Account Configuration

Go to Settings to define your trading environment. You can add multiple accounts (e.g., "Main Swing", "Day Trading").

• Master Account: You must select one account as "Master" using the radio button. This account's size is used as the denominator for "Equity Contribution (EC%)" calculations.
• Base Currency: Set your Global Base Currency (e.g., GBP). All portfolio stats will be normalized to this currency via the built-in FX API.

The Fund Manager

Tap the Wallet Icon on any account in the Settings or Calculator view to open the Fund Manager.

• Deposits & Withdrawals: Log capital injections or withdrawals. These are tracked separately from trading P&L so they don't skew your performance stats.
• Monthly Auto-Deposit: Configure a recurring contribution (e.g., $500 on the 1st of every month). The app will automatically add this to your balance when you open it, allowing you to simulate salary injections and track realistic account growth.

Data Management

RiskDesk offers three ways to store your data. We recommend Cloud Database for the best experience.

Stats Configuration: Partials Impact

Found in Settings, this toggle controls how your statistics are calculated.

RiskDesk connects to free APIs to keep your risk data and trade replay charts accurate — no paid subscription required.

Alpaca — Live US Stock Prices & Trade Replay

Alpaca provides free real-time US stock prices and powers the Trade Replay chart feature. Follow these steps to get your free API key:

Important: Copy your Secret Key when it first appears — Alpaca won't show it again. If you lose it, simply generate a new key pair from the dashboard.

Finnhub — Sector Data & Price Backup

Finnhub provides Sector/Industry classification for your stocks (used in the Sector Exposure chart and the Statistics sector filter), Earnings Calendar warnings, and acts as a backup price source if Alpaca keys are not configured.

1. Go to finnhub.io and register for a free account.
2. Copy your default API Key from their dashboard.
3. Paste it into Settings > App Preferences > Finnhub API Key.

Note for UK/Intl Stocks: Finnhub uses standard exchange suffixes. For London stocks, ensure your tickers end in .L (e.g., VOD.L). For Toronto, use .TO.

The calculator determines your position size based on your risk tolerance. It offers three distinct mathematical models:

Key Features

• Trade Currency: Ensure you select the currency of the asset you are trading (e.g. USD for Apple). If it differs from your Base Currency (e.g. GBP), the FX API will handle the conversion to ensure your risk sizing is accurate in your home currency.
• Staggered Stops: You are not limited to a single stop price. Toggle "Staggered" to set multiple weighted stop levels. The system calculates a weighted average stop to determine true risk per share.
• Chart Capture: Paste a chart image directly from your clipboard (Ctrl+V) into the "Paste Zone" to save the setup chart permanently with the trade.

The Live Risk Bar monitors your "Progressive Exposure". It answers: "Have I earned the right to take more risk?"

Viewing Modes (Responsive)

RiskDesk changes the data it displays based on your device orientation to prevent information overload.

Tap any log entry to open the Management Console.

• Stop Adjustments: Update your "Current Stop" as the trade moves in your favor. This automatically updates your Open Heat metric on the dashboard.
• Partial Exits: Record partial sells by specifying Price, Quantity, and Date. The system calculates the realized P&L for that specific chunk and reduces your NER.
• Chart Gallery: Stores all images associated with the trade (Entry Chart, Exit Chart, and any Journal updates). Tap any image to view it full screen.

Dynamic De-Risking

Add to Trade (Campaigns)

When you scale into a position over multiple entries, the Add to Trade button (visible at the top of the Management Console when a trade is open) lets you log a new entry for the same ticker, creating a linked trade.

• Linked Trades on the Logs Page: Linked trades display a chain icon next to the ticker, making it easy to identify multi-entry campaigns at a glance.
• Campaign View in Trade Replay: When you open Trade Replay for any linked trade, the chart automatically loads all entries in the campaign. Each entry is plotted in its own colour — your original entry in amber, adds in blue, partials in purple, and closes in white — so you can visualise the full scaling journey on a single chart. A CAMPAIGN badge appears in the header.
• Campaign Execution Discipline: The error-tag tracker on the Replay header aggregates rule breaks across all trades in the campaign, giving you a single discipline score for the entire position.

Trade Replay builds a full interactive price chart for any trade in your journal, letting you study your executions, compare against the market, and add observations — all powered by free Alpaca data.

Execution Markers

Every action you logged is plotted directly on the chart with colour-coded markers so you can see exactly when and where each decision was made:

For linked trades (Campaigns), all entries across the campaign are shown on a single chart with a CAMPAIGN badge.

Chart Settings

• Candle vs Bar: Toggle between candlestick and bar chart styles using the CANDLE / BAR button. Your preference is saved.
• Moving Averages: Tap the gear icon to configure up to three MA/EMA lines. For each line you can choose the type (e.g. 5MA, 8EMA, 10MA, 20MA, 21 EMA), set a custom colour, and enable Structure — a visual band between the MA's high and low values that highlights the trend channel on the chart.

Market Index Comparison

The STOCK / INDEX toggle switches between your trade chart and an overlay of your chosen benchmark index. You can select from:

• SPY
• QQQ
• QQQE
• IWM
• EWU (UK)

When viewing the STOCK chart, a Market Regime Ribbon is plotted along the bottom of the chart. Bars are coloured green when the index closed above its 21-day EMA that day, and red when it closed below. This gives you an instant read on whether the broader market environment was supportive or hostile during your trade.

Playback Controls

The Play button animates the chart bar-by-bar, letting you experience the trade unfolding in real time. Use the Speed button to cycle between 1×, 2×, and 4× playback speeds. Tap Pause at any point to freeze and study a specific moment.

Result, MFE & MAE

The header displays three key performance metrics for the trade:

Trade Notes & Sharing

Tap the Note icon then click on any bar to pin a text observation at that price and date. Notes are saved with the trade and shown as 📝 markers on the chart. Toggle the Eye button to expand all note text as overlays on the chart.

Tap the Camera icon to capture a screenshot of the chart — including your notes if they're visible — with a branded RiskDesk footer, ready to share on social media or your trading community.

Earnings Overlay

When a Finnhub API key is configured, the Trade Replay automatically checks for quarterly earnings releases that occurred during your trade. If any are found, a toggle appears in the header toolbar.

Tapping it overlays green (beat) or red (miss) dashed vertical lines on the chart at each earnings date, with Q1/Q2/Q3/Q4 markers below the candles. A collapsible table at the bottom of the screen shows the detail: actual vs estimated EPS, whether it was a beat or miss, revenue figures, and year-over-year growth rates for both EPS and revenue. This helps you understand whether price moves were driven by fundamental catalysts or pure technicals.

Execution Discipline

The Replay header shows a discipline badge. If you've tagged any rule breaks against the trade (or across the entire campaign for linked trades), the count appears in red. Tap it to review and edit your error tags — a powerful way to hold yourself accountable while reviewing the chart.

Smart Filters (Time Slicing)

The Stats engine supports powerful filtering. You can slice your entire dashboard by:

• Strategy
• Last 20 Trades
• This Week
• This Month
• YTD
• Custom Range
• Sector

Sector Filter

The Sector dropdown lets you isolate your statistics to a specific industry (e.g. Technology, Healthcare, Energy). Sector data is fetched automatically from Finnhub for every ticker you've traded. You can combine the Sector filter with any Strategy, Recency, or Date filter to answer questions like "What's my win rate on Technology stocks this month?" — giving you a precise view of where your edge is strongest.

Core Metrics

Consistency Heatmap

This grid visualizes your trading frequency and quality. Use the toggle buttons to switch modes:

• By Entry: Highlights days where you initiated winning trades. Measures Origination Quality.
• By Exit: Highlights days where you banked profit. Measures Cashflow.

Key Formulas

The Journal tab is your daily accountability partner.

• Golden Rules: Define your rules and trading philosophy in the "Rules" tab. They persist daily.
• Automated Feed: The Journal automatically pulls in every trade entry and exit for the selected date, creating an instant timeline of your day.
• Discipline Tracking: You must answer: "Did you follow your rules today?"
  • YES: Marks the heatmap Green.
  • NO: Marks the heatmap Red. A checklist of your rules appears, forcing you to check off exactly which rules you broke.

Mastering Execution Discipline

Trading success is not just about having a strategy; it is about the ability to execute that strategy consistently without emotional interference. The Behavior Tab (Execution Discipline) is a dedicated workspace in RiskDesk designed to quantify your psychology.

RiskDesk can sync data between devices using your personal Google Drive as the database. You own the infrastructure.

function doPost(e) {
  try {
    var data = e.postData.contents;
    var fileName = "riskdesk_data.json";
    var files = DriveApp.getFilesByName(fileName);

    if (files.hasNext()) {
      files.next().setContent(data);
    } else {
      DriveApp.createFile(fileName, data, MimeType.PLAIN_TEXT);
    }

    return ContentService.createTextOutput("Saved").setMimeType(ContentService.MimeType.TEXT);
  } catch (err) {
    return ContentService.createTextOutput("Error: " + err.toString());
  }
}

function doGet(e) {
  try {
    var fileName = "riskdesk_data.json";
    var files = DriveApp.getFilesByName(fileName);

    if (files.hasNext()) {
      var data = files.next().getBlob().getDataAsString();
      return ContentService.createTextOutput(data).setMimeType(ContentService.MimeType.JSON);
    } else {
      return ContentService.createTextOutput("{}").setMimeType(ContentService.MimeType.JSON);
    }
  } catch (err) {
    return ContentService.createTextOutput("Error: " + err.toString());
  }
}

Cloud Setup Scenarios

Important Caveats

• The "Open Tab" Rule: If you leave RiskDesk open on your Laptop while you trade on your Phone, the Laptop won't know about the Phone's trades. Always refresh or click Sync when switching devices.
• Images are Local: To keep sync fast and free, chart screenshots are stored on your specific device, not in Google Drive.
• Offline Mode: You can trade offline. When you return online, click Sync to push your changes to the cloud.

If you're currently using Google Cloud Sync and want to switch to the Cloud Database, follow these steps carefully. The key principle is: migrate from the device that has your most up-to-date data.

Data Sovereignty

• Local Mode: Data lives entirely on your device in your browser's cache. We cannot see, access, or recover it.
• Google Drive: Data syncs to YOUR Google Drive via a script you control. We have no access to this data.
• Cloud Database: Data is stored securely on our servers in a UK datacentre. Protected by encryption in transit (TLS) and at rest (AES-256), with per-user isolation. You can export or delete your data at any time from Settings.
• Images: In Local and Google modes, screenshots stay on your device only. In Cloud Database mode, images are synced to the cloud so they're available on all your devices.
• API Keys: Your Alpaca and Finnhub API keys are never uploaded to any cloud service. They remain in your browser only.

Sharing Features

• Privacy Mode

  Tap the Eye icon in the top header. This blurs all dollar/currency values across the Logs, Stats, and Journal. Ideal for working in public or sharing screens.

• Social Sharing

  Tap the Camera icon on any Log row, Stats card, or Journal page to generate a clean, branded image formatted for X (Twitter) and Discord.

Download this sample data file to easily see how RiskDesk logs, statistics and journal features look when full of trade data. When you're ready to start your own, use the Factory Reset function in Settings.