User Manual

Professional Reference Guide v3.3.37

Platform Overview & Architecture

Cloud Trader Pro is a secure, decoupled algo trading platform and options scalping tool built for Flattrade, Shoonya, and Upstox. Designed for active retail traders in India, it connects broker APIs directly to your private cloud VPS or local machine. Automate Nifty, Bank Nifty, and Sensex index options trading with auto SL/target, trailing stop-loss, bracket orders, and multi-leg straddle or strangle execution with zero latency while simplifying SEBI IP compliance.

Decoupled Web-Native Execution

Unlike browser-dependent setups that crash or freeze during high volatility, Cloud Trader Pro maintains all positions, trailing stop-losses, and strategy decisions in server memory. If your internet disconnects, your laptop battery dies, or your browser is closed, the backend server continues managing your exits and target orders automatically.

Supported Trading Indices

The platform supports high-speed calculations, option chains, and automated execution for the following major Indian indices:

NSE Indices

Track premiums, Open Interest, and trade contracts for NIFTY, BANKNIFTY, FINNIFTY, and MIDCPNIFTY contracts with native NSE feeds.

BSE Indices

Fully compatible with BSE SENSEX and BANKEX contracts, managing strike offsets and trading calendars specific to BSE schedules.

Getting Started & Setup

Before deploying active trading algorithms or placing option orders, follow this step-by-step instructions checklist to activate and configure your system.

Server Deployment & Setup

Server deployment builds and configuration files are provisioned through private technical onboarding. For server setup assistance, whitelisting verification, or connecting with our engineering team, reach out via Telegram support with your registered license ID.

Enter License Key

If your system is newly installed or your key expired, the application boots in "Locked Setup Mode".

Open the dashboard URL (default: http://localhost:8002/ or your VPS IP) in your browser. You will see an interactive License Activation Page.
Paste your cryptographically signed license key into the field.
Click Activate. The server will dynamically validate the key and unlock all features without requiring a server reboot.

Configure Broker Credentials & API Portals

Navigate to the Account page (using the gear icon in the sidebar). Select your active broker (Flattrade, Shoonya, or Upstox) and fill in your credentials: Client ID / API Key, API Secret, User ID, and Redirect URI.

Broker API Configuration Requirements:

Update Redirect URL: In your broker's developer console, set the redirect/callback URL exactly to:https://terminal.cloudtraderpro.in/api/auth/callback
This is a universal callback URL that works for all setups (both local PC and cloud VPS) for Flattrade, Upstox, and Shoonya.
Update Registered IP: If your broker developer account restricts logins to registered IPs, ensure your server's public IP address is whitelisted in your developer portal. If running behind a Cloudflare Tunnel, the IP visible to the broker is the public IP of the host machine running the FastAPI backend.

Daily Broker Handshake Authorization

Stock exchanges require fresh API session tokens daily.

Every morning, prior to market open (09:15 AM IST), open the Account page.
Click the Login to Broker button. This opens the broker portal login.
Authenticate with your credentials.
Automated Handshake: Once authentication is successful, the dashboard will automatically capture the authorization code and complete the handshake login.
Manual Fallback: If the automatic login fails for any reason, you can manually copy the ?code=xxxx... parameter from your browser's address bar and paste it into the authorization input field in the dashboard to connect.
A green indicator showing Connected will light up.

Verify Trading Margins

Open the Funds tab in your dashboard sidebar. Check the following:

Margin Available: The free cash balance available to open new options buyer or seller positions.
Margin Utilized: Tracks collateral blockages of open trades.
Ensure your available margin meets the requirements of the strategies you plan to start.

1. Monitor

The Monitor Tab is the centralized control station of Cloud Trader Pro. It provides a real-time, consolidated dashboard of your account balance, active strategies, connection status, and daily P&L statistics, backed by safety features.

Real-Time Account Metrics

Six high-priority cards at the top of the monitor display live parameters updating on every feed tick:

Broker Account Status: Confirms whether the active broker login session (Flattrade, Upstox, Shoonya) is active or requires authentication.
Available Margin: Real-time available trading capital in your broker account, linking directly to the Funds tab.
Day High P&L: Tracks the peak positive equity curve reached during the trading day.
Day Low P&L: Tracks the maximum drawdown or low-water mark of intraday equity.
Risk Guard Status: Displays the current state (Active/Disabled) of the global profit/loss protection circuit breaker.
Active Strategies: Displays the count of currently running automated trading strategy sessions.

Interactive P&L Trend Chart

An interactive performance visualization powered by a high-performance charting canvas:

Real-time Equity Curve: Renders a color-coded graph of your cumulative P&L throughout the session (green for profit, red for loss).
Date Selector: View historical intraday equity curves from past trading sessions.
Timeframe Selector: Switch chart resolutions (1m, 5m, 15m, etc.) to analyze your trading velocity over time.
Interactive OHLC Overlay: Hovering your cursor over the chart displays the Open, High, Low, and Close P&L values for that specific tick candle.

Global Risk Guard Protection

An account-wide circuit breaker designed to lock in profits and cap losses. Clicking the Risk Guard card opens a configuration modal:

Control Setting	Description & Safeguard Behavior
Enable Risk Guard	Toggle checkbox. When enabled, the background monitor continuously tracks your consolidated P&L against active thresholds.
Max Loss Limit (₹)	The maximum daily loss threshold. If cumulative P&L drops below this negative value, the system automatically triggers an emergency square-off and shuts down all active scripts.
Max Profit Target (₹)	The daily profit target limit. Once cumulative P&L meets or exceeds this positive value, the system immediately exits all open legs to lock in the day's gains.

Master Controls & System Health

Emergency actions and diagnostics located in the right-side control column:

Exit All Positions (Emergency Red Button): Sends immediate market orders to close all open options legs across all strategies. Use in case of sudden market shocks.
Start All / Stop All Strategies: Toggles execution loops for all configured algo templates instantly.
System Health Monitor: Real-time diagnostic panel showing:
- WebSocket Connection: Running state of live tick data feeds.
- Broker API: API request readiness and broker response state.
- App Version: Current server binary release version.

Active Strategy Status Grid

Located at the bottom of the Monitor view, this grid displays live compact snapshot cards of each active strategy. Each card shows the strategy's current state (Active, Stopped) and its individual real-time P&L contribution. Clicking any card routes you directly to the detailed parameters page for that strategy.

2. Scalp Terminal

The Scalp Terminal is a high-speed manual options execution workspace. It is built for active scalp traders to execute manual CE/PE trades with split-second sizing adjustments, broker-side targets, dynamic trailing stop-losses, and one-click panic exits.

Parameter Configurations (Collapsible Panel)

Configure global order rules and risk parameters before initiating execution trades:

Global Settings & Expiries

Setting	Operational Function
Script	Select the trading index (e.g., NIFTY, BANKNIFTY, FINNIFTY, MIDCPNIFTY, SENSEX, BANKEX).
Expiry	Dropdown selector for active contract expiries (Weekly or Monthly cycles). Click Get Expiries to fetch dates.
Broker SL / Target	Toggles to submit Stop Loss or Target limit orders directly to the broker terminal on entry, protecting trades even if local connection fails.

Strikes & Order Execution

Setting	Operational Function
CE / PE Strikes	Select customized call (CE) or put (PE) strike offsets. Uses an active ATM tracker with +/- buttons to shift offsets instantly relative to Spot.
Lot Size Multiplier	Select the lot sizes to trade (tracks base multipliers automatically for each index).
Product Type	Select MIS (Intraday auto-squareoff margin) or NRML (Carry forward/positional).
Execution Type	Select order types: Limit, Market Protected (with slippage protection), or LIMIT AUTO (places limit order offset by Diff points from LTP).
Auto Cancel Timer	When enabled, automatically cancels pending limit orders if unfilled after N seconds.
Auto Square-Off Timer	Automatically exits active trades after N seconds, locking in intraday scalp timing.

Risk Management & Trailing SL

Risk Control	Behavior & Safeguard Setup
SL / Target Values	Configure absolute Stop-Loss or Profit Targets. Calculation types support: Points, Percentage (%), Price, or MTM (Rupees).
Delay SL	Prevents stop-loss triggers due to temporary market spikes. Arm a delay timer (N seconds). If price moves past a threshold, the system waits. If it recovers, the SL is ignored. Set Force Execute (Extra Pts) as an absolute fallback point to bypass the delay timer.
Trailing SL (TSL)	Configures automated trailing. Set Move Points (profit points trigger) and TSL SL Points (trail distance).
Limit TSL	Configures "Lock-to-Cost". Once profit exceeds the configured limit points, the trailing stop-loss is automatically adjusted and locked at your entry cost.
Market Protection	Max slippage buffer (points or %) to shield orders from wide market spreads.

3-Column Execution Workspace

Optimized for rapid grid-trading setups:

CE Column & PE Column:
- Displays contract symbol, LTP, daily High/Low tracking, and one-click Buy / Sell triggers.
- One-Click Execution (1-C): Instantly submits orders on click without confirmation alerts.
- Hedge: Toggles cheap premium hedge options order execution for margin benefits.
- Auto Close: Automatically exits on counter leg entry triggers.
Central Index Column:
- Spot LTP tracking with links to Option Chain and Straddle chains.
- Cancel All: Immediately voids all pending unfilled limit orders.
- Exit All (Panic Red Button): Instantly submits market protected exits for all active options contracts.
- One-Click controls (1-C Can / 1-C Exi): Bypasses confirmations for instant panic exits.

3. Strategies

The Strategies page acts as the central command center for deploying, duplicating, and managing automated trading engines. It provides a grid of cards showing each active or configured strategy runner instance.

Deploying and Managing Instances

You can deploy several different strategy instances running simultaneously on the server. For example, you can run a VWAP Trend Scalper on NIFTY and a Short Straddle Option Seller on BANKNIFTY concurrently.

Create Strategy

Click "Create Custom VWAP" or "Create Custom Straddle" to open the creation dialog. Assign a unique name (e.g. NIFTY 3m Breakout) to deploy the instance on the cloud server.

Configure & Clone

Use the CONFIGURE action on any strategy card to access its individual parameters. The CLONE action duplicates settings into a new instance to run on different expiries or lot sizes.

Running Status

Toggle instances online or offline. The server executes active strategies autonomously 24/7. Deleted instances are completely removed from memory and settings buffers.

4. Straddle Cockpit

The Straddle Cockpit is a high-speed execution workspace for managing multi-leg option straddles and strangles. It connects directly to the server's background trading engine, allowing you to deploy, manage, and exit combined options baskets with one-click automation.

Straddle Sizing & Parameters Panel

Configure execution settings for manual entries using the expandable controls panel at the top of the cockpit:

Control Setting	Description & Operation
Script & Expiry	Select the underlying index (NIFTY, BANKNIFTY, FINNIFTY, MIDCPNIFTY, SENSEX, BANKEX) and target contract expiry date.
Strikes & Strangle Offsets	Specify how many strike options to display. Set a strike offset (e.g. ±100, ±200 pts) to build Strangles instead of ATM Straddles.
Lots & Sizing	Set lot count multipliers. Shows total quantities automatically based on index contract multipliers.
Execution Orders	Select Market Protected (with slippage buffer) or Limit triggers. Toggles for Auto Cancel and Auto Square-off timers are available.
Risk Management	Set Stop-Loss (SL) and Target triggers based on Points, Percentage (%), Price, or MTM (Rupees). Supports Delay SL (seconds delay vs force buffer points) and Trailing SL (TSL) with cost lock limits.

Advanced Option Chain & One-Click Entry

The cockpit visualizes Call (CE) and Put (PE) premiums side-by-side around the active spot index price. Click EXECUTE STRADDLE to place both option legs simultaneously as a single basket, ensuring rapid entry without leg mismatch latency.

Managed Straddles Status Dashboard

Displays all live active straddles currently managed by the backend engine:

Combined Metrics: Tracks combined LTP, entry premiums, maximum high and minimum low values reached since entry, and real-time PnL.
Safety Toggles: Modify SL/Target parameters, toggle trailing stop-loss status, or trigger Lock-to-Cost adjustments instantly on active positions.
Leg Exits: Exit the entire straddle position instantly or select individual CE/PE exit buttons to leg out of the trade.

Real-time Activity Stream

A localized log console detailing background strategy activities, tracking WebSocket tick triggers, order submissions, SL checks, trailing adjustments, and clean daily restarts.

5. Strategy Builder

The Strategy Builder is a specialized dashboard tab designed to construct, analyze, and execute complex multi-leg option strategies (like Iron Condors, Straddles, Spreads, or custom hedges).

Interface Overview & Live Metrics

At the top of the Strategy Builder, the interface displays live statistics computed from the options market feed:

Spot & Futures: Tracks the active underlying spot index and synthetic future price.
DTE (Days to Expiry): The exact days remaining until the active contract options expire.
PCR (Put-Call Ratio): Computes the volume-based and Open Interest-based Put-Call ratio to evaluate market sentiment.
Max Pain: Evaluates the option strike price where option buyers would experience the maximum loss, indicating potential index magnets.
Avg IV: Displays the average At-The-Money (ATM) Implied Volatility.

Leg Construction Panel

Use the Left Panel to construct your multi-leg strategy:

Symbol & Expiry Selector: Pick the target index (e.g. NIFTY, BANKNIFTY) and the specific expiry date.
Leg Editor: Click Add Leg to insert a new position. For each leg, you can configure:
- Buy/Sell (B/S) Toggle: Define if the contract is long (Buy) or short (Sell).
- Option Type: Switch between Call Options (CE) and Put Options (PE).
- Lots: Edit the number of option lots using the plus/minus counters.
- Strike Price: Select the exact strike using increment steps or manual input.
- Premium: Input a custom premium or let the feed pull live premiums.
Actions: Clear the entire constructor with Clear All or reload original pricing with Reset Prices.

Risk Profiles & Payoff Analysis

The Right Panel computes and renders real-time payoff analytics for your strategy configuration:

Payoff Chart

Generates an interactive risk profile graph plotting expiration P&L curves across a range of underlying spot values, helping you identify profit zones.

Greeks Analysis

Aggregates the portfolio Greeks (Delta, Theta, Gamma, Vega) across all active legs to show your consolidated net exposure to price drift, decay, and volatility spikes.

Strategy Report Card

Displays critical probability metrics: Max Profit, Max Loss, Risk/Reward Ratio, POP (Probability of Profit), Breakevens, and Net Premium Payable or Receivable.

Execution Controls

Once you are satisfied with the strategy configuration, use the execution pad to place your trades:

Product Type: Select MIS (Intraday) or NRML(Carry Forward).
Order Type: Choose LIMIT or Market Protected.
Strategy Parameters: Configure optional exits like Auto Exittime, profit target (TGT), stop loss (SL), or trailing stop (TSL).
Trade Strategy: Submits the complete basket to the broker. Like other baskets, BUY legs are placed first to secure margin benefits before executing short legs.

6. Charts

The Charts tab renders high-fidelity, real-time options and index candlestick charts powered by Lightweight Charts. It is a fully featured analysis terminal with technical indicators, custom overlays, right-click execution, and floating position trackers.

Toolbar & Overlay Settings

The top toolbar exposes active chart configuration options:

Instrument Search Auto-Complete: Search and load options contracts (specific strikes, CE/PE), stocks, or underlying spot indices.
Timeframe Aggregation: Toggle candle aggregations between 1m, 5m, 15m, 1H, and 1D.
Technical Indicators: Toggle technical overlays including SMA, EMA, VWAP, Donchian Channel (DC), and RSI (rendered on a separate sub-panel). Click the settings gear next to an indicator to modify its parameter values.
View Macros: Quickly scale views using Auto Fit, Reset View (shortcut Alt+R), or historical days ranges: Last 1D, 2D, 7D, 14D, 30D.
Go to Date: Select a custom historical date to jump directly to past bars in the local database.
Popout Window Panel: Launch the active chart in a standalone window, optimizing setups for multi-monitor setups.

Interactive Canvas Features

Analyze price action directly on the active canvas using overlays:

OHLC & Indicator Legend: Shows Open, High, Low, Close, Volume, and indicator values corresponding to the cursor crosshair position.
Floating Position Labels: Renders horizontal reference lines at price levels representing entry cost, target exits, and stop-loss levels for active positions.
Right-Click Context Menu: Right-click anywhere on the canvas to open a context order form. The tool captures the exact cursor price point and lets you submit a limit Buy or Sell order at that precise level.

Display Customizations

Click the Settings gear icon to customize gridlines opacity, crosshair styles, candle theme colors, and right margin padding size for trailing spacing.

7. Positions

The Positions page is your primary real-time portfolio tracking dashboard. It calculates cumulative daily MTM metrics and provides emergency commands to cancel pending orders and square off active positions instantly.

Toolbar & Emergency Action Panel

High-priority controls located at the top of the Positions panel:

Hide Closed Toggle: Filter out completed trades (zero net quantity) to isolate active positions.
LTP Sync Timestamp: Displays the exact timestamp of the last WebSocket tick received from the server.
Exit Selected (Multi-Exit): Select individual checkboxes next to symbols to queue and exit multiple selected contracts in sequence.
Cancel All (Wipe Book): Instantly voids all pending unfilled limit orders across all symbols. Features a two-step double confirmation.
Exit All (Square-off Day): Triggers market protected exit orders to square off all open positions immediately. Features a two-step double confirmation.

Real-time P&L Summary

Three consolidated header cards calculate MTM parameters on every tick:

Realized PnL: Consolidated locked-in profits or losses from squared-off positions.
Unrealized MTM: Floating profit or loss of active open positions, fluctuating with live ticks.
Total Day PnL: Combined realized and unrealized net results of the active trading session.

Positions Matrix Columns

Column Header	Description and Functional Behavior
Symbol / Exch	Option contract symbol and exchange segment (e.g. NSE, BSE, MCX). Click a row to open the Details Modal.
Qty / Prd	Net quantity (green for positive longs, red for negative shorts) and product segment code (MIS / NRML).
Avg / LTP	Volume-weighted average entry price vs. real-time Last Traded Price (LTP).
Day PnL	Net profit/loss in Rupees and percentage change from entry cost.
Actions	Inline buttons to open the contract chart in the Charts tab or execute an instant single-position exit order.

Position Details Modal

Clicking any position row opens a dedicated popup panel showing a PnL hero banner, net quantity vs net value, breakdown of realized and unrealized components, and average price compared to LTP.

8. SL/Target

The Managed SL/Target dashboard monitors and updates server-native stop-loss, profit targets, and trailing rules. It supports dynamic modifications, partial exits, and size increments for active positions without interrupting trading loops.

Position Source & Status Matrix

The table monitors all active, pending, and exited system positions:

Trade Source Badge: Identifies the strategy origin (e.g. Manual scalp, Vwap loop, Straddle engine, or Dce strategy).
Timestamp Records: Detailed audits showing exact times for contract placement (Place), broker execution fill (Fill), and exit square-off (Exit).
Execution Status & Reason Details: Displays live tracking states (Active, Exited, Pending). Hover or click to view detailed exit reasons (e.g., Target Breached, SL Breached, EOD Auto-Squareoff, or Force Exited).

Managed Position Columns

Metric Column	Description & Operational Behavior
Qty / LTP	Active position quantity and current Last Traded Price (LTP) streaming from live WebSocket feeds.
Entry / Exit Price	Volume-weighted average entry execution price compared with average exit price.
SL / Target	Active Stop-Loss and Target prices. If these price boundaries are crossed, the server fires exit orders instantly.
TSL / Lmt	Configured Trailing SL move values. Displays LMT: ON if Lock-to-Cost is active.
Hedge	Details of associated hedge option legs used to reduce broker margin requirements.

Dynamic Row Actions

Active controls allowing you to modify and manage active risk rules in real time:

Modify Rules (Gear Settings Icon): Opens a popup modal to dynamically adjust Stop-Loss, Target, Trailing SL Move, Trailing SL, and Lock-to-Cost boundaries. Changes compile instantly on the server.
Scale Position (Plus Icon): Add quantity increments to your active scalp position.
Partial Exit (Percent Icon): Submit partial square-off limit orders to exit a percentage of your position.
Force Exit (X Icon): Square off the entire position instantly using market protected limit orders.
Global Daily Reset: Clears completed order metrics from active server memory caches at market close.

9. Orders

The Orders Book tab tracks all orders submitted to the broker during the current trading session.

Filters & Rejection Details

Sort through your order book using these filters:

All / Pending

Displays all orders, including pending limits. You can cancel pending orders directly from this list.

Completed

Lists all successfully filled trades with execution timestamps and prices.

Rejected

Lists failed orders. The description field shows the specific broker error (e.g.Margin Shortfall, RMS Limit Breach), helping you troubleshoot placement issues.

Basket Orders

Open Orders and select Basket Ordersto create a basket from any supported instrument, including equities, futures, and options.

Control	How to Use It
Add Instrument	Search by symbol or contract name, then click + BUY or + SELL. Search results show the exchange, token, and current LTP. Re-adding the same symbol and action increases its lots.
Global Product	Select MIS or NRML for the complete basket. Changing this control updates every existing leg.
Leg Editor	Toggle BUY/SELL, edit lots, choose MARKET or LIMIT, and enter a price for limit orders. Quantity is calculated automatically from lots and the instrument lot size.
Margin Display	Shows available broker margin and estimated required basket margin. A red required-margin value indicates that the estimate exceeds the available balance.
Saved Baskets	Save a named template, load it into the builder later, or delete it with the trash icon. Templates are shared with the Options Strategy Builder.

Immediate and Scheduled Execution

Execute Basket Now: Places BUY legs first and waits for confirmation before placing SELL legs. Verify every fill in the Orders Book after submission.
Schedule Execution: Enter a target time including seconds where required, then click Schedule. The broker session must still be authenticated at execution time.
Scheduled Baskets: Review pending, completed, failed, and cancelled tasks. A pending schedule can be cancelled; completed, failed, or cancelled records can be deleted.
Limit Orders: A basket can remain partially filled if one or more limit prices do not trade. Unfilled or failed legs are not automatically converted into market orders.

Review Before Submission

Confirm symbols, expiries, BUY/SELL directions, lots, product type, prices, available margin, and broker login before executing. Multi-leg placement is not atomic; partial execution can leave directional or unhedged exposure that must be managed from Positions and Orders.

10. Triggers

The Underlying Triggers tab displays price trigger conditions set on the underlying spot or futures indices. It enables traders to monitor active condition thresholds, track high/low spot fluctuations since arming, and cancel or modify targets dynamically.

Header Controls

Manage trigger lists using the top action buttons:

Sync Refresh: Update the active list and check status parameters against live index prices.
Clear Inactive (Trash Icon): Deletes triggered, cancelled, or inactive rules to clean up the table matrix.

Triggers Matrix Columns

Column Header	Description & Tracking Behavior
Trigger ID	A unique alphanumeric identifier generated by the server's tracking worker.
Type	Trigger category (e.g. `SPOT` index tracking, `OPTIONS` contract price tracking, or `BREAKOUT` boundary tracking).
Symbol / Target	The target asset symbol (e.g. NIFTY, BANKNIFTY) or option contract strike price.
Condition	Price trigger condition rule (e.g., Spot price crossing <= 21850 or >= 22100).
Lowest / Highest Spot	Tracks the absolute lowest and highest underlying price points reached since the trigger was armed, providing a quick check of peak intraday ranges.
Status	Live state of the trigger: `active`, `ARMED`, `triggered`, or `cancelled`.

Trigger Management Actions

Modify (Edit Icon): Opens a draggable popup modal overlay to adjust trigger target prices. Dragging the modal header lets you relocate it across your workspace.
Cancel (Ban Icon): Immediately voids an active trigger, preventing any automated execution on breach.

11. Logs

The Cloud Activity Logs view is your central diagnostic console. It consolidates trade execution reports, alert notification triggers, and live raw system stdout streams into a unified debugging panel.

Log Channels & Tabs

Audit platform behavior across three specialized feed channels:

1. Trade Logs

Tracks order submissions, execution fills, rejection messages, and strategy changes. Includes a Dynamic Details Panel that parses raw broker payloads into a clean Universal Schema view (e.g. Quantity, LTP, order IDs, average fill price, slippage values). Use the filter buttons to isolate ALL, INFO, SUCCESS, or ERROR logs.

2. Notification Logs

Tracks external warning alerts, Discord embeds, Telegram alerts, and broker authentication state updates. Supports filter categories: ALL, INFO, SUCCESS, WARNING, and ERROR.

3. System Logs

Streams raw live stdout and stderr terminal output directly from the FastAPI Python server. Useful for diagnosing system startup configs, master token checks, websocket status, and database errors.

Terminal Viewer Features

Diagnostic tools to investigate system execution logs:

Adaptive Line Highlighting: Log streams are color-coded in real time (emerald for successful trades, yellow/orange for execution warnings, rose/red for rejects and api crashes, and blue/gray for information logs).
Sync Refresh Toggles: Retrieve the latest diagnostic entries from server buffers.
Wipe History Purging: Click Wipe History to clear previous log events databases from local disk memory.

12. Options

The Options Chain page is a real-time options analysis and execution matrix. Center-aligned around the spot index price, it compiles live bid/ask spreads, Open Interest (OI) changes, option Greeks overlays, and integrates an embedded Strategy Builder to deploy multi-leg strategies.

Option Chain Control Bar

Filters and sizing parameters located at the top of the chain panel:

Script & Expiry Selectors: Choose target indices (NIFTY, BANKNIFTY, FINNIFTY, MIDCPNIFTY, SENSEX, BANKEX) and active contract expiry dates.
Strikes Limit Range: Filter the quantity of strikes displayed in the matrix (e.g. 10, 20, 30 strikes) to optimize rendering speed.
Font Size Adjuster: Customize row spacing compactness (Font: small, medium, large) for high-density monitors.
Lots & Product Type: Set order size counters and product type defaults (MIS / NRML) for quick execution trades.
View Mode Switcher: Toggle display formats:
- Chain: Standard double-sided Call / Strike / Put matrix.
- Straddle: Computes and displays combined CE+PE straddle premiums.

Spot Price Bar & Overlays

Real-time index indicators and grid columns overrides:

Live Spot Tracker: Bold indicator displaying the live tick price of the underlying index.
Show Greeks Toggle: Embeds live-computed option Greeks: **Delta**, **Theta**, **Vega**, and **IV%** (Implied Volatility) directly in the table columns.
Show All Toggle: Forces hidden fields (OI volumes, spreads) to remain visible even when the Strategy Builder side-panel is open.

Option Chain Table Matrix

Organized symmetrically with Call options on the left, Strike Prices down the center (highlighting the ATM strike row), and Put options on the right:

Option Parameter	Description & Execution Action
Call / Put LTP	Live Last Traded Price of the contract. Click the LTP to load the contract directly into the manual Scalp Terminal.
Bid / Ask Spreads	Live best bidding and asking premiums to check contract liquidity.
OI (Lots) & Change%	Tracks contract accumulation and percentage daily price volatility.
Delta, Theta, Vega, IV%	Option Greeks overlays showing sensitivity to price drift, daily decay, and implied volatility spikes.

Strategy Builder Integration

As soon as you add a leg using the inline green + (Buy) or red - (Sell) buttons, the side-panel Strategy Builder panel slides open:

Leg Sizing Forms: Review live LTPs, change lot numbers, modify buy/sell direction, and select MARKET or LIMIT order execution.
Margin Checks: Compares estimated **Required Margin** against **Available Margin** to prevent RMS account rejections. Required margin displays in red if it exceeds available balances.
Immediate / Scheduled Orders: Execute the strategy instantly, or enter a local timestamp and click **Schedule** to queue automated order entry for a future time.
Save templates: Input a basket name to save the leg structure as a template, enabling rapid redeployment from either the Options page or Orders page.

Hedge-first Execution order

When executing multi-leg options baskets, the trading engine always submits and confirms BUY legs first before placing SELL legs. This secures margin benefits from the broker and prevents execution rejections. If any BUY leg fails, the SELL phase is aborted.

13. Holdings

The Holdings tab provides a consolidated overview of your long-term equity portfolio, fetched directly from your broker Demat accounts. It tracks real-time market valuations, calculates overall and intraday gains, and manages pledged stock margins.

Portfolio Summary Cards

Four dynamic metrics cards evaluate your equity portfolio performance:

Total Invested: The combined volume-weighted acquisition cost of all shares in your portfolio.
Current Value: Live market valuation of your holdings based on the latest tick feed.
Day P&L: The intraday performance of your stock assets, updating in real time (in Rupees and percentages).
Overall P&L: The consolidated lifetime performance of your portfolio assets relative to the invested capital cost.

Holdings Columns Matrix

Metric Column	Description & Demat Category
Symbol	The stock ticker symbol and corresponding exchange code (e.g. Reliance NSE). Click a row to open the Details Modal.
Quantities (Total / Pledged / Available)	Detailed share sizing breakdown: - Total Qty: The complete count of shares in your account. - Pledged Qty: Shares locked as collateral to receive trading margin limits. - Available Qty: Unpledged, free shares available for exit sales.
Avg Price & LTP	Your purchase average cost compared with the live Last Traded Price (LTP).
Invested & Current Value	The asset-level cost of acquisition compared to its current market value.
Day P&L & Overall P&L	Real-time gains and losses for individual stock entries, color-coded for profit/loss values.
Actions (Exit Button)	Submits a delivery SELL market order to liquidate the active holding shares.

Holding Details Modal

Click any row in the holdings matrix to open a detailed modal summarizing invested totals, live stock gains, unpledged shares breakdown, and daily percentage change metrics.

14. Watchlist

The Watchlist tab is a high-speed monitoring panel. It allows you to search and compile a customized list of active option strikes, equity tickers, and indices to track price changes and launch manual order windows with prefilled sizes.

Watchlist Search & Columns

Add symbols using the autocomplete search bar. The grid displays live quotes updating on every WebSocket tick:

Metric Column	Description & Intraday Parameter
Symbol & Token	The asset ticker name and the broker-specific exchange security token.
LTP & Change%	Live Last Traded Price and percentage change relative to previous close (color-coded for gain/loss).
Bid / Ask Spreads	Live best bidding and asking premiums to check contract liquidity.
Open / High / Low / PrevC	Intraday opening price, peak high, low floor, and yesterday's closing price.
Volume	Cumulative traded volume for the active session.

Quick Row Actions

Actions available on each watchlist entry:

View Chart (Line Chart Icon): Immediately plots the contract's price action in the Charts tab.
BUY / SELL Buttons: Opens the custom order window directly with the contract preloaded for rapid execution.
Remove (Trash Icon): Deletes the contract token from your local watchlist config database.

15. Funds

The Funds page is your account capital dashboard. It details cash balances, margin utilization levels, and collateral values fetched directly from the broker's clearing portal.

Margin Utilization & Balances

Consolidated capital parameters shown at the top of the Funds view:

Available Margin vs Total Margin: Displays your active cash buying power compared with your total margin credit limits.
Utilization Progress Bar: A color-coded scale showing the percentage of capital utilized. The bar turns warning red if utilization exceeds 80%, indicating potential margin call risks.
Total Cash Balance vs Pledged Collateral: Details your raw ledger cash balance compared with margin credits received from pledging stock assets.

Account Capital Details

Diagnostic Panel	Monitored Account parameters
Performance Card	Tracks Unrealized MTM (live floating portfolio gains/losses) and Trading Premium (option premiums credit/debit totals).
Risk & Coverage Card	Tracks Peak Margin Required (maximum margin requirements blockages) and Total Turnover values.
Costs & Margins Card	Tracks Used Margin values and computes Est. Brokerage/Tax transaction fees.
Flow Statistics Card	Tracks Today's Pay-in deposits and Today's Pay-out withdrawal transfers.

16. Data Fetcher

The Historical Data Fetcher tab manages the platform's backend database. It enables traders to scrape historical tick data, backfill contract expiries, schedule recurring updates, and write compressed parquet files to the local charts database.

1. Scraper Configuration Panel

Configure instrument filters and parameters before launching download sessions:

Control Option	Description & Scraping Parameter
Symbol & Presets	Select individual index symbols or use global download presets: `FULL_MARKET`, `STOCKS_FO` (all derivative stocks), `STOCKS_ALL` (all ~3,400+ stocks), or `ALL_INDEX`.
Expiry & Manual Mode	Dropdown selector for active contract expiries. Toggle Manual mode to type in custom historical dates (e.g. `16-APR-2026`) directly.
Instrument checkboxes	Select checkboxes to download: Index spot price curves, Futures, and/or Options. Options download supports filtering CE/PE/BOTH types and configuring a custom Strike Range (Start to End).
Date Range	Select target Start and End calendar dates. Use All Equities to fetch spot charts for all equity listings. Enable Full Recheck to scan and backfill missing data gaps instead of simple resumes.
Timeframe	Select chart intervals: `1m`, `5m`, `15m`, or `1d`.

2. Scheduling & Rate Limiting

Automate data updates and protect broker API connections:

Schedule Downloads: Toggle the Scheduler switch, select a target execution time, and enable Daily Recurring to pull index data automatically after market hours.
RPS Rate Limiter: Toggle Rate Limiting and set requests-per-second (RPS) speeds (e.g. 3-5 RPS). Setting conservative limits is crucial to prevent broker servers from temporarily blocking or suspending your API access credentials due to heavy queries.

API Suspension warning

Downloading global datasets (like FULL_MARKET or STOCKS_ALL) requires querying up to 16,700 contracts. To proceed, users must check the I understand the risks verification box. Keep your RPS conservative to protect your broker developer accounts.

3. Live Progress & Console Logs

The right panel lists details of active scraping tasks (Job IDs, active status, completion progress percentage) and streams live console logs showing active dates processing, folder compression status, and Parquet data writes.

4. Month-Level Kaggle Cloud Sync & Backup

Cloud Trader Pro features an automated, zero-cost cloud synchronization bridge to private Kaggle Datasets (providing 100 GB of free cloud storage):

Month-Level Partitioning

Instead of bulky multi-gigabyte uploads, each monthly partition (e.g. Year=2026/Month=07_JUL/) maps 1-to-1 to a dedicated private Kaggle dataset (e.g. cloudtraderpro-historicaldatas-2026-07-jul). Uploads are only ~50–100 MB.

Strict Privacy by Default

Every dataset is created strictly with "isPrivate": true. Only your authenticated Kaggle account has access to your trading data.

Smart Multi-Month Detection

When scraping multi-week expiries (such as an August expiry updating July dates), the sync engine inspects local file timestamps against kaggle_manifest.json and automatically uploads both changed months.

1-Click Multi-Device Restore

Set up Cloud Trader Pro on a new PC or cloud VPS, click Restore ➔ Missing Months Only, and restore your exact historical data directory instantly without duplicate transfers.

5. Quick Kaggle Setup Guide

Configuring Kaggle cloud backup takes under 2 minutes:

Step 1 (Generate Token): Go to kaggle.com/settings. Under API Tokens, click "Generate New Token" and copy the token string.
Step 2 (Open Settings): In Cloud Trader Pro, go to the Data Fetcher tab and click the ⚙️ Settings button in the top bar.
Step 3 (Save Credentials): Enter your Kaggle Username, paste your API Token / Key, keep the default dataset prefix (cloudtraderpro-historicaldatas), and click Save Settings. The status badge turns green (Connected).

6. Backup & Restore Options

Granular Backup Modes

Backup Option	Operational Behavior
⚡ Active & Modified Months (Recommended)	Scans local files and automatically uploads only the current active month and any previous months that have received newly scraped expiry data. Older untouched months remain skipped.
🗓️ Specific Month	Uploads a single chosen month partition (e.g. `2026/07_JUL`).
📅 Entire Year	Uploads all 12 monthly datasets for a specific calendar year.
🌐 All Local Months	Bulk uploads your complete local database partition-by-partition sequentially.

Granular Restore Modes

Restore Option	Operational Behavior
🧩 Missing Months Only (Recommended)	Audits your local disk against Kaggle and downloads only the missing monthly partitions, saving bandwidth and time.
📅 Yearwise Only	Downloads all monthly datasets for a selected year (e.g. `2025` or `2026`).
🗓️ Monthwise Only	Downloads a single target month partition (~100 MB).
🌐 Full Restore (All Months)	Downloads your entire cloud library into `datafetcher/historicaldatas/` preserving exact Hive partition directories.

17. Feeds

The Active Data Feeds dashboard provides real-time diagnostics of active WebSocket feeds. It monitors Touchline (LTP) and Depth (L2) subscription queues streaming from the broker API, helping you audit resource usage and isolate strategy feed paths.

Interactive Controls

Reset and synchronize connections using the header panel:

Reset Feeds (Zap Icon): Cleans up stale or dangling WebSocket subscriptions, closes orphaned threads, and frees up system memory.
Sync Refresh: Queries the server for current active subscription lists. Displays the last sync execution timestamp.

Market Data & Depth Subscription Matrix

Active subscriptions are partitioned into two lists:

1. Market Data (LTP)

Displays all security tokens receiving real-time Touchline Last Traded Price (LTP) ticks. Columns list the broker security token, the symbol details, the exchange code (e.g. NSE, BSE), and the **Active Subscriber IDs** (e.g. Straddle, Scalp, or Vwap indicators) consuming the feed.

2. Market Depth (L2)

Displays security tokens receiving real-time Level-2 market depth (5 best bids/asks orderbook data). Includes the security token details, exchange codes, and subscriber client identifiers.

18. Backtest Lab

The Backtest Lab is a historical strategy simulator. It allows you to run parallel simulations against historical tick databases to validate strategy parameters, stop-loss triggers, target bounds, and trailing step rules before committing real capital.

1. Simulation Parameters

Parameters to define the simulator context:

Control Input	Operational behavior
Symbol & Expiry	Select the index symbol to backtest. Choose a specific options contract expiry or toggle ALL to run simulations across all historical expiries in the local database.
Asset & Expiry Day Filter	Choose option pricing calculations relative to the Spot or Future contract. Apply expiry day filters: Trade all days, Only trade on expiry dates, or Avoid expiry dates.
Range vs Lookback	Toggle between specific start/end calendar dates or a fixed lookback period (e.g., last 10 days).
CPU Cores Usage	Allocate the percentage of CPU capacity (25% to 100%) for parallel thread execution, maximizing optimization speeds.

2. Dynamic Strategy Schema Inputs

Once a strategy logic is selected (e.g. Straddle, VWAP Crossover), the parameters forms dynamically render input fields based on the strategy schema rules (numbers, floats, time steps, bool switches).

3. Execution Progress & KPI Cards

Monitor active simulations and review performance KPI indicators:

Execution Progress Bar: Animated indicators tracking simulation progress percentages.
Performance KPI Summaries: Displays Total P&L (lifetime profits/losses), **Win Rate** percentages, **Profit Factor** ratios (gross gains vs gross losses), **Max Drawdown** drop limits, and **Total Trades** execution counts.

4. Diagnostic & Simulation Outputs

Analyze backtest results across five interactive panels:

Logs Panel: View server outputs auditing simulator status (contract loading warnings, execution steps).
Trade Report Panel: Table list detailing Entry/Exit times, symbols, types (CE/PE), quantities, entry/exit prices, individual P&L totals, cumulative MTM, peak MTM, drawdown levels, and exit reasons. Includes day/month summary highlight rows.
Performance Charts Panel: Plots interactive cumulative growth curves mapping profit curves.
Daily Summary Panel: Consolidated daily profit performance metrics.
Excel History Panel: Access generated downloadable Excel report logs.

19. Historical Data

The Historical Data tab is an options analysis and backtest research station. It integrates an R2 cloud sync client to download historical datasets, a custom multi-leg combo builder, and a charting canvas to plot synthetic option spreads.

1. Cloud Data Synchronizer

Download compressed historical options data directly from the R2 cloud database:

Sync Configurations: Filter file downloads by target Year (e.g. 2024, 2025, 2026), Symbol (ALL, NIFTY, SENSEX), and specific Months.
Delta Sync Comparisons: The system counts and compares your local files with cloud manifests, downloading only missing data gaps to save bandwidth.
RAM Cache Loading: Downloads parse directly into client-side RAM cache memory for fast chart rendering.

2. Dataset Search Modals

Browse local files using the Explorer overlay. Tab selectors let you filter search queries across: All datasets, Spot index files, Futures logs, or specific Options contract tokens.

3. Multi-Leg Combo Strategy Builder

Design custom spreads and analyze synthetic premium curves:

Leg Configuration Forms: Create custom options spreads by specifying individual buy/sell ratios, leg weights, CE/PE types, and strike boundary offsets.
True ATM Strike Resolution: When applying presets like ATM Straddle or Strangle ±50, the system fetches historical index spot prices at the expiry day close, rounding it to the nearest contract strike to select the exact At-The-Money (ATM) contract.
Pending Preset Queue: If you select a preset before strikes list finishes loading, the app queues the command and applies ATM calculations the moment the data arrives.
Constituent Chart Legends: Displays exact leg constituent strikes (e.g. NIFTY ATM Straddle (21900 CE + 21900 PE)) on the chart canvas.

4. Charts Controls & Indicators

Manipulate chart layouts and run technical studies:

Chart Resolution Timeframes: Switch data bars intervals between 1m, 5m, 15m, and 1d.
Calendar Goto Date Navigation: Input a historical target date to jump to that timestamp instantly on the chart.
Indicators Gear Menu: Toggle technical studies overlays (SMA, EMA, VWAP, Donchian Channels, RSI) and adjust calculation periods.

20. App Config

The Application Settings tab manages platform configurations. It defines system-wide defaults, risk boundaries, order protection shields, and automated alerts routing across all strategy modules.

1. Settings Navigation Sidebar

Configure settings across 11 functional categories:

One-Click Scalper

Configure rapid-fire buttons and default order lots/types.

Order Guard

Market order slippage filters and limit protection offsets.

Hedges & Targets

Trailing SL increments, auto-hedging leg templates.

System Tuning

API rate limits, thread execution pools, debug logging.

PnL Risk Guard

Consolidated daily circuit breaker losses and target limits.

Notification Hooks

Webhook endpoints for Telegram bots and Discord alerts.

Broker Manager

Switch active execution brokers and enter credentials.

Trading Scheduler

Start-up timers and market close square-off times.

Revenge Safeguard

Force cooldown timers and maximum trade caps.

Sound & Voice

Text-to-speech voice selections and test triggers.

Index Tickers

Configure index breadths displayed on the dashboard top bar.

2. Core Settings Definitions

Configuration Parameter	Description & Operational Rule
One-Click CE / PE Toggles	If enabled, clicking Call/Put buttons instantly submits limit orders without confirmation dialogues.
One-Click Cancel / Exit	Bypasses confirmation checks when clicking Cancel All or Exit All.
Default Size & Product	Sets default lots counts, order types, and product segments (MIS / NRML) for rapid trades.
Global Loss / Profit Limits	Maximum daily loss/profit limits. Crossing these thresholds triggers a system halt: cancels orders and exits active positions.
Revenge Safeguards	Locks trading actions if maximum trade counts are hit or initiates a cooldown lock period after major losses.
Notification Integrations	Store Telegram bot credentials or Discord webhook URLs to broadcast real-time fills, SL hits, and circuit breaches.
Text-To-Speech Synthesis	Select system voice profiles and volumes. Uses speech synthesis to announce order status events.

21. Account

The My Portfolio Account page manages license subscriptions, developer API credentials, connection sockets, and backend engine updates. It controls OAuth login sequences to establish the daily session tokens.

1. License Validity Panel

Review active subscriber plans at the top of the view panel:

License Status: Displays the current status (e.g. Active, Expired).
Active Plan Name: Indicates the active subscription plan level (e.g. Pro, Premium).
Expiration Audit: Shows the calendar expiration date of the active license certificate.

2. Active Broker Switcher & Credentials

Modify credentials and change connection channels:

Select Active Broker: Toggle buttons to switch execution brokers: Flattrade, Shoonya, or Upstox. Changing the broker triggers a hot-reload on the backend server.
Credentials Editor (Collapsible): Input fields for User ID, API Key, API Secret, and Redirect URI. Changes require clicking **Save Credentials** to compile.
IP Whitelisting & Redirect Requirements: Whitelist your trading server's public IP address inside the broker portal settings. Configure developer console callback URLs to:
- Shoonya (Finvasia): https://cloudtraderpro.in/
- Flattrade & Upstox: http://localhost:8002/api/auth/callback (replace localhost with custom domain if applicable).

3. Daily Session Authentication

Renew sessions and generate exchange access tokens:

Generate Login URL: Clicking this button generates the broker's OAuth login link. Complete the login, copy the return URL code, and paste it into the **Auth Code** input field to authenticate.
Logout Session Management: Terminates active sessions. Logging out terminates WebSocket data feeds and cancels active strategy runs immediately.

4. Connections & System Controls

Manage backend connections, software updates, and dashboard security:

WebSockets Reconnect: Real-time status indicators (Connected / Offline) for local WebSockets and Broker API connections, with manual reconnect buttons.
Backend Server Restart: Triggers a system restart on the Python FastAPI server to flush caches.
Software Updates: Check update logs, view available software versions, trigger updates, and toggle Auto-Update parameters (which runs updates outside market hours, 09:00 - 15:40 IST).
Dashboard Security: Password Modal popup to securely change dashboard access passwords.

22. About App

The About App tab details application metadata, licensing configurations, developer profiles, and software version update diagnostics.

1. Core Systems & Engineering Team

Cloud Trader Pro is engineered by the Core Systems Team, focusing on low-latency execution and high-frequency options trading. You can connect with our support team through our official email and Telegram contact portals.

2. Licensing & Renewals

Verify subscription plan levels (e.g. Pro, Premium) and active license calendar logs. Clicking Renew Subscription License redirects you to the purchase gateway to apply new license credentials.

3. Support & Feedback Channels

If you encounter execution latency, broker authentication problems, or UI glitches, you can submit bug reports or join the Telegram updates channel to read the latest release changelogs.

4. Version Details & Updates Manager

Audit and manage application version setups:

Application Details: Displays the current running software version tag (e.g. v1.2.3) and active code repository.
Check Updates Trigger: Manually checks developer registries for new builds and features.
Update App Button: Installs and compiles update files immediately.
Auto-Update Toggle: Automatically downloads updates outside active market hours (09:00 - 15:40 IST).
Disable Update Checking: Stop the system from making background checks for updates in offline mode.

23. Trading Safeguards

The Trading Safeguards page outlines legal compliance, SEBI status disclosures, and platform terms of service. It defines client liabilities and built-in order protection limits.

NOT SEBI REGISTERED Status

Cloud Trader Pro is a standalone technology provider supplying execution automation tools. **We are not registered investment advisors, portfolio managers, or research analysts under SEBI**. No strategy template or parameter default represents financial advice or recommended tips.

1. SEBI F&O Risk Disclosure

Options and futures derivatives trading carries substantial leverage risk. According to SEBI studies, approximately 9 out of 10 individual traders in the equity F&O segment incur net losses. Past performance charts or system default presets do not guarantee future profitability.

2. Mandatory Client Acknowledgements

Traders utilizing the platform must accept the following operating rules:

Execution Liability: The client retains sole control over API credentials, size configurations, and manual emergency kill-switch orders.
Financial Capital Risk: Volatile market moves can lead to margin liquidations exceeding initial option premiums. Never trade with capital you cannot afford to lose completely.
Zero Compensation Policy: Cloud Trader Pro and its developers are not liable for financial losses, slippage costs, broker REST API rejections, or connectivity drops.

3. Service Rules & Platform Limits

All automated strategies and manual trades run under direct client parameter entries. The system functions strictly as a self-hosted cloud script executor; we do not operate pooled investment funds, copy trading channels, or automated trading advisory services.

Straddle & Strangle Strategy Template

Trading Strategy Template Disclaimer

This strategy is provided solely as a configurable technical template/structure. It does NOT represent financial advice, trading tips, or a recommendation to run live orders with default settings. Users must evaluate, backtest, and configure all parameters (such as targets, stop-losses, and entry signals) based on their own risk tolerance and logic. Default settings are placeholder values only; we do not provide fixed strategies or tips.

The Server-Native Straddle/Strangle Strategy Template allows you to configure rules to sell or buy a Call option (CE) and a Put option (PE) contract simultaneously. The server hosts the execution logic, tracking option prices directly to manage targets and stop-losses based on your template configurations. You can create, clone, configure, start, stop, and manage multiple independent Straddle Strategy instances concurrently. Spacing has been optimized into a compact two-column layout so that all risk and execution metrics are viewable side-by-side. Configurations are persisted instantly when clicking the manual SAVE SETTINGS button at the top of the settings panel.

Step 1: Entry Trigger Modes

Configure how your Straddle or Strangle enters the market. The server supports 5 distinct entry trigger types to handle various market conditions:

1. Instant Entry

Places orders immediately upon starting the strategy. The server resolves the strikes, fetches option prices, and submits the multi-leg orders instantly.

Usage: Best for traders looking to enter straddles manually at the current market price.

2. Time (Scheduled Entry)

Enables entry at an exact scheduled time (e.g., 09:20). The strategy stays in aPending (Time: 09:20) countdown state on start, resolves the ATM/custom strike exactly at the target time, and submits the orders instantly.

Example:Enter time 09:20. The server waits until 09:20:00, reads NIFTY spot index (e.g. 24015), resolves ATM strike (e.g. 24000), and places the orders.

3. Underlying (Spot Index Crossover)

Triggers trade execution based on the spot index price crossing a specific trigger price. The server automatically resolves the comparison operator at start based on current spot levels.

Example: If NIFTY spot index is 24000 and trigger is set to 24100, the server sets a >= operator. If spot is 24000 and trigger is23900, the operator is set to <=. The entry executes the instant NIFTY spot hits the target.

4. Limit (Premium Entry)

Triggers based on the combined option premium of the resolved legs. Best for buying cheap or selling high.

BUY Trades: Triggers when combined option premium falls below or equals the trigger price (e.g., combined LTP <= 150).
SELL Trades: Triggers when combined option premium rises above or equals the trigger price (e.g., combined LTP >= 200).

5. Momentum (Premium Breakout)

Triggers option entry when the combined premium breaks out, showing momentum in option prices.

BUY Trades: Triggers when combined option premium rises above or equals the breakout trigger price (e.g., combined LTP >= 250).
SELL Trades: Triggers when combined option premium falls below or equals the breakdown trigger price (e.g., combined LTP <= 180).

Advanced Strike Selection Criteria

Instead of placing trades strictly at the At-The-Money (ATM) strike, users can choose from 5 advanced strike selection modes. These criteria resolve option contracts dynamically at the moment of entry:

1. Strike Type (ATM / Moneyness Selection)

Performs standard index-relative strike selection. You can choose a moneyness category (ATM, OTM 1-5, ITM 1-5) which automatically shifts the resolved strikes by index step offsets from the nearest ATM strike price:

ATM: Call & Put both resolve to the At-The-Money strike (e.g., 24000). You can also apply a Custom Offset (e.g. +100) to shift both legs together to a single strike (e.g., NIFTY 24100 CE and 24100 PE shifted straddle).
OTM (Out-of-the-Money): Splits Call & Put into different strikes to form a Strangle. E.g. OTM 2 places Call at ATM + 2 stepsand Put at ATM - 2 steps. If it is a single-leg re-entry, it resolves only the active leg OTM (CE higher, PE lower).
ITM (In-the-Money): Splits Call & Put into in-the-money strikes. E.g.ITM 1 places Call at ATM - 1 step and Put atATM + 1 step.

2. Closest Premium

Resolves legs based on option price rather than strike distance. Ideal for selling options to capture a specific premium level. The server queries the option chain, fetches live Last Traded Prices (LTP), and selects the Call and Put strikes whose premiums are closest to the target premium value.

Example:Target Premium is 100.0. CE options are 24100 CE (LTP 104.5) and24150 CE (LTP 92.3); PE options are 23900 PE (LTP 101.2) and23850 PE (LTP 89.0). The server selects 24100 CE (diff 4.5) and23900 PE (diff 1.2).

3. Premium >= (Greater Than or Equal To)

Guarantees that the options traded have a live premium of at least your target value. It filters out all contracts cheaper than the target, then picks the nearest remaining contract above the threshold.

Example:Target Premium is 100.0. All contracts under 100.0 are ignored; it executes the closest strike whose LTP is >= 100.0 (e.g. LTP 104.5 instead of 92.3).

4. Premium <= (Less Than or Equal To)

Guarantees option premiums do not exceed your target value (capping risk/debit). It filters out all contracts more expensive than the target, then selects the closest contract below the threshold.

Example:Target Premium is 100.0. All contracts above 100.0 are ignored; it executes the closest strike whose LTP is <= 100.0 (e.g. LTP 92.3 instead of 104.5).

5. Straddle Width (Strangle)

Splits the Call and Put legs outward to set up a strangle. Entering a width in points (e.g. 200) offsets the legs symmetrically: CE Strike = ATM + (Width / 2) andPE Strike = ATM - (Width / 2).

Example: If ATM is 24000 and Width is 200 points, CE resolves to24100 and PE resolves to 23900.

⚡ Under-the-Hood Optimization:When starting premium-based selection strategies, the server queries quotes for all option contracts within a ±15 strike boundary concurrently using an asynchronous worker thread pool (Flattrade) or multi-symbol quotes endpoint (Upstox). This completes the entire chain scan and resolution process in under 0.3 seconds to prevent entry slippage.

Step 2: Option Order Protection Buffers

Exchanges block raw market orders for index options due to illiquidity. To protect your entries and ensure immediate execution during high volatility, the server converts "Market" orders into buffered limit orders:

BUY Option Orders

Placed with a +5% buffer above the current premium LTP (capped at +20 points max). This guarantees immediate fill at the best available price while protecting you from sudden premium spikes.

SELL Option Orders

Placed with a -5% buffer below the current premium LTP (capped at -20 points max) to ensure instant entry fills.

Step 3: Risk Management & Exits

The server monitors the combined price of the call and put options (LTP CE + PE) to apply these risk management options:

Parameter	Type	Detailed Operational Behavior
Target Points	Input	Sets the profit goal. For example, if you input `50`, the system will close both legs immediately when the combined premium gains 50 points.
Delay SL Execution	Behavior	Prevents premature stop-loss exits caused by brief price spikes. When the SL price is breached, the server waits N seconds before executing. If the price recovers back below the SL within that window, the exit is cancelled. If price moves beyond SL + Extra Points at any moment, the exit fires instantly regardless of the timer. Works with both original and trailed SL prices. Does not apply to Target exits.
Stop Loss (SL) Points	Input	Sets the loss threshold. If the combined premium moves against you by this value, both options are squared off immediately.
Trailing Stop Loss (TSL)	Behavior	Enables dynamic profit locking. Updates your SL trigger price upwards in steps (defined by Trailing Move and Trailing Stop steps) as the trade moves into profit.
TSL at Candle Close	Behavior	If enabled, trailing SL updates are evaluated only when the candle closes (e.g. at the end of a 1-minute period), protecting you from exiting early during minor mid-candle volatility spikes.
Underlying Spot Exit	Input	Exits option positions early if the underlying index spot price crosses specific upper or lower boundaries, regardless of current premium values.
Stop Entry After	Input	Blocks any entry trigger (Instant, Time, Limit, Momentum, or Spot crossover) if the current system clock has passed the specified EOD threshold (default 14:28).
Auto-Exit Time	Input	An end-of-day safety time (default 15:15 IST). The server automatically squares off all active straddles at this time.

Premium Spike Safeguard

Option feeds can occasionally experience brief latency drops where a contract LTP registers as 0.0. To prevent false exits, the server ignores 0.0 values in target or stop-loss calculations, ensuring you are not prematurely exited due to broker feed issues.

Advanced: Delay SL Execution

In live options markets, prices frequently spike momentarily to or past the SL level and then immediately reverse. The Delay SL feature prevents these fake-outs from triggering premature exits. It introduces a configurable wait period between the SL breach and the actual exit order.

How It Works

SL Breached — Timer Armed

When the option premium (combined or per-leg depending on SL Mode) crosses the Stop Loss price, the server records the breach timestamp and logs Delay SL armed. No exit order is placed yet.

Price Recovers — Timer Cancelled

On each subsequent tick, the server checks if the price has recovered back below (SELL trade) or above (BUY trade) the SL price. If it has, the breach timer is reset and the exit is cancelled. The strategy continues running normally.

Delay Expires — SL Executed

If the price remains beyond the SL for the full delay duration (e.g. 5 seconds), the server executes the exit immediately. The log will show SL Hit after X.Xs delay.

Price Blows Past Force Threshold — Instant Exit

If the price moves beyond SL + Extra Points (for SELL) or SL − Extra Points (for BUY) at any moment — even within the delay window — the server cancels the timer and executes immediately. This safety cap prevents unlimited losses during fast breakouts. The log will show Force-Execute.

Configuration Parameters

Parameter	Description
Enable Delay SL	Toggle to activate the feature. When off, SL executes on first breach as normal.
Delay (seconds)	How many seconds the server waits after an SL breach before placing the exit order. During this window, if the price recovers, no exit is placed. Recommended range: 3–10 seconds.
Force Execute (extra pts)	If the premium moves this many points beyond the SL price (e.g. SL = 50, extra = 10 → force at 60 for SELL trades), the server exits instantly without waiting for the delay to expire. Set to `0` to disable the force threshold (not recommended).

Worked Example

Setup: SELL straddle, Combined SL = 50, Delay = 5s, Force Execute Extra = 10 pts (force threshold = 60)

Scenario A — Price spike, recovers:
11:30:01 — Combined LTP hits 51 → Delay SL armed (timer starts)
11:30:04 — Combined LTP drops back to 49 → Timer cancelled, no exit
Strategy continues running.

Scenario B — Price stays above SL:
11:30:01 — Combined LTP hits 51 → Delay SL armed
11:30:06 — 5 seconds elapsed, LTP still at 53 → SL executed

Scenario C — Price blows through:
11:30:01 — Combined LTP hits 51 → Delay SL armed
11:30:02 — Combined LTP hits 61 (≥ 50 + 10 = 60) → Force-executed immediately, no waiting

Interaction with Trailing SL (TSL)

Delay SL is fully compatible with Trailing SL. The TSL continues to tighten the stop price as your trade moves into profit. When the trailed SL price is eventually breached, the Delay SL timer arms at that tighter level. This means you get the benefit of locked-in profits from TSL combined with spike protection from Delay SL.

Targets Are Not Delayed

Target exits fire immediately upon breach with no delay. Only Stop Loss exits (original and trailed) are subject to the delay timer. This is by design — profit capture should never be slowed down.

Use with Caution in High-Volatility Sessions

While Delay SL helps avoid spike-driven exits, it also means your position remains open during volatile market moves. Always set a meaningful Force Execute extra points value (e.g. 10–20 pts) to cap maximum slippage if price continues moving strongly against you after the SL is breached.

Leg-wise Execution & Strategy Re-Entry

Cloud Trader Pro supports advanced leg-wise execution boundaries and recursive strategy re-entry flows to let you execute complex trade lifecycle management:

1. SL/Target Modes (Leg-wise vs. Combined)

By default, the strategy operates in Combined mode, treating Call (CE) and Put (PE) legs as a single straddle position. If Leg-wise mode is chosen, the engine executes independent tracking:

Independent Leg Trailing: Call and Put options maintain their own Stop Loss and Target thresholds calculated from their fill averages. Hiding the global SL/Target inputs in this mode prevents any conflict.
Partial Exits: When the Call Stop Loss is triggered, only the Call leg is squared off, transitioning the strategy state toPartially Active while the Put leg continues to run.
Isolated Trailing Stop: Trailing Stop Loss rules (Move and Trail) are applied individually to each leg's Last Traded Price (LTP) relative to its highest/lowest point since fill.

2. Strategy Re-Entry Logic

After both legs of a straddle position are closed (via SL Hit, Target Hit, or Leg-wise exit), the engine can trigger automated re-entry if enabled. You can configure:

Re-entry Scope: Choose independent strike resolution criteria for the re-entered positions:
- Same Strike: Re-opens positions in the exact same contracts that were traded initially.
- Strike Type, Closest Premium, Premium >=, Premium <=, Straddle Width:Dynamically resolves fresh option contracts using specific criteria and moneyness selection. (Straddle Width is hidden if Single Reverse Leg is chosen).
Re-entry Leg Mode:
- Both Legs (Straddle): Re-enters both Call (CE) and Put (PE) option contracts simultaneously.
- Single Reverse Leg: Re-enters only the single reverse leg (the one that hit Stop Loss first). Succesive re-entries will alternate dynamically (CE -> PE -> CE...).
Execution Modes:
- Instant: Re-enters immediately once the optional cool-off period expires.
- Momentum Breakout: Captures the combined premium LTP of the resolved contracts on cool-off completion. It then sets up breakout/breakdown bounds and executes entry only when combined LTP crosses the selected momentum direction trigger:
  - Breakout (+Pts): Triggers entry when premium moves above Reference + Momentum Up points.
  - Breakdown (-Pts): Triggers entry when premium moves below Reference - Momentum Down points.
Max Re-entries Count: Prevents overtrading by limiting the maximum number of times the strategy is allowed to recursive-reenter in a single session.
Cool-off Timer: A configurable delay (in seconds) that must pass after an exit before the engine resolves new contracts or arms the next re-entry trigger.

3. Custom Re-Entry Risk Settings

You can toggle Use Custom Settings in the Re-Entry panel to enforce separate SL, Target, and Trailing SL (TSL) parameters specifically for re-entered positions, keeping them isolated from the first-entry configuration.

Independent Re-Entry Target & SL: Configure separate Combined or Leg-wise Stop Losses and Targets for re-entered trades.
Independent Re-Entry Trailing SL (TSL): Define independent Trailing Move and Trail steps for trailing SL in re-entries.
Dynamic SL at Momentum Extreme (Swing Extreme): When using Momentum Breakout execution and Combined SL mode:
- Dynamic Stop Loss: Automatically sets the Stop Loss price to the highest combined premium (for SELL trades, i.e., Swing High) or lowest combined premium (for BUY trades, i.e., Swing Low) reached during the momentum tracking period.
- Max SL Cap: Enforces a safety boundary. The Dynamic SL is capped at this value to limit maximum loss if the market experiences large swings before triggering your entry.

VWAP Trend Strategy Template

Trading Strategy Template Disclaimer

The Server-Native VWAP Strategy Template lets you configure logic to automatically trade Nifty or Banknifty option contracts based on Volume Weighted Average Price (VWAP) indicators. It evaluates entry and exit signals on closed 1-minute candles based on your custom inputs.

Short Option Bias

Option buying suffers from theta time decay. The VWAP strategy is designed as an option-selling system. It sells Call (CE) or Put (PE) contracts when price signals suggest trend breakouts, capitalizing on both direction and premium decay.

Operational Lifecycle & Rules

ATM Strike Initialization

At strategy start, the system reads historical index spot prices at market open to resolve the At-The-Money (ATM) strike price. It then subscribes to live feeds for that specific strike's CE and PE options.

Warmup Safeguard (Skipping Old Signals)

When the strategy is started mid-session, it performs a warmup check. It fetches today's historical candles but exits without trading. This prevents the strategy from executing a trade based on historical signals that occurred before you booted the system.

Automated Entry Logic

At the close of each candle, the strategy checks two conditions to trigger a Short (Sell) trade:

Condition 1 (VWAP Break): The previous candle closed below its VWAP value.
Condition 2 (Low Break): The current candle closed below the lowest price of the previous candle.

If both match, the server places a Short position on that contract using a 5% limit protection buffer.

Stop Loss Placement & Trailing

Immediately upon order execution, the strategy submits a broker-side Stop Loss Limit (SL-LMT) buy order at Entry Price + Risk Points. As the trade moves in your favor, the server trails this stop-loss order at candle closes or ticks.

Manual Strategy Overrides

You can bypass the automated indicator checks at any time using manual overrides on the Strategies page:

Force CE Entry / PE Entry

Bypasses the VWAP crossover checks. The system instantly reads the current option premium, calculates the stop-loss risk points from the last candle's high, and places a market-protected Sell order immediately.

Force Exit All

Instantly cancels any pending orders, withdraws the broker-side SL-LMT orders, and submits a protected Buy exit order to close all running positions immediately.

Delay SL Spike Protection

The VWAP Strategy Template fully supports Delay SL protection. If enabled under the strategy configuration, a temporary price spike crossing the stop-loss level arms a wait timer (in seconds) instead of exiting instantly. If premium prices recover before the timer expires, the exit is aborted. See the dedicated Delay SL section for working scenarios and force-execution guidelines.

Automatic Freeze Limit Order Slicing

Cloud Trader Pro features a high-performance Automatic Order Slicing Engine. Designed for high-volume options scalpers and large multi-leg strategy execution, this system automatically splits large orders that exceed exchange freeze quantities into optimal, lot-aligned child slices—preventing broker RMS rejections with sub-millisecond execution spacing.

What is an Exchange Freeze Limit?

Indian exchanges (NSE and BSE) enforce mandatory per-order quantity limits (Freeze Limits) for equity and index derivatives. For example, NIFTY options have a freeze limit of 1,800 quantity (72 lots), BANKNIFTY has 900 quantity (30 lots), and SENSEX has 1,000 quantity. Any single order submitted above these limits is immediately rejected by exchange RMS with error RMS:Order Quantity exceeds limit (16273).

Core Slicing Architecture & Mechanics

Lot-Aligned Chunking

Orders are strictly chunked to multiples of the active instrument's base lot size: max_slice = (freeze_limit // lot_size) * lot_size. This mathematical guarantee prevents fractional or odd-lot order rejections under all market conditions.

Rate-Limit Pacing

Child slices are dispatched sequentially with microsecond pacing (110ms spacing) to strictly respect broker API rate limits (≤ 10 orders/sec), preventing HTTP 429 throttling and socket drops during high-frequency execution.

VWAP Fill Averaging

When multiple slices execute at slightly different market prices, Cloud Trader Pro automatically calculates and displays the true Volume-Weighted Average Price (VWAP) as your entry baseline for accurate P&L and risk calculations.

Sequential Risk Operations

Trailing Stop-Loss updates, partial exits, and emergency square-offs iterate through child slice IDs sequentially, querying each slice's live quantity from the broker order book to prevent broker margin spikes.

User Interface & Interactive Interceptor

Order slicing is deeply integrated across all trading views without requiring complex manual calculations:

Universal Order Window Slice Indicator

When trading via the Universal Order Window (press O or click any strike in Watchlist/Option Chain), the system reads the live contract freeze limit. If your requested quantity exceeds the threshold, a dynamic Auto Slice toggle appears with a live badge showing the exact number of child slices (e.g. 3x Slices).

Smart Safety Confirmation Modal

If you attempt to submit an order exceeding the exchange freeze limit with slicing toggled off, Cloud Trader Pro intercepts the submit action with an intelligent safety modal:
"Order quantity of 3,600 exceeds exchange freeze limit of 1,800. Would you like to enable automatic slicing into 2 orders of 1,800 qty each?"
Clicking Confirm & Place instantly enables slicing and executes the multi-slice sequence seamlessly.

Unified Multi-Slice Tracking

All child slice IDs are tracked as a unified group under entry_order_ids, sl_order_ids, and tgt_order_ids in the SL/Target and Orders tabs. You can modify trailing stop-losses or execute partial percentage exits on the aggregated position with a single click.

Platform-Wide Strategy Support

Trading Engine	Order Slicing Behavior
Scalp Terminal	High-volume rapid entries and broker-side Stop Loss / Target limit orders automatically slice into lot-aligned chunks with unified position tracking.
Universal Order Window	One-click manual orders with live slice count badge and automatic freeze limit prompt.
Straddle / Strangle Strategies	Both CE and PE legs are independently sliced and executed sequentially, releasing margin cleanly before taking the opposing side.
Native VWAP Strategy	Server-native VWAP entries, Stop-Loss orders, and dynamic Trailing SL modifications manage multi-slice order lists seamlessly.
Strategy Builder & Baskets	Multi-leg custom strategies and scheduled baskets verify full execution across all sliced child legs before transitioning to active state.

Risk Controls & Advanced Settings

The **App Config** tab allows you to configure global safety parameters. All changes synchronize across the platform in real time.

Revenge Safeguard (Cool Down)

Set a cap on your Max Daily Trades. Once your filled trades reach this limit, the server automatically rejects all new entry orders for the rest of the day. This prevents emotional trading and protects your capital.

Trading Scheduler

Automate your trading day. Configure Start Time (e.g. 09:05 AM) and Stop Time (e.g. 15:15 PM). The scheduler will automatically connect WebSocket data streams in the morning and trigger complete position square-offs in the afternoon.

Sound & Voice Alerts

Utilizes advanced voice synthesis to read out trading activities. Get audible confirmations for order fills, target hits, stop-loss triggers, and risk alerts, allowing you to monitor trading status without looking at the screen.

Setting Up Webhook Alerts

Configure real-time alerts in App Config to track executions from your phone:

Telegram Notifications

Search for @BotFather on Telegram, send the /newbotcommand, and save the HTTP API Token.
Search for your bot's username and click Start. (This is required to allow the bot to send you messages).
Search for @userinfobot and click Start to get your numericalChat ID.
Paste the Bot Token and Chat ID in the App Config settings, toggle Telegram on, and click Save.

Discord Webhook Alerts

Open your Discord server. Right-click the target channel and select Edit Channel.
Navigate to Integrations -> Webhooks and clickCreate Webhook.
Copy the Webhook URL.
Paste the URL into the Discord webhook field in App Config, toggle Discord on, and click Save.

Keyboard Shortcuts

Cloud Trader Pro supports fast keyboard navigation shortcuts to instantly switch between pages. Shortcuts are case-insensitive and are automatically ignored when typing inside input fields, textareas, or select dropdowns.

Navigation Keys

Shortcut	Page / Action
`M`	Monitor Page (Dashboard)
`W`	Watchlist Page
`S`	Scalp Page
`Shift + S`	Strategies Page
`V`	VWAP Strategy Page
`C`	Charts Page
`P`	Positions Page
`T`	SL / Target Page
`Shift + T`	Triggers Page
`O`	Orders Page
`Shift + O`	Options Page
`L`	Straddle Page
`H`	Holdings Page
`Shift + H`	Historical Data Viewer (Opens in New Tab)
`D`	Data Fetcher Page
`A`	Account Page
`F`	Funds Page
`B`	Strategy Builder
`Shift + B`	Backtest Lab (Opens in New Tab)
`U`	User Manual (Opens in New Tab)

Emergency Actions

Shortcut	Page / Action
`Ctrl + Shift + K`	EMERGENCY KILL SWITCH (Stops strategy engines -> Cancels orders -> Exits positions)
`Ctrl + Shift + U`	SWITCH BROKER TO UPSTOX (Prompts confirmation dialog and restarts server to load Upstox session)
`Ctrl + Shift + F`	SWITCH BROKER TO FLATTRADE (Prompts confirmation dialog and restarts server to load Flattrade session)
`Ctrl + Shift + S`	SWITCH BROKER TO SHOONYA (Prompts confirmation dialog and restarts server to load Shoonya session)

Troubleshooting & FAQ

Q: Why are my option orders getting rejected by the exchange?

A: Indian exchanges block direct market orders for index options due to illiquidity risk. To prevent rejections, ensure you use the platform's default limit order configuration with a buffer (e.g. +5% buffer for BUY and -5% buffer for SELL). The server handles this automatically when using "Market" buttons.

Q: Why is my dashboard displaying "Locked Setup Mode"?

A: This indicates a missing or expired license key. Locate the license activation card at the top of the dashboard page, paste your valid license key, and click "Activate". The server will validate the license online and unlock all trading functions instantly.

Q: How do I load historical charts quickly on different timeframes?

A: The Historical Data Viewer utilizes a client-side RAM cache. When you load a symbol, it downloads the historical data once. Switching between 1-minute, 15-minute, or Daily charts uses local calculations, rendering the chart instantly without downloading it again. Change symbols to clear the cache.

Q: Why does the VWAP strategy log "Warmup Complete" and skip trading?

A: This is a built-in safety feature. When you start the VWAP strategy mid-session, it reads historical candles for the day to build its indicator lines but ignores any past signals. This prevents the strategy from executing trades immediately on boot based on hours-old data.

Q: How can I sync historical data without uploading files manually?

A: Open the Historical Data Viewer and click "Sync Data". The Cloud Data Synchronizer will calculate the difference between your local storage and the cloud cache, skipped already-downloaded files, and download the rest in the background with a progress bar.

System Updates

Cloud Trader Pro includes a built-in update mechanism that allows you to easily pull updates and keep your trading system up-to-date with the latest features, security patches, and broker API changes directly from the dashboard.

Market Hours Protection

Automated update checks are blocked during active market hours (09:00 - 15:30 IST) to prevent server hot-restarts while algorithmic strategies or positions are active. You can still forcefully trigger updates manually during market hours if needed, but doing so will temporarily interrupt your active streams for ~30 seconds.

Configuration & Controls

Update settings and manual update triggers are accessible on both theSystem Settings page and the About tab of the dashboard:

Manual Updates

Click "Check Updates" to force the server to check for new versions. If a new version is available, the "Update App" button becomes active. Clicking it will pull the update and automatically restart the frontend and backend services (takes ~30 seconds).

Auto-Update System

Enable this option to allow the backend server to automatically check for updates hourly and apply them during non-market hours (evenings and weekends).

Disable Updates Checking

If you prefer to disable background checks entirely, check the "Disable Update Checking" toggle. Toggling this will hide the sticky headers and update prompts immediately.