Every KPI, emotion flag, options label, and ledger line you see in NiyataBook — with formulas and examples.
What it is: Net profit or loss for the selected window — after brokerage where imported — on closed trades only.
In the app: Dashboard top row. FY chips still scope the rest of the page; these three cards stay calendar windows (today IST, this ISO week, this calendar month).
Example: Three closed trades today: +₹2,400, −₹800, +₹1,100 → Today P&L = +₹2,700.
What it is: Share of closed trades that finished green.
Win Rate = (Winning trades ÷ Total closed trades) × 100
Example: 12 wins, 8 losses → 60%. High win rate alone is not enough — check Expectancy.
What it is: Average rupees you expect to make (or lose) on the next trade, from history.
Expectancy = (Win Rate × Avg Win) − (Loss Rate × Avg Loss)
Example: 50% wins, avg win ₹4,000, avg loss ₹2,000 → (0.5×4000) − (0.5×2000) = +₹1,000 / trade. Even at 50% wins, the book prints money if winners are larger than losers.
What it is: How large average wins are versus average losses. NiyataBook shows Avg Win ÷ Avg Loss as X.XX:1.
R-Multiple = Avg winning P&L ÷ Avg losing P&L (absolute)
Example: Avg win ₹3,000, avg loss ₹1,500 → 2.00:1. You take home ₹2 for every ₹1 you give back on losers.
What it is: Current run of consecutive wins or losses in the selected period, plus best / worst streak in that period.
Example: Last four closed trades W-W-W-L → current streak 1L; best may still show 3W.
What it is: Average discipline score across trades in scope (manual journal score + rulebook context). Sparkline on the card shows recent trend.
In the app: Pair with Rulebook — max daily loss, max trades/day, consecutive-loss shutdown. Low discipline + green P&L still means fragile edge.
What it is: Total rupees from winners divided by total rupees from losers. System robustness check.
Profit Factor = Sum of winning P&L ÷ |Sum of losing P&L|
What it means: Jumping back in right after a loss — often bigger size — to “get money back from the market.”
NiyataBook detect: Re-entry soon after a stop-out with roughly ≥1.5× prior size (sensitivity: Relaxed / Normal / Strict).
Example: −₹5,000 at 10:15, then 10:18 with double lots → flagged Revenge Trading.
What it means: Chasing a move that already ran — late entry, stretched vs VWAP / day high-low, weak R:R.
NiyataBook detect: Poor planned R:R, chase near session extremes, optional live VWAP / day-range checks when broker bars exist.
What it means: Holding losers too long hoping for recovery, while cutting winners early.
Flag when avg hold of losers ÷ avg hold of winners is several× (e.g. ~4×)
Example: Losers held 90 min avg, winners 20 min → disposition bias.
Emotions page also surfaces Tilt Spiral, Fear / Premature Exit, Overconfidence, Anchoring, Analysis Paralysis, Gambler’s Fallacy, plus session traps (opening bell, lunch boredom, EOD panic).
Each card links to the trades that triggered it — review the path, not just the badge.
What it is: Buy CE and PE at the same strike and expiry. Pays when a big move hits either side (RBI, Budget, election).
In the app: Multi-leg engine groups matching legs into strategy rows on Trade Log / Analytics.
What it is: Buy OTM CE and OTM PE (different strikes). Cheaper than a straddle; needs a larger move to profit.
What it is: Buy lower-strike CE, sell higher-strike CE (same expiry). Caps upside, cuts premium vs naked long call.
What it is: Sell an option with no hedge (no stock / no long option). Theoretical loss can be large — NiyataBook flags naked shorts so you see exposure clearly.
What it is: Daily net cash settlement from the broker ledger — trade P&L, premiums, and charges rolled into one obligation line.
Cash movement chart plots how that flows into ledger balance over time.
What it is: Exchange margin blocked for open F&O. Not a fee — usually reverses next session when positions flatten or margin is released.
Don’t treat margin blocks as “burnt money” when reading the ledger.
What it is: Real costs that eat expectancy — Securities Transaction Tax, broker brokerage, GST on charges, exchange fees.
In the app: Funds & fees shows fee leakage and “₹ eaten per lakh deployed” so costs stay visible next to P&L.
Cash movement: Ledger balance path over FY — deposits, withdrawals, trade obligation bubbles. Crosshair reads date + balance like a trading chart.
Burnt: Balance hit ≤ ₹0 — account depleted marker on the path. Time to pause, not revenge.
No matching terms. Try “Expectancy”, “FOMO”, or “STT”.
Terms match labels on the live dashboard, Emotions, Trade Log, and Funds pages. Not investment advice.