EQUITY OPERATIONS

Overview

System readiness, market data, trading plan and the next scheduled action.

System Checking… Validating services

Market Data Checking… Validating latest candles

Trading Plan Checking… Loading active plan

Next Event — —

SYSTEM STATUS

Equity services

Runtime health and schedule.

DATA READINESS

Latest market data

Coverage and freshness for shares participating in trading.

Loading market data readiness…

TRADING PLAN

Plan readiness

Plan date, strategy decisions and execution readiness.

Loading Trading Plan…

RECENT ACTIVITY

Operational timeline

Latest data collection, analysis and execution activity.

Loading recent activity…

TRADING SCOPE

Watchlists

Organize shares, choose one analysis timeframe per Watchlist, and control which Watchlists are used by the Trading Plan.

Watchlists

0

Instruments

0

OHLC Rows

0

Instrument Master

Not loaded

WATCHLIST WORKSPACE

ANALYSIS ONLY 0 instruments —

ANALYSIS TIMEFRAME

Every Stock or Sector in this Watchlist uses this timeframe for analysis.

MARKET ROTATION

Rotation Analysis

Compare upward and downward rotation across this Watchlist.

Loading rotation analysis…

INSTRUMENT MANAGEMENT

Instruments

Review data health, update history, move shares, or remove them from this Watchlist.

	Instrument	Type	Timeframe	Start Date	Latest Candle	Rows	Health	Quality	Actions

Trade Simulation

Signals use the selected timeframe. Trades reverse only on the opposite signal.

Signal Timeframe

Every Opportunity · 5% Exit

Date	Signal	Price	52W Position	Signal Sequence	Trade P&L	Cumulative P&L	Status

Loading Stock / SectorPreparing performance summary…

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STOCK NO ACTION

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— · — · 1 Day Strategy

Last Price — —

Decision summary Review the current strategy state first. Chart data loads only when requested.

Current Zone—

Strategy Action—

Open Quantity—

Next BUY Quantity—

Last Accepted Signal—

52W Position—

POSITION

Position & P&L

STRATEGY CYCLE

Current Strategy Cycle

Accepted BUYs that make up the current open position.

PERFORMANCE

Performance

Completed strategy cycles and current mark-to-market result.

Cycle	Entry	Exit	Qty	Invested	P&L	Return

SIGNALS

Signal History

MARKET CONTEXT

52-Week Position

Where the current price sits inside its one-year range.

AUTOMATED TRADING

Trading Desk

Detailed analysis, broker context and execution plan for the active trading day.

ACTIVE TRADING PLAN

TRADING DATE —

READY

No Trading Plan loaded.

ANALYSIS—

SCOPE—

OPPORTUNITIES—

STRATEGYEvery Opportunity · 5% Exit

01

TRADING SCOPE

Included Watchlists

The exact Watchlists and shares eligible for this trading-day analysis.

Loading Trading-enabled Watchlists…

02

ANALYSIS OUTPUT

BUY Opportunities

Accepted Zone 3 → Zone 2 entries using progressive quantity.

Share	Watchlist	Zone Move	Signal Date	BUY #	EXECUTION QTY	Reference Price	Required Amount	Previous BUY	Reason
No frozen BUY opportunities loaded.

02

PORTFOLIO EXITS

Strategy SELL Opportunities

All Strategy SELL opportunities are listed here. Load Broker Snapshot to see LIVE eligibility and the exact rule that passes or fails for each share.

Share	SELL Signal	Strategy Qty	Strategy Avg	Reference Price	Strategy P&L	Broker Qty	Broker Avg	Broker P&L	LIVE Eligibility	Reason
No frozen SELL opportunities loaded.

03

BROKER CONTEXT

Broker Snapshot

Load current holdings, positions and funds only when needed.

HOLDINGS—Not loaded

POSITIONS—Not loaded

AVAILABLE FUNDS—Not loaded

LAST LOAD—On demand

Holdings

Broker quantity is used to validate SELL execution availability.

Broker data is not loaded automatically.

PRE-EXECUTION CHECK

Execution Readiness

Operational checks required before the prepared Trading Plan can be executed.

CHECKING

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Loading readinessChecking Trading Plan and operational context.

04

ORDER EXECUTION

Execution Plan

BUY orders come from Strategy BUY opportunities. LIVE SELL Orders contain only broker-eligible shares after the same configured SELL rules are applied to Angel One holdings.

Scheduled — — —

STATEWAITING FOR PLAN

ORDERS0

SELL0

BUY0

SELL FIRST

LIVE SELL Orders

0 orders

Share	Side	EXECUTION QTY	Order Type	Reference Price	Est. Value	Status
No SELL orders.

BUY AFTER SELLS

BUY Orders

0 orders

Share	Side	EXECUTION QTY	Order Type	Reference Price	Est. Value	Status
No BUY orders.

Total BUY Estimate₹0.00

0 active BUY orders

ANGEL ONE

Instrument Master

Download the latest Angel One instrument file and load it into the local database.

Last Updated

Never

Source Instruments

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Full Angel One master

Equity Instruments

0

Stocks / Sectors loaded

Status

Not loaded

Search Instrument Master

Used to auto-fill Stock/Sector details when adding instruments.

Symbol	Name	Type	Exchange	Token

DATA OPERATIONS

System Diagnostics

PostgreSQL database and Angel One connectivity status.

ADMINISTRATION

Settings

Configure trading behavior, daily schedules, market holidays, broker connectivity, and platform data from one place.

STRATEGY & SAFETY

Trading Controls

Define how BUY opportunities are sized, qualified, and prepared for execution.

StrategyEvery Opportunity · 5% Exit

Signal Timeframe1 Day

Starting Quantity—

Min BUY Drop—

Min Profit—

Trigger Mode

Manual and Automatic use the same scheduled analysis, BUY/SELL rules, broker validation, editable quantities, CANCEL handling, and SELL→BUY sequence. The only difference is the final order-submission mode: Manual keeps live submission disabled; Automatic prepares all enabled orders for submission, with final broker submission confirmation-gated.

MManual Trigger05:00 still prepares the Execution Plan. The 09:15 Execution Workflow does not run in Manual mode. AAutomatic Trigger09:15 loads the latest saved Execution Plan and consumes enabled non-CANCEL orders in SELL→BUY sequence.

StrategyEvery Opportunity · 5% Exit

Signal Timeframe1 Day

Order ExecutionManual Review & Place

BUY Position Sizing

Configure the quantity sequence, minimum price drop between accepted BUYs, and minimum absolute profit required before SELL eligibility.

Starting Quantity

Increment Mode

Increment Value

Minimum Profit Amount (₹)

Minimum Drop from Previous BUY (%)

Preview BUY #1 = 1 · BUY #2 = 2 · BUY #3 = 3 · BUY #4 = 4 · BUY #5 = 5

Addition: Quantity = Starting Quantity + (BUY number − 1) × Increment Value.

Manual Trigger · trader starts analysis.

BROKER CONNECTION

Angel One API

Manage one synchronized Angel One credential set across Lightsail and Akamai.

LightsailChecking…

AkamaiChecking…

ConfigurationChecking…

Live OrdersDISABLED

LIGHTSAIL

Trading Runtime

Analysis, execution, holdings, positions and funds.

CHECKING

API Key—

Client Code—

PIN—

TOTP Secret—

Session—

Last Login—

AKAMAI

Market Data Runtime

Equity API and post-market Data Collector.

CHECKING

API Key—

Client Code—

PIN—

TOTP Secret—

API ↔ Collector—

Collector—

QUICK SYNC

Sync Configuration → Akamai

Copy the already configured Lightsail credentials to Akamai Equity API and Data Collector. No Angel One login is performed during synchronization.

Control Token

CONNECTIVITY

Current credentials

Test Lightsail first, close the temporary session, wait briefly, then test Akamai.

CONTROLLED UPDATE

Update synchronized credentials

Both hosts are pre-tested before any credential file is changed.

✓

Server-side onlySaved secrets are written to protected runtime environment files. The browser receives masked values only.

API Key

Client Code

TOTP Secret

Use the authenticator seed/secret, not the current six-digit OTP.

Control Token

ROLLBACK

Restore previous credentials

Successful updates create timestamped backups. Restore pre-tests the previous credentials before swapping them back.

Credential changes apply only to the independent Equity application. Console/MCX/NFO credentials are not modified.

DATA

Instrument Master

Manage NSE/BSE symbols, tokens, and instrument metadata used by Watchlists and Trading.

Instrument Master

Search the locally cached Angel One instrument master or refresh it from the source.

Last Refreshed Checking…

Search to find instruments

⌕

Find an instrument Enter at least 2 characters. Search by symbol, company/name, token, or exchange.

Sign in

Overview

Equity services

Latest market data

Plan readiness

Operational timeline

Watchlists

Rotation Analysis

Instruments

Trade Simulation

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Position & P&L

Current Strategy Cycle

Performance

Signal History

52-Week Position

Trading Desk

Included Watchlists

BUY Opportunities

Strategy SELL Opportunities

Broker Snapshot

Holdings

Execution Readiness

Execution Plan

LIVE SELL Orders

BUY Orders

Instrument Master

Search Instrument Master

System Diagnostics

Settings

Trading Controls

Trigger Mode

BUY Position Sizing

Daily Automation

Market Analysis

Execution Workflow

Data Collector

Trading Holidays

NSE/BSE Holiday List

Angel One API

Trading Runtime

Market Data Runtime

Sync Configuration → Akamai

Current credentials

Update synchronized credentials

Restore previous credentials

Instrument Master

Instrument Master

System