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%

Today's Plan & Checklist

0/0 Completed

Today's Plan Notes

No plan notes recorded for today yet.

Recent Executions

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

EMA (9) SMA (20) RSI Show Trades

Interactive Backtest Candlestick Chart (Click a chart pane to select it, then adjust settings at the top and click Run Backtest)

Chart A (Active)

Strategy Backtest Performance Terminal

Total PnL 0.00%

Max drawdown 0.00%

Profitable trades 0.00%

Profit factor 0.00

Performance & Equity Curve

Open PnL -

Expected payoff -

Strategy outperformance -

Sharpe ratio -

Profit Structure

Benchmarking

Metric	All	Long	Short
Initial Capital	-	-	-
Open PnL	-
Net PnL	-	-	-
Gross Profit	-	-	-
Gross Loss	-	-	-
Profit Factor	-	-	-
Expected Payoff	-	-	-
Total Trades	-	-	-

Metric	Value
Buy and hold PnL	-
Buy and hold % gain	-
Strategy outperformance	-

Trades Distribution

ROI Distribution (Winners vs. Losers)

Completed Trades: 0 | Final Balance: -

Entry Date	Exit Date	Type	Entry Px	Exit Px	PnL (%)	Reason
Run backtest to view logs

Sector Momentum & Velocity Index

Scan and track sector momentum breakouts.

MARKET CLASS

TIMEFRAME

TAIL LENGTH (5 Days)

Weighted Market Thrust Index

Unlock Market Thrust Score

Track broad market strength by evaluating top Nifty weightage breakouts in real-time.

Top Momentum Setups

Top Trade Setup (PRO)

Get the top 3 momentum sectors and best 10 breakout candidate setups across the entire market.

Risk Rule: No strategy or setup works in this world if your risk management and psychology are not disciplined.

Top Constituent Stocks

Scan sectors to load stocks

💡 Click any stock row above to instantly run a full Expectancy, Market Phase, and AI Playbook audit.

WIN STREAK 0

LOSS STREAK 0

TOP LOSS -₹0.00

TOP WIN ₹0.00

AVG DAILY VOL 0

AVG SIZE 0

EXPECTANCY

— per trade

No Data

WIN RATE —

AVG WIN —

AVG LOSS —

EXPECTANCY SURFACE Win Rate vs R-Ratio

R-Ratio ↑

Win Rate →

Losing Break-even Profitable You

FOUR QUADRANTS

BIG WIN 0 — 0% of trades

SMALL WIN 0 — 0% of trades

SMALL LOSS 0 — 0% of trades

BIG LOSS 0 — 0% of trades

—

EQUITY CURVE

PERFORMANCE BY DAY OF WEEK 📊 View Summary

PERFORMANCE BY HOUR 📊 View Summary

PERFORMANCE BY HOLD TIME 📊 View Summary

Tag	Trades	PnL	PnL %	Contribution

Symbol	Trades	PnL	PnL %	Contribution

June 2026

SunMonTueWedThuFriSat

Event Filters

📊 Earnings Releases 💰 Dividend Ex-Dates ⚡ Macro Events 🌴 Stock Market Holidays

Weekly Summary

Personal Info
Account Settings
Subscription & Billing
Tag Management
Connect Broker
Taxes & Brokerage
Password & Security
Alerts & Notifications
Daily Checklist
Danger

Edit Profile

Profile Avatar

Click the pencil icon on your photo to upload a custom profile image.

Name

Email Address

Phone Number

Billing Address

Registering as a Business? (GST B2B Billing)

I would like to receive product updates and offers from MyFinanceSheet.

Subscription & Billing

Manage your subscription plan, view account usage limits, and explore premium upgrades.

Your Active Plan

Free Tier

Trial Expired

Billing Cycle

None

Portfolio Accounts 1 / 1

AI Coach Queries Used This Month 0 / 0

AI Backtester Runs Used This Month 0 / 0

Upgrade Plans

Lite Plan

Ideal for retail traders managing basic setups.

₹299 / month

Up to 2 Accounts
150/mo AI Coach Queries
30/mo Backtest Runs
Weighted Market Thrust Index (Speedometer)
Standard trade tracking analytics

Save 16%

Lite Annual

Year-round active retail trading and standard stats analysis.

₹2,988 / year

Everything in Lite Plan
Equivalent to ₹249/month
Billed yearly upfront

Recommended

Pro Plan

For serious traders needing advanced rules & automation.

₹499 / month

10 Trading Accounts
300/mo AI Coach Queries
100/mo Backtest Runs
PRO Breakout & Breakdown Hub (Sweet Spot Alpha Scan)
Priority Support & Whatsapp Alerts

Save 20%

Pro Annual

Year-round active monitoring and advanced backtester rules.

₹4,788 / year

Everything in Pro Plan
Equivalent to ₹399/month
Billed yearly upfront

Compare All Plan Features & Details

By upgrading or subscribing to any plan, you agree to our Terms of Service, Privacy Policy, and Cancellation & Refund Policy.

Have a Promo Code?

🎁 View Available Offers

Billing & Invoice History

Invoice ID	Date	Plan Tier	Amount	Status	Action

Daily Checklist Template

Configure the template questions that appear on your pre-flight checklist every morning on the dashboard.

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	Default	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

Alerts & Notifications

Configure how you and your users receive notifications on support activities.

Customer Notification Settings

Enable In-App Notifications (bell badge in header) Simulate Email Dispatches on ticket updates

Connect Broker Settings

Sync your trades seamlessly using smart CSV files or connect direct APIs.

Select Broker to View Guide

Auto-Sync Broker Data Silently refresh trades on app load and tab focus

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.

Custom CSV Symbol Mapper

Define rules to automatically map/rename stock names or symbols from imported CSV files to your preferred tickers (e.g. mapping ZEE ENTERTAINMENT ENT LTD to ZEEL).

CSV Symbol/Name	Maps To	Action

Delete Journal Data

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

Clear Trade Screenshots

Permanently deletes all uploaded screenshot images from cloud storage. Your trade records will remain intact — only the attached images will be removed.

Delete User Account

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

Help & Documentation

Get help with using MyFinanceSheet, browse strategies, or connect with our support channels

Trader Test

Assess your trading fitness, discipline, rules adherence, and emotional psychology control.

How to Use

Step-by-step instructions on logging trades, managing daily limits, and using the AI backtester.

FAQ

Frequently asked questions about chart symbol feeds, backtesting indicators, and platform rules.

Learn Trading

Browse proven trading strategies, price action guides, and indicators to refine your system.

System Status

Check the real-time operational status of our third-party dependencies, API integrations, and database servers.

Feedback & Reports

Report system issues, submit bugs, or suggest new features to help improve the journal.

My Support Tickets

Loading tickets... Show Resolved

SaaS Administrative Dashboard

Manage system users, customer support tickets, announcements, and key SaaS sales analytics metrics

Good afternoon, Agent

Welcome back to your Support & Resolution Desk.

New Tickets (24h)

0

Active / Open

0

Closed / Resolved

0

Total Replies

0 Agent Performance Summary

Agent / Name	Role	Solved

Ticket Activity Timeline

Tickets Needing Attention

Daily Sales ₹0.00 Updated today

Monthly Sales (MRR) ₹0.00

Active month-to-date LTV: ₹0.00

Total Platform Users 0 0 Free | 0 Lite | 0 Pro

Cancellations 0 Churn Rate: 0.0%

Website Visitors 0 Unique visits (past 30 days)

Monthly Sales Growth & Projection

Calculated from active client subscriptions

Income projections chart will render here once Stripe/Razorpay live webhooks are connected.

Cost & Profit Ledger

Net Monthly Profit ₹0.00

Profit Margin 0.0%

Gross Monthly Revenue (MRR) ₹0.00

Fixed Costs (Server, Domain, CA) ₹0.00

Variable Costs (Gateway, WhatsApp, AI) ₹0.00

GST Threshold Progress (Turnover) ₹0.00 / ₹2,000,000

Registered App Accounts

User / Username	Email Address	Plan Tier	Expires At	Devices	Opt-In	Mob No	Actions

Active Hours & Timesheets

Track user and staff active time on the app to measure engagement and calculate payouts.

User Type

Start Date

End Date

Hourly Rate (₹)

Total Active Time 0h 0m

Total Estimated Payout ₹0.00

Average Daily Payout ₹0.00

Timesheet & Payout Summary

User / Username	Role	Mob No	Active Time (Period)	Est. Payout (Period)	Last Online
Click Refresh to load active hours

Timestamp	User	Page URL	Error Message	Action
No crash logs captured yet.

Push Global Announcement

Title

Message Content

Notification Type

System Notification Preview

Type an announcement to see live preview...

Published Announcements

Title & Type	Message	Date Published	Status	Actions
Loading announcements...

Broker API Session Expiry Rules

Configure session/token lifetimes for each broker API connection. The app uses these rules to show countdowns and alert clients before expiry.

Broker Code / Name	Rule Type	Validity / Reset Configuration	Actions
Loading rules...

Preset Name / ID	Brokerage Type	Rate & Cap	Tax Components Count	Actions
Loading tax presets...

AI Query Usage & Analytics Report

Track user-specific query counts, subscription quotas, and system usage trends.

Start Date

End Date

Cost Per Query (₹) View Gemini Pricing

Total Queries in Range 0

Total Est. Cost ₹0.00

Active AI Users 0

Avg Queries Per User 0.0

Usage Trend

No data recorded yet.

User Email	Username	Tier	Queries in Range
Loading usage data...

Bot Rule / Guideline	Category	Actions
Loading bot rules...

API Keys & Bot Configuration

Configure external API keys and communication bot credentials here.

Gemini API Key

To update Gemini API key -

Go to your Vercel Settings ➡️ Environment Variables.
Edit GEMINI_API_KEY, paste the new key, and click Save.
Go to the Deployments tab and click Redeploy so the serverless function rebuilds with the new key.

Update Gemini API Key in Vercel

Google Cloud Text-to-Speech (TTS) API

What is GOOGLE_CLOUD_API_KEY?

This key is used to power the audio voice output in the AI Coach (found in the Insights section). It generates the realistic text-to-speech audio feedback in English and Hinglish using Google's Neural2 and Chirp 3 HD voices.

How to update/check it:

Similar to the Gemini key, it is configured as the GOOGLE_CLOUD_API_KEY environment variable in Vercel. To change it, edit it in Vercel Environment Variables, save, and redeploy.

Admin Real-Time Telegram Alerts

Receive instant alerts on your Telegram messenger when customers submit new support tickets or post responses.

Telegram Bot Token

Telegram Chat ID / Channel ID

Quick Setup Instructions:

Open Telegram and search for @BotFather. Send /newbot to create a bot and get your Bot Token.
Start a chat with your new bot and send a message. Then search for @userinfobot and send a message to retrieve your personal Chat ID.
Paste both fields above, click Send Test Alert to verify, and then save!

Admin Real-Time WhatsApp Alerts

Receive instant alerts on your personal WhatsApp messenger when customers submit new support tickets or post responses.

Enable Real-Time WhatsApp Alerts

Instructions:

Make sure you have saved your personal phone number (including country code, e.g., +919876543210) under the Edit Profile settings.
When enabled, notifications will be delivered directly to your WhatsApp from the central WhatsApp Business bot.
Ensure you have registered the corresponding message template in your Meta Business Suite to guarantee message delivery.

Integrations & Settings

Configure external APIs, payment integrations, and support alert emails.

Razorpay Settings

Razorpay Key ID

Razorpay Key Secret

Webhook Secret (Optional)

Enable Razorpay Subscription Checkout

Set Razorpay as Primary / Active Gateway

Zoho Payments Settings

Zoho Client ID

Zoho Client Secret

Zoho Merchant ID

Enable Zoho Payments Checkout

Set Zoho Payments as Primary / Active Gateway

SaaS Plan Pricing Settings

Lite Plan Monthly Price (₹)

Pro Plan Monthly Price (₹)

Pro Annual Plan Yearly Price (₹)

Resend Settings

Resend API Key

Sender Email (From)

Enable Automated Support Ticket Emails

Support Ticket Alert Emails

Manage the email addresses that will receive automated alert notifications when customers log new support tickets or reply to tickets.

Email Address	Actions

Invoice & GST Settings

Configure the default business billing details, GSTIN registration number, office address, and GST percentage printed on customer tax invoices.

Business / Trade Name

GSTIN Number

GST Tax Percentage (%)

Principal Place of Business Address

Authorized Signature & Stamp Image

Upload a PNG or JPG containing your company stamp and authorized signature.

No Image Uploaded

Sandbox.co.in Verification Settings

Configure Sandbox.co.in API Key and API Secret to enable real-time official GSTIN validation and automatic B2B business details retrieval.

Sandbox API Key

Sandbox API Secret

Enable Real-time GSTIN Auto-population & Verification

Google Sheets Projections Link

Link your Google Sheet containing the planned financial projections. To get a link, open your Google Sheet, click File > Share > Publish to the web, select your projection sheet/tab, choose CSV format, and paste the URL below.

Market Data Feed Settings

Configure external data source feeds for users who do not have their broker integrated. If configured, TwelveData will take precedence, followed by the Cloudflare Worker Proxy for Yahoo Finance.

TwelveData API Key (Optional)

Cloudflare Worker Proxy URL (Optional)

If both are left blank, the system defaults to the local Vercel proxy.

Onboarding & Signups Control

Temporarily disable new registrations if system upgrades are in progress, or to manage growth. When disabled, visitors attempting to sign up will be presented with a premium waitlist page displaying your custom notification message.

Allow New Registrations (Onboarding Signups)

Onboarding Paused Notification Message

Waitlist Queue

Email Address	Joined Date	Opt-In	Actions
No users in waitlist queue

Promo Codes & Coupons

Create and manage coupon discount codes, target plans, flat rate or percentage reductions, and toggle active status.

Create New Coupon

Coupon Code

Discount Type

Discount Value

Target Plan / User Type

Active Promotions

Code	Discount	Target Plan	Status	Action

Capital Loss %	Recovery Gain Required %
10% Loss	11.11% Gain
20% Loss	25.00% Gain
30% Loss	42.86% Gain
40% Loss	66.67% Gain
100.00% Gain
60% Loss	150.00% Gain
70% Loss	233.33% Gain

Onboarding Paused

Reset Password