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
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.
SL1
× ATR(
)
exit
% of basket
then
eval
What this means
(set Combined SL above — preview rebuilds as you type)
TGT1
× ATR(
)
book
% of basket
then
eval
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.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 Run or save
click Start to run live, or Save to keep config for later
Active Strategies
Running, paused, or recently finished. Click one to inspect legs and the event log.Strategies
no strategies yet
Detail
select a strategy above
Event Log
Saved Strategies
Saved Builder recipes. Load to edit, Clone to fork, Run for a quick test. Use the Portfolios page to deploy these on a broker with a multiplier.no saved strategies — open Builder and click Save Strategy
Broker Accounts
Brokerage routes a Portfolio slot can pin a Strategy to. Credentials stay server-side and never appear in the UI after save.no broker accounts yet — click + Add Account to create one
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
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.
Add Slot
A Slot pins 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.
Webhook
Fire a saved portfolio from TradingView, Chartink, or any HTTP source.Your endpoint
Send
POST with body: { "portfolio":"name", "broker_id":"paper", "context":{} }Example (TradingView alert webhook URL)
curl -X POST <your-webhook-url> \
-H "Content-Type: application/json" \
-d '{ "portfolio": "short_straddle", "broker_id": "paper" }'
Backtest
Replay a saved strategy against the historical 1-minute bar archive. MVP supports TIME-gated entry + per-leg %-SL/TGT + combined INR caps + fixed square-off. Indicator-based conditions are deferred.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. | |||||||||
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.
Today's state
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