TradeIdea User Guide

💰 Total Value & P&L

• Current portfolio value and total invested amount
• Unrealized profit/loss with percentage gain
• Daily change tracker
• Per-position breakdown with color-coded indicators

⚠️ Risk Signals

• Positions below stop-loss levels
• Stocks trading below 50 EMA, 100 MA, or 200 MA
• Daily Supertrend exit signals
• Warning indicators for high-risk positions

📈 Technical Health

• Golden Cross and Death Cross indicators
• EMA/MA trend analysis
• RSI, MACD, and Bollinger Bands signals
• Supertrend momentum indicators

🎯 Action Items

• Positions near target prices
• Pending exit recommendations
• Buy/sell opportunities based on signals
• Rebalancing suggestions

Create Multiple Accounts

• Set up unlimited portfolio accounts (Personal, Spouse, Kids, etc.)
• Assign unique names, descriptions, and colors
• Set a default account for quick access
• Switch between accounts instantly

Separate Tracking

• Each account has independent positions and performance
• Color-coded visual identification
• Consolidated view across all accounts
• Per-account P&L and analytics

How to Use

1. Go to Accounts page from navigation
2. Click Create Account button
3. Enter name, description (optional), and choose a color
4. Use Switch to change active account
5. All new positions will be added to the active account

Import Methods & Supported Brokers

• Zerodha CSV - Console holdings export
• ICICI Direct CSV - Portfolio report with smart symbol mapping
• Standard CSV Format - Custom CSV with symbol, quantity, entry price
• Automatic field mapping (handles different column names)

ICICI Direct Symbol Mapping

ICICI uses abbreviated codes. We automatically map them to NSE symbols:

How to Import

1. Go to My Portfolio page
2. Click Import CSV button
3. Select your CSV file from your broker
4. Review the preview and validation results
5. Set default target/stop-loss if missing
6. Click Import to add all positions

CSV Format (Standard)

symbol,entryPrice,quantity,dateTaken,target1,stopLoss,tradeType
RELIANCE,2500.00,10,15-01-2025,2800.00,2300.00,Long
TCS,3600.00,5,20-01-2025,4000.00,3400.00,Long

Moving Averages & EMAs

• 50 EMA - Short-term trend indicator
• 100 MA - Medium-term support/resistance
• 200 MA - Long-term trend (bull/bear market indicator)
• Golden Cross - 50 EMA crosses above 200 MA (bullish)
• Death Cross - 50 EMA crosses below 200 MA (bearish)

Momentum Indicators

• RSI (Relative Strength Index) - Overbought (>70) / Oversold (<30)
• MACD - Trend following momentum with signal line
• Bollinger Bands - Volatility and price range analysis
• Supertrend - Daily trend with buy/sell signals

How to View

• All indicators are automatically calculated daily via batch job
• View on portfolio page in the technical column
• Click position details for full technical analysis
• Color-coded signals (green = bullish, red = bearish)

📋 Exit/Accumulate Recommendations

Our system automatically generates Exit or Accumulate recommendations based on your configured exit criteria:

Valuation Metrics

• P/E Ratio - Price to Earnings (valuation indicator)
• Market Cap - Company size classification
• P/B Ratio - Price to Book value
• Dividend Yield - Annual dividend percentage for long-term returns

Profitability Metrics

• ROE - Return on Equity (efficiency indicator)
• ROA - Return on Assets
• Profit Margin - Net profit percentage
• Revenue Growth - Year-over-year growth rate

Financial Health

• Debt to Equity - Leverage ratio
• Current Ratio - Short-term liquidity
• EPS - Earnings Per Share
• Book Value - Net asset value per share

How to Access

• Click on any position in your portfolio
• Navigate to the Fundamentals tab
• View comprehensive financial data
• Compare with industry averages

📈 Technical Score (Overall Signal)

A points-based scoring system that evaluates 7 technical indicators to generate an overall buy/sell signal.

💼 Fundamental Score (0-100)

A weighted scoring system across 8 fundamental metrics, normalized to a 0-100 scale.

📊 Volume Spike Calculation

Detects abnormal trading activity that often indicates institutional buying/selling or significant news events.

👥 Investor Type Suitability

Our rule engine evaluates whether a stock matches 5 different investor profiles based on their specific criteria.

📊 Exit Criteria Options

Configure custom rules to receive alerts when specific conditions are met:

• Exit at Stop-Loss - Alert when price hits your stop-loss level (protects downside)
• Exit at Target - Alert when target price is reached (locks in profits)
• Exit Below 50 EMA - Short-term trend reversal signal
• Exit Below 100 MA - Medium-term support level broken
• Exit Below 200 MA - Long-term trend break (Default: ON)
• Exit on Daily Supertrend - Daily trend reversal (Default: ON)
• Exit Below Custom Price - Set any specific price level
• Custom Note - Add your own exit conditions and reminders

🔔 Alert Logic & Triggers

Understanding when and how alerts are triggered:

⚙️ Default Settings

New investments automatically have these criteria enabled for protection:

• ✅ Exit at Stop-Loss (with 100MA fallback)
• ✅ Exit at Target
• ✅ Exit Below 200 MA (long-term trend protection)
• ✅ Exit on Daily Supertrend (momentum protection)

🔧 How to Configure

1. Click on an investment in your portfolio
2. Navigate to Exit Criteria section
3. Toggle ON/OFF for each exit rule based on your strategy
4. Set your stop-loss and target prices
5. Optionally add custom exit price levels
6. Add custom notes for your reference
7. Save changes - alerts will automatically monitor your settings

Share Your Ideas

• Post detailed investment ideas with entry, target, and stop-loss
• Add technical and fundamental analysis
• Share your reasoning and strategy
• Track performance of your shared ideas

Discover Ideas

• Browse ideas from successful investors
• Filter by investment type, time frame, and status
• Add ideas directly to your portfolio
• Follow investors to get their latest ideas

How to Post an Idea

1. Click New Idea from navigation
2. Enter stock symbol, entry price, quantity
3. Set target and stop-loss levels
4. Add your analysis and reasoning
5. Choose time frame (Short-term, Medium-term, Long-term)
6. Click Share Idea

🎯 Entry Price Alerts (Ideas)

• Cooking → Active: When an idea reaches entry price (±1% variance)
• Automatic status update from "cooking" to "active"
• Notifications sent to idea owner and all followers
• Format: SYMBOL reached entry price! Current: ₹XXX, Entry: ₹YYY - TradeIdea

✅ Target Price Alerts (Portfolio)

• Alert when current price reaches or exceeds target price
• Shows exact price levels for quick decision making
• Clicking alert navigates directly to Portfolio page
• Format: SYMBOL reached target price! Current: ₹XXX, Target: ₹YYY - TradeIdea

⚠️ Stop Loss Alerts (Portfolio)

• Primary: Alert when price hits your defined stop-loss
• Fallback: If no stop-loss set, uses 100MA as safety net
• Clear indication whether it's SL or 100MA trigger
• Format: SYMBOL hit stop loss! Current: ₹XXX, SL: ₹YYY - TradeIdea

📉 Exit Criteria Alerts (Portfolio)

Based on your configured exit criteria, alerts are triggered when price:

• Goes below 50 EMA (if enabled in exit criteria)
• Goes below 100 MA (if enabled in exit criteria)
• Goes below 200 MA (if enabled in exit criteria)
• Custom exit price levels (if configured)
• Format: SYMBOL went below 200 MA! Current: ₹XXX, 200 MA: ₹YYY - TradeIdea

🔄 Monitoring Frequency

💡 Community Notifications

• New ideas from investors you follow
• Entry price alerts for followed ideas
• Comments on your shared ideas
• Likes and engagement updates

🔔 Alert Types & Icons

📱 How to Manage Alerts

• Click the bell icon (🔔) in navigation to view all notifications
• Unread alerts show with blue dot indicator
• Click notification to navigate to relevant page (idea/portfolio)
• Mark individual alerts as read or "Mark all as read"
• View full history in Activity page