📈 Open Positions
| Symbol | Side | Qty | Entry | P&L |
|---|
📋 Today's Plan
| Symbol | Dir | Entry | Prob | Status |
|---|
📋 Day Plan
| Symbol | Direction | Strategy | Entry | SL | Target | Qty | R:R (Net) | Est. Costs | Broker | Prob% | Status | Actual P&L | Actions |
|---|
📈 Live Positions
| Symbol | Side | Qty | Entry | Current | P&L | % | SL | TP | Trail | Product | Strategy | Broker | Since |
|---|
📑 Order Book
Orders
| Symbol | Side | Type | Qty | Price | Filled | Avg Fill | Status | Broker | Fees | Product | Time |
|---|
💰 Trade Journal
| Symbol | Side | Qty | Entry | Exit | Gross | Fees | Net P&L | % | Strategy | Broker | Duration | Closed |
|---|
🧠 Strategy Performance
| Strategy | Weight | Trades | Wins | Losses | Win Rate | Total P&L | Avg P&L | Streak |
|---|
📡 Live Activity Feed
💼 Portfolio
💼 Holdings (Delivery / CNC)
| Symbol | Qty | Avg Price | CMP | Invested | Current | P&L | P&L % | Broker |
|---|
📈 Open Positions (Intraday)
| Symbol | Side | Qty | Avg Price | CMP | P&L | Product | Broker |
|---|
💰 Funds
| Broker | Available Cash | Used Margin | Total Value |
|---|
🤖 Post-Market Analysis
🚀 Next Session Picks (Quant Scored, Net of Costs)
| Symbol | Score | Dir | Strategy | Entry | SL | TP | R:R (Net) | Prob% | Qty | Alloc | Sector | Signals |
|---|
🔎 Full Scan (Top 10 by score)
| Symbol | Score | Dir | Close | RSI | ADX | R:R | Prob% | Signals |
|---|
🌎 Sector Exposure
| Sector | Weight% | Invested | Current | P&L | Stocks | Symbols |
|---|
📋 Today's Activity Summary
📜 System Logs
🔑 Broker API Configuration
🔴 Zerodha (Kite Connect) ● Disconnected
📋 Enter on Zerodha Developer Portal
Go to developers.kite.trade/apps → Select your app → Update these fields:
🟠 ICICI Direct (Breeze) ● Disconnected
📋 Enter on ICICI Direct API Portal
Go to api.icicidirect.com → Register App (or edit existing) → Fill these fields:
🤖 Gemini AI (Market Summaries)
☁️ Deployment Summary
Quick reference of all URLs your brokers need. Update these when your deployment URL changes (e.g. localhost → Azure).
| Broker | Field | Value |
|---|
⚙ My Investment Settings
💰 Your Capital
Tell the bot how much money it can use and from which broker account. Everything else is handled automatically.
Example: 150000 = ₹1.5 lakh, 500000 = ₹5 lakh
This is YOUR limit — set it ≤ your broker balance.
Connect the broker in the Portfolio tab first.
Live: Places real orders with real money.
💡 Quick Capital Examples
📖 What Happens With Your Capital
➤ The bot never risks all your capital at once. It spreads it across up to 10 stocks.
➤ Each trade uses ~10% of capital.
➤ Automatic stop-loss on every trade — max loss per trade is limited.
➤ If daily loss reaches 3%, the bot stops trading for the day.
➤ If total drawdown from peak reaches 10%, the bot pauses completely.
🚀 Getting Started
Step 1: Set your capital above and choose your broker.
Step 2: Go to Portfolio tab → click Connect ICICI or Connect Zerodha.
Step 3: Start in Simulate mode to watch the bot trade with paper money.
Step 4: Click Generate Plan (top-right) once each morning.
Step 5: Let the bot run. Check Trade Journal to see results.
Step 6: When you're comfortable, switch to Live mode.
Tip: You never need to click Run Cycle — the brain does this automatically every 30 seconds.