Customers

Contact details, broker code, and risk profile for every customer.

Total customers

Customers with open trades

Closed trades

Combined realized P&L

₹0

Customer directory

Search by name, phone, city, or client code.

Customer	Mobile	City	Client code	Risk	Trades	Gross P&L	Actions

Trade book

Add New Trade

Customer, instrument, prices, and the actual exit.

Customer and instrument

Who this trade belongs to, and what was traded.

Customer name *New names are saved to the customer directory when you save the trade. Segment * Buy / Sell * Product type Trade date * Symbol / Scrip * Expiry date * Option type Strike price Quantity * Lot size *

Prices and result

Leave the exit blank while the position is still open.

Entry price (₹) * Target price (₹) Stop-loss price (₹) Actual exit price (₹) Status Notes

Total units0

P&L at target—

P&L at stop-loss—

P&L at exit—

Gross figures exclude brokerage, taxes, and slippage. Confirm lot size and settlement rules before you rely on them.

Add customer

This profile is used on trades, reports, and the directory.

Personal details

How you reach this customer.

Full name * Mobile * Email City State

Trading profile

Broker identity and how much risk this customer takes.

PAN Client code Broker Risk profile Notes