Track option expiry dates, trade review schedules, SIP due dates, earnings announcements, and personal trading tasks — all in one organized dashboard.
In the markets, forgetting a key date — option expiry, earnings announcement, SIP due date — can mean real financial loss.
Option contracts expire worthless when you forget to exit or roll over positions before expiry day.
You planned to check whether to hold or exit before the quarterly result — and completely forgot the date.
Missing a mutual fund SIP date disrupts your investment schedule and long-term compounding effect.
Without scheduled review sessions, most traders don't analyze their own performance and repeat mistakes.
LeadWix lets you add any trading-related task — option expiry, result date, SIP schedule, trade review — and reminds you at exactly the right time.
Add NIFTY/BANKNIFTY expiry, stock earnings, and dividend ex-dates. Get reminders a day before.
Set weekly trade journal reviews, monthly portfolio analysis, or quarterly rebalancing reminders.
Add trade notes, strategy rationale, and analysis alongside each task for future reference.
Add weekly or monthly option expiry dates with custom alerts 1–2 days before.
Log quarterly earnings dates for stocks you track. Get reminded before results are declared.
Set recurring monthly SIP reminders for multiple mutual funds with investment amount notes.
Attach notes, screenshots, and entry/exit rationale to each task entry.
Create a morning checklist — market open tasks, pre-market analysis reminders, and end-of-day reviews.
Get push notifications and email alerts for your most critical trading reminders.
Select task type — option expiry, earnings, SIP, trade review, or custom.
Enter the event date. Add notes — your position size, strategy, or any specific action needed.
Get reminded same day, 1 day before, or 3 days before the event — your choice.
Receive alert, check your notes, and take the planned action. Mark done when complete.
Option expiry, earnings results, or SIP dues — all tracked automatically.
Scheduled review reminders help you analyze performance and improve consistently.
Check your trading tasks between market hours. No desktop required.
No subscription needed to get started. Upgrade when you need unlimited tasks.
Join Indian traders who use LeadWix to stay disciplined and organized. Free to start.
Start Using LeadWix Today →"I track F&O expiry dates, SIP due dates, and client portfolio reviews all in one place. LeadWix replaced my messy Excel tracking system completely."
"Missing a contract expiry cost me ₹50,000 once. Now LeadWix alerts me 7 days before every deadline. It has literally paid for itself."
"I manage 200+ sub-broker clients. LeadWix's email reminders help me send portfolio review alerts to all of them without typing a single message."
Reminders are just one of nine modules. Capture leads, run a Kanban pipeline, handle every email from one inbox, and let Wisp AI score & reply for you.
Drag-and-drop Kanban with stages, owner assignment and AI lead scoring out of the box.
Reply to every conversation from one Gmail-style inbox shared across your team.
AI suggested replies, lead summaries, intent detection — in English, Hindi or Hinglish.
Multi-step email drip campaigns with conditional branches and quiet hours.
Drop a 1-line script on any website to capture leads straight into your pipeline.
Refer LeadWix and earn 30% commission for 12 billing cycles per customer.
Pune is an education and IT hub around Hinjewadi and Kharadi, with a large base of independent consultants. For a stock trader working here, that means a steady flow of clients — and follow-ups that are easy to lose track of once the list grows past a few dozen.
Rupee pricing, GST-compliant invoices and Indian date formats — no currency conversion or workarounds for a stock trader operating in Pune.
Set a reminder once and LeadWix emails your Pune clients on schedule, so nothing slips while you are busy with actual work.
Check today's follow-ups between meetings anywhere in Pune — LeadWix runs in the browser with nothing to install.
Also available for stock traders in Mumbai, Ahmedabad, Surat, Nagpur.
Purpose-built follow-up and reminder workflows for 13+ professions across India