IMP Trade Journal · Wealthcon

Dashboard

Total Budget

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Equity swing allocation

Deployed

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Available Cash

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Budget + P&L − Deployed

Realised P&L

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Unrealised P&L

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Today's P&L

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Total P&L

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Portfolio vs Indices

Realised P&L % vs market indices (left). Right axis INR lines: Cap Invested (step) · Realised P&L · Portfolio Value (Cap+Realised). Indices delayed ~15 min.

Allocation Quality

X = Alloc % of budget · Y = P&L% · ■ Winner ■ Neutral ■ Loser

Portfolio Breakdown

Deployed

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Open Positions

TOP PERFORMERS

NEEDS ATTENTION

Open Positions

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Total Deployed

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Current Value

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Unrealised P&L

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Today's P&L

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Avg Holding Days

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Symbol	Sector	Broker	Age	Qty	Avg Price	Deployed · Value	Alloc %	Unreal P&L	P&L %	Day %	Day ₹	XIRR p.a.	Trade Journey	Strategy	Entry Notes

Import CSV/TXT

One symbol per line:

RELIANCE

HDFCBANK

M&M

Or TradingView format:

NSE:RELIANCE

NSE:HDFCBANK

Accepts .csv and .txt files

Paste a public TradingView watchlist URL:

https://in.tradingview.com/watchlists/…

Only public watchlists are supported.

NSE & BSE symbols extracted automatically.

📄

Select or create a watchlist to get started.

SYMBOL		CMP	CHG	%

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LINES

MEASURE

FIBONACCI

OVERLAY

SMA 1

SMA 2

SMA 3

EMA 1

EMA 2

EMA 3

Bollinger Bands

BBI

Donchian Channel

Parabolic SAR

Supertrend

SUB-PANEL

RSI

MACD

DMI / ADX

ATR

Rel. Strength

Loading chart data…

No data available

COLOR

STYLE

WIDTH

Open / Closed ⓘ

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Realised P&L ⓘ

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Unrealised P&L ⓘ

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Open positions

Win Rate ⓘ

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Avg Hold Days ⓘ

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Avg Win / Loss % ⓘ

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Payoff Ratio ⓘ

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Profit Factor ⓘ

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Expectancy % ⓘ

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Symbol	Sector	Broker	Entry Date	Exit Date	Qty	Entry ₹	Deployed	Exit ₹	Hold Days	P&L ₹	P&L %	XIRR %	Strategy	Notes	Status

Select Broker

Upload & Parse

Review & Import

Step 1

Which broker are you importing from?

Choose the format that matches your broker's trade file

Zerodha CSV

Tradebook export from Console → Reports → Tradebook

AngelOne XLSX

Trade book from SmartWeb → Reports → TradesAndCharges

Dhan CSV

Global Transaction Report — download from Dhan web → Reports

TradingView Portfolio CSV

Portfolio tracker export → Symbol, Side, Qty, Fill Price, Closing Time

📋

Universal Template CSV

Any broker — fill the IMP template and import

📋 Universal Template — How to Fill ⬇ Download Template (.csv)

Required columns

Date_Entry

YYYY-MM-DD e.g. 2026-05-15

Symbol

NSE ticker e.g. RELIANCE

Broker

Zerodha / AngelOne / Other

Exchange

NSE or BSE

Entry_Qty

Number of shares e.g. 50

Entry_Price

Price per share e.g. 2450.00

Optional columns

Sector Target_Pct Strategy Entry_Note Date_Exit Exit_Qty Exit_Price Exit_Note

Rules: One row = one trade · Leave exit columns blank for open trades · Date format: YYYY-MM-DD · Target_Pct is a number only (e.g. 15 = 15%)

Step 2

Upload your trade file

Format: —

Required columns: Date_Entry · Broker · Symbol · Exchange · Entry_Qty · Entry_Price
Optional columns: Sector · Target_Pct · Strategy · Entry_Note · Date_Exit · Exit_Qty · Exit_Price · Exit_Note

Drop file here or click to browse

Accepts the format shown in Step 1 · max 10 MB

📄

Rows Found

Broker

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File

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	Date ↕	Symbol ↕	Type	Qty	Price	Value	Sector	Broker	Notes

Symbol

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Entry Value

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Target Price

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P&L if Closed

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⚙ Trade Details

Symbol *

Exchange

Broker *

Target %

Sector

Strategy

Target Price ₹

↑ Entry Details

Entry Date *

Quantity *

Entry Price ₹ *

Entry Note / Thesis

↓ Exit Details

Leave blank for open position

Exit Date

Exit Qty

Exit Price ₹

Exit Note — fill exit to unlock

Bonus / Split Details

Adjusts qty & price — preserves rupee value per tranche. No ledger entry created.

Trade (Open / Closed)

Type

Effective Date

Ratio

Preview

Trade ID	Old Qty	New Qty	Old ₹	New ₹	Status

Split / Bonus Formula

New Qty = Old Qty × (sharesAfter / sharesBefore)
New Price = Old Price × (sharesBefore / sharesAfter)
Rupee value per tranche preserved exactly.

Reverse Split Formula

New Qty = floor(Old Qty × sharesAfter / sharesBefore)
New Price = Old Price × (sharesBefore / sharesAfter)
Qty is floored; residual shares are lost.

Adjustment History

No adjustments recorded yet.

FROM

Open Positions — Read-Only Report

Symbol	Sector	Broker	Entry Date	Qty	Entry ₹	Entry Value	Target%	Target ₹	Hold Days	Strategy

Closed Trades

Symbol	Sector	Broker	Entry Date	Exit Date	Qty	Entry ₹	Exit ₹	Hold Days	P&L ₹	P&L%	Strategy	Result

Win Rate ⓘ

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Avg Win % ⓘ

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Avg Loss % ⓘ

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Payoff Ratio ⓘ

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Profit Factor ⓘ

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Expectancy % ⓘ

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Best Trade

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Worst Trade

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Longest Win Streak

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consecutive wins

Longest Loss Streak

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consecutive losses

Top 10 Best Trades

#	Symbol	Strategy	P&L ₹	P&L%

Bottom 10 Worst Trades

#	Symbol	Strategy	P&L ₹	P&L%

Computed from closed trades · Scroll to explore all sections

Advanced Metrics

XIRR ⓘ

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Sharpe ⓘ

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Calmar ⓘ

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Max Drawdown ⓘ

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Recovery Days ⓘ

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Equity Curve + Drawdown ⓘ

Returns Calendar ⓘ

Strategy Attribution

Strategy	Trades	Win%	Avg P&L%	Total P&L ₹

Allocation Quality

Budget split:

Bucket	# Symbols	Deployed ₹	% of Budget	Avg P&L%

Trade Distribution

P&L% Distribution

Hold Days Distribution

Rolling Returns (3-Month Window)

Total Budget

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Equity swing allocation

Deployed

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Realized P&L

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Back in pool

Available Cash

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Budget + P&L − Deployed

Deployment

0% deployed

Add Capital Entry

Date

Type

Amount ₹

Remarks

Capital Ledger History

TYPE

Date ↓	Type	Amount ₹	Remarks	Running Total ₹

Disposition Effect Score

Do you cut winners short and hold losers long?

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Winners — Avg Days

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Losers — Avg Days

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Overtrading Detector

Monthly trade count vs P&L% — more trades should mean better returns

Holding Behaviour

Average hold days: winners vs losers

Strategy Discipline Score

% of trades logged with a strategy tag

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Day-of-Week Pattern

Avg P&L% by day of entry — find your best trading day

Streak Timeline

Win/loss sequence sorted by exit date

Best Win Streak

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Worst Loss Streak

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Generate PMS Report