Tradestory
Trade · Observe · Reflect · Improve

A framework for disciplined investing.

Upload your tradebooks and see how every position was built. Review what worked, write down your strategy, and apply it with greater consistency.

See how it works Request access
01TradeImport your record
02ObserveSee every decision
03ReflectRead the evidence
04ImproveTurn insight into rules
Repeat theimprovementloop
01 Trade

Your broker tradebook as a reliable record.

Export from your broker and upload. Tradestory detects the format, reconstructs positions, and keeps corporate actions in order.

One upload per broker. One complete view.
Import

Tradebooks

Upload broker tradebooks to ingest your trades.

.csv · .xlsx
Selected brokerZerodha
tradebook-*.csv
Trades in DB560
Latest trade25 Sept 2026
Download from26 Sept 2026
How to download
  1. Console → Reports → Tradebook
  2. Set date range from the “Download From” date above to today
  3. Download as CSV

Also supported: Groww · Angel One · ShareKhan · Mstocks (Mirae Asset) · ICICI Direct · Fyers · Upstox · INDmoney · HDFC Securities · Motilal Oswal · Dhan · Kotak Securities · PhillipCapital

Upload files

Drop tradebook files here or click to browse

ICICI Direct · Upstox · Fyers · Zerodha · Groww · Angel One · ShareKhan · HDFC Securities · Mstocks (Mirae Asset) · INDmoney · Motilal Oswal · Dhan · Kotak Securities · PhillipCapital · Multiple files at once

Uploads

1 file
DateFilesBrokerTrades
30 Sept 2026tradebookDEMO1234EQ.csvzerodha560×
Upload several files at once. No cleaning or templates.
Zero entry

Your broker’s existing Excel or CSV record is the starting point.

Corporate actions

Splits, bonuses, mergers and demergers stay harmonized.

All your brokers

From Angel One and Groww to Upstox and Zerodha supported out of the box.

02 Observe

See how every position came to be.

Move from a broker’s list of fills to the story of a position: each entry, add, trim, and exit in sequence and on the chart.

On the weekly chart
Position history

SYRMA

Weekly03 Oct 2025 — 16 Sept 2026
Position return+37.5%
1,8001,5001,200900600BuyAddTrimSellOct ’25Jan ’26Apr ’26Jul ’26Sep ’26
BuyAddTrimSell

Average cost, current value, unrealised profit and loss—across every open position and every broker. Your trading journal stays with each position, tagged for quick reference.

Explore position analysis
03 Reflect

Your record, made legible.

Analyse your past trades: what worked, what did not, and how your behaviour changed. Review outcomes without losing the context in which each decision was made.

ReviewWins & losses
UnderstandOutcome distribution
MonitorDrawdowns
Behaviour over timeMonthly view · Count and amount
Closed positions

Outcomes, month by month

Jan–Sep 2026
Wins vs LossesCount
610
Jan ’26
713
Feb ’26
02
Mar ’26
33
Apr ’26
35
May ’26
211
Jun ’26
26
Jul ’26
33
Aug ’26
187
Sep ’26
WinsLosses
Amount Won vs Lost₹
Profitable trades (₹ won)Loss trades (₹ lost)
Outcome DistributionClosed positions
1−35%
2−30%
1−25%
4−20%
16−15%
20−10%
16−5%
9±0%
11+5%
10+10%
5+15%
4+20%
1+25%
1+30%
1+35%
1+45%
LossBreak-evenGain

Closed-position analysis, equity curve, allocation risk, a habits view, journal notes, and retrospectives—all from your own record.

See the reflection tools
A strategy, expressed as conditions and actions.

Weekly Stocks Management

Managed at weekly level, trend following. Exit when trend breaks. Risk managed in early stages on profit loss percentage.

RulesTest

This strategy keeps loss at overall 8% of the first tranche and does progressive pyramiding as price increases. Doesn't allow for losses after second tranche and follows strength indicators to decide the right exit point namely 9 Week EMA breach or weakness seen in Relative strength indicator (RSI) or Average directional index (ADX).

Exit
Hard stop — loss > 8% on only tranchetranche_count = 1 AND gain_pct < -8SELL
2 tranches and residual risk stop losstranche_count = 2 AND gain_pct < -6SELL
3 tranches and bare min profittranche_count = 3 AND gain_pct < 4SELL
Protect gains 3 tranche +tranche_count > 3 AND gain_pct < 10SELL
9 Week EMA getting breachedcmp < w_ema_9SELL
Book Profit on Week RSI/DX_POS/DX_NEG/DX_AVG(w_rsi_14 < 55 OR w_adx_14 < 25 OR w_plus_di_14…TRIM
Entry
Weekly Momentum Triggerw_donchian_20_is_new_high = 1 AND gain_from_la…ADD
04 Improve

Turn evidence into rules you can follow.

Define first-tranche size, confirmations for additions, overall caps, stops, and trails. Test the rules on charts before applying them. Once applied, each position shows the action your rules call for: hold, add, trim or sell.

Or start from a strategy another member has shared, and customize it with what you have learned.

Product noteThe guided path for building a strategy from scratch is still in progress.
From members

In their own words.

“What stands out is something far more valuable than time saved: the insights. The way Tradestory highlights good and bad practices visually is a real differentiator.”
Shekhar Lohumi
“Before Tradestory, data entry took effort and was prone to error. I couldn’t set a strategy for exits or tranches, and splits and bonuses were never smooth.”
Sushil Sinha
“Managing multiple broker accounts and keeping a consolidated journal was always a manual and tedious task for me. Tradestory has made this much easier — I can upload all my trades at once and have everything tracked within minutes.”
Jeegnesh Soni
A candid fit check

Built for investors who run their own process.

Tradestory is not a screener, a stock recommendation system, a market-breadth checker, an influencer-driven stock picker, or an algorithmic trading platform.

Tradestory may suit you if…

  • You self-manage a direct-equity portfolio.
  • You understand fundamentals or technicals.
  • Your positions last from days to years.
  • You want more consistency in sizing, entries, and exits.
  • You believe your own record can teach you what to improve.

It is not designed for…

  • Primarily managed funds, bonds, or passive portfolios.
  • Investors who are not active in direct equities.
  • Stock recommendations, screeners, or market calls.
  • Algorithmic execution or broker-account automation.
  • Managing custody of money or securities.
Supported Indian brokers

Your broker’s record, brought into one view.

Angel OneDhanFyersGrowwHDFC SecuritiesICICI DirectINDmoneyKotakMotilal OswalMStocksPhillip CapitalSharekhanUpstoxZerodha
Your data

Your record stays yours.

Tradestory reads the files you choose to upload. It never connects to your broker, places trades, or holds your money or securities.

01Encrypted at rest
02Scoped to your account
03Export everything
04Delete at any time
Early access

Build a more disciplined practice from the trades you already make.

Tradestory is currently available by invitation.

Request access