Trade Blueprint — Tactical Fintech

Prototype · every number is computed from sample trades in the page itself · the data layer mirrors docs/API_SPEC.md, so connecting the real database later swaps the data source, not the screens.

1. Export Workbook

Download an Excel workbook pre-populated with your trades and current tags.

The workbook contains every open and closed trade in the active portfolio. It updates journal fields only and never creates trades or changes executions.

2. Workbook Instructions

Safe conventions for offline editing.

Protected columns: Do not modify Trade ID, broker data, Row Token, required headers, or the hidden metadata sheet.

Multiple values: Separate Mistakes, Proficiencies, and Tags with |, for example Chased | Earnings.

Clear Fields: Leave a cell blank to keep the app value unchanged. Type [CLEAR] to remove an editable value.

Initial stop: Initial Stop Loss is backfill-only. An existing stop cannot be replaced or cleared from this workbook.

3. Upload and Preview

Upload your completed .xlsx file to preview all changes safely before committing.

Choose an Excel file or drag and drop here

Supports .xlsx workbooks up to 2 MB

Batch History & Rollbacks

Audit trail of previously applied enrichment batches with full rollback support.

Loading batch history…

Dashboard

Trade review

Summary

Execution timeline & corrections

Entry review

Management review

Exit review

Reflection

Journal Enrichment Workbook

1. Export Workbook

2. Workbook Instructions

3. Upload and Preview

Preview & Validation

Batch History & Rollbacks

Dashboard

Connect a broker

Sign in to Zerodha

Set stop

Correct the symbol

Confirm risk change

Columns

Trades

Record a capital movement

Add Portfolio

Log a trade

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