Platform Handbook
A practical, step-by-step guide to CalculatorAI — what every tool and feature does, how it works, and how to get the most out of it.
General Overview
Site Overview
A practical map of the whole platform — the product families, how the Free / Pro / 30-day trial system works, where AI lives across every surface, and the typical workflows users move through.
Data Security & Privacy
Exactly how your financial data is protected — encryption, per-user isolation, a read-only AI that never trains on your data, Stripe payments, and full export/delete control.
Asset & Activity Trackers
Trading Journal
Core concepts, the four-tab workspace, how every analytics metric is computed, the AI trade review, and options / forex / futures / stock-specific features.
Portfolio Tracker
How holdings, cost basis, live pricing and XIRR work, the Analytics console, multi-currency and multiple portfolios, dividends, tax reports, and on-chain wallet sync.
Expenses Tracker
Track income and expenses, set category budgets, import statements and scan receipts — how the tracker computes cash flow and what every field means.
Habit Tracker
How daily habits, weekly targets, check-ins, streaks, missed days and review loops work inside the lightweight routine tracker.
QR Codes
Static vs dynamic codes, editable destinations, scan analytics, password protection and privacy.
Invoices Tracker
Core bookkeeping KPIs, collections rate calculation, interactive Payment Calendar tracking, late payment recovery workflows with AI coaching, and email tone optimization.
Document & Billing Tools
Invoice Generator
What an invoice is, required fields, payment terms (Net 30, Due on receipt), tax configurations (VAT vs sales tax vs GST), IBAN routing, and country-specific gotchas.
Quote Template
What a commercial quote is, estimate vs proposal, required fields, quote validity and expiration, scope of work definitions, and converting quotes to invoices.
Purchase Order Template
What a purchase order is, buyer vs vendor roles, Incoterms rules (FOB, EXW, DDP), why PO numbers are crucial for spend control, and avoiding procurement mistakes.
Receipt Generator
What a payment receipt is, required transaction confirmation fields, reconciling cash vs card payments, warranty proofs, and corporate expense guidelines.
Credit Note Template
What a credit note is, billing error adjustments, negative invoices, linking original Invoice References, and tax liability refunds.
Proforma Invoice
What a proforma invoice is, differences from standard and commercial invoices, required customs details, bank letter of credit regulations, and tax compliance.
Delivery Note Template
What a delivery note or packing slip is, sender and receiver details, itemized descriptions, omission of financial fields, and signature proof of receipt.
Debit Note Template
What a debit note is, handling additional B2B charges, billing adjustments, original Invoice Reference mappings, and general ledger compliance.
Timesheet Template
What a timesheet is, tracking hourly billable work, recording regular and overtime hours, matching tasks to projects, and streamlining approvals.
Commercial Invoice
What a commercial invoice is, customs duty calculation guidelines, Incoterms rules, AWB/BL tracking, packaging requirements, and HS classification codes.
More sections — including details on calculators and tools — will be added as the platform grows.