How to Use PanamAI

Open panamai.in/register in your browser.

Enter your full name, email address, and a password (minimum 6 characters). Click "Create Account".

Go to panamai.in/login, enter your email and password, and click "Sign In".

On either the /register or /login page, click the "Continue with Google" button.

Select your Gmail account from the popup. This also automatically enables Google Sheets sync.

At the top, you'll see whether NSE/BSE is Open or Closed. Click the badge to expand and see all global markets (NYSE, LSE, Crypto, Forex) with their status and timers.

Scroll down to the Market Overview section. It shows live prices for major indices like NIFTY 50, Bank Nifty, S&P 500 etc.

The "Choose Your Platform" section has 4 cards. Click "Trading Dashboard" to go to the trading cockpit, or "Financial Dashboard" for your portfolio.

Scroll to the bottom to find the contact form. Use it to send feedback, report bugs, or request features.

Before taking any trade, go through the 5-point checklist on the left. Tick each box: trend alignment, price near key level, volume expansion, OI confirmation, and risk-reward ≥ 1:2. This enforces discipline.

The Trading Rules card reminds you of your limits: max 2 trades/day, 0.5-1% risk per trade, 2% daily max loss, no trades after 2:45 PM.

See your 8 core stocks (HDFC Bank, ICICI Bank, Reliance, etc.) with lot sizes and current prices. These are the instruments you focus on.

The Strategy Playbook at the bottom shows pre-defined setups (Breakout Long, VWAP Bounce, Iron Fly) with exact entry, stop-loss, and target rules.

Scroll further down to see your Journal Analytics — the same charts from the full journal. Review past performance before the market opens.

Click the blue "+ Add Trade" button in the top-right. A form modal opens.

Fill in the fields:

• Buy Date — Pick the date you entered the trade.
• Broker — Type your broker name (e.g., Zerodha, Upstox).
• Symbol — Select from the dropdown (30+ instruments including NIFTY, BANKNIFTY, RELIANCE, etc.).
• Type — Choose CE, PE, FUT, EQ, or Intraday. If you pick EQ or Intraday, the Expiry and Strike fields are automatically disabled.
• Expiry & Strike — For options/futures, pick the expiry date from the calendar and enter the strike price.
• Quantity, Buy Price, Sell Price — Enter the numbers.
• Charges — Enter brokerage + taxes.
• P&L — Leave blank to auto-calculate, or enter manually.

Toggle between Intraday (sell date = same as buy date) and Normal (you pick a separate sell date). For normal orders, a Sell Date picker appears.

Click "Add Trade". The trade appears in your journal table with auto-calculated P&L and a Win/Loss status badge.

Use the search bar at the top of the table. Type any keyword — symbol, broker, type — and the table filters instantly.

Click a column header (Buy Date, Symbol, P&L, etc.) to sort ascending. Click again for descending. Date columns sort chronologically, not alphabetically.

At the bottom-left of the table, use the dropdown to show 10, 25, 50, or 100 trades per page. Use the page navigation arrows to move between pages.

Click the trash icon on a row. Confirm the deletion. If the trade came from Google Sheets, it is only removed locally — it reappears on the next sync.

Tick the checkboxes on multiple rows, then click "Delete Selected". You'll see a confirmation showing how many are sheet-synced vs. local.

If you registered with email/password, go to panamai.in/platform/settings and click "Connect Google Account". If you signed up with Google, you're already connected.

On the Journal page (panamai.in/platform/journal), click the "Google Sheets" button at the top. A panel opens.

Open your Google Sheet in a browser. Copy the long ID from the URL (the part between /d/ and /edit). Paste it into the "Sheet ID" field and click "Save".

Click "Init Sheet Headers". This writes the 13 required column headers to row 1 of your sheet: Date, Broker, Symbol, Expiry, Strike, Type, Quantity, Buy Price, Sell Price, Charges, P&L, Order Type, Sell Date.

Click "Import from Sheet". All trades from your Google Sheet are pulled into the journal. Local trades you added manually are preserved. Duplicates are automatically skipped.

Click "Export to Sheet". Only trades you created locally in the journal are appended to your sheet. Existing sheet data is never overwritten.

Click "Full Sync (Merge)" for a bidirectional merge. The system reads the sheet, combines with your local trades, removes duplicates, and writes the merged result back. If the merge result is empty, the sheet is NOT cleared (safety net).

On the Journal page, click the "Analytics" tab (next to"Trades"). You need at least a few closed trades (with sell prices) to see charts.

At the top, 6 metric cards show: Win Rate, Net P&L, Expectancy (avg P&L per trade), Profit Factor (gross wins / gross losses), Best Trade, and Worst Trade.

Scroll down to see all interactive charts. Each is clickable and zoomable:

Below the charts, find Stock-wise Performance (P&L per stock) and Trade Type Performance (win rate per type).

Click "Import CSV" and upload a CSV file from your broker. The file should have columns for Symbol, Quantity, and Average Price. Holdings appear in the table with live prices.

Click "Connect Broker" and select your broker (Upstox, Zerodha, Dhan, Angel One). Follow the OAuth flow to link your account. Your holdings sync automatically.

The dashboard shows your total portfolio value, today's P&L, and each holding's current price, gain/loss, and allocation percentage.

Below the table, a visual heatmap shows green (up) and red (down) blocks for each holding, sized by allocation.

Click the "Risk" tab at panamai.in/platform/portfolio/risk to see concentration analysis and risk indicators.

Click the tabs at the top: NSE F&O (all F&O stocks), Indices (NIFTY 50, Bank Nifty, S&P 500...), Commodities (Gold, Silver), Forex (USD/INR, EUR/USD...), Crypto (BTC, ETH, SOL...). Each shows live prices with colour-coded changes.

Click "+ New Watchlist". Name it (e.g.,"My FnO Picks"). Type stock symbols into the search box and add them. Your watchlist is saved locally.

Clicking a stock symbol anywhere in the watchlist takes you to its detailed asset page with charts, quotes, and company info.

See the Market Mood Index at the top, followed by live prices for major indices. Green/red indicators show the day's direction.

Scroll down for top gainers/losers and the news feed section.

Click one of the screen tabs: Top Gainers, Top Losers, 52-Week High, 52-Week Low, High Volume, or Near Support. Results load instantly from live NSE data.

Click column headers to sort by price, change %, volume, etc. Click any stock symbol to open its asset page.

Use the tabs at the top to switch between NIFTY 50, NIFTY BANK, NIFTY IT, and NIFTY NEXT 50.

Green blocks = stock is up today. Red blocks = stock is down. The size of each block represents market weight. Hover over any block to see the exact price and change percentage.

Click any stock block to navigate to its detailed asset page with charts and quotes.

The main chart shows OHLCV candlestick data. It loads historical data from Yahoo Finance and updates in near real-time.

Above the chart, see the current price, daily change (green/red), and key stats: Open, High, Low, Close, Volume, 52-Week Range.

Use your mouse scroll to zoom in/out on the chart. Click and drag to pan across dates.

Look for the floating chat bubble in the bottom-right corner of any page. Click it to open the AI chat panel.

Type any finance or trading question, e.g., "What is a straddle?", "Explain RSI", "How to calculate position size?". The AI is tuned for markets in India.

If you're not sure what to ask, click one of the pre-built suggestions shown above the text box.

The AI responds with formatted text, bullet points, and code blocks. Scroll through for a complete explanation.

Click "+ Create Alert". Enter the stock symbol, choose a condition (Above, Below, or % Move), set your target value, and save.

Active alerts appear under "Active". When triggered, they move to the "Triggered" section with a timestamp.

Click the trash icon on any alert to remove it.

Under "Appearance", choose Light, Dark, or System (follows your OS setting).

Click "Change Password". Enter your current password, then your new password twice. This only works for email/password accounts.

If you signed up with email/password and want Google Sheets sync, click "Connect Google Account" and complete the OAuth flow.

Toggle email alerts and notification settings on or off.