How to get the most out of PortfolioMirror

Once a month, bring that month's trades in: one file from your broker, or your own trade book. Pick where your trades are, then open “Where do I get this file?” on the screen for the exact steps.

What happens to duplicates?

Every trade not already in your journal is added and trades already on file are skipped, so uploading a file that overlaps what you imported before is safe. Bring your full history for a broker, in any order — a sale whose purchase was never uploaded cannot be matched to it.

Trades at another broker?

Zerodha, INDmoney and Groww files are read as they come, and so are files from Dhan — drop them in the box. For any other broker, choose Other broker, upload the tradebook as CSV or Excel and match its columns. Nothing is imported until you confirm.

On Other broker or Your own trade book, the column matcher reads one row per finished trade: stock, quantity, entry price, exit price and exit date. Many brokers call that file a trade-wise or realised P&L report. A file with a separate row for every buy and every sell cannot be matched column by column.

Why does Last import say trades are on file?

The Last import line reads the import history. Trades that reached your journal before that history existed are counted, but their upload was never recorded — so the screen says how many trades are on file rather than claiming nothing was imported.

Every closed trade, financial year by financial year — April to March, so your journal and your taxes line up (see FY Bucketing in the glossary below). Positions you still hold are listed separately.

To have one closed trade reviewed, choose Trade Coach in the menu and pick the trade there. Every other screen reads the Journal, so each import feeds the rest again.

The Standard system already applies. Clone it to make it yours, or write your own rules in plain words.

Why can a rule not be graded?

A rule the engine cannot grade is kept on the system and marked as such rather than being read as a different rule.

A written note. This engine cannot grade a rule of this kind, so it never counts for or against you in any report.

Run a Trading System over your trades and see which of its rules each trade followed.

What does an audit keep?

Each audit applies one Trading System to a chosen set of trades — a year, a broker, a trade type, or the whole journal — and is kept as it was, so you can audit again later and see what moved.

An audit keeps the system's rules exactly as they were when it ran. When the rules were edited between two audits, the comparison says so.

Leave year, broker and type on All to audit the whole journal. The system's own “applies to” setting still narrows it, so a system scoped to F&O grades nothing in a cash-only year.

The Standard system grades your trades by default. Trades a Trading System of your own covers are left to it.

Your edge, your leaks and the habits you keep repeating, read from your trades.

When does this review update?

You are reading the last saved review — always instant and free. It refreshes itself after an import, without using your monthly allowance. Refresh rebuilds it on demand and does use one. If an AI spend limit is reached the automatic refresh is skipped, and Learnings say they are out of date until you refresh them.

The Trade Coach reviews one closed trade at a time: where you bought and sold on the chart, where the price went, and what went well or badly on that trade. It only looks back at trades you have already closed. It is education, not advice on what to buy or sell.

How do I start a review?

Choose Trade Coach in the menu. Your latest closed trades are listed as cards; press “Review with AI Coach” on the one you want. Audit and Learnings also offer “Ask Trade Coach” beside a trade, which opens that trade on the same screen.

What does it cost?

Each new review uses one from your plan's monthly allowance, shown at the top of the screen. A trade already reviewed is saved, so reading it again is free.

One card for each way you actually trade — a trade style, or a Trading System of your own. Each card says how many of your rule checks you followed in the last reading, and how that compares with your own reading before it. Never with anyone else's, and never with profit: a reading counts rule checks.

How often is each card read?

Automatically, from how often you close trades in that style — monthly, every two months, quarterly or every six months. A reading needs at least 12 checked trades, because with fewer one trade moves the percentage by more than 8 points. The card says which it is and why, and a change is announced before it takes effect. A style with too few trades is read together with your others until it has enough of its own, and a style you have not traded for a year is not shown at all.

Can a past reading change?

Only for a while. A period keeps up with your imports and your rule changes for 15 days after it ends — late contract notes still count — and then it locks and is never graded again. If you want it re-done, “Unlock and grade again” is in that card's Details; badges you have already earned stay earned.

What do the badges and the challenge mean?

Badges only ever reward following your own rules, or writing your trading down — never profit, returns, or trading more. Three are about what you wrote: Diarist, Faced the Losses and Entry Author, and all of them close on trades you have already closed. Progress shows two: your latest, and one within reach.