Market Participants

Please don't share passwords, OTPs, PINs or broker login details with us at any point.

Not sure how your trades and portfolio are really performing? Start with a conversation. In your consultation, we'll understand how you trade or invest, look at the data you have, and help you decide which of our tools will be most useful for you.

What to bring to your consultation call?

• Bring what you can. Even partial records help
• Your tradebook or trade history from your broker (last 3–6 months is enough to start)
• Your P&L statement from your broker
• Any journal, spreadsheet or notes you already keep

About you as an investor

• Whether you trade actively (intraday, swing) or invest for the long term
• Your experience level and how long you've been in the market
• Your goals and time horizon
• Your trading records

Your portfolio

• Your current holdings statement from your broker or demat account
• A list of any investments held across different brokers or platforms
• The approximate share of your money invested in the market

Your approach and challenges

• The strategy or method you follow, if you have one
• The tools or apps you currently use for tracking
• The biggest problem you'd like solved: inconsistent results, no clear records, too much risk in a few stocks, and so on

What happens on the call?

• We learn how you trade or invest and what you want to improve
• We review the records you've brought
• We show you how the Trading Journal, Dashboard and Portfolio Health Check Report could apply to your situation
• We recommend the service or bundle that fits your needs