Core Philosophy

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 two modes of data storage:

Stats Configuration: Partials Impact

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

RiskDesk connects to APIs to keep your risk data accurate without requiring a monthly subscription.

Live Price Integration (Finnhub)

To enable the Fetch Prices button in the top Risk Bar, you need a free API key.

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: The API 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

Smart Filters (Time Slicing)

The Stats engine now supports powerful time-slicing. You can filter your entire dashboard by:

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

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.

Data Sovereignty

• You Own Your Data: RiskDesk is a "Serverless" application. We do not have a database. We cannot see your trades, account balance, or strategies.
• Storage: Your data lives in your browser's Local Storage (on your actual device) or in YOUR personal Google Drive (if Cloud Sync is active).
• No Recovery: Because we don't have your data, we cannot recover it if you delete it. Maintain regular backups.

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 sample this sample data file to easily see how Risk Desk 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