Complete onboarding
Finish the onboarding flow first. It establishes the account context used by the workspace and its intelligence features.
GraphMyTradeWHERE TRADING MEETS INTELLIGENCEUser guideUse your trading history to understand yourself better.
GraphMyTrade starts as a journal. Over time, that same journal can become your performance history, research base and behavioural reference. The more useful your record is, the more useful the rest of the workspace becomes.
What you can get from it
A clearer picture of where your money, risk and decisions are actually going.
Performance that can be reviewed as a journey, not just a final P&L number.
A better sense of which habits are helping and which ones keep showing up.
A record you can come back to when you want to review, compare or learn from a decision.
The easiest way to use GraphMyTrade
Record the decision → review the result → look for the pattern → improve the process.
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Start with the basics
Start with a clean foundation. A few minutes of setup makes everything you record later more useful.
Set capital by market
Configure the starting capital for the market you are going to journal. Market-aware capital keeps performance and risk interpretation meaningful.
Configure the broker
Make sure the relevant broker context is available before entering trades so market-specific charges and trade context can be recorded correctly.
Build the journal record
A richer journal is more useful than a larger trade count. Record the decision context: market, instrument, side, quantity, entry, exit, stop, target, setup, thesis, emotion and session where available.
Start without forcing a trade
GraphMyTrade is a journal and intelligence workspace, not a tool for increasing trading frequency. A well-documented no-trade decision can be useful evidence too.
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Find your way around
Get a quick feel for where to look each day — from your current trading picture to the history behind it.
Dashboard
Use the Dashboard for the current trading picture: activity, performance, risk, P&L, key metrics and areas that deserve attention.
P&L Calendar
Read performance day by day and across periods. Use it to understand the path of results rather than relying on a single total.
Information
Use this page as the in-product manual. It explains what the workspace areas do, how they connect and when each feature becomes useful.
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Build a useful trade record
This is where the actual trading record lives. Capture the decision, not just the numbers.
Journal
The Journal is the source record. Capture what you planned, what you did, the context around the decision and the result so later analysis has evidence to work with.
Enter Trade
Use Enter Trade to create a market-specific trade record. Complete required fields before saving rather than leaving important decision context implicit.
Active Trades
Use Active Trades to manage open positions and then complete the lifecycle when the trade is closed so realised performance is recorded.
Option Premium Entry
Use the dedicated option-premium workflow when that market-specific entry process applies. It is separate from the general journal flow because the data requirements differ.
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Work across markets
India, US, Crypto, Forex, CFD and Metals can live under the same account without losing their market context.
India
Use the India workspace for Indian-market trades and options. Keep capital, broker and trade context aligned with the Indian instrument you are recording.
US Market
Use the US market workspace for supported US instruments and keep its market context separate from other markets in the same account.
Crypto
Use the Crypto workspace for crypto trades. Market-specific trade details stay part of the same account and journal architecture.
Forex
Use the Forex workspace for currency trades and its market-specific fields. Keep risk and execution context complete so later analysis remains comparable.
CFD
Use the CFD workspace for supported CFD trades and preserve its distinct market context.
Metals
Use the Metals workspace for supported metals instruments while keeping its market context distinct in your journal.
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Calculate with confidence
Use the calculator that matches the market and the question you are trying to answer. No unnecessary clutter.
Choose the right market
Calculators are organised by market so you can work with the formulas relevant to the instrument instead of forcing one generic calculation across markets.
Universal tools
Use Universal calculators for calculations that apply broadly across trading workflows.
Market-specific tools
Indian Market, Forex, Metals, Crypto, CFD and US Market calculators are kept separate so their inputs and formulas stay understandable.
Search and favourites
Search for a calculator quickly and use favourites for the tools you use repeatedly.
Inputs and results
Enter only the values relevant to the selected calculator. Results are intended to be read immediately, with the formula shown as a reference rather than as visual clutter.
Reset and copy
Reset clears the current calculator inputs and Copy Result makes the calculated output easy to reuse elsewhere.
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Understand your performance
Look beyond a single win or loss. These numbers help you understand how your results are really behaving.
Gross P&L
Gross P&L describes the trade result before recorded charges.
Charges and net P&L
Net P&L reflects the charges recorded for the trade and is the figure to use for account-level realised performance.
Risk and R multiple
Risk amount comes from the planned risk fields. R multiple relates realised trade performance to that planned risk.
Win rate and profit factor
Win rate shows the share of profitable closed trades. Profit factor compares gross winning P&L with gross losing P&L.
Expectancy and drawdown
Expectancy describes the average result per closed trade under the defined calculation. Drawdown describes the decline from a prior equity peak, helping you understand the path of performance.
Reports & Export
Use the report area to choose a period and generate the available PDF or Excel report. Exports are scoped to the account and selected period.
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Go deeper with Intelligence
This is where your journal starts becoming useful in a different way: patterns, behaviour and process begin to show up.
Intelligence overview
Use the Intelligence hub to understand how recorded evidence is being interpreted. The value grows as the journal becomes richer.
Trader Score
A high-level score across key process dimensions. Read the dimension breakdown, not only the headline number.
Trader DNA
A behavioural profile derived from observed trading evidence. It should describe patterns supported by the record rather than inventing personality labels.
Personal Analyst
A deeper analytical view that can surface context, strengths, weaknesses and recurring patterns in the recorded trading history.
Mirror Court
Compare what you say about your process with what your journal evidence actually shows. Treat contradictions as review opportunities, not as punishment.
Trading Constitution
Review the process rules your trading history suggests you are following and how consistently the evidence supports them.
Intelligence Report
The decision-grade report brings performance, behaviour, evidence quality, context and recommendations into one place. Sparse history should be treated as early evidence, not a stable verdict.
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Research what matters
Research is for questions you want to investigate properly — not for creating a story from too little data.
Edge Intelligence
Use Edge Intelligence to study repeatable decision evidence and identify where your recorded process appears stronger or weaker.
Edge Discovery
Explore emerging setups, contexts and conditions only when the available evidence is sufficient to make the comparison meaningful.
Quant Lab
Use Quant Lab for deeper quantitative exploration. Keep the workflow clear: define the research question, enter or select the required inputs, run the analysis, then read the result before changing the next parameter.
Back navigation
Research sub-pages should always provide a clear way back to the parent research area so exploration never feels like a dead end.
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See the bigger picture
Revisit decisions, snapshots and behavioural changes from a wider view of your trading history.
Trader World
Explore the broader trader state and market history from your journal evidence.
Trading Twin
A reflective model of how your trading behaviour is evolving from accumulated evidence. It becomes more informative as the record grows.
Time Capsule
Use historical snapshots to see how the trading state has changed over time.
Trade Replay
Revisit recorded decisions in sequence so the context around entries and exits can be studied again.
Decision Time Machine
Inspect historical decision states and compare what happened with what the record shows around that decision.
Universe evidence rule
Universe features should reflect actual journal evidence. They are not substitutes for a trade record and should not create facts that are not present in the history.
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Make progress without overtrading
Build consistency around your process. Progress should make you a better recorder and reviewer, not a busier trader.
Daily Edge
Use the daily question and task area to build a repeatable journaling and reflection habit. Existing reward values are configured separately and should be read as recognition, not as a reason to overtrade.
Missions & Rituals
Missions should reinforce useful behaviour: journaling consistency, review quality, risk documentation and other process habits that can be observed from the record.
Monthly / calendar progression
Progress is designed around days and recurring process behaviour, so a trader is not pressured to manufacture trades just to hit a number.
No-trade days
A documented decision to stay out can count toward a healthy process habit when the journal records why the market did not meet the trader's criteria.
Rewards
Rewards recognise configured milestones and completed progression work. Existing reward amounts and entitlement rules are not changed by this guide.
30-Day Transformation
Use the 30-day view to see whether you are showing up, documenting decisions and building a repeatable process over time.
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Grow through referrals
Share GraphMyTrade through the referral flow and keep track of eligible referral activity from the same account.
Refer & Earn
Use the referral area to share GraphMyTrade and track the referral flow associated with eligible plans and the account referral ledger.
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Manage your account
Your account, access, exports and security controls all live here. This is the place to manage the workspace around your trading.
Profile
Update your profile information and account identity so your workspace stays accurate and personal to you.
Plans
Review your current plan and see which tools, markets and deeper capabilities are available with your account.
Settings
Adjust the workspace preferences and account options that are available to you.
Data Export
Download supported account-scoped trading data when you want to analyse it outside GraphMyTrade or keep your own records.
Share Review
Create a focused review package when you want to share selected trading information without exposing unrelated account data.
Security
Use the security controls to protect your account and manage credential or session-related settings. Never share passwords, access tokens or sensitive credentials through support messages.
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Stay informed and recover safely
Keep important product messages visible without making the rest of the workspace noisy.
Notifications
Use the Notifications area for direct product messages and relevant account information. The sidebar itself stays quiet; contextual discovery cues are intentionally rare.
Contextual sidebar discovery
Feature cues are shown only occasionally and only after meaningful journal evidence exists. A new user with zero journal history should not see a wall of New / Try / Explore labels.
Support
For persistent issues, use Support and include the exact message, route and approximate time. This makes troubleshooting faster and clearer.
System Health
Administrators can inspect runtime, API, authentication, payment, database and deployment signals from the admin health area.
Recovery philosophy
Transient read problems can be retried safely where supported. Financial mutations should not be blindly repeated because duplicate financial actions can be harmful.
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What gets better over time?
The longer you use GraphMyTrade well, the more useful its comparisons and analysis can become.
This is the part worth coming back to.
Your first few entries may tell you very little. A well-kept history gives the workspace something real to compare — and that is where the deeper features start getting interesting.
Journal evidence is the foundation
The more accurately you document decisions, the more grounded your performance review and intelligence outputs can become.
Evidence before conclusions
Early history should be treated as an observation set. The system should distinguish an emerging pattern from a stable edge.
Quality over trade count
GraphMyTrade should never encourage extra trades merely to complete a mission. The objective is a better record and better decision awareness.
Feature discovery should follow value
A feature becomes interesting when the user's own history creates a reason to use it. This keeps discovery useful rather than sales-like.
Premium value is depth
The premium experience should feel like deeper analysis, richer comparisons and greater capability built on the same journal foundation—not constant upsell messaging.
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A simple daily rhythm
A simple daily rhythm is enough. You do not need to use every feature every day.
Before a trade
Check the relevant market context, planned risk, setup and thesis.
After a trade
Close the record accurately, confirm the realised result and add the emotional/session context that matters for later review.
When there is no trade
Record the no-trade decision when useful. Explain the reason so the day contributes evidence about selectivity and discipline.
Review
Check the Dashboard or Calendar, then use Intelligence/Universe features when enough history exists to answer a useful question.
Progress
Complete missions or daily reflection only when they support the process. Never change your trading behaviour just to satisfy a counter.
One important rule
GraphMyTrade works best when evidence comes before conclusions. Early history can show useful signals, but sparse data should not be treated as a fixed verdict or guaranteed edge.
Need a hand?
When something goes wrong, send the exact message, route and approximate time. That gives Support enough context to trace the problem without a long back-and-forth.
Open SupportThis guide is meant to be read inside the product, in the same workspace as the features it describes.