Drishti help
Three apps, one account. The hub connects your broker and your inbox, the Ledger works out what you hold, and Charts puts it on the chart. This page is the reference; each app also has a short guided tour the first time you open it.
The first ten minutes
In order, because each step depends on the one before it:
- Connect a broker on the hub. Nothing shows a live price until this is done.
- Save your PAN in the Ledger's settings. Contract notes are password-protected PDFs and for most brokers the password is your PAN.
- Get your notes in — forward them to your Drishti address, or upload the PDFs by hand.
- Import a tradebook if you have been trading longer than your notes go back. Cost basis is only right if the history is complete.
- Open Charts and turn on your executions.
Connecting a broker
Brokers on the hub. Upstox, Zerodha, Fyers and Dhan are supported. The connection is shared: connect once and both the Ledger and Charts use it.
What the broker supplies:
- Live prices
- The bars behind the chart, including intraday
Per-broker steps
Every broker is set up differently — Upstox is a login, Dhan and Angel One want credentials you create yourself, and two are not connectable yet. Rather than repeat all that here where it would drift out of date, each broker carries its own instructions: open Brokers on the hub and expand “How do I connect…” on the one you want. It links straight to that broker's developer portal where one is needed.
Contract notes
A contract note is the legal record of what you traded, issued by your broker for every day you trade. Drishti reads them to build your ledger — which is why the ledger agrees with your broker rather than with what you remember doing.
By email
Every account gets its own Drishti address, shown under Inbound on the hub. Forward a note to it and the trades appear on their own. Most people set a rule in their mail client to forward anything from their broker.
By hand
Upload the PDFs in the Ledger. Duplicates are detected, so re-uploading the same note changes nothing.
Ledger — what it does
Takes contract notes and tradebooks, matches buys against sells FIFO (first in, first out — the Indian tax convention), and keeps a running cost basis per symbol across every broker you use.
From that it derives open positions, realised P&L per financial year, and unrealised P&L against the live price.
PDF passwords
Broker contract notes are encrypted PDFs. Drishti needs the password or it cannot read them, and the ledger stays empty with nothing obviously wrong. Set these once in Settings:
| Field | Who needs it |
|---|---|
| PAN | Most brokers. This is the default password almost everywhere — set it even if you are unsure. |
| IIFL client code | IIFL only |
| ICICI name + DOB | ICICI, which builds a password from both |
| ICICI password override | Only if yours does not follow the usual pattern |
Imports and tradebooks
Contract notes only go back as far as your broker emails them. A tradebook — downloadable from every broker's reports section — covers the rest.
This matters more than it sounds. FIFO matching needs the whole history: if the buy is missing, the sell has nothing to match against and the position looks wrong. Import the tradebook first, then let the notes keep it current.
The tabs
| Tab | What it shows |
|---|---|
| Dashboard | Overview — value, P&L, recent activity |
| Active | Open positions with average cost and live P&L |
| Closed | Round trips that are fully exited |
| FY | Realised P&L grouped by Indian financial year |
| Corp | Splits, bonuses and other corporate actions |
| Untracked | Holdings your broker reports that Drishti has no trades for — usually history the notes do not cover |
| Mapper | Symbols that changed name, mapped to their current ticker |
| Journal | Your own notes against trades |
| Log | What was imported and what happened to it |
Splits and bonuses
A 1:5 split turns one ₹5,000 share into five ₹1,000 shares. Left alone, that looks like an 80% loss. Drishti restates your holdings when a corporate action happens, and restates your chart drawings and alerts with them.
Only actions dated after a drawing or alert was created are applied to it — a line drawn at today's prices already reflects every split that has already happened.
Charts — the workspace
Left rail: watchlists, indices, objects, alerts. Far-left strip: drawing tools. Top bar: symbol, timeframe, chart type, indicators, layouts.
Watchlists
Three kinds, in the same panel:
- Your own — create with
+, rename by double-clicking the tab, drag the tabs to reorder. - From the Ledger — derived from what you actually hold, and kept current as you trade. Switch them on in the panel's menu.
- Indices — Nifty 50, Bank Nifty, sectoral indices and the rest, by constituent.
Lists are saved to your account, so they are the same on every machine.
Drawings
Trendlines, horizontal and vertical lines, rectangles, Fibonacci retracements and text, from the left strip. Drawings save per symbol and follow your account.
- Favourites — star a tool to put it on the floating quick bar.
- Timeframe scope — right-click a drawing to pin it to one timeframe, so 5-minute lines do not clutter the weekly.
- Styles persist — colour, width and dash carry to the next drawing of that type, on any machine.
Indicators
Indicators in the top bar. Twenty-nine built in — moving averages (SMA, EMA, WMA, VWMA, Hull), bands (Bollinger, Keltner, Donchian), oscillators (RSI, MACD, Stochastic, Stochastic RSI, CCI, Williams %R, ADX, Awesome, ROC), volume (OBV, A/D, Chaikin Money Flow, Relative Volume), plus VWAP, Supertrend, Parabolic SAR, ATR, Ichimoku and Pivot Points.
- Show on — restrict an indicator to certain timeframes, so a 200-day average does not appear on a 5-minute chart.
- Profiles — save a set of indicators under a name and switch the whole set on in one click, from the Objects panel.
Writing your own indicator
Indicators → New script. Describe what you want in plain English and it is written, compiled and put on the chart. What comes back has already been through the compiler — if it did not compile, the errors went back to the model automatically before you saw it.
Example of a description that works well:
Shade the background green when the 10-day moving average
is more than 10% below the price, and red when it is more
than 10% above. 50% opacity.- Every version is kept. The instruction history sits beside the editor and any version can be restored.
- Settings — anything the script declares as an input becomes a field you can change without editing code.
- Stats panels — a script can draw a small table of figures; drag it anywhere on the chart and it stays there.
Your executions on the chart
The receipt icon at the bottom of the drawing strip. Switch it on and every buy and sell is marked on the bar it happened on, with your open quantity and average price shown on the chart.
Layouts and sync
The layout menu splits the workspace into 1×2, 2×1 or 2×2. Save an arrangement by name and it comes back with its symbols, timeframes and indicators.
Sync decides what carries between panes — symbol, timeframe, crosshair, time axis — each independently. All off by default, because a grid is usually several views of different things and silently retargeting three panes destroys a layout you just built.
Alerts
On a price or on any indicator value:
- Crosses above / crosses below — fires on the transition through the level, not while merely beyond it.
- Touches — fires when the level is reached from either side.
Drag an alert line on the chart to change its price. An alert fires once and then goes inactive; re-arm it from the Alerts panel.
Where alerts reach you
- In the app — always, on any open tab.
- Email — a switch in the Alerts panel. Sent whether or not a tab is open, so there is a record.
- This device — a notification even with the app closed. On iPhone and iPad you must add Drishti to the Home Screen first; Safari does not deliver notifications to a browser tab.
Every built-in indicator
Twenty-nine are computed on the server from your broker's bars, plus the Weinstein stage, which is a card rather than a line. All of them are added the same way — Indicators in the top bar — and all of them can be restricted to particular timeframes with show on.
Moving averages
| Name | What it is | Defaults |
|---|---|---|
| SMA | Simple average of the last N closes. The plain one. | 20 |
| EMA | Exponential — recent bars weigh more, so it turns sooner than an SMA of the same length. | 20 |
| WMA | Linearly weighted: the newest bar counts N times the oldest. | 20 |
| VWMA | Weighted by volume, so it tracks the price business was actually done at rather than where it closed. | 20 |
| Hull MA | Two nested weighted averages that cancel most of the lag. Turns fast, overshoots. | 20 |
Bands and channels
| Name | What it is | Defaults |
|---|---|---|
| Bollinger Bands | An SMA with bands at N standard deviations. Widens when closes scatter. | 20, 2.0σ |
| Keltner Channels | An EMA with bands at N × ATR. Widens when bars get big — the better one on a gappy stock. | 20, 2.0×, ATR 10 |
| Donchian Channels | Highest high and lowest low of N bars. At period 252 these are the 52-week high and low. | 20 |
| Pivot Points | Support and resistance from the last completed session, week or month. Standard, Fibonacci or Camarilla. | standard, daily |
| Ichimoku Cloud | Tenkan, Kijun, the projected cloud and the lagging span, all at once. | 9, 26, 52, 26 |
Trend
| Name | What it is | Defaults |
|---|---|---|
| Supertrend | An ATR-based trailing stop that flips side with the trend. | 10, 3.0× |
| Parabolic SAR | Wilder's stop-and-reverse: a stop that accelerates as the move runs. Drawn as two lines, one per side. | 0.02, max 0.2 |
| ADX / DMI | Trend strength with no direction, plus the two directional lines. Above 25 is worth trading; below 20 the DI crossings are noise. | 14 |
| VWAP | Volume-weighted average price, reset each session. Intraday only — there is no session to anchor to on a daily bar. | — |
Oscillators
| Name | What it is | Defaults |
|---|---|---|
| RSI | Ratio of average gains to average losses, 0–100. 30 and 70 marked. | 14 |
| MACD | Two EMAs subtracted, with a signal line and a histogram of the gap. | 12, 26, 9 |
| Stochastic | Where the close sits in the recent range, smoothed. 20 and 80 marked. | 14, 3, 3 |
| Stochastic RSI | The Stochastic of the RSI. Far twitchier than either parent, which is the intent. | 14, 14, 3, 3 |
| CCI | Typical price against its own mean deviation. Mostly lands inside ±100. | 20 |
| Williams %R | The Stochastic upside down, on a 0 to −100 scale. | 14 |
| Rate of Change | Per cent change over N bars. Zero line marked. | 12 |
| Awesome Oscillator | Gap between two midpoint averages, as a histogram coloured by its own direction — a rising bar below zero is the signal. | 5, 34 |
| ATR | Average true range: how far this instrument moves in a bar. A volatility measure, not a direction. | 14 |
Volume
| Name | What it is | Defaults |
|---|---|---|
| Volume | Traded volume with its own moving average. Up and down bars are separately colourable, and the pane can be log-scaled when one event bar dwarfs a year. | MA 20 |
| Relative Volume | This bar against the average of the N before it. A ratio: 2.0 means twice normal on any stock at any price. The baseline excludes the current bar. | 20 |
| OBV | Running total of volume, signed by the direction the close moved. | — |
| Accumulation / Distribution | Like OBV but weighted by where in the bar the close landed, so a doji contributes almost nothing. | — |
| Money Flow Index | RSI with the volume left in. A price push on no volume moves the RSI and barely moves this. | 14 |
| Chaikin Money Flow | The A/D idea as a bounded N-bar ratio, so the same reading means the same thing in different years. | 20 |
Weinstein Stage
A card rather than a line, added from the indicator list like anything else and draggable anywhere on the chart. It classifies the symbol into one of Stan Weinstein's four stages from weekly bars, with a 0–100 score.
| Stage | Meaning |
|---|---|
| 1 — Basing | Sideways after a decline; accumulation |
| 2 — Advancing | Trending up above a rising 30-week average |
| 3 — Topping | Losing momentum, rolling over |
| 4 — Declining | Trending down |
The score matters as much as the stage: Stage 2 at 75 and Stage 2 at 35 are opposite situations. Hover the card for the reasoning and any caveats — a breakout with no base behind it, turnover too thin for volume to mean anything, or under three years of history.
When something is wrong
| Symptom | Usual cause |
|---|---|
| Watchlist shows dashes | Broker token expired. The status bar shows when the last price arrived — reconnect on the hub. |
| Ledger empty after an import | PDF password. Check your PAN in Settings, then re-import. |
| Position quantity looks wrong | Missing history — the buy is not imported. Check Untracked and import a tradebook. |
| Executions not on the chart | Either switched off, or you are on an intraday timeframe. It is daily and above only. |
| No today candle | Broker feed is quiet. The chart refreshes itself within a minute; if it persists, reconnect. |
| Notifications not arriving | On iPhone/iPad, add Drishti to the Home Screen first. Then use Send a test notification in the Alerts panel. |
| A price looks wrong after a split | Check the Corp tab. Actions dated before a drawing was made are not reapplied to it. |
Your data
- Broker tokens are encrypted at rest and never leave the server.
- Market data comes from your broker connection under your own account — it is never shared between users.
- Contract notes are parsed and the trades stored; settings and lists live against your account so they follow you between machines.
Deleting your account
Account on the hub, then type DELETE to confirm. Everything tied to the account goes: trades and contract notes, positions and P&L, watchlists, drawings, indicators and scripts, alerts, broker connections, settings, and the sign-in itself.
It is immediate and there is no undo — there is no backup we can restore you from. Nothing at your broker is touched: your holdings, your orders and their own records are theirs and are unaffected.