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

Strategy Name

Symbol ⓘ

Template

Strategy Kind

Description

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)

What this means

(no watch instruments yet — conditions can only reference what you add here)

3A Entry conditions when should the strategy fire?

Combine

With AND, every row must fire. With OR, any one fires the entry.

Check Frequency

Preview

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.

Check Frequency

Preview

3C BTST / STBT overnight hold — enter today, exit next trading morning

Start Time

Exit Time

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.

What this means

(both times blank — no overnight hold; the strategy enters and exits the same day)

3D Overnight Protection auto-hedge short legs across the overnight gap

Enable

Strike by

Strikes away

± strikes

Apply at

Remove at

Protects short option legs from overnight gap risk (and reduces peak overnight margin): at the Apply time the engine buys the same quantity further OTM against each open short leg — strike picked by distance, premium, delta, max OI, straddle width or underlying % — — same expiry, freeze-split and rate-limited — and sells the hedges back at the Remove time next session. A short leg exiting (SL/target) takes its hedge with it; hedge P&L is included in the strategy MTM. Requires product NRML; survives engine restarts.

What this means

(overnight protection off — short legs carry the overnight gap unhedged)

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)

What this means

(no legs yet — add one row per order)

4B Strategy Adjustment Conditions modify the LIVE position — roll strikes · re-center on spot · divergence · guards (live only)

Adjust a live strategy's legs without stopping the run — roll a threatened short leg away, roll the winner in, re-center a straddle when spot drifts. Each rule is a section: click "+ Add rule" and pick its type (one rule per type; a duplicate type overrides the earlier card). Rolls close the leg (fill-confirmed) and re-open at the target strike off the live option chain — the rolled leg gets a fresh SL/Target from its new entry. Live only — not simulated in backtests.

Enable rules

Guards — apply to every rule

Min CE−PE strike gap (inversion guard)

Auto-action limit max actions · s apart (per day)

Only sold (SHORT) legs — leg-price & price-band rules act on your sold legs only. Uncheck to also apply them to BOUGHT legs (e.g. a long straddle).

TRIGGERED RULES ADJUST THE LIVE POSITION — orders are placed on this strategy's broker account (paper account → paper orders, real account → real orders). Every rule journals what it did.

What this means

(rules disabled — the position is never auto-adjusted)

5 Strategy Risk Settings basket-wide Wait & Trade · Stoploss · Target · Trailing · Rollover

Contract Rollover

Auto-rollover

Days before expiry

Roll at (IST)

Strategy Risk Settings

Combined Wait & Trade

Combined Wait & Trade i

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.

What this means

(no combined wait — legs place as soon as the entry fires)

Combined Stoploss

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.

Check Frequency

SL Wait (sec) i

What this means

(set Combined SL above — preview rebuilds as you type)

Combined Target

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.

Check Frequency

What this means

(set Combined Target above — preview rebuilds as you type)

Combined Trailing

Trailing enabled i

Profit Locking (₹) i reaches ₹ → lock min ₹

Profit Trailing (₹) i every further ₹ → lift floor by ₹

Trail Trigger (₹) i favourable MTM ₹ before trailing starts

Trail Step (₹) i for every Step₹ of further favourable move…

Trail Lock (₹) i …raise the trail floor by Lock₹

What this means

(enable trailing and fill Trigger / Step / Lock to arm it)

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.

Strategy Name

Account

Profit/Loss

Status

Type

Active only

Deployed

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

Enable copy

Leader account

Followers & multipliers — when you trade on the leader, each enabled follower gets leader lots × multiplier. (The leader can't follow itself.)

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

Signal Name

Pyramid on repeat signals — add another position when the same side fires again while this strategy is already live. Off = the repeat is ignored and logged.

Strategy Selection

Add Strategy

Strategy	Signal Types	Remove
add a strategy to configure its signal types

Click signal types in the order you want them to fire — the number shows the sequence. Click again to remove. Strategies fire top-to-bottom — reorder rows with ▲▼ to e.g. exit one strategy before entering another. Each strategy's line explains what its signal will do.

Link Brokers

Strategy	Broker Accounts (× multiplier)
add a strategy first

Brokers are inherited from each strategy's own assignment — not editable here. To run a strategy on more brokers, assign it to more broker accounts (Portfolios / Builder) or set up Copy Trading.

Signal Dashboard

no signals yet — name one above and Save Signal Config

Cumulative Signal Logs

no logs available

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.

Strategy

Broker (optional)

Signal shape

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

Mode

Strategy

Underlying

From

To

Range

Cost ₹/order

Slippage %

Capital ₹

Intrabar SL

Entry signals (optional) Use rows TV strategy as signal: upload the TradingView Strategy Tester → List of Trades export as-is. Writing your own? Download the template

Parameter sweep — change the settings below, save each combination as a variant, and run them head-to-head against the original. The winner can be applied to this strategy, so you never save a copy of it.

Equity Curve & Drawdown

Performance Metrics

Monthly PnL Calendar

Yearly Summary

Year	Days	Traded	Trades	Win rate	Net PnL ₹	Best day	Worst day	Max DD ₹	Calmar

Day-of-Week Summary

Which weekday earns, which leaks — tune Run-On-Days in the Builder from this.

Day	Days	Traded	Trades	Win rate	Net PnL ₹	Avg / day ₹	Best	Worst	% of PnL

* Sat / Sun rows appear only when the range includes real special NSE sessions — Budget day (01-Feb-2025 Sat, 01-Feb-2026 Sun), Muhurat trading, exchange DR drills.

DTE Summary

Same cut by trading-days-to-expiry (0 = expiry day) — tune the DTE filter from this.

DTE	Days	Traded	Trades	Win rate	Net PnL ₹	Avg / day ₹	Best	Worst	% of PnL

Trade History

Backtest History

Every backtest you run is saved here. Click any row to reload the full report — no need to re-replay the bars.

Strategy Name

Symbol

Result

Run (IST)	Strategy	Symbol	Period	Cost / Slip	Net PnL	Trades	Win %	Max DD	Status	Actions
No backtests yet — run one from the Backtest tab.

✨ AI Access

Connect your AI assistant to FNOTrader MCP — build and backtest strategies by describing them in plain English.

Build & backtest by asking your AI

Connect Claude, ChatGPT or any AI assistant to FNOTrader MCP and describe strategies in plain English — the AI creates them and runs backtests on the same engine, data and credits as this app.

1

Open mcp.fnotrader.com/connect and generate your personal token.

2

Copy the ready-made setup for Claude (web / desktop / Code), ChatGPT or any MCP client shown on that page.

3

Just ask — e.g. "Backtest a NIFTY 09:20 short straddle with 30% SL per leg for 2023–2025" or "Try the same on RELIANCE and sweep the SL at 20/30/40%".

See everything you can ask →

Your usage

loading…

Backtests run by your AI appear in Backtest History here, exactly like runs from this app.

Fair usage applies: 120 AI tool calls/min, 30 backtest submissions/hour, 4 concurrent backtests.

Journal

Performance from every executed run — overall, per portfolio, per strategy. Captured automatically when a run finishes; gate-blocked runs are excluded from the metrics.

Day Summary

Strategy-wise

Strategy	Mode	Accounts	Runs	Orders	Positions	PnL ₹

Account-wise

Account / Strategy	Mode		Runs	Orders	Positions	PnL ₹

Equity curve

cumulative realized P&L by day, with the drawdown band — same read as the backtest report.

loading…

Portfolio level

loading…

Holding-time analysis

loading…

Strategy level

click a strategy for its run-by-run drill-down

loading…

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.

Underlying

Series

Date

TF

Type

CE Strike

PE Strike

Pick a date and click Load charts, or click a backtest day row below.

Backtest result

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.

Marketplace

📘 How it works

Subscribe to a creator's strategy and deploy it on your own broker account — the creator's recipe stays protected; you see every order, position and P&L on your account. Performance shown is computed from the creator's own runs on this platform — never self-reported.

Risk Settings

Per-user daily loss kill-switch + trade count cap. Resets at IST midnight.

Limits

Your personal daily circuit-breaker. Set a rupee loss and/or a trade count that, once hit for the day, squares off all your running strategies and blocks new launches until IST midnight — a hard stop against a bad day running away. Leave a field at 0 to disable that check.

Max daily loss (₹)

When realized P&L falls below −X, kill-switch trips: running strategies flatten, new ones refused.

Max daily trades

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.

loading…

Today's State

A live tally of your real-money trading for the current IST day — this is exactly what the kill-switch above watches. Realized P&L is booked (closed-leg) profit/loss so far today; Trades today counts each executed leg; Kill switch shows OK, or TRIPPED once your Max Daily Loss / Max Daily Trades limit is hit (running strategies flatten and new ones are refused). It resets automatically at IST midnight, or use Reset today to clear it manually.

loading…

Strategy Builder

New Strategy

Strategy View

Broker Accounts

Copy Trading

⇄ Copy Trading settings

Portfolios

Signals

Signal Configuration

Strategy Selection

Link Brokers

Signal Dashboard

Cumulative Signal Logs

Webhook

Your endpoint

Build your trigger

Sample template — copy & fill ● mandatory ● optional

Body

Signal — Directional (Futures / Cash)

Signal — Options (multi-leg)

Wiring placeholders in the Builder

Example

Backtest

Equity Curve & Drawdown

Performance Metrics

Monthly PnL Calendar

Yearly Summary

Day-of-Week Summary

DTE Summary

Trade History

Backtest History

✨ AI Access

Build & backtest by asking your AI

Your usage

Journal

Day Summary

Strategy-wise

Account-wise

Equity curve

Portfolio level

Holding-time analysis

Strategy level

Historical Charts

Marketplace

Profit-share invoices

My subscriptions

Creator profile — shown on every one of your listings; this is your advertisement

List a strategy

My listings

Risk Settings

Limits

Per-Broker Hard Limits

Today's State