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Help Centre 130 guides across 27 topics

Everything you need to master TradeLyser

Connect your broker, import your trades and get the most from your journal, reports and LYSA AI, with step-by-step guides and screenshots.

130Step-by-step guides
27Topics, from setup to AI
17Brokers with auto-sync
Any brokervia the CSV import template
Built for India's brokers

Bring your trades from any Indian broker

Auto-sync with 17 brokers and platforms, file upload for more, and a CSV template for every other broker.

5paisa
AC Agarwal
Aditya Birla Capital
AliceBlue
Anand Rathi
Angel One
Astha Trade
Axis Direct
Bajaj Finserv
BEELine
BlinkX
Choice
Definedge
Dhan
Duck
Edelweiss
Espresso
Finvasia
Firstock
Flattrade
Fyers
Geojit
Groww
HDFC Securities
ICICI Direct
IIFL Capital
Indiabulls
INDmoney
Jainam
Karvy
Kotak
Mastertrust
Mirae Asset
Monarch
Motilal Oswal
mStock
Neostox
Nirmal Bang
Nuvama
Partner
Paytm Money
ProStocks
Religare
RMoney
Sahi
Samco
SAS Online
SBI Securities
Share.Market
SMC
Trade Smart
Tradingo
Upstox
Ventura
Zebu
Zerodha
Broker guides

Find your broker's setup guide

Pick your broker to see how it connects, what it supports and the guides to follow.

All supported brokers →
Auto-syncFile upload only
Zerodha

Zerodha

● Auto-syncFile uploadCSV template
Instruments supported
StocksOptionsFuturesCurrencyCommodity
Guides
Connect Zerodha to TradeLyser (Kite API)→Import Zerodha trade history (Console)→Trades not syncing? Fix broker sync→
New here?

Set up TradeLyser in four steps

Follow these in order and your journal is ready in about 10 minutes.

Read the Quickstart →
  1. 1

    Create your account

    Sign up with email or Google and start your free trial.

    Sign-up guides →
  2. 2

    Connect your broker

    Auto-sync your trades, or import a file from your broker.

    Broker guides →
  3. 3

    Set fees and tax

    Add your brokerage and charges so your net P&L is right.

    Fees and tax settings →
  4. 4

    Review your trading

    Read your dashboard, reports and LYSA's review of your trades.

    Reports guide →
Explore the docs

Browse by what you want to do

21 guides

Connect and import trades

Auto-sync your broker, upload files or use the CSV template, and keep your history complete.

ZerodhaUpstoxAngel OneDhanFyersGrowwand 12 more
14 guides

Dashboard and widgets

Build your layout and read Net P&L, Win %, Lyser Score and more.

6 guides

Reports and Trade Insights

See where your P&L comes from: expectancy, streaks, edge map and weekly brief.

5 guides
✦

LYSA AI and Mentor Hub

Get LYSA's review of your trading, and share your journal with a mentor.

7 guides

Strategy Lab and replay

Build strategies, replay trades bar by bar and backtest on history.

9 guides

Journal and discipline

Daily journal, notebook, discipline rules and your daily checklist.

All 27 topics

01Getting started202Account and sign-in903Broker integration1204Trade import905Trades management806Open positions307Dashboard808Widgets609Daily journal210Notebook311Discipline diary212Calendar and checklist213Reports and analytics214Trade Insights415LYSA AI analytics116Strategy Lab417Trade replays and backtesting318Wealth Hub419Mentor Hub and mentees420Settings1121Plans and billing722Notifications323Theme and layout324Privacy and security325Mobile326Bulk and advanced actions527Troubleshooting7
Troubleshooting

Something not working?

The fixes people need most, in one place.

Contact support →
Trades not syncing?Fix broker sync
Broker connection failed?How to fix it
Incorrect P&L?Check fees, tax and duplicates
Missing trades?Find them
CSV import errors?Fix your file
Dashboard not loading?Fix it fast

Learning trading, not just the app?

Concepts, strategy guides and free tools live on the main site.

Learn hubJournaling, review, strategyGlossaryTrading terms explainedFree templatesExcel journals, checklists

Still stuck?

Our team will help you get set up, or answer questions about your account.

Contact supportRead the FAQ