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 tracking is the practice of recording the money you put into trading, card games, or sports so you always know where it stands. It involves setting personal limits, logging profits and losses, and reviewing the totals regularly. A clear record helps you notice losing streaks early and keeps your spending within your means.
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, sports or card game platform), log transactions as they occur, and track your activity 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 'down 50 on NBA entry' 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, sports, and card game activity.
How does live session tracking work?
Live session tracking lets you monitor your trading or card game sessions in real-time. Start a session when you begin, 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. Useful for card games, day trading, table games, 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 50 platforms including stock brokers, crypto exchanges, forex brokers, sports platforms, card game platforms, and any custom platform. Each platform has its own balance tracking, and you get a unified dashboard showing your total activity across all platforms.
What's the difference between Free and Pro plans?
The Free plan includes up to 5 platforms, 50 transactions, live session tracking, P&L charts, and core tools. The Pro plan unlocks up to 50 platforms, unlimited transactions, voice entry, higher AI limits for explaining your records, the full set of five tools, and public profile pages.
What types of transactions can I track?
You can track four main transaction types: Profits (positive trades/entries), Losses (negative trades/entries), 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, 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, sports, and card games?
Absolutely! The platform supports day trading, swing trading, crypto trading, forex trading, options trading, sports, card games, table games, and any custom categories you need. Use tags to categorize each transaction for a detailed breakdown by type.
Can I try the tracker before signing up?
Yes! We offer an interactive demo where you can add entries, mark them as profits 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 AI-powered entry, logging an entry by voice or text takes moments. Typing entries by hand is still quick. Active day traders may log daily, while swing traders or occasional sports fans might only need to log transactions weekly.
Is my bankroll data secure?
Manual tracking keeps exposure low: you never share account credentials or connect APIs, so no third party holds access to your accounts. Data is stored encrypted, you maintain full control, and you 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.
Still Have Questions?
Can't find what you're looking for? Check out our blog articles for detailed guides on manual tracking.