How to build strategy
This guide provides a structured walkthrough to help you navigate and utilize the automated strategy builder dashboard. Learn how to map parameters sequentially—starting from basic instrument configuration to advanced execution legs and exit signals. Follow along to optimize your custom algorithmic trade setups and eliminate manual execution errors.
Overview
The Strategy Builder page is an automated algorithmic architecture designed to map, optimize, and deploy systemic trading rules without requiring singleline source scripting. By using this terminal interface, operators can convert complex mathematical parameters into automated engine loops that continuously scan market states.
Instrument Routing
Select precise liquidity venues (e.g., Exchange segments like NFO) paired with execution symbols such as BANKNIFTY tracks.
Indicator Processing
Layer multiple technical overlay matrices (RSI, MACD, EMAs) directly onto historical tracking lines to create your formula triggers.
Entry Conditions
Explicit structural rules that instruct the engine exactly when to auto-execute market risk assets or trigger initial lots.
Exit Conditions
Capital preservation boundary limits configured to auto-liquidate trading positions to protect gains or limit overall loss values.
Essentially, this platform is engineered to automate your trading ideas, allowing the systems engine to track live market data feeds and execute trades instantly matching your specified matrix rules. This completely eliminates manual human latency, avoids psychological performance errors, and enforces systematic trading discipline.
Instrument Selection
The Instrument Selection matrix acts as the foundational baseline of your trading automation cycle. It tells the algorithmic execution script exactly which financial ecosystem to track and monitor for order placements.
Before running any algorithmic execution logic, you must carefully configure your primary routing targets. This ensures seamless API order processing without connectivity lag.
Exchange Selection: Define the derivative or equity liquidity terminal (e.g., choosing NFO for NSE Futures & Options blocks).
Underlying Asset Tracking: Specify the underlying index target or stock symbol metrics (e.g., choosing BANKNIFTY option structures).
Data Feed Binding: Once defined, the core strategy engine instantly maps live multi-tick feeds to evaluate your formula indicators seamlessly.
Advanced Options
The Advanced Options panel empowers operators to establish behavioral rule matrices for cyclic trade executions. It configures recursion boundaries, instructing the system on how to process continuous risk positions.
When a running order hits its target take-profit or stop-loss limit, the trade naturally closes. Advanced options dictate whether the engine should lie dormant or instantly initiate subsequent execution loops based on current market trends.
ReEntry / ReExecute Handling: Defines the automated behavioral protocol triggered immediately following a structural exit setup.
Next Immediate Trigger: Selecting "Next Immediate" instructs the trading bot to skip latency periods and re-evaluate signals or re-enter position lots instantly on the very next qualified tick feed.
Disciplined Multi-Trades: This operational flow guarantees that your predefined trading strategy continues maximizing intraday compounding opportunities while strictly tracking protection guidelines.
Indicators Setup
The Indicators Setup modal acts as the core mathematical brain of your automation sequence. By mapping mathematical algorithms to raw price action feeds, operators can transform standard charts into structured, data-driven execution points.
When you click the + Add Indicator terminal option, a dedicated overlay configurations panel is initialized. Below is the breakdown of how to map these analytical settings:
RSI (Relative Strength Index)) and allocate a unique tracking alias code like "rsi". This custom alias acts as your reference variable inside condition validation triggers later.candle views for absolute price accuracy, or heikinAshi tracking grids to filter out volatile market noise seamlessly.5Minutes, 15Minutes, or Daily bars). The automation loop runs its strategy conditions calculations strictly at the close or interval transition of each selected block.14 tells the engine to compute the ratio of average gains to average losses over the last 14 consecutive candle periods to calculate its relative strength scale.Save, the system automatically starts compiling a background streaming array. This array stands ready to feed instant signals to your multi-leg option triggers.Signal Configurations
The Signal Configurations dashboard layout serves as the structural validation gateway for your automated algorithmic engine. It divides processing actions into two distinct phases: entering a strategic market position and executing systematic liquidations.
Defines the mathematical triggers required to launch initial market orders. When these validation gates evaluate to true, buy or sell execution payloads deploy immediately.
Trigger Initialization: Click the "Edit" CTA button inside the Entry card (shown in image_0c12dd.png) to initialize math operators like crosses-above, less-than, or equal-to parameters.
Indicator Association: Bind your previously created indicators (e.g., matching the "rsi" token variables) directly against constant values or candle overlays.
Governs risk containment parameters. It continuously tracks asset movements to automatically trigger partial down-sizing or total position liquidations to protect your capital balance.
State Reversal Safeguards: Setup alternative equations to force position cuts if an unexpected technical breakout occurs opposite to your trade direction.
Dynamic Execution Clearing: When an exit script triggers, it immediately bypasses underlying calculations to square-off running multi-leg options profiles flawlessly.
Legs Customization
The Legs Customization framework allows operators to craft advanced multi-leg options derivatives matrices (e.g., Straddles, Strangles, or Spreads). By mapping individual asset paths, the core engine executes coordinated multi-orders with absolute mathematical precision.
As shown in the entry snapshot line of image_0bb4cc.png, each leg acts as an independent execution vector under a centralized strategy trigger control block. Here is exactly what happens inside each parameter parameter token:
Leg Identity & Status
The engine assigns a unique identifier tracking code (e.g., Leg 1). Setting the status to Open Leg ensures that the script evaluates trade setups continuously on a fresh matrix.
Instrument Specification
Define the execution framework by routing to the Option segment, locking the expiry cycle tracking parameter (e.g., Current Month), and initializing index reference modes like Future Based calculation feeds.
Strike Selection & Type
Dynamically calculates the targeted entry strike matrix layer. Choose distance metrics like ATM (At-the-Money), ITM, or OTM strikes, then map contract properties by selecting CE (Call Option) or PE (Put Option).
Lot Sizing & Order Action
Input your precise position size risk allocation metrics into the Lot field (e.g., 1 lot block size). Then configure execution directions by setting the transaction type token value to either Buy or Sell pathways.
Individual Risk Guards
Enforce strict safety measures per leg. Configure customized Stop Loss parameters and targeted Take Profit execution points using percentage scaling matrix fields or direct point-system calculations.
Multi-Leg Scalability
Clicking the + Add Leg action button allows you to scale up indefinitely. You can layer multiple underlying rows concurrently to execute diverse premium spreads in real time when signals cross your target lines.
Expiry & Time Governance Logic
The Expiry & Time Governance architecture controls the duration bounds and intraday operational lifecycles of your automation script. It establishes precise temporal parameters, ensuring that the engine only logs calculations during strictly authorized market hours.
As captured in the configuration control panel managing execution time blocks is critical to protect capital from overnight volatility swings or low-liquidity market openings.
Trade Type Segmentation: Switch between "Intraday" to automatically clear out running options configurations before the daily market close, or "Positional" to carry active multi-leg options strategies across multiple nights until absolute contract expiry.
Trade During Window: Restrict algorithmic actions to clear predefined times like 09:16 AM - 03:25 PM. The engine sleeps outside this timeline window, preventing premature entry orders during chaotic morning price discovery phases.
Max Transactions Cap Constraint: Set rigid threshold constraints like Max Transactions Per Day = 1 to prevent over-trading loops, stabilizing brokerage costs when high-frequency technical signals fluctuate erratically.
Transaction Targets
The Transaction Targets system acts as the ultimate automated risk governance shield for your active accounts. It layers global exit boundaries above individual option configurations to insulate trade portfolios from tail-risk events.
As captured in the control dashboard layout the engine evaluates mathematical targets at two separate operational levels to guarantee continuous capital safety:
%), raw currency limits (₹), or absolute contract ticks (Pts).%, ₹, or Pts blocks.Stop Loss (₹) field forces the system to kill all operational engines instantly if cumulative daily losses touch that absolute monetary line.Take Profit ₹). Once reached, it freezes subsequent order pipelines to shield earned intraday profits from reversal trends.Feature Enablement
The Feature Enablement control gate allows operators to activate advanced execution logic blocks inside active options legs. Checking these fields overlays strategic runtime modifications onto the core algorithmic order routing flow.
By checking or unchecking these specialized logic nodes, you can directly control how the execution terminal manages trailing parameters and system-level trade re-triggers:
Trailing Stoploss: Activates dynamic profit-tracking. When the options contract price ticks favorably in your trade direction, the engine automatically trails the risk stop-loss point higher to lock in unrealized strategy gains.
Re-Entry Configurations: Allows the system to enter a position again after a stop-loss or take-profit exit occurs. Once conditions reset or cross target bounds anew, a fresh execution script immediately re-fires the leg.
Re-Execute Module: Controls iterative execution sequences. If a specific leg script hits its target threshold boundaries, checking this field forces the core scheduler to loop back and re-initialize identical premium profiles instantly.
Wait and Trade Matrix: Delays execution until the optimum momentum wave stabilizes. The engine flags initial signal crossings, waits for the price matrix to complete a pullback, and then fires orders to bypass bad fills at peak spreads.
Run, Save & Output Deployment
The Strategy Deployment Gateway represents the final transition interface where abstract algorithmic matrices are compiled into actionable, time-bounded simulations or live-market execution engines.
Clicking the core "continue" control trigger on the strategy builder floor launches the primary configuration modal interface captured below.
Run Type Selection: Toggle execution frameworks between Backtest mode for historical verification matrix indexing, or Live routing protocols for immediate broker-terminal interaction.
Identity Designation: Input your tracking custom strategy script name inside the "Run Name" parameters token (e.g., creating "bb" configuration) and designate a destination tracking database folder profile block.
Once you confirm identity inputs and click the green "Continue" button inside the active pop-up screen, the system compiles all data structures and redirects immediately to the comprehensive reporting metrics center.
KPI Summary Metrics Cards: Review immediate performance logs like total strategy Loss/Profit (₹), confirmation timestamps tracker (e.g., Dec 1st 2024 To Dec 31st 2024), and final sequence Status: Completed metrics.
Advanced Filtering Core: Apply structural slippage parameters adjustments, sort underlying index vectors using "BANKNIFTY" badges, and analyze drawdowns over selective timelines via the WeekDays and DTE modules layer.
Interactive Yield Charting: The lower Run Summary segment renders geometric area curves detailing historical asset appreciation curves, ensuring traders evaluate consistency before moving scripts live.