TradeBridge — User Guide

TradeBridge is a Windows application, and it runs on a Windows cloud machine — see Before you start for why that is required rather than optional. Minimum specification: 1 vCPU · 4 GB RAM · 50 GB HA NVMe. You can bring your own or use MyAlgoMate's cloud server.

Getting the installer. After your purchase, sign in to your MyAlgoMate account and open your subscriptions. Your TradeBridge subscription is listed there with a Download button.

1. Download the installer from that page.
2. Connect to your cloud machine (Remote Desktop).
3. Copy the installer across, run it, and start TradeBridge.

Sign in with your MyAlgoMate account — the email and password you registered with. These are not your broker credentials; brokers are added later, one account at a time.

On first start the application downloads the day's instrument list. Until that finishes START stays unavailable and the footer reads Downloading instruments…. It happens once per day.

Figures shown in screenshots throughout this guide are sample data for illustration, not results.

Everything happens in one window.

• The menu bar — Session, Accounts, Portfolios, Strategies, View, Settings, Help. Everything you can do is in one of those.
• Seven tabs — Portfolio, Strategies, Legs Detail, Order Book, Position, A/C Management and Index Summary. Each answers a different question about what is happening.
• The log panel at the bottom, with Application Logs and Execution Logs.
• The footer shows internet and feed status, and the date and time.

The command bar carries the controls you will use most, and the badge that matters most.

• START begins the trading session. Nothing executes until you press it.
• EXIT ALL squares off everything, immediately.
• The PAPER TRADE badge shows the current mode. In Paper mode the whole system runs — signals arrive, contracts resolve, positions appear — but no order reaches your broker.

Run a new setup in Paper first. It is the only way to watch a strategy behave end to end without money involved.

A/C Management lists every broker account you have added.

Each row carries its own controls — Login / Logout, Exit All for that account, RMS for its risk limits, and a … menu for the rest — alongside its login status, P&L, funds, margin, risk caps and multiplier.

To add one, open Accounts ▸ Add Account… and pick your broker.

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The same menu holds Login All Accounts, Login Selected, Auto Login on startup, and Save / Load Account Template… for moving a set-up between machines.

Every account starts with the same three fields — A/C Name (your own label), Client ID and Multiplier — and then the form changes to match the broker you picked.

Most brokers ask for some combination of a password or MPIN, a TOTP secret, and an API key and secret that you generate in your broker's own developer portal. A few also want a vendor or dealer code, a base URL, or your date of birth.

The exact fields for your broker are listed on our brokers page — myalgomate.com/brokers — which is kept up to date as brokers change their requirements. You do not have to go looking for it: the Add Account dialog links straight to your broker's page once you have picked the broker.

Brokers running on the XTS platform share one longer form instead:

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Market and Interactive API Key and Secret Key pairs, a Base URL, a User Type, and optional Hostlookup, Binary Market Data and Dealer Code.

Two sections at the foot of the form are shared by every account: Telegram alerts, and a Proxy if your network needs one.

Get the API key and secret from your broker's own developer or API portal. TradeBridge cannot create them for you.

Running several accounts does not mean running the same size on all of them, or assigning every account by hand every time.

Multiplier — sizing per account

Set it per account in the Add Account form; it is also a column in the A/C Management grid. The strategy's lot count is multiplied by it on that account.

Example. You build a strategy with 2 lots. On an account whose multiplier is 3, that account trades 2 × 3 = 6 lots. An account left at multiplier 1 trades the 2 lots as written.

That is how one strategy serves a large account and a small one at the same time — you size the strategy once and let each account scale itself.

Groups — assigning accounts without remembering them

A group is a named set of accounts. Open Accounts ▸ Group Manager….

Type a name, press Create Group, tick the accounts that belong to it, and Save Members.

Add an account to a group later and it inherits everything that group already runs.

Accounts must be logged in before you start the trading session — logging in is not available afterwards.

Each row in A/C Management also has its own Login / Logout button, and the Login Status and Login Message columns tell you what happened if one fails.

A portfolio is a group of related strategies. You assign accounts — or a group of accounts — to the portfolio once, and every strategy inside it runs on them. You do not repeat that assignment for each strategy.

Open Portfolios ▸ Create Portfolio….

1. Portfolio Name — must be unique. It is how executions are tracked and reported.
2. Run Portfolio For — choose Account or Group.
3. Tick the accounts or groups it runs on. The count of what you have selected is shown as you go.
4. Press Create Portfolio.

Because the accounts live on the portfolio, changing them moves every strategy inside it at once — which is the point. Build your strategies, drop them in a portfolio, and manage the account assignment in one place.

From the Portfolio tab and the Portfolios menu you can also:

• Activate / deactivate a portfolio with the toggle on its row.
• Exit Selected or Reset Selected for the whole portfolio at once.
• Fire a pending portfolio immediately by hand rather than waiting for a signal.
• Import Portfolios… and Export All Portfolios… — a backup, and the way to move a configuration to another machine.

Open Strategies ▸ Create Strategy…. The top band is the whole identity of the strategy.

A leg is one instrument you trade. A short straddle is two legs; an iron condor is four.

Each row sets instrument type (CE / PE / FUT / EQ), buy or sell, size, how the strike is chosen, and its own Target, SL, Trail and Expiry. Copy a leg, delete it, or ADD LEG up to eight.

Choosing the strike — evaluated live when the signal fires, never fixed in advance:

Tick Hedge and every leg gains a hedge configuration, pairing a short option with a long one for the margin benefit.

Sizing is fixed lots, or capital-based: give the capital plus a minimum and maximum lot count and TradeBridge sizes the leg to fit.

The ORDER SETTING tab controls how an order reaches the broker — separately for entry, exit and stop-loss orders, because they do not want the same treatment.

• Limit Price Ref — price the order off LTP, best bid/ask, immediate-fill or average bid/ask.
• Limit Buffer — how far through that price to sit, in percent or points.
• If Not Filled — revise the limit price or wait; set the interval and how many revisions before giving up.
• Order Rejection Retry — retry a rejected order N times at an interval you set.
• Place SL in Broker / Trail SL in Broker — push the stop-loss to the broker as a real resting order rather than holding it in the software.

The OTHER SETTING tab holds the finer execution rules — when exits are evaluated, how prices are rounded, and how strikes are selected.

Target and SL check frequency

How often the software evaluates whether a target or stop-loss has been reached.

Choose Live for tight intraday exits. Choose a timeframe when you want a candle to complete before acting, so an intra-candle spike does not take you out.

SL and Target reference price

Whether the level is calculated from the leg's real entry price — the price actually filled — or from the LTP at the moment entry was triggered. They differ when there is slippage between the signal and the fill.

Wait for hedge to execute

When hedging is enabled, this makes the software place the hedge first and wait for it to execute before firing the main leg. Doing it in that order means the protective long is in place before the short goes on, which is what keeps the margin benefit. Without it the main leg can go first and the account is briefly exposed to full margin.

Ceiling for SL and Target

Rounds the calculated stop-loss or target price up to the next whole number.

Strike rounding

Rounds the selected strike to a multiple you set, separately for main and hedge legs — so the software only ever picks strikes that actually exist for that underlying.

Direction is configurable too: round Towards OTM, Towards ITM, or to the Closest strike.

Premium and delta match tolerance

When a strike is chosen by Closest Premium or Closest Delta, the nearest contract may not be an exact match. Set how close it must be, and what happens when nothing falls inside that tolerance: Avoid Entry, Keep waiting, or Wait for X seconds and then take the closest available.

The foot of the dialog counts your legs by side and type as you build.

It also warns about things that are valid but rarely intended — a strategy with neither a max loss nor a max profit, for example, which will run uncapped. Fix what it flags, then ADD STRATEGY.

Your signal decides when to enter. The risk manager decides when to get out regardless.

Set here, these limits travel with the strategy — every account running it inherits them.

A broker account usually carries several strategies at once. Account-level risk watches the account as a whole, whatever any individual strategy is doing.

Press RMS on any row of A/C Management.

Once set, the A/C Management grid shows the state beside the settings — the account's running P&L, whether trading has been stopped, and the profit currently locked — so you can see a limit working rather than merely configured.

Account limits and strategy limits are independent, and both apply. A strategy can be stopped by its own rule while the account carries on, or an account limit can flatten everything on that account at once.

Risk settings stay editable while trading is live, so you can always tighten one mid-session. Anything switched off reads Disabled rather than showing a stale number.

The widest of the three scopes. Global limits watch the combined position of every account together, so a day that goes wrong across several accounts at once is still capped even when no single account or strategy breached its own rule.

Open Settings ▸ RMS Settings.

Press Save RMS after any change — the screen tells you so.

A worked example. Set Max Profit to a figure and it is the total across all accounts that is measured. If three accounts are up and one is down, it is the net of all four that counts; when that net reaches your figure, all four are squared off together.

All three scopes run at once. Global, per account and per strategy limits are independent, and whichever triggers first acts. A strategy can be stopped by its own rule while everything else carries on, or the global limit can flatten the lot.

Unlike Index Settings and Telegram, RMS settings stay editable while trading is live, so you can tighten a limit mid-session.

Connecting a signal source needs three things in place. None of them is difficult, but missing one is the usual reason a first setup does not fire.

1 · A Windows cloud machine. This is required, not recommended. The signal listener lives inside TradeBridge, so if the application is closed — or the machine sleeps, restarts for updates, or loses power — nothing is listening and your signals are lost with no warning to the sender.

A cloud machine solves three problems at once: it stays on around the clock, it does not sleep or reboot under you, and it has a stable public address, where a home broadband address changes and silently breaks the URLs you have already given to Chartink or TradingView.

Minimum specification: 1 vCPU · 4 GB RAM · 50 GB HA NVMe.

Bring your own, or use MyAlgoMate's cloud server, which comes ready for this.

2 · A paid plan on your signal source.

3 · An address your signal source can reach. Chartink and TradingView are cloud services, so they must reach your machine over the internet. On a cloud machine this is normally already the case — one more reason it is the supported setup. See Local IP or Public IP for what to check.

Everything after this assumes those three are done, plus a strategy built and the broker accounts connected.

Every strategy gets two URLs — one that opens a position, one that closes it. They live in the Webhook band of the Create Strategy screen, directly under the strategy details.

1. Give the strategy a Name first. The GENERATE buttons stay disabled until you do, because the name is built into the URL.
2. Pick your Integration — Chartink, Trading View or Custom. This tells TradeBridge how to read what arrives.
3. Choose Public IP or Local IP (next section).
4. Press GENERATE on the ENTRY row, then on the EXIT row.
5. Press COPY and paste the URL into Chartink or TradingView.

A URL looks like this:

http://203.0.113.10:8080/CI_S1_Entry/a1b2c3d4-e5f6-4a7b-8c9d-000000000001/

The CI_ marks it as Chartink (TI_ is TradingView, Custom has no prefix), S1 is your strategy name, Entry is the signal type, and the long code at the end is a token unique to that URL.

That token is also the only thing protecting the URL. Treat it like a password: do not post it in a screenshot, a forum, or a shared document.

The Public IP / Local IP switch decides which address goes into the URL. It is a real trade-off, not a formality.

Chartink and TradingView are cloud services, so they need the Public IP URL. Your own code running on the same machine or network can use the Local IP one.

Three things worth knowing:

• TradeBridge adds the Windows Firewall rule for port 8080 by itself. The router port-forward is the part you have to do.
• If your broadband address changes, the public URL you pasted stops matching and signals are dropped. A static IP or a dynamic-DNS setup avoids re-issuing URLs every time.
• You can publish the URL on a different port. TradeBridge always listens on 8080, but the port in the URL you hand out is yours to choose — useful when a network blocks 8080 outbound, or when you would rather expose the standard web port. Forward the outside port to 8080 on the TradeBridge machine, then edit the port in the ENTRY and EXIT boxes to match what the outside world will call. For example, forward external 80 → 8080 and publish:

  http://203.0.113.10:80/TI_NIFTY_LONG_Entry/a1b2c3d4-e5f6-4a7b-8c9d-000000000003/

The URL in the strategy must match what the caller uses, port included. TradeBridge matches an incoming call against the URL it has stored, so a strategy holding :8080 will not answer a call made to :80, and the reverse is also true. And remember that pressing GENERATE writes a fresh :8080 URL — re-apply your port after any regeneration.

Plan this before you start creating things, because the number grows faster than people expect.

A strategy carries its own direction. Whether each leg buys or sells is fixed when you build the strategy, and neither Chartink nor TradingView sends a direction — their alerts say what and when, never which way. So a long setup and a short setup are two different strategies, with two different sets of URLs.

Every strategy needs two signals: one for entry, one for exit.

That gives a simple formula:

signals = strategies × 2, where strategies = one per direction, per underlying

An index or a commodity counts as one underlying. A whole basket of stocks also counts as one, because a single Equity strategy handles every symbol its scan returns.

The first two rows are the bargain: one pair of signals covers a basket of any size. The rest grow one strategy at a time, because an index or commodity strategy trades only the underlying it was built with — you choose it in the Index dropdown, and the incoming signal cannot change it.

If your system reverses — buy closes the short and opens the long — you can halve these numbers by sharing one URL between two strategies. See Reversal systems, next.

Name everything so the pairing is obvious. NIFTY Long Entry, NIFTY Long Exit, NIFTY Short Entry, NIFTY Short Exit takes a moment longer and saves you pasting the wrong URL later.

If you want a single signal to decide direction for itself, that is what the Custom JSON integration is for — it takes an explicit order side per leg. Chartink and TradingView cannot express it.

Many systems are always in the market: a buy alert closes the short and opens a long, a sell alert does the reverse. You do not need four signals for that — you need two.

The trick is that a URL is not owned by one strategy. When a call arrives, TradeBridge checks it against every strategy's entry URL and every strategy's exit URL, and everything that matches acts on it. So the same URL can be one strategy's exit and another's entry.

Wire it like this, with a Long strategy and a Short strategy:

To do it, generate the URL on one strategy, press COPY, then open the other strategy and paste it into the opposite box instead of pressing GENERATE there. The URL boxes accept pasted text — that is what makes this possible.

Now one buy alert flattens the short and opens the long in a single call, and you maintain two alerts instead of four.

Three things to know before you rely on it:

• The exit is triggered first, then the entry — that ordering is deliberate, so a reversal closes before it opens. But TradeBridge does not wait for the exit to fill before placing the entry. If your account is tight on margin, the new position may be requested while the old one is still closing.
• The URL keeps the name of the strategy it was generated on. A URL reading …/CI_MULTI_STOCK_LONG_Entry/… sitting in the Short strategy's EXIT box looks wrong and is not. Only the token identifies it.
• Regenerating breaks both ends. Press GENERATE on that URL and every strategy using it stops responding, not just the one you were looking at. Repaste it everywhere it appears.

Chartink drives Equity strategies. The Chartink option is available when the segment is Equity; for indices and commodities use TradingView or the Custom API.

Build the strategy with Segment: Equity and leave the symbol alone — there is no symbol to set, because it arrives with the alert.

Your scan returns a list, and TradeBridge enters every symbol in it from that one call. You do not need a scanner per stock, and you do not need to name the stocks anywhere in TradeBridge.

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The Symbol column in those results is exactly what arrives, so the scan that returns twelve rows opens twelve positions.

Two consequences to plan for:

• There is no cap. If your scan returns forty symbols, TradeBridge attempts forty entries. Keep the scan tight, and size each leg on the assumption that several may fire together.
• A symbol already in the position is skipped, not doubled. If the same stock appears in a later alert while its leg is still open, TradeBridge logs that it was skipped and moves on.

Chartink does not send an exchange, so TradeBridge looks the symbol up on NSE and falls back to BSE. Symbols that are not listed on either are reported as not found.

Direction still splits it. The scan says which stocks, not which way to trade them — that is fixed on the strategy. A long basket and a short basket are two Equity strategies, each with its own scanner pair.

Each scanner needs its own alert, and each alert carries one TradeBridge URL.

1. Open your entry scan and press Create Alert.
2. Give it an Alert Name you will recognise later.
3. Paste the strategy's ENTRY URL into the Webhook box — the field that reads "Enter url/link for which a POST callback will be triggered on a alert". It is marked OPTIONAL; for TradeBridge it is the only part that matters.
4. Press Save alert, then repeat with your exit scan and the strategy's EXIT URL.

The Schedule settings decide how often your signal can fire:

You do not need to tick anything under Delivery. Email, SMS and the rest are for you; the webhook is what reaches TradeBridge.

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Name alerts after the signal, not after the strategy. Multi Stock ST Buy and Multi Stock ST Sell are better than Entry and Exit, because the same alert can be an entry for one strategy and an exit for another — see Reversal systems. If you only ever trade one direction, … Entry / … Exit is perfectly clear.

Leave Payload Columns alone. TradeBridge reads the standard fields Chartink sends — the list of stocks and their trigger_prices. If you have changed them, press View JSON and check both are still there before you save.

Chartink is always told the signal was received, even when TradeBridge rejects it. A green result in Chartink means "delivered", not "traded" — the app's own messages are the place to check whether anything happened.

Which is what Test webhook is for. Press it and the call goes to TradeBridge exactly as a real alert would, so you can watch it land in the execution log before market hours.

A TradingView alert needs three things from you: a condition, a Message, and a Webhook URL.

Open the Create alert on … dialog and set the top half as you normally would.

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The bottom two rows are the ones that matter, and both open their own panel:

1. Message › — replace the text with TradeBridge's JSON. See the next section; this step is not optional and TradingView's default text will not work.
2. Notifications › — tick Webhook URL and paste the strategy's ENTRY URL into the box beneath it. Its own description says it plainly: "Sends a POST request to your specified URL when your alert triggers."

Then press Create, and build a second alert the same way carrying the EXIT URL.

Every strategy needs its own pair, and a long strategy and a short strategy are two different strategies — a TradingView alert carries no direction, so it cannot tell TradeBridge which way to trade. Running NIFTY both ways means four alerts, unless you share URLs as described in Reversal systems.

Webhook alerts are a paid TradingView feature. If Webhook URL is missing from your Notifications panel, that is why.

TradingView pre-fills the Message box with a description of your condition — something like MA Cross (50, 200) Crossing Up MA Cross (50, 200) on {{ticker}}, 1W.

Delete all of it. That text means nothing to TradeBridge. Replace it with this, and nothing else:

{
  "symbol": "{{ticker}}",
  "exchange": "{{exchange}}",
  "time": "{{time}}",
  "timenow": "{{timenow}}"
}

The pieces in double braces are TradingView's own placeholders — it fills them in when the alert fires. You do not edit them, and you do not need the Add placeholder button; the four you need are already in the text above.

You can copy this text straight out of TradeBridge: set the integration to Trading View and press SAMPLE PAYLOADS.

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Alerts on an index work exactly like the one above — the dialog is the same, you just open it on the index rather than on a stock. What changes is what TradeBridge does with it.

For an Indices or MCX strategy, the symbol in the alert is ignored. The strategy trades the index or commodity you chose when you built it, and the alert is a pure trigger.

So each index or commodity needs its own strategy and its own pair of alerts — one entry, one exit — and again, one set per direction. An alert placed on a BANKNIFTY chart pointed at a NIFTY strategy will enter NIFTY, and nothing will warn you, so keep each alert on the chart it belongs to.

Set the message to the standard JSON even for index alerts. It costs nothing and keeps every alert in your account identical.

For stocks you do not need an alert per symbol. Build a watchlist, then create the alert with the watchlist as its subject instead of a single chart — the dialog title reads Create alert on <your watchlist>.

Everything else is identical to a single-symbol alert, with one extra row: Session, which decides whether the condition is evaluated in regular hours only or extended hours too. Regular is what you want for Indian equities.

This works because of the message. {{ticker}} and {{exchange}} are filled in per symbol, so TradingView sends TradeBridge one call for each stock that triggers, each naming itself. Add a stock to the watchlist and it is covered; remove it and it is not.

The strategy behind it is an ordinary Equity strategy with no symbol set — the same one described in the Chartink stocks section. A symbol that already has an open leg is skipped rather than entered twice.

If you trade the same watchlist both ways, use two watchlists or two alert sets — one pointed at your long strategy, one at your short — because the alert itself cannot say which.

Choose Custom as the integration when you have written your own strategy. Instead of TradeBridge inferring what to trade, you state it outright in JSON and POST it to the strategy's URL.

Press SAMPLE PAYLOADS in the Webhook band for a working example of every action, ready to copy.

Each leg in `STRATEGY_ENTRY` carries:

The ids are yours to choose, and yours to reuse

This is the part that catches people out. TradeBridge does not invent identifiers for you — your code supplies them, and every later call refers back to the same ones.

Both must be unique. Pick an id per strategy and an id per leg, store them on your side, and use the same values for the rest of that strategy's life. Send a new strategy id and you have started a new strategy; send an existing one and you are acting on the strategy that already exists.

Because OrderSide is stated per leg, one Custom URL can drive both directions — the only integration where that is true.

TradeBridge writes what it did with every signal. Open the logs at the bottom of the window and switch to EXECUTION LOGS.

If nothing appears in the log at all, the call never reached the application. Work through this in order:

1. Is TradeBridge running and started? The listener only exists while the app is open and trading has been started.
2. Is the URL current? Renaming a strategy, or pressing GENERATE again, invalidates what you pasted earlier.
3. Public URL from a cloud service? Port 8080 must be forwarded on your router, and your broadband address must not have changed.
4. Is it inside the trading window? Signals arriving before Start Time are ignored, and nothing new opens after Stop Entry Time.

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START begins the trading session. Before it will do anything useful:

1. Instruments downloaded — the footer stops saying Downloading instruments….
2. Accounts logged in — use Accounts ▸ Login All Accounts. Logging in is not possible after START.
3. Indices enabled — tick what you trade in Settings ▸ Index Settings.
4. A portfolio active, with strategies inside it.
5. Mode checked — Paper or live, shown on the command bar.

The Setup Guide tracks all of this and links each step to the screen that fixes it.

After START, your webhook URLs begin listening and your strategies wait for their signal.

Each tab answers one question.

Portfolio — what is scheduled and what is running, with a per-portfolio execution tally.

Strategies — every live strategy, its status, P&L and risk state.

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Legs Detail — one row per leg: symbol, side, quantity, entry and exit price, target, SL, trail.

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Order Book — every order placed, with status and any rejection message.

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Position — net positions by symbol, with LTP, bid, ask and delta.

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A/C Management — the accounts themselves: login state, funds, margin, risk caps.

Index Summary — the underlyings you trade, with spot, futures and synthetic-future prices, the ATM strike, and your net position in each.

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Every grid carries the same tools, and every change is remembered for next time.

• COLUMNS — show or hide any column and drag them into the order you want. The counter shows how many of the total are visible.
• Filter — a spreadsheet-style panel on each column header: search, tick the values you want, select all results, or clear.
• Freeze — keep the identifying columns in place while the rest scrolls.
• Pin actions — promote the row buttons you use most out of the … menu.
• Reset puts a grid back to its defaults.

There is an exit at every level, and each is one click.

Part Book on a strategy row books part of a position rather than all of it.

Part Book closes a portion of an open position and leaves the rest running under its original rules. There are three ways to reach it.

1 · The whole strategy. Open Part Book from the row actions on a live strategy in the Strategies tab. Every leg is booked proportionally — it works the same whether the strategy has one leg or eight.

2 · A single leg. Do the same from a row in Legs Detail to book part of that leg only. The other legs are untouched and carry on under their own rules.

3 · From your own code. Send LEG_PARTIAL_EXIT to the strategy's webhook URL, naming the leg and how much to book. Useful when your strategy decides to scale out on its own.

Choosing the amount — the same two units everywhere:

• By Lots — the number of lots to close.
• By Percentage — a share of the open quantity, between 0 and 100.

In the JSON API these are LOTS and PERCENT, set as partbookType.

Whatever is left keeps its target, stop-loss and trailing rules, and the strategy stays live — so the remainder still manages itself and can still be exited normally later.

Open View ▸ MTM Chart… for the MTM Visualizer — mark-to-market plotted across the session rather than only the current number.

It opens as a window, not a dialog. Clicking elsewhere does not close it, so you can leave it running beside the workspace while you edit a strategy or watch the order book. Drag the title bar to move it, drag any edge or corner to resize it, and it reopens where and how you left it.

Reading the chart

• The filled area shows which side of zero the day is on — green above, red below.
• Move the pointer across it for a crosshair and a tooltip listing every visible line at that moment.
• The last leg is dashed with a pulsing head. That is the minute still forming: it tracks the live figure continuously and settles into a normal point when the minute closes. Hovering it labels it forming.
• Drag across the chart to zoom into a time range. Reset Zoom clears it.

Choosing what to plot

• Level — Global, Account, Portfolio or Strategy, as four buttons rather than a dropdown.
• Below Global, a second picker names what it is choosing — Account, Portfolio or Strategy — and shows how many there are. It remembers your choice per level.
• The legend along the bottom is also the control: click a chip to show or hide that line. At least one always stays on.

Global MTM, High and Low run along the top with the time each extreme was set. Figures update every half second and the curve every couple of seconds — there is no refresh button because nothing waits for one. If the connection drops, the badge turns amber and the last curve stays on screen rather than blanking.

The live tracking on the last leg applies to the Global view. Account, portfolio and strategy curves move as each minute is recorded.

Open Settings ▸ Index Settings. This is where you choose which underlyings the software tracks.

The left panel lists NSE / equity indices — NIFTY, BANKNIFTY, FINNIFTY, MIDCPNIFTY, SENSEX and BANKEX. The right lists MCX commodities — GOLD, GOLDM, SILVER, SILVERM, CRUDEOIL and NATURALGAS. The count of active ones is shown above each.

For each row:

• Active Index — the tick that switches it on. Untick anything you do not trade to keep the feed and the grids focused.
• Expiry Date — the expiry this underlying uses, with DTE (days to expiry) beside it.

Index Settings become read-only while trading is live — press STOP to change them.

Open Settings ▸ Telegram Alerts to receive updates away from the machine.

1. Send Telegram Alerts — the master switch.
2. Bot Token — from BotFather in Telegram, when you create the bot.
3. Channel Id — the channel or chat the bot posts to.
4. Live MTM Alerts — optional periodic updates rather than event alerts only.
5. Telegram Time Frame — how often those periodic updates are sent.

The settings are shared by every account, so this is configured once. Like Index Settings, they are read-only while trading is live.

Open Settings ▸ General.

Settings ▸ Reset & Data clears stored state if you want to start clean. It is read-only while trading is live, and there is a separate reset per area rather than one blunt button.

Session ▸ Export All Grids… writes every grid to Excel in one step.

Individual grids export from their own controls, and Portfolios ▸ Export All Portfolios… saves your portfolio definitions — useful as a backup, or to move a setup to another machine. Account set-ups travel the same way through Accounts ▸ Save / Load Account Template….

The export follows the API's own column order and includes every column, not only the visible ones.

The panel at the bottom of the window has two tabs.

• Application Logs — the application's own activity: logins, downloads, connection state.
• Execution Logs — what your strategies did: signals received, contracts chosen, orders placed, exits, and every skip reason.

Both are searchable and filterable by column, OPEN LOG shows the file on disk, and CLEAR empties the view. Settings ▸ General controls how many days of logs are kept.