Frequently Asked Questions
How do I sync trades from Zerodha Kite?
Open the "Sync Trades" panel in your app sidebar, select Zerodha from the broker list, and upload the trade report CSV exported from your Kite Console. You can also connect your personal API Key for automated end-of-day sync.
What are the limits on the Free Trial?
Every new user receives a 2-day free trial on the Lite tier, granting 3 daily AI Coach queries and 1 daily backtesting run. After 2 days, limits drop to the Free tier (0 coach queries, 0 backtester runs) unless a paid plan is active.
How does the local offline storage work?
To guarantee speed and offline accessibility, your data is securely cached inside your browser's IndexedDB. The app is protected by a 4-digit PIN lock which keeps this local data encrypted and hidden from other users sharing your device.
Can I customize the AI Coach's language and tone?
Yes! You can configure the coach settings inside the app to read reviews in either Hindi or English. You can also toggle the conversation tone between Dost (informal friend), Mentor (encouraging guide), or Respectful (formal business analyst).