Platform guide in English and Hindi
This page explains broker setup, strategy creation, webhook generation, quantity rules, watchlist usage, and dashboard review flow for your trading workspace.
Step-by-step guide
1. Account access
Use Login if you already have an account.
Use Create Account for a new workspace.
After registration, your session starts automatically and you are taken to the dashboard.
2. Connect your broker
Open Brokers from the sidebar.
Broker: choose your broker name.
Label: enter a name you can recognize later, such as My Dhan Primary or Intraday Account.
Client ID: enter your broker client code or account identifier.
Access Token: enter the broker access token generated for API access.
Save Connection stores the broker profile and checks its status.
3. Create a strategy
Open Strategies and fill strategy name, exchange, transaction type, product type, order type, and broker.
Use Capital per trade if you want amount-based execution.
Leave Fixed quantity empty when you want automatic quantity calculation.
Automatic quantity works as Capital per trade divided by signal price.
If Fixed quantity is filled, that exact quantity is used.
4. Choose order mode correctly
Standard Order: places a normal order when your webhook signal passes checks.
Super Order: use this when you want broker-side target and stop loss after entry.
Forever Order: use this when you want a broker-side trigger entry order.
Forever mode requires entry price and trigger price.
Super mode requires stop loss and target values.
5. Webhook link generation
After a strategy is created, its webhook endpoint is generated automatically.
You can see it directly in the strategy card and copy it with one click.
Endpoint format: https://auto.cadeepaksingh.online/api/webhook/[strategy-key]
Use that endpoint in your signal source such as Chartink or any supported webhook sender.
If Symbol Mode is Payload, the incoming stock symbol from your webhook payload is used.
6. Risk and execution rules
Max trades per day limits how many trades a strategy can place in one day.
Cooldown seconds adds a waiting period between repeated signals.
Kill switch stops execution for that strategy immediately.
If a duplicate or blocked signal arrives, it is logged instead of being executed.
7. Watchlist and live prices
Use the dashboard watchlist section to add NSE or BSE stocks.
Live prices update for your saved watchlist and linked portfolio holdings.
You can remove a stock anytime from the same board.
Portfolio holdings are shown with quantity, average price, live price, and current profit/loss.
8. Date range trade summary
Use the date range section on the dashboard to review trade activity for selected dates.
You can view total trades, buy value, sell value, charges, cash flow, and symbol-level summary.
This helps you review trading activity without leaving the platform.
9. Logs and testing
Use Logs to review webhook activity, order results, and failures.
Strategy detail pages include a webhook testing utility for dry-run checks.
Dry-run helps you verify payload parsing and risk logic without placing a live order.
Step-by-step guide
1. Account access
Agar aapke paas account hai to Login use karein.
Naya workspace banana ho to Create Account use karein.
Registration ke baad session automatically start ho jata hai aur aap dashboard par pahunch jaate hain.
2. Broker connect kaise karein
Sidebar se Brokers page open karein.
Broker: apna broker select karein.
Label: aisa naam likhein jo baad me turant samajh aaye, jaise My Dhan Primary ya Main Trading Account.
Client ID: apna broker client code ya account identifier daalein.
Access Token: broker side se generate hua API token daalein.
Save Connection karne par profile save hoti hai aur status check hota hai.
3. Strategy kaise banayein
Strategies page me strategy name, exchange, transaction type, product type, order type, aur broker select karein.
Agar amount ke basis par trade karna hai to Capital per trade fill karein.
Agar quantity auto-calculate karani hai to Fixed quantity blank chhod dein.
Auto quantity ka formula hota hai: Capital per trade / signal price.
Agar Fixed quantity bhari hui hai to wahi exact quantity use hogi.
4. Order mode kaise choose karein
Standard Order: signal pass hote hi normal order place hota hai.
Super Order: entry ke baad broker-side target aur stop loss use karne ke liye ye mode choose karein.
Forever Order: broker-side trigger entry order ke liye ye mode use karein.
Forever mode me entry price aur trigger price dena zaroori hai.
Super mode me stop loss aur target values deni zaroori hain.
5. Webhook link kahan milega
Strategy save hone ke baad webhook endpoint automatically generate hota hai.
Ye strategy card par direct dikhega aur aap usse copy kar sakte hain.
Endpoint format rahega: https://auto.cadeepaksingh.online/api/webhook/[strategy-key]
Isi link ko apne webhook sender ya signal source me use karein.
Agar Symbol Mode Payload hai to incoming webhook payload ka stock symbol use hoga.
6. Risk controls ka matlab
Max trades per day se ek din me allowed trades define hote hain.
Cooldown seconds same strategy ke repeated signals ke beech gap rakhta hai.
Kill switch on karte hi us strategy ka execution ruk jata hai.
Duplicate ya blocked signal aane par order place nahi hota, sirf log banta hai.
7. Watchlist aur live price board
Dashboard ke watchlist section me NSE ya BSE stock add kar sakte hain.
Saved watchlist aur linked portfolio holdings ke live prices yahin dikhenge.
Kisi stock ko remove bhi isi board se kar sakte hain.
Portfolio section me quantity, average price, live price, aur current profit/loss dikhega.
8. Date range trade summary
Dashboard me date range section se selected dates ke trade activity review kar sakte hain.
Yahan total trades, buy value, sell value, charges, cash flow, aur symbol-wise summary dikhegi.
Isse aap platform ke andar hi trade activity review kar sakte hain.
9. Logs aur test mode
Logs page par webhook, order result, aur failure records dekhe ja sakte hain.
Strategy detail page me webhook testing utility available hai.
Dry-run mode se aap payload aur risk logic ko test kar sakte hain bina live order place kiye.
Quick reminders
Use your own broker credentials and your own rules.
The platform does not provide investment advice or trading recommendations.
All trade decisions, broker actions, and outcomes remain the responsibility of the user.