Documentation

Step-by-Step Setup Guides

Follow these detailed guides to link your portfolio and configure your metrics dashboard.

Guide 1

Exporting & Importing Zerodha Kite CSV

To import your Kite transactions without setting up APIs, follow these steps:

  1. Log in to your **Kite Console** dashboard.
  2. Navigate to **Reports** ➡️ **Downloads** ➡️ **Trade Book**.
  3. Choose your desired Date Range and select **CSV Format**.
  4. Download the file, open MyFinanceSheet, click **Sync Trades**, and drop the CSV there!
Guide 2

Connecting Dhan API Sync

For real-time sync of equity and options trades, link your Dhan client token:

  1. Log in to your Dhan App or Dhan Web Console.
  2. Go to **Dhan HQ API Console** in settings.
  3. Generate an **Access Token** with read-only permissions.
  4. Copy the token, open MyFinanceSheet, go to **Sync Trades**, select Dhan, and paste the Token!
Guide 3

Configuring Custom Setup Playbooks

Set up systematic rules to measure setups validity:

  1. Open the app sidebar and navigate to **Settings** ➡️ **Playbook**.
  2. Click **Add New Setup** (e.g. *Breakout*, *Mean Reversion*).
  3. Define rules: Stop Loss constraints, target triggers, or maximum volume limits.
  4. When entering trades, tag them with this setup. The app will automatically isolate setup expectancy!