Strategy Builder
Configure a new strategy top-to-bottom · save it or fire it straight to the broker.New Strategy
1 Strategy
name your strategy and (optionally) start from a template
Name your strategy descriptively (shown in the Strategies page).
Symbol is the underlying — every Step-2 instrument inherits it; override per-row if you need to mix.
Template seeds Steps 2-6 with a recipe; tweak any field afterwards.
2 Instruments to watch
each becomes a referenceable symbol in conditions (e.g. NIFTY.EMA(10), STRADDLE.LTP)
3A Entry conditions
when should the strategy fire?
Combine
With AND, every row must fire. With OR, any one fires the entry.
3B Exit conditions
close the trade when the market says so (technical exits)
Combine
When ANY (OR) / ALL (AND) of these fire mid-trade, every open leg is squared off.
Leave empty and the strategy stays open until SL / Target / Trailing-SL / Square-off Time / contract expiry / manual close.
3C BTST / STBT
overnight hold — enter today, exit next trading morning
BTST = Buy Today Sell Tomorrow · STBT = Sell Today Buy Tomorrow.
With both times set, entry/exit conditions in 3A/3B are not needed — the legs execute at Start Time
today and square off at Exit Time the next trading day. If 3A/3B conditions ARE set, they still gate the
entry within the Start Time → Exit Time window. Leave both blank to skip overnight semantics entirely.
4 Strategy Legs
one row per order. Click ⚙ settings on a row to expand SL/Target/Trail/Actions.
| Leg ID | Idle | Hedge | Side | Fut/Opt | Type | Strike Selection | Strike Value | Expiry Selection | Expiry | Qty (Lots) |
|---|
5 Strategy Risk Settings
basket-wide Wait & Trade · Stoploss · Target · Trailing · Rollover
Contract Rollover
Strategy Risk Settings
Basket-level Wait-and-Trade. Per-leg Wait & Trade wins — if any leg has its own wait_trigger_px, this combined wait is skipped basket-wide.
SL
× ATR(
)
then
Combine
With OR, any one condition firing runs its action. With AND, the basket exits only when every condition is true together.
What this means
(set Combined SL above — preview rebuilds as you type)
TGT
× ATR(
)
then
Combine
With OR, any one condition firing books the basket. With AND, the basket books only when every condition is true together.
What this means
(set Combined Target above — preview rebuilds as you type)
favourable MTM ₹ before trailing starts
for every Step₹ of further favourable move…
…raise the trail floor by Lock₹
What this means
(enable trailing and fill Trigger / Step / Lock to arm it)
6 Execution
how orders are sent · risk · timing · order knobs
Order sequencing & failure policy
How entries are sequenced.
buy_first avoids the SPAN spike when selling naked options.Which price defines ATM.
Futures/Synthetic use the forward (premium/discount to spot) — e.g. spot 20000 but futures 20080 picks a higher ATM strike. Backtest: spot uses the cash series, futures/synthetic use the archived synthetic-future.Pause after BUY fills before placing SELLs (buy_first only).
0 = back-to-back.cancel_all unwinds the already-placed legs (safest). keep_placed trades a partial basket.Used only by
retry_failed. After this many attempts, the policy falls back to cancel_all.Risk + Timing
All four are 0-disabled. Spike ignores SL on freak ticks. Spread/Premium-Gap refuse entry in thin / mispriced markets. Slippage emits a warning when fills diverge.
Days + Capital Sizing
Notifications
Bot token + chat_id set in
config.yml → notify.telegram. Empty config = log-only.Order type / Product
7 Strategy Summary
consolidated view of every variable you've set — open to verify before saving
Show summary
8 Save strategy
Save this recipe — then assign it to a Broker Account (and optionally a Portfolio) to run it.
Strategy View
Two views of the same data — by strategy, or grouped by broker account. 🔗 Broker deploys to an account; 📦 Portfolio optionally groups. Expand any row for its positions, orders, trades & logs.no saved strategies — open Builder and click 💾 Save Strategy
Broker Accounts
Connect once, trade everywhere — accounts are shared across Options, Trade & Algo. Enable an account to let live strategies place orders through it; copy-trading mirrors them to your other accounts.Copy Trading
Place once on the leader; the engine mirrors to followers with a size multiplier. Accounts are managed on the Broker Accounts page.loading…
⇄ Copy Trading settings
Followers & multipliers — when you trade on the leader, each enabled follower gets leader lots × multiplier. (The leader can't follow itself.)
Add Broker Account
Credentials live in the engine's SQLite store and are masked in every read response. Kite Connect requires API Key + Secret from kite.trade; Access Token expires daily and must be refreshed.
Portfolios
Deploy saved Strategies on a Broker with a Multiplier. Portfolio-level risk caps stop the whole container when the daily loss cap is hit.no portfolios yet — click + New Portfolio to create one
Signals
Create a signal → it gets its own webhook URL. Send it from TradingView, Python, Amibroker, NinjaTrader or any program (or fire it manually). On hit, the linked strategies run / square-off on their broker accounts. We only receive signals — we don't generate them.Signal Configuration
Strategy Selection
| Strategy | Signal Types | Remove |
|---|---|---|
| add a strategy to configure its signal types | ||
Signal types fire in the order shown — e.g. Long Exit, Short Entry closes longs first, then opens shorts.
Link Brokers
| Strategy | Broker Accounts (× multiplier) |
|---|---|
| add a strategy first | |
Signal Dashboard
no signals yet — name one above and Save Signal Config
Cumulative Signal Logs
no logs available
New Portfolio
A Portfolio bundles one or more saved Strategies, each pinned to a Broker with a size Multiplier. Risk caps below stop the whole container when breached — the engine will not start any further Strategy in this Portfolio for the day.
Assign Broker
Assign one saved Strategy to one Broker Account with a size Multiplier. The Multiplier scales the leg lots and any ₹-based SL / Target (PNL-mode rungs); points / % / underlying-move / delta stay unchanged. Each broker account can be used once per strategy — no duplicate deployments.
Assign Broker
Run this strategy live through one or more Broker Accounts. The Multiplier scales leg lots and any ₹-based SL / Target; points / % / underlying-move / delta stay unchanged. No portfolio needed — assign a broker and you're done.
Current broker assignments
Include Strategy
Group a saved Strategy into this Portfolio. This is organisation only — the strategy goes live once you Assign Broker. Portfolio risk caps then apply to all its deployed strategies.
Webhook
Fire a saved portfolio from TradingView, Chartink, or any HTTP source.Your endpoint
Send
POST naming a saved strategy + an optional signal. Any {{signal.<field>}} placeholder in the strategy's saved params is filled from the signal before it runs — so one template runs with whatever the alert sends (symbol / qty / side / strike / legs).Build your trigger
Pick a saved strategy, choose what the signal should carry, and copy the generated URL + body straight into TradingView / Chartink / your script. Fields you leave blank are omitted.
1 · Webhook URL (TradingView "Webhook URL" field)
2 · JSON body (TradingView alert "Message" box)
3 · curl (test from any terminal — fires the strategy for real)
Sample template — copy & fill ● mandatory ● optional
Directional — Futures / Cash
{
"saved_strategy": "my_template", // required — saved strategy name
"broker_id": "paper", // optional — broker override
"signal": {
"symbol": "TCS", // your {{signal.symbol}}
"instrument": "FUT", // FUT (front month) | EQ
"side": "BUY", // BUY | SELL | EXIT_BUY | EXIT_SELL
"qty": 1, // lots (FUT) / shares (EQ)
"sl": 10, // optional — stop-loss in points
"tgt": 20, // optional — target in points
"trail": "5/3" // optional — trail step/jump (pts)
}
}
Options — multi-leg
{
"saved_strategy": "my_template", // required
"broker_id": "paper", // optional
"signal": {
"underlying": "NIFTY", // NIFTY | BANKNIFTY | SENSEX | <stock>
"legs": [
{ "side":"BUY", "qty":10, "type":"PE", "strike":"ATM", "expiry":"current" },
{ "side":"SELL", "qty":10, "type":"CE", "strike":"ATM+2", "expiry":"current" }
]
// side BUY|SELL · type CE|PE · strike ATM / ATM±n / 23500 · expiry current|next|YYYY-MM-DD
}
}
Only
saved_strategy is truly required. The signal fields are whatever {{signal.*}} placeholders your strategy uses — these two are the recommended shapes. Copy gives clean comment-free JSON ready to paste into TradingView / Chartink / your script.Body
{
"saved_strategy": "my_template", // saved strategy to fire
"broker_id": "paper", // optional broker override
"signal": { … } // fills {{signal.*}} in the template
}
Signal — Directional (Futures / Cash)
"signal": { "symbol":"TCS", "instrument":"FUT", "qty":1,
"side":"BUY", "sl":10, "tgt":20, "trail":"5/3" }
// instrument: FUT (current month) | EQ · qty: lots (FUT) or shares (EQ)
// side: BUY | SELL | EXIT_BUY | EXIT_SELL · sl/tgt/trail in points (optional)
Signal — Options (multi-leg)
"signal": { "underlying":"NIFTY", "legs": [
{ "side":"BUY", "qty":10, "expiry":"2026-06-23", "strike":"ATM", "type":"PE" },
{ "side":"BUY", "qty":10, "expiry":"2026-06-23", "strike":23500, "type":"CE" }
] }
// strike: absolute (23500) or relative (ATM, ATM+2…) — engine resolves ATM from live spot
Wiring placeholders in the Builder
Build a strategy and set the fields you want signal-driven to placeholders — e.g.
"qty":"{{signal.qty}}",
"strike_offset":"{{signal.offset}}",
or the whole "legs":"{{signal.legs}}" — then Save it. The webhook fills them per call.Example
curl -X POST <your-webhook-url> \
-H "Content-Type: application/json" \
-d '{ "saved_strategy":"my_template", "broker_id":"paper",
"signal": { "underlying":"NIFTY",
"legs":[{"side":"BUY","qty":10,"expiry":"2026-06-23","strike":"ATM","type":"PE"}] } }'
Backtest
Backtest History
Every backtest you run is saved here. Click any row to reload the full report — no need to re-replay the bars.| Run (IST) | Strategy | Symbol | From → To | Cost / Slip | Net PnL ₹ | Trades | Win % | Max DD ₹ | Actions |
|---|---|---|---|---|---|---|---|---|---|
| No backtests yet — run one from the Backtest tab. | |||||||||
Stats
Live performance from every executed run — overall, per portfolio, per strategy. Captured automatically when a run finishes; gate-blocked runs are excluded from the metrics.Equity curve
cumulative realized P&L by day, with the drawdown band — same read as the backtest report.loading…
Portfolio level
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Holding-time analysis
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Strategy level
click a strategy for its run-by-run drill-down
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Historical Charts
Replay any trading day's CE / PE option candles and combined premium straight from the bar archive, with backtest entry/exit markers. Cursor is synced across all three charts.Pick a date and click Load charts, or click a backtest day row below.
| Date | ATM | Expiry | DTE | Open | Close | Reason | PnL ₹ | Cum PnL ₹ | DD ₹ | Legs (entry → exit) |
|---|---|---|---|---|---|---|---|---|---|---|
| Select a backtest result above to see its per-day trades. Click any row to load that day's CE/PE + combined charts with entry/exit markers. | ||||||||||
Risk Settings
Per-user daily loss kill-switch + trade count cap. Resets at IST midnight.Limits
When realized P&L falls below −X, kill-switch trips: running strategies flatten, new ones refused.
Per-Broker Hard Limits
Caps applied to every strategy routed through a broker account — across all portfolios.
Daily Loss Cap — when today's combined P&L across the account drops below −X, every live run on it is squared off and no new runs launch until IST midnight.
Max Concurrent — refuse to launch a new run once this many are already live on the account.
Capital Cap — refuse an order whose margin would push exposure past this. 0 = no limit.
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Today's state
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