Help & support

Frequently asked questions

What the app does, what it refuses to do, what happens to your data, and what you are agreeing to if you subscribe.

General

What is Trader Insight?

A trade journal and analytics app for your phone. You record the trades you have taken, and it works out what your performance, your risk and your discipline actually look like — across 36 charts, 24 analytics panels, a rule simulator, discipline scoring, PDF and tax reports, and Google Drive backup.

It is not a trading platform, a broker, or a financial advisor.

Is this a financial advisory service?

No. Every insight, projection and statistic in the app describes trades you have already made. None of it is a recommendation. Do your own research and speak to a SEBI-registered investment advisor before making financial decisions.

Who is it for?

Retail traders and investors who want an honest record of what they have done and why. It suits people running more than one style at once — long-term holdings alongside swing trades alongside F&O — because it can keep those separate rather than blending them into one meaningless average.

You must be at least 18 to use it.

Does it connect to my Demat or broker account?

No, and it is not planned. Trades get in by typing them, by importing a CSV, or by restoring a backup. That is also why the app can never place an order on your behalf.

Does it show live prices?

No. It is a record of what you did, not a market terminal. Open positions are valued from the numbers you enter.

What it does show, on a stock or ETF trade, is Trendlyne's end-of-day scores for the company and its SWOT — see the next question. Those are a reading of the company, not a price.

What are the stock scores and the SWOT on a trade?

Open a stock or ETF trade and, under the trade's own cards, there is one about the company: three scores out of 100 — Quality (financial health), Valuation (how the price compares with earnings and book value) and Technicals (price momentum) — with a one-line verdict, and a SWOT: the company's strengths, weaknesses, opportunities and threats as a list, one side at a time.

They come from Trendlyne, which computes them at the end of each trading day. The app fetches them once a day per stock, keeps the copy on your phone, and draws them in its own style. Tap the info button on the card for what each score measures and where Trendlyne draws its good and weak lines.

Two things to be clear about. They are context about the company, not about your trade, and they are not a recommendation — we do not produce or check them, and they can be late, wrong or missing. And Trendlyne covers Indian listings: a foreign share, a derivative or a mutual fund simply shows no card.

Which asset types can I record?
  • Stocks — with NSE/BSE symbol auto-complete
  • ETFs
  • Futures — with lots and lot size, and optionally the contract's expiry
  • Options — with lots, lot size and exit lots, and optionally the contract: call or put, expiry and strike
  • Mutual funds — with units and NAV on both sides, and whether it is an equity or a debt fund, which decides its tax

Any position can additionally be marked as MTF (margin trade funding), which turns on interest-rate tracking with slab-wise rates and a separate set of MTF analytics.

Which platforms is it available on?

Android, on the Google Play Store. Get it here.

Getting started

What happens the first time I open the app?

A short guided tour walks through adding a trade, browsing your history, reading the analytics and finding Settings. You can skip it, and it will not come back.

Do I have to enter my whole trading history before it is useful?

No, but more history means better analysis. Roughly:

  • Basic analytics — from about 5 trades
  • Monte Carlo projection — 10+ closed trades
  • Association rule mining and regression — 15+ trades

If you already have a spreadsheet, importing it as CSV is far quicker than typing.

I do not know what R-multiple or Sharpe ratio means.

Neither do most people on day one. Every statistical metric in the app carries a small info icon — tap it and you get a plain explanation of what the number means and how it was worked out, in place, without leaving the screen.

Trade entry & management

What can I record against a trade?
  • Symbol, asset type, entry and exit dates, times and prices, quantity
  • Fees, applied from a reusable fee template
  • Strategy and free-form tags
  • Sentiment at entry and exit — calm, confident, fear, FOMO, greedy, uncertain
  • Confidence, on a 1–5 scale
  • The stop and the target you set before entering
  • Pre-trade notes: thesis, levels, catalyst — Markdown supported
  • Post-trade notes: what you learned — Markdown supported
  • An exit reason: target hit, stop hit, thesis broke, and so on
  • Behavioural quick tags: #revenge, #fomo, #planned, #news, #earnings
  • Screenshots of the chart or setup
  • Your trading-rule checklist for that trade
  • Futures/options: lots, lot size, exit lots and the contract · Mutual funds: units, NAV and fund type · MTF: leverage and interest rate
  • Which book the trade belongs to
  • Against a holding, once it is saved: dividends, splits and bonuses
Can I change a trade after saving it?

Yes. The pencil at the top of a trade's screen edits its own details — symbol, asset and fund type, book, strategy, tags, notes, exit reason, mood and screenshots — and Edit notes goes straight to the notes. Only what you changed is saved, and leaving with changes unsaved asks first.

Prices, quantities, dates and fees belong to the buys and sales. Correct one from its row in the trade's transactions, and the trade's figures follow.

What is transaction-level tracking?

It lets one position hold many buys and sells. Bought in three tranches and sold in two? Record all five. The app derives the weighted average entry and exit, the total fees, the quantity still open, and a timeline of what happened when.

Why does a buy or a sale have a time?

So a position is never sold before it was bought. Add Trade, the close screen and the screens for correcting a buy or a sale have a Time beside the date. Leave it, and a day you pick is taken as 09:15 for a buy and 15:30 for a sale — the market's open and close — while today means now. Moving a buy or sale to another day keeps its time.

Why can't I move a sale earlier, or delete a buy?

Because a sale would then be selling shares you did not hold yet. The app replays the position in date order and refuses a change — to a date, a quantity, or a delete — only when it would leave a sale short, and it names that sale. Move or shrink that sale first, or date the buy earlier.

Closing with "All of it" left a tiny amount open.

Not any more. "All of it" sells exactly what is held, so a fund bought in fractions of a unit, or an F&O position that is not a whole number of lots, closes cleanly. A leftover smaller than the last decimal the app shows counts as nothing.

How do I record a split or a bonus?

Open the trade and choose Record a split or bonus under its transactions. A split restates every buy and sale before the ex-date — more shares at a lower price, the same money — so your result and tax lots do not change. A bonus is added as a buy at nil cost on the ex-date, the way tax treats bonus shares.

Only the latest one on a position can be undone, and not a bonus whose shares have been sold since.

How do I record a dividend?

Open the trade and choose Record a dividend: the amount before tax, any tax deducted at source, the day it was paid, and a note. The trade lists its dividends with what the position has made including them, and the tax report counts them as income at your slab rate, apart from the tax on your gains.

How do I log an F&O contract, and what happens at expiry?

On Add Trade, choose F&O and fill in the Contract part: future, call or put, the expiry, and the strike for an option. The position is then named after the contract, such as NIFTY 25 NOV 24500 CE, and another strike or expiry is a separate position.

A contract still open after its expiry is tagged on the Trades list, and an option can be closed at 0 from its trade screen. Turn on F&O expiry alerts in Settings for a reminder the morning before.

I got interrupted halfway through adding a trade.

The entry is kept as a draft. Reopen the add-trade screen and it offers to carry on where you left off rather than starting from an empty form.

Can I repeat a setup without retyping it?

Yes — "trade this again" opens a new entry pre-filled from an existing trade. Change the price and the date and you are done.

What are fee templates?

Reusable presets for brokerage, taxes and charges — one for equity delivery, one for F&O intraday, whatever matches your broker. Set them up once in Settings and apply them with a tap when adding a trade.

What calculators are built in?
  • Expected value — what a trade is worth given your win rate and your reward-to-risk ratio, on the entry screen
  • Risk/reward — position size against the risk you are willing to take
  • MTF interest — slab-wise rates, in Settings
  • Correlation matrix — how much your symbols move together, so you know whether five positions are really one bet
I deleted something by accident.

Deleting a trade, a transaction or a group shows an undo option for a few seconds afterwards. Take it and nothing is lost.

Once that window closes the deletion is final on the device — but a Google Drive backup or an exported copy from before it still has the record.

How do bulk operations work?

Long-press any trade group to enter selection mode, then select individually or use Select All. From there you can:

  • Delete several trades at once, with a confirmation and an undo
  • Add a tag to all of them
  • Assign them to a book
  • Export just the selection to CSV
  • Change their asset type
What can I filter my trades by?

Date range, asset type, strategy, book, big wins and losses, sentiment, quick tags, financial year, and a text search on the symbol. Filters combine, so you can ask for "F&O trades in the swing book, tagged #fomo, that lost more than 1R last quarter".

Big wins and losses are measured in R, against the risk you took to your stop: won 2R or more, or lost more than 1R — the same whatever your currency or account size. A trade with no stop has no R, so it is never a big one. A position filed under two strategies matches either.

The period, the asset and the book are shared: choose them on Home, Analytics, Charts or Trades and the other three follow, and they are kept between launches.

Your notes are searchable separately, and results show the line that matched.

Trading books & capital

What is a trading book?

One pot of capital, kept mentally separate from the others. Most people run long-term investing, swing trading and F&O as genuinely different activities with different money behind them — and mixing them makes every aggregate less meaningful. A 40% return on a small swing book reads very differently once it has been averaged against a large buy-and-hold position.

Create the books you actually use, assign trades to them, and the app reports each one on its own terms.

Do I have to use books?

No. There are none until you create one, and until then nothing about the app changes. It deliberately does not seed "Swing" and "Long term" for you, because that would put every trade you already have into a book you never chose.

I have hundreds of existing trades. Do I assign them one at a time?

No — there is a dedicated screen for assigning existing trades to books in bulk, and the books screen shows how many trades sit in each one and how many are still unassigned.

How does capital tracking work?

You tell the app how much capital each book holds. It then reports how much is deployed right now, how much is at risk given your recorded stops, and how both have moved over time. Returns become percentages of the capital actually behind them rather than of whatever happened to be traded.

If you have not entered a capital figure, the app says so rather than showing a zero — an unknown is not the same as nothing.

How do I record money I add to or take out of my account?

Use Money in and out, under Capital and tax or in Settings → Your book. Each deposit or withdrawal has a day, an amount, and the book it went into — or the whole account. The year's capital is what the account started the year with, and each deposit or withdrawal changes it from its own day.

Returns are then time-weighted: the year is cut at each deposit and withdrawal and the pieces chained, so money added part-way neither inflates nor dilutes the return, and money taken out is not counted as a fall. With nothing recorded, every figure is what it was. Suggested position sizes use your capital plus deposits to date, not your profit.

Rules, discipline & the simulator

What are risk limits?

Three ceilings you set for yourself in Settings:

  • Daily loss cap - an amount, or a percentage of your capital, that one day is allowed to cost you
  • Portfolio heat - how much of your capital may be at risk across all open positions at once, counting your stops
  • Losing streak - how many losses in a row before you want to be told

They are checked while you are entering a trade, on the risk plan card, and again by an optional reminder the morning after a losing run. There is also a default risk-per-trade percentage that the position-size calculator works from.

Will a risk limit stop me from taking a trade?

No. It says its piece and gets out of the way. A limit that blocks a trader is a limit that gets switched off, and then it protects nobody - so the warning is shown, louder if you are already past the line, and the decision stays yours.

Where it cannot state your position exactly - open trades with no stop recorded, so the true exposure is unknown - it says so instead of quoting a number it cannot stand behind.

I moved my stop. Does that ruin my R-multiple?

No, because the original is not overwritten. The stop you set at entry stays as the denominator R-multiple is measured against - that is the risk you actually took - and every later move is appended as a revision with its date and, if you give one, a reason.

So "I keep widening my stops" stops being a suspicion and becomes something you can look at, next to what those revisions cost you.

What is the trading rules & discipline tracker?

You define your own rules — "never risk more than 2% per trade", "always set a stop", "no trading in the first fifteen minutes" — grouped under Risk, Entry, Exit, Psychology or Custom.

When you add a trade, your active rules appear as a checklist. The app scores each trade 0–100 on adherence, tracks the score over time, and shows the P&L difference between the trades where you followed your rules and the ones where you did not.

How is the discipline score calculated?

It is the proportion of your active rules you marked as followed for that trade, expressed out of 100. Your overall score is the average across trades.

The discipline analytics card puts money next to it — for example "trades following all rules: +₹12,400 average; rule-breaking trades: −₹8,200 average". That gap is usually the most useful number in the app.

What is the tilt meter?

It watches for consecutive rule-breaking — what traders call going on tilt — and warns you while it is happening, rather than letting you discover it in a review three weeks later.

What does the rule simulator do?

It replays your closed trades as if you had followed a rule you did not. Eight rules are available:

  • Close anything that traded a set percentage against you
  • Close at the stop you had actually written down before entry
  • Close anything that traded a set percentage in your favour
  • Skip trades carrying a behaviour tag
  • Skip trades entered in a given state of mind
  • Skip a whole strategy
  • Skip trades taken with no stop written down
  • Hold no position larger than a set amount

Every trade comes back with a verdict — unchanged, skipped, exit moved, resized — and one line of plain English explaining it.

Can the simulator really know what would have happened?

Only where your record can answer it, and it will tell you when it cannot.

If both your stop and your target were reached during a trade, which came first was never written down — so the simulator returns a range and labels the result ambiguous, instead of picking a number and presenting it as fact. Rules that would need a price the record never held, such as "what if I had held five more days", are deliberately not offered at all. There is no honest way to answer those from a journal.

What is the strategy playbook?

A written definition of each setup you trade — what has to be true before you take it — sitting directly beside how that setup has actually performed across your history. It is the difference between a strategy you believe in and one the numbers support.

Why does it ask me why I exited?

Because the exit is where most of the money is made or lost, and the reason is the part nobody remembers a month later. Recording it lets the exit-quality analysis tell you which reasons — "nerves", say, versus "target hit" — have been the expensive ones.

What is plan versus outcome?

The app stores the stop and the target you set before entering, as recorded figures rather than estimates reconstructed afterwards. The plan-vs-outcome chart then shows how often you actually held to them — and what it cost when you did not.

Analytics, charts & insights

How do the AI insights work, and where do they run?

They analyse your past trades using statistical models — pattern recognition, Bayesian probability, association rule mining, Monte Carlo simulation and regression.

All of it runs on your phone. No trade data is sent to an external AI service, because no trade data is sent anywhere at all. Insights are available as an overview, all-time, and last-30-days.

Should I trade on what the insights say?

No. They describe patterns in trades you have already made. They are not forecasts, and past results guarantee nothing about the next trade. Use them to understand your own behaviour, not to pick positions.

What is the Monte Carlo simulation?

It shuffles your own historical results a thousand times to show the spread of equity paths they could have produced — probability of ending in profit, the drawdowns you should expect to sit through, the bad-luck scenarios. It is a way of seeing how much of your result was variance. It is not a prediction.

What charts are there?

36 of them, across five tabs, every one of which you can switch off.

Overview — five:

  • Win/loss distribution and rolling win rate
  • P&L timeline and net profit line
  • Performance by weekday

Analysis — nine:

  • Equity curve and monthly performance
  • R-multiple distribution
  • Trade duration and time versus return
  • Plan versus outcome
  • Strategy performance
  • Position sizing and position sizing analysis

The Move — seven, all drawn from the high and the low each trade reached while you held it:

  • How far trades ran — MAE/MFE, maximum adverse and favourable excursion
  • Where the stop belongs — how much heat your winners took before they worked
  • If you had a rule — what a fixed stop or target would have made instead
  • Entry against exit — which half of the trade you time better
  • Holding winners — whether you are learning to sit through a move
  • Left on the table — profit a trade showed you and did not pay out
  • The move, trade by trade — each range, with where you got in and out

Activity — six:

  • Trading calendar, activity heatmap and trade distribution
  • Asset allocation and capital at risk
  • What moves together — the correlation between your symbols

Alpha — nine:

  • You against the index, and alpha
  • Strategies side by side, and whether each is still working
  • Trader profile and win/loss streaks
  • Money flow and the P&L waterfall
  • Return distribution
What analytics panels are there?

24, across four tabs.

Overview — five:

  • Expectancy and win rate
  • Profit factor, win-to-loss, holding period and what it all cost
  • Month by month, with the best and worst of them
  • Open positions by score — Trendlyne's scores across everything you hold
  • Best and worst trades

Risk — five:

  • The rule simulator
  • Return against risk — Sharpe, Sortino and Calmar, each in plain English
  • Worst it got — how deep the drawdowns were and how long they took to recover
  • The underwater curve behind them
  • Ulcer, recovery factor, gain to pain and Kelly

MTF — six:

  • Borrowed right now, and against what
  • What funding cost, and the return it has to beat
  • Funded versus your own money
  • Where the interest went
  • Funded amount versus profit
  • Interest, month by month

Habits — eight:

  • Trading discipline, with the P&L impact of following your rules
  • Exit quality and the cost of mistakes
  • Recovery after a loss
  • Symbol loyalty — the names you keep coming back to
  • What your notes say
  • Pattern recognition
  • Repeated trades

The Live Risk tab is separate again, and covers everything currently open.

How is a trade counted as a win?

By what its sales in the chosen period made. A position sold in parts is still one trade, won or lost by the sum of those sales, so wins and losses add up to the P&L shown beside them. A part-sold holding that is still open counts; one sold across two years counts in each. Best and worst trade, hold time and streaks are still of finished trades.

Drawdown is measured against your account — the year's capital plus what had been made by the high — so it reads as a percentage once that capital is set, and as an amount until then. MTF interest is charged night by night on what was actually borrowed, so a buy added later is not charged from the first day.

That is a lot. Can I turn some of it off?

Yes, and you should. Individual charts and analytics cards can each be switched on or off, and dashboard widgets can be reordered or hidden. A journal you only half use should not make you scroll past the other half.

Can I customise the dashboard?

Yes — show, hide and reorder every widget on it: portfolio overview, open positions, capital, books, recent trades, insights preview, tax settings. Configure it from the dashboard's customise button or from Settings.

Can I share a trade or a chart?

Yes. Any trade card or chart can be turned into an image to send on. You choose what the card shows, so you can share a result without sharing your position size.

Where do I see what brokerage and taxes actually cost me?

On the dashboard, as a deduction rather than a statistic. Brokerage, MTF interest and tax are shown as the distance between the profit the market gave you and the profit you kept, with a breakdown behind each one.

Tax rates are recorded per financial year, so a year with no rate set says exactly that rather than quietly reporting zero.

One of the analytics cards is empty. Why?

Almost always a field that was never filled in. Exit quality has nothing to group by without exit reasons; everything on The Move tab needs the high and low a position reached while you held it.

Rather than leave you guessing, the app keeps a list of closed trades missing something it actually reads - exit reason, high and low, the post-trade note - and says what each gap is switching off. Filling them in is optional; a trade with no tag is not "unfinished".

What if the analytics look wrong?

Every figure is derived from what you entered, so a wrong input produces a wrong output — most often a missing fee, a wrong quantity, or a trade recorded under the wrong asset type. Check the underlying trade first. Verify anything important independently before acting on it, and see the Terms on accuracy.

Import, export & backup

Can I import trades from a CSV?

Yes, in two shapes:

  • Trade-level — one row is one complete trade, entry and exit together
  • Transaction-level — one row is one BUY or one SELL, and the app assembles them into positions

Duplicates against trades you already have are flagged before anything is written, and the column mapping you settled on is remembered - so the next statement from the same broker imports without being taught the file format again.

Both shapes can be used on the same journal. Dates are read the way brokers write them — 5/4/2024, 15-Apr-2024 or 2024-04-15 09:20, with the time kept — and optional columns carry exit fees, the high and low, and a fund type.

Can I undo an import?

Yes, the last one. The import screen offers Undo this import: a position the import started is deleted, and one it added to is rebuilt from what is left. If you have since sold shares that only the import brought in, nothing is undone and that sale is named, so you can deal with it first.

Some rows did not import. What now?

Each one is listed with the reason, and the rest of the file still comes in. Save these rows to fix writes them to a file with your own columns, plus an import_problem column saying what was wrong; correct the rows and import the file as it is.

My broker's CSV has different column names. Will it still work?

Yes. The app matches every header it recognises — including awkward real-world ones like Symbol NSE/BSE, NSE Code and Exchange Ticker — and then shows you a "match your columns" screen for anything left over, with a sample value from your own file beside each column so you can choose by looking rather than guessing.

Optional fields can be left unmatched. Only the required ones have to be filled in before you can continue.

I closed the column-matching screen by accident. Do I have to pick the file again?

No. Your file stays loaded and the import screen offers a "match columns" button to get back into it. Only pressing Cancel clears the file — because that is the one that means "not this file" rather than "not just now".

How does Google Drive backup work?

Sign in with your Google account and the app writes your data to a folder in your Drive. From the backup screen you can:

  • Back up on demand, or leave automatic backups running
  • See every backup you have made
  • Restore any one of them, on this device or a new one
  • Delete old backups

A backup is your journal as data plus every screenshot it refers to, bundled together, so restoring on a new phone brings the images back with the trades rather than leaving them behind.

The files go straight from your phone to your Drive. They never pass through any server of ours, and we cannot read them.

Automatic backups tidy up after themselves: after each one the app keeps the ten newest and one from each of the last twelve weeks, and moves the rest to your Drive's bin, where Google keeps them for 30 days. A backup you take yourself is never touched. Home shows a line when the last automatic backup failed, or the last backup is a week old or more.

What happens when I restore a backup?

The app asks first: add what is missing, which leaves everything already on the phone as it is, or replace everything with the backup. Either way it keeps a copy of the journal as it was, on the phone, and Settings → Your data offers Undo the last restore to put it back.

A restore from Drive and a restore from a file work the same way, and bring back your books, capital, risk limits, rules, deposits and withdrawals, dividends and splits along with the trades.

Backup says it does not have permission. What do I do?

Reconnect Drive from Settings → Your data → Back up and restore, and when Google asks for access, allow it. The app requests only drive.file — permission to read and write the files it creates itself, and nothing else in your Drive.

Signing in on its own does not grant Drive access; that is a second, separate consent, and it is only ever asked for when you actually open backup.

How do I get my data out?
  • Export a copy, in Settings → Your data, writes everything — trades, transactions, screenshots and settings — to one file, which Restore from a file reads back
  • CSV export from the trades screen, for all trades or just a selection
  • Tax CSV from the tax report, formatted for a CA
  • Google Drive backup, restorable back into the app
What happens to my data if I uninstall?

It is gone. Everything lives on the device, so uninstalling deletes it and we cannot recover it for you — we never had a copy. Back up to Drive or export before you uninstall, change phone, or factory reset.

If your phone's own Android backup is switched on, it may hold a copy too, under your Google account — but that is Google's backup of your phone, not ours, and not something to rely on in place of your own.

How do I move to a new phone?

Back up to Google Drive on the old phone, install the app on the new one, sign in with the same Google account, and restore from the backup screen.

If Android's own phone-to-phone transfer or backup carries the app across instead, the journal comes with it but the app PIN does not — it is locked to the old phone — so the lock lets you in to set a new one.

Reports & tax

What reports can I generate?
  • Trade insight reports — a PDF covering performance, discipline and analytics for a week, a month, the year to date or a full financial year
  • A report of exactly what you are looking at — the All Trades screen can send its current filters into the same PDF, so "every F&O trade in FY 24-25 tagged #revenge" is as easy to produce as a calendar month
  • Tax reports — long-term and short-term capital gains, exportable as CSV

Both are under Settings → Reports. The PDF is set in your own currency's symbol and is built on the phone, with no connection needed.

How does the tax report work?

It works out the whole Indian April–March financial year at once, in the order the return follows. Gains and losses are set off within each head, a futures and options loss goes against capital gains, losses from earlier years come next, and then the ₹1.25 lakh exemption on long-term equity gains comes off.

Shares bought and sold on the same day are speculative income at your slab rate, and their losses only offset speculative gains. Where you bought a symbol in several batches and sold part of it, the sale is matched against your lots first-in-first-out, each lot carrying its own buy's fees, so a partial exit is not treated as though it all came from one purchase.

Stocks, ETFs, mutual funds and futures and options are all covered, with dividends shown as income at your slab rate, apart from the tax on gains. Home shows the share of the year's tax that falls in what you are looking at; Capital and tax and the tax report show the working line by line. Rates are set per financial year, and the report exports as CSV for your chartered accountant. It is offered when your currency is the rupee.

Where do losses brought forward come from?

From the journal's own earlier years: up to eight years back for most losses, four for same-day trading losses. If your journal does not go back that far, or your return says otherwise, type the figures from your return into the tax report and they are used instead. The report says which it is using.

How are mutual funds taxed?

By the fund type set on the trade. An equity fund is long term after a year, like shares. A debt fund bought on or after 1 April 2023 is taxed at your slab rate however long it is held; one bought earlier is long term after two years. Set the type on Add Trade, change it from the trade's screen, or import it with a fund_type column. Funds saved before the type existed read as equity.

Can I file directly from the report?

No, and you should not treat it as tax advice. It works through the set-offs, the exemption and the losses carried forward as we understand the rules, but it only knows what is in your journal — not your salary, your other income, or a year you never recorded. It is a working document to hand to whoever files for you.

Can it warn me when I am past my own limits?

Yes, as an optional notification: the morning after a losing run, or while more of your capital is at risk than the ceiling you set allows. Both come from the risk limits in Settings, and both can be turned off there.

Notifications are scheduled on the device. Nothing about the position is sent anywhere to produce them.

What are the holding-period alerts?

An optional notification shortly before one of your holdings crosses from short-term into long-term, so that the tax consequence of selling is something you know in advance rather than discover at filing time. Debt funds that can never turn long term are left out. Turn it on or off in Settings, beside the F&O expiry alert, which reminds you the morning before a contract you hold expires.

Data & privacy

Where is my data stored?

In the app's private storage on your device, which Android keeps apart from other apps and, on current versions, encrypts at rest with the rest of the phone. Trades, notes, rules, books, settings and analytics never leave it — there is no account sync and no server-side copy.

The exceptions are Google Drive backup, which you switch on yourself and which writes to your own Drive, and your phone's own Android backup, if you have that switched on: Android includes the app's data in it, as it does for most apps, under your Google account. The app PIN is left out of it.

What does Trendlyne receive when I open a trade?

The stock's symbol, and the ordinary details of any web request, such as your IP address. That is all. It does not receive your trade — not the price, the quantity, the dates, or whether it was a buy or a sell — and it does not receive your name or email.

The request is made once a day per stock and the answer is kept on your phone, so the same stock is not asked about again that day. Trendlyne's own privacy policy covers what it does with a request; ours, in the privacy policy, says exactly what is sent.

Can you see my trades?

No. We have no access to them at any point. There is no database of user trades to breach, subpoena or sell, because it does not exist. Even your Drive backups are in your Drive, under your Google account.

How is the app itself secured?
  • A PIN lock for opening the app, stored only as a salted hash — never as typed
  • Fingerprint or face unlock
  • A configurable auto-lock delay
  • While the lock is on, the app's screens are kept out of screenshots and the recent-apps view
  • A wait after too many wrong guesses that changing the phone's clock does not shorten

All under Settings → Locking the app. Your data itself sits in the app's private storage, which current Android versions encrypt at rest with the rest of the phone; the app does not add a second layer of encryption on top of that.

I forgot my app PIN. What now?

Tap Forgot PIN on the lock screen. If you signed in with an email address, confirm with its password — there is a reset link if that is forgotten too. If you signed in with Google, or never signed in, confirm with your phone's own screen lock. Then choose a new PIN. Nothing in the journal is deleted.

Can I hide my P&L when someone is looking over my shoulder?

Yes. One tap on the dashboard masks every amount on it, and the setting is remembered, so the app opens the way you left it. Useful on a train, or when handing your phone to someone to look at a chart without also handing them your account size. The home-screen widget goes blank while it is on.

What does the home-screen widget show, and who can see it?

Today's realised P&L, the amount at risk at your stops, and how many open positions have no stop — visible to anyone who can see your home screen. It goes blank while the app lock is switched on, or while Hide amounts is on. The figures are worked out on the phone and nothing it shows is sent anywhere.

How do I delete my account?

See the Account Deletion page. In short: email us to have the authentication record removed, and clear the device data yourself, since we cannot reach it. Settings → Your data → Delete everything deletes the journal — trades, buys and sells, dividends, splits, deposits and withdrawals, and the copies kept before a restore — and clearing the app's storage in your phone's settings, or uninstalling, removes the rest.

Subscription & payments

What do I get for free?

Trade journaling, core analytics and the essential charts. Some of the heavier analysis — advanced insights, detailed reports, Monte Carlo, certain charts — sits behind a subscription and is marked with a premium badge in the app.

How do I subscribe?

Through the Google Play Store, from your plan under Settings → You, or from any premium badge.

How do I cancel?

In your Google Play account settings: Play Store → your profile → Payments & subscriptions → Subscriptions → Trader Insight → Cancel. Cancel at least 24 hours before the renewal date to avoid being charged for the next period.

Can I get a refund?

No. Subscription payments are final and non-refundable. We do not offer, process or entertain refund requests — not for an unused part of a billing period, not for a change of mind, and not against money lost trading.

This is why the free tier exists. Journaling, core analytics and the essential charts cost nothing and are not time-limited, so you can find out whether the app suits how you trade before any money changes hands. Cancelling stops the next renewal; it does not refund the period you are in.

Any statutory right you hold against Google Play as the seller is a matter between you and Google, decided under their policy — we are not a party to it and have no say in the outcome.

What happens to my data if my subscription lapses?

Nothing. It is on your device and stays there. You lose access to premium features, not to your trades.

Technical

Does it work offline?

Yes — everything except Google Drive backup and restore, sign-in, subscription verification, and fetching a stock's Trendlyne scores. Data is local and every calculation is on-device, the PDF report included. When you lose connection the app shows a banner and carries on; a stock's scores show the last copy fetched, with its date.

Which currencies are supported?
  • 🇮🇳 INR (₹) — Indian Rupee, the default
  • 🇺🇸 USD ($) — US Dollar
  • 🇪🇺 EUR (€) — Euro
  • 🇬🇧 GBP (£) — UK Pound
  • 🇯🇵 JPY (¥) — Japanese Yen
  • 🇰🇷 KRW (₩) — South Korean Won
  • 🇹🇭 THB (฿) — Thai Baht

Change it in Settings → Your book → Currency. Amounts are never converted — they are kept as you typed them. With trades recorded, the app asks which is true: if the currency was set wrong at the start, switching keeps every trade and changes only the symbol; or you can start over, which deletes the journal. The tax reports are offered only in rupees.

What can I change about how it looks?
  • Light, dark, or following the system
  • Dark mode on a schedule, between times you set
  • An accent colour of your choosing
  • Which colours mean profit and loss — red-green is not readable for everyone
Does it work with a screen reader?

The parts that matter, yes. A chart drawn on a canvas carries no meaning for assistive technology, and reading its axis labels aloud is worse than silence because it sounds like content — so each chart carries a spoken summary of what it actually shows instead.

The profit and loss colours can also be switched to a blue-and-orange pair that stays distinguishable under every common form of colour vision deficiency, and it applies everywhere at once rather than only in the obvious places.

What happens if the app crashes, or its data gets corrupted?

A screen that fails shows an error card rather than closing the app, so one broken chart does not cost you the session.

If a local database file will not open — a bad shutdown, a full disk — it is set aside and rebuilt empty instead of taking the app down with it, and you are told that it happened rather than left to work out why a list looks short. That is a case where a Google Drive backup or an export is the only way back, which is the argument for keeping one.

How do I find out what changed in an update?

The app tells you. After an update it shows a release-notes screen covering everything you have not already seen — so someone updating from two versions back gets both, not just the latest. The Play Store caps its "what's new" note at 500 characters, which is nowhere near enough for a release like this one, so the full account lives in the app.

How do I report a bug or ask for a feature?

Email — a description of what you expected and what happened instead is worth a great deal. A Play Store review works too.

Risk & liability

Is the app responsible for my trading losses?

No. The app records and analyses decisions you made; it does not make them. Trading carries significant risk of loss, and you use the app entirely at your own risk. The full text is in the Terms & Conditions.

What if I have a dispute?

Write to first — most things turn out to be a misunderstanding about what a number means, and those are fixable. It is the single support channel, read by the person who builds the app.

Beyond that: by using the app you accept the limitations of liability in the Terms, and disputes are subject to Indian jurisdiction.

Still curious?

The app is the fastest way to find out whether it suits how you trade.

Get it on Google Play