The manual. RTFM in the friendliest sense.

Sign up, connect your first broker, take your first chat with StockSage.

• What is UseMoney?
• Your first 5 minutes
• Free vs PRO vs Premium
• Keyboard shortcuts
• Onboarding checklist

OAuth setup, troubleshooting, CSV import, capability matrix per broker.

• Connecting Zerodha
• Connecting Groww
• All 8 brokers · setup guides
• CSV import (any broker)
• Troubleshooting OAuth errors

How chat works, credits explained, cite-and-audit, prompt patterns.

• How credits are spent
• Free chat (Flash) vs research
• Reading a citation
• Best prompts for fundamentals
• Exporting an answer

Holdings reconciliation, XIRR vs TWRR, allocation, drift, corporate actions.

• What is XIRR? (real)
• XIRR vs TWRR vs CAGR
• Allocation drift & rebalance
• Corporate action handling
• Manual tradebook

Build screens, save presets, share, alerts, available indicators.

• Your first scanner
• 70+ technical indicators
• Saving & sharing presets
• Entry / exit alerts
• Sector heatmap

Build no-code strategies, run backtests, read the metrics, walk-forward validation.

• Your first strategy
• No-code rule builder
• Reading a backtest result
• Walk-forward validation
• Sortino vs Sharpe

FIRE math with INR assumptions, SWP modeling, drawdown survival, goals.

• FIRE basics, INR-native
• SWP modeling & survival
• Tax assumptions explained
• Three flavours of FIRE

ITR-ready capital gains, STCG / LTCG split, F&O business income, dividends.

• ITR-2 Schedule CG export
• STCG / LTCG / equity vs MF
• F&O business income
• Dividend TDS reconciliation

OAuth scopes, AES-256-GCM, data residency, MFA, account deletion.

• Read-only OAuth, in detail
• Setting up MFA
• Per-device sessions
• Delete your account
• India-only data residency