0 Active Loans

📅 Upcoming Due Dates

📅
No upcoming due dates.
Total Balance
Rs 0
+ Add Account

Allocation by Type

Balance Summary

Investment Accounts (Brokerage / Crypto / Funds)
$0
No investment accounts yet — add one from the Investments tab.
Date Type Category Notes Amount
No transactions yet.

6-Month Trend

Monthly Budget
Track spending against your limits

Budget vs Actual — This Month

Category Budget Actual Remaining Status
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Budget Chart

Financial Goals
Track your savings targets
No goals yet.
💸 Given to Others
Rs 0
0 active loans
📥 Borrowed
Rs 0
0 active loans
⚠️ Overdue
0
loans overdue
✅ Settled
0
all time
💸 Given to Others
📥 Borrowed

📅 Upcoming Due Dates

Add Transaction
Add Loan / Lending
Add Account
Add Financial Goal
Set Monthly Budget
Enter a monthly limit for each category (leave blank to skip).

Investment Overview

Personal Wealth Management Platform  ·   · 
Total Portfolio
$0
0.00%
Total Invested
$0
0.00%
Total P&L
+$0
⇧ 0.00%
Today's Gain
+$0
⇧ 1.32%
Overall ROI
0.00%
⇧ 0.00%
Annual Return
0.00%
YTD
Available Cash
$0
—
Dividend Income
$0
—
Unrealized P&L
+$0
⇧ 0.00%
Portfolio Performance
vs Invested Amount & Benchmark (S&P 500)
Your Portfolio $0
Invested Amount $0
Highest Value
$0
—
Lowest Value
$0
—
Max Drawdown
—
—
Sharpe Ratio
—
—
Asset Allocation
Total
$0
Investment Goals
🪓
Crypto
+0.00%
$0
0.00% allocation+$0
📈
Stocks
+0.00%
$0
0.00% allocation+$0
📦
Mutual Funds
+0.00%
$0
0.00% allocation+$0
🗃
ETFs
+0.00%
$0
0.00% allocation+$0
🥇
Gold
+0.00%
$0
0.00% allocation+$0
🏠
Real Estate
+0.00%
$0
0.00% allocation+$0
My Portfolio Holdings
Asset Type Date Invested Current Value P&L ROI Actions
No investments yet. Click + Add Investment to start tracking your portfolio.
Investment Accounts
0 accounts
Account Type Balance Currency Notes Actions
No investment accounts yet — add one.
Watchlist
Symbol Price 24H % Mkt Cap Chart Action
Dividend Tracker
Received
$0
All time
This Year
$0
Received YTD
Upcoming
$0
Not yet received
Records
0
Total logged
Upcoming Dividends
No upcoming dividends — log one.
Recent Transactions
Date Asset Type Amount P&L Status
Recent Holdings
Risk Analysis
0.0
/10
No Data
Portfolio Risk Score
Volatility
0.00%
—
Sharpe Ratio
0.00
—
Max Drawdown
0.00%
—
Beta
0.00
—
Alpha
0.00%
—
Diversification
0/100
—

Portfolio Holdings

All your investment positions
Total Invested
—
Market Value
—
Total P&L
—
Overall ROI
—
Positions
—
AssetTypeDateInvestedValueP&LROIActions

Investment Accounts

Manage your brokerage and investment accounts
Total Accounts
—
Total AUM
—
Largest
—
Account Types
—
Account NameBrokerTypeBalanceCurrencyNotesActions
Add Account
Account Name *
Account Type *
Currency
💡 Balance is calculated automatically
Account balance = sum of all investments linked to this account. No manual entry needed.
Notes

Investment Transactions

Complete log of all your investment activity
Total Records
—
Total Invested
—
Net P&L
—
Last Activity
—
DateAssetTypeInvestedValueP&LROISectorActions

Investment Goals

Track financial targets and milestones
Total Goals
—
Total Target
—
Total Saved
—
Avg Progress
—
Add Goal
Goal Name *
Target Amount *
Current Amount
Icon / Emoji
Target Date
Notes

Watchlist

Assets you're monitoring
SymbolAsset NameCategoryAdded PriceTarget PriceNotesAdded OnActions
👀
No watchlist items yet.
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Symbol / Ticker *
Asset Name *
Category
Added Price ($)
Target Price ($)
Alert
Notes

Dividend Tracker

Log and track all dividend income
Total Received
—
This Year
—
This Month
—
Upcoming
—
Total Records
—
Dividend Log
AssetSymbolPay DateAmountFrequencyStatusNotesActions
💰
No dividend records yet.
Log Dividend
Asset Name *
Symbol
Amount ($) *
Pay Date *
Frequency
Status
Notes

Asset Allocation

Portfolio breakdown by asset class
Composition
Total
—
Allocation Breakdown
Asset ClassValueAllocationP&LROI
Value by Class

Investment Reports

Performance analytics and portfolio insights
P&L by Asset Class
Monthly P&L (Last 12 Months)
Yearly Performance
Year-by-Year Breakdown
YearInvestedValueP&LROI
ℹ️ Monthly/Yearly P&L is calculated by purchase date — each holding's current gain/loss is grouped into the month/year you bought it. This is the most accurate view possible from holdings data alone (it isn't a day-by-day time-weighted return, which would need continuous price history).
🏅 Top Performers
⬇ Underperformers
Full Portfolio Report
AssetTypeDateInvestedValueP&LROISector

Investment Settings

Configure preferences and manage data
🌟 Display Preferences
Display Currency
Default Chart Period
Portfolio Name
PKR → USD Exchange Rate (Rs per $1)
Used to convert PKR-denominated investments into USD for totals, P&L and ROI. Update this periodically to match the current market rate.
🗃 Data Management
Portfolio Data
—
⚠ Danger Zone
₿
CoinGecko API Settings
Not tested
CoinGecko API URL
API Key (optional — for Pro plan)
Last sync: never
🥇
Gold Price API Settings
Not connected
Supported API: GoldAPI.io — free tier available. Sign up → copy your API key below.
Endpoint used: https://www.goldapi.io/api/XAU/USD (troy oz in USD)
Gold API URL
API Key * (required — from goldapi.io)
Last sync: never
Gold API not connected.
📊 Portfolio Statistics
❤️
Health Dashboard
Weight · Workouts · Sleep · Medicine · Vitals
⚖️ Weight
—
not logged
📊 BMI
—
set height in goals
🏋️ Workouts/Wk
0
no streak yet
😴 Sleep Avg
—
not logged
💊 Meds Today
0
doses logged
⚡ Health Score
—
this week
🏆 Achievements
📅 Weekly Recap
⚖️ Weight Trend Last 30 days
🏋️ Weekly Workouts This Week
😴 Sleep Quality (14 days)
≥7h 5-7h <5h
📅 Monthly Activity Heatmap
🎯 Health Radar
📊 Weekly Health Overview
❤️ Vitals Trend
Heart Rate BP Systolic BP Diastolic
📈 Health Score Trend Last 8 weeks
🍎 Nutrition Today
📋 Health Log
No entries yet. Click + Log Entry to get started.
💊 Medicine Schedule Today
No medicines logged today.
🏋️
Workout Plan
Build routines · Schedule your week · Track consistency
🎯 Focus Before You Train
💡 Today's Fitness Tip
📅 Today's Workout
🗓 Weekly Schedule
📈 Weekly Volume (sets × reps)
🎯 Routine Split
✅ Weekly Consistency
💪 Muscle Group Focus (routine library)
🏋️ Weekly Tonnage by Muscle Group Total weight × reps, this week
📈 Strength Progression
🏆 Personal Records
🔥 Workout Streak
📈 Progressive Overload Suggestions Based on your last logged sets
🧬 Exercise Library
Highlighted muscles for the selected exercise
📖 Your Routines
🧴
Skin Care
Daily routine · Skin score · Concerns
☀️ Morning Routine
🌙 Night Routine
🔥 Routine streak
—
✨ How's your skin today?
Acne Dryness Oily Irritation Clear skin
📈 Skin Score Trend
📋 Recent Entries
💧
Wellness
Sleep · Nutrition · Water intake
💧 Water Today
0
of 8 glasses
😴 Last Sleep
—
Log a "😴 Sleep" entry from Overview → + Log Entry to update this.
🍽️ Calories Today
No meals logged today
➕ Quick Meal Log
💧 Water — Last 7 Days
🍽️ Calories — Last 7 Days
😴 Sleep Trend (last logs)
🍎
Nutrition
Meals · Calories · Macros · Daily targets
🔥 Calories
0
no target set
🥩 Protein
0g
—
🍞 Carbs
0g
—
🥑 Fat
0g
—
✅ Remaining
—
kcal left today
⭐ Favorites tap to quick-log
⏱ Fasting Window
📈 Calorie Trend Last 14 days vs target
🥗 Today's Macro Split
📊 Weekly Average by Meal
📋 Today's Meals
No meals logged today. Click + Log Meal to get started.
📏
Body Measurements
Waist · Chest · Arms · Thighs · Hips · Progress photos
📈 Measurement Trend
🖼️ Progress Photos
vs
📋 Measurement Log
No measurements logged yet.
🧠
Mind
Mood check-ins · Mental wellness trend
How are you feeling today?
7-Day Avg Mood
—
Check-in Streak
—
📈 Mood Trend
📋 Recent Check-ins
✓
Task Manager
Priorities · Projects · Deadlines · Progress
📋 Pending
0
to do
🔴 Urgent
0
high priority
✅ Completed
0
all time
📅 Due Today
0
due now
⚡ Completion
0%
rate
🎯 Priority Breakdown
✅ Done vs Pending
📈 Completion Trend (7 days)
✅ Completion by Weekday
Task completion % per weekday
📊 This Week vs Last Week
🗓️ Yearly Activity (Last 12 Months)
Less
More
No tasks yet. Click + Add Task to add one.
🔁
Habit Tracker
Daily Streaks · Check-ins · Progress · Monthly View
🔁 Active
0
habits tracked
✅ Done Today
0
checked in
🔥 Best Streak
0
days
📊 Weekly Rate
0%
completion
📅 Month Rate
0%
this month
🏆 Achievements 0/0 unlocked
Earn XP and badges by completing Tasks, Habits & Reminders
🔁 7-Day Check-In Rate
🔥 Habit Streaks (Top 5)
📊 This Week vs Last Week
📈 30-Day Consistency Trend
📅 Monthly Habit Heatmap
Less
More
🗓️ Yearly Overview (Last 12 Months)
Less
More
📋 Daily Check-In
No habits yet. Click + Add Habit to add one.
🔔
Reminders
Never miss anything — Smart alerts, priorities & timeline
🔴 Overdue
0
past due
📅 Today
0
due now
📆 Upcoming
0
next 7 days
✅ Completed
0
all time
📊 Total
0
reminders set
🔔 Status Breakdown
📅 Upcoming Timeline (Next 7 Days)
📈 Completion Trend (14 Days)
Created Completed
📊 This Week vs Last Week
🗓️ Yearly Activity (Last 12 Months)
Less
More
No reminders yet. Click + Add Reminder to set one.