How to Automatically update trades from Dhan and Zerodha broker

Please advise How to Automatically update trades from Dhan and Zerodha broker.

Integration with Zerodha

Broker Intergation

Kindly add feature of auto sync trade data from Multiple Broker API and update trade log at the end of the day, which will have bifurcation of charges and brokerage

Automated Data Sync

Time-Saving: Eliminate the need for manual data export and import processes. Accuracy: Reduce the risk of human error in data handling and analysis. Comprehensive Insights: Access a wide range of performance metrics and visualizations. Real-Time Updates: Keep your trading data and analysis current with automatic syncing. Improved Decision-Making: Make more informed trading decisions based on up-to-date, accurate data.

please make a mobile app with your portal so it is easy to use it

Margin Trading Facility

Please enable the function of margin trading facility. this will ensure that invested amount is rightly captured.

Portfolio Journaling - Separate Section. Need Portfolio Analytics along with Trading Journal

I have been using it for trades journaling that is fine please add Portfolio Journaling feature where we can add and see our portfolio. Stock SIP or averaging old position or addition in same portfolio. So that I can track my portfolio without opening Demat account etc

Future Projected Value Growth

Required to have a Future projected value growth based on current data analtycs.

ARR metrics

Can you start showing Average gain in all winning trades and Average loss in all losing trades . ARR = Average Gain / Average loss Higher the ARR better the profitability .

MAE/MFE Analysis

It would be great to have MAE/MFE auto-calculation, as this would provide a strong incentive for traders to pay for this feature.

Separate Fund For Each Strategy

It's good to have separate options for fund management, but can't it be like this: I keep separate funds for each strategy, one for swing trading, one for options, and another for crypto/forex?

Add Segment Filter (Stocks, Options, Indices, Commodities) in Trade Log with Analytics Integration

You can give a drop-down for stocks, stock options, indices and commodities In the tradelog And connect analytics with it, so one can see how they have performed in each segment

Automated Brokerage Charges

We must meticulously develop the brokerage charges section, as there are varying charges for different segments. I have already created an Excel spreadsheet detailing the charges for Indian stock market segments, including MTF, Intraday, and Delivery. Please inform me if you require any assistance from my end, and I will gladly contribute. Your input will be invaluable.

Need an option for adding multiple accounts

Please add an option to create multiple trading accounds with different balances in the dashboard which will help us to log different account trades.

An option or feature to show Position size, Allocation %, PF impact against each trade entry

Options & Futures Tracking (Critical Need)

Currently, there isn't a clear or efficient way to track options or futures trades in the trade log. There are no explicit dropdowns or fields for these instrument types. When selling options, the premium received is not recorded or added to the portfolio value. Are there plans to introduce dedicated features for options and futures tracking in the future, including the automatic recording of premiums received from options selling?

Please add percentage change monthly on total capital in calendar section, and remove the starting account value section, it makes calculation difficult as in account summary it dont consider deposits and calculates account return.

Better support for forex and crypto

Not able to add proper lot size and the value calculation doesn't seem right

Add more symbols so as to cover more asset classes

Need extensive support for symbols specially for Indian market. Adding more option symbols, including full Nifty, Bank Nifty, and Sensex chains All instrument names, including options, searchable

Separate Journal for Different market

If possible to create separate journal sections for each account analysis like forex, Crypto, commodities and stock, so that can track each section trading properly

iOS App

Add ROCE

No ROCE

Automated Position Sizing based on Risk Percentage

A highly valuable feature would be the ability to automatically calculate position size based on a predefined risk percentage (e.g., 3% of portfolio value). This would help users ensure they are not overexposed in any single stock and align with our risk appetite.

Drawdown

Is it possible to see Drawdown percentage and amount in equity curve. its very crucial.

AI-generated suggestions based on this data, to continuously optimize the strategy and avoid known loss-making patterns.

I want to deeply understand the performance of my strategy — specifically the “MEAN” strategy — over time. This includes analyzing how it performs over a weekly period or during specific date ranges, with detailed breakdowns by the hour. For example, if orders placed between 09:15 to 10:15 frequently result in a -10% return, I want to identify how often such patterns have occurred in the past. This kind of insight will help me adjust the bot’s behavior — possibly instructing it to be more conservative during certain time windows. Ideally, I’d like AI-generated suggestions based on this data, to continuously optimize the strategy and avoid known loss-making patterns.

SL % AND COPY LINK

I request you to add sl% along with stop loss price so when we enter th sl% it should automatically update sl price while entering the chart in the upload pi section please give an option paste a link that is copied from trading view

EXIT

Reason for exit should be asked during exit.

Different accounts on different currencies

Different accounts are used to trade different currencies, such as one account trading US dollars and another account trading Indian currency.

A separate tab for which stategy has given you most profit and loss like the pic I have attached

it will b very useful

Setup Checklist

Please give options to create own Setup Checklists, in order to complete the checklists before taking the trade.

Dark Mode Option

bring the option to turn on night mode? (dark mode)

Default Index - BSE / NSE (not NASDAQ)

NASDAQ (Default Index) - when the symbol is Invalid (ALNI, JAVD) Fix or allow setting of default chart index to match the correct market I cannot see the charts as the default Index is NASDAQ on some charts like SRF

Trading View Chart - 1D Timeframe

The chart defaults to the 1D timeframe and doesn’t show the usual dropdown to select other intervals — the only way to switch timeframes (like 15m, 1h, 1W) is by manually typing them in.

exit trade note

please add note or tab when exit the trade, able to see trade exit reason. thanks

CSV Import (One click)

Ability to import trades from any broker.

Add unrealised P&L on the analytics

Show risk per trade as both Rs amount and % of total capital

If you can put a position pyramid entries for eg. multiple entry points which we can log, as its a must have for swing trades

NSE live chart data should come instead of BSE

Multiple screenshots

ability to add multiple screenshots in 1 trade