Track where your money went: trades, investments and short-term lots

All Trades: one ledger for everything

All Trades merges stock and fund/ETF transactions into a single read-only, date-sorted ledger. Filter by account, date range, buy or sell, market, instrument and asset type.

It is the best place to reconcile: when a P&L or tax number looks off, find the underlying transactions here, then jump to the instrument's page to fix them. The footer totals reflect whatever filter is applied.

Investments: when was capital deployed?

Investments is a flow view. It shows how much you put into India equity, global equity, debt funds and FDs over time, grouped monthly, quarterly or yearly, for up to the last ten financial years.

It deliberately ignores sells and current value, so it answers a different question from P&L: not how well you did, but how consistently you invested.

Short Term Trades: your active positions

Mark a buy lot as a trade and Short Term Trades groups it by stock or fund with per-lot and per-group P&L, holding days and XIRR.

That makes it easy to see which short-term bets are working and which have gone stale, separately from your long-term holdings.

How they connect

All three views read the same lots you entered in Add Stock Transaction and Add ETF/MF Transaction. Fixing a record at the source updates every page, including P&L.