Frequently Asked Questions
Get answers to common questions about bankroll management, manual trade tracking, and privacy-focused portfolio management.
What is bankroll management and why is it important?
Bankroll management is the practice of tracking and controlling your trading or gambling capital to ensure long-term sustainability. It involves setting limits, tracking profits/losses, and maintaining proper position sizing. Good bankroll management prevents you from going broke during losing streaks and helps maximize profits during winning periods.
How does manual bankroll tracking work?
Manual bankroll tracking involves entering your trades, deposits, and withdrawals by hand rather than connecting to your accounts automatically. You add each platform (broker, exchange, betting site), log transactions as they occur, and track your performance across all platforms. This gives you complete privacy and control over your financial data.
What is AI-powered transaction entry?
Our AI-powered feature lets you add transactions using natural language - either by voice or text. Simply say or type something like 'won 150 at DraftKings on NBA parlay' or 'lost 50 trading TSLA options', and our AI instantly creates a properly formatted transaction with the correct platform, amount, type, and tags. It's the fastest way to log your trading and betting activity.
How does live session tracking work?
Live session tracking lets you monitor your trading or gambling sessions in real-time. Start a session when you begin trading or playing, update your balance as you go, and end it when you're done. The app tracks your session duration, peak and lowest balances, and automatically creates a profit or loss transaction when you complete the session. Perfect for poker, day trading, casino sessions, and more.
Why choose manual tracking over automatic API connections?
Manual tracking offers complete privacy (no sharing credentials), works with any platform (even those without APIs), provides better categorization control, and eliminates security risks from third-party access. While it requires more effort, many traders prefer the enhanced privacy and flexibility it provides.
Can I track multiple trading platforms in one place?
Yes! You can track up to 25 platforms including stock brokers, crypto exchanges, forex brokers, sports betting sites, poker rooms, and any custom platform. Each platform has its own bankroll tracking, and you get a unified dashboard showing your total portfolio performance across all platforms.
What's the difference between Free and Pro plans?
The Free plan includes up to 3 platforms, 10 transactions, basic analytics, and AI-powered transaction entry. The Pro plan unlocks up to 25 platforms, unlimited transactions, live session tracking, advanced analytics with detailed charts and insights, priority support, and early access to new features.
What types of transactions can I track?
You can track four main transaction types: Profits (winning trades/bets), Losses (losing trades/bets), Deposits (adding funds to a platform), and Withdrawals (removing funds from a platform). Each transaction can be tagged with custom categories like day trading, swing trading, crypto, sports betting, etc.
How do I calculate my true profit/loss?
True P&L is calculated as: Initial Balance + Total Profits - Total Losses + Deposits - Withdrawals = Current Balance. The app automatically calculates this for each platform and your overall portfolio. Percentage returns are based on your initial balance to show true performance.
Can I track different types of trading and gambling?
Absolutely! The platform supports day trading, swing trading, crypto trading, forex trading, options trading, sports betting, poker, casino gambling, and any custom categories you need. Use tags to categorize each transaction for detailed performance analysis by type.
Can I try the sports betting tracker before signing up?
Yes! We offer an interactive demo on our sports betting tracker page where you can add bets, settle them as wins or losses, and see how the tracking works - all without creating an account. Your demo data is saved locally in your browser, and you can sign up anytime to save your data permanently.
How long does manual entry take each day?
With our AI-powered entry, most users spend just 1-2 minutes per day logging their trades using voice or text commands. Even with manual entry, it takes only 5-10 minutes. Active day traders might spend slightly more, while swing traders or sports bettors might only need to log transactions weekly.
Is my bankroll data secure?
Your data is extremely secure with manual tracking. Since you never share account credentials or connect APIs, there's no risk of unauthorized access. Data is stored encrypted, you maintain full control, and can export or delete it anytime.
Can I export my trading data?
Yes, you can export all your data at any time. Export individual platform data or your entire portfolio history for tax purposes, further analysis in spreadsheets, or switching to another system. Your data always belongs to you.
How do I get started with bankroll tracking?
Getting started is simple: 1) Sign up for a free account, 2) Add your first platform with its starting balance, 3) Log your recent transactions using voice, text, or manual entry, 4) View your dashboard to see performance metrics. Start with one platform and add more as you get comfortable.
What analytics and reports are available?
You get comprehensive analytics including: P&L charts over time, performance by platform, win/loss ratios, ROI calculations, bankroll growth tracking, transaction history, and custom date range analysis. Pro users get advanced analytics with deeper insights and detailed reporting features.
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