How-to

User guide

Step-by-step playbooks for every tab. Search for an action (paper trade, webhook, cookie, backup) and click into the matching topic.

Showing 57 of 57 topics

Table of contents

Setup

First-time install
First-run credential wizard
Wiring the TradingView session

Daily workflow

Suggested morning routine
Suggested evening review

Screeners

Running a multi-strategy screener
Fundamentals screener (ratio filters)
NexxtPro Momentum agents (Equity, Indices, Commodities)
Deprecated NexxtPro agents (Equity, Indices, Commodities sections)

NexxtPro tab

NexxtPro tab — start here (the October 2026 Price strategies)
NexxtPro tab — the 'NexxtPro Price Oct'26' indicator, and what the platform reads from it
NexxtPro tab — the 'NexxtPro Price Scanner Oct'26' and how a scan becomes Table 2
NexxtPro tab — the setups: Breakout, the Pullbacks and the Hook
NexxtPro tab — trigger, stop and the trigger window
NexxtPro tab — when the scans run (schedules, giving way, the runtime switch)
NexxtPro tab — how a book enters (checks, sizing, caps, instruments)
NexxtPro tab — how a book exits: the Trader ladder, stops, square-off, expiry and fills
NexxtPro tab — the Trade book: every trade of the nine books in one ledger
NexxtPro tab — the Reports and Portfolio views: Day / Week / Month, R and every column
NexxtPro tab — every setting (books, schedules, switches)
NexxtPro tab — Track 0, and switching things on (and off)
NexxtPro tab — troubleshooting: empty tables, missing levels, refused trades, quiet books

Model portfolios

Model portfolios — how every book works
NexxtPro AI Selector books (Equity) — how they work
Intraday 15m — Momentum Crosses book — how it works
Equity Futures books — how they work
Equity Options books — how they work
NexxtPro AI Selector books (Indices) — how they work
NexxtPro Commodities books — how they work
Satellite Portfolio (CANSLIM Weekly) — how it works
MCX Desk — Table 3 × Fundamentals — how it works
Paused and legacy model portfolios

SD Rainbow

SD Commodity Master — the readings and the SD model book
SD Commodity Master book — how it trades
SD Commodity Intraday — how it trades
SD Commodity Master — trade types, Preferred Trades and the Rules from the documents
SD Commodity Master — the pattern watch and Watch alerts on Telegram
SD Rainbow reports — the month, every trade and its review
What the AI line on a trigger means

Watchlist & journal

Managing the watchlist
Logging a paper trade
Editing trade date or notes after entry
Closing a paper trade
Reading journal reports

Pine & TradingView

Wiring a TradingView Pine alert via webhook
Pine Search (scrape TV Pine Screener by free-text query)
Saved Pine Screeners

Fundamentals

Fundamentals tab basics
Wiring the Screener.in cookie (Indian fundamentals)

Operations

Backing up the database
Resetting the credential vault
Applying a new schema migration
Tailing service logs
Rebuilding a single service after code changes
Telegram alerts — getting access and approving invitations

Troubleshooting

Common errors and fixes
Docker won't start the stack

Setup

· 3

▸First-time installGet Docker Desktop running, then run setup-platform.bat once.#

▸First-run credential wizardEnter broker/data/notification credentials into the encrypted vault.#

▸Wiring the TradingView sessionPaste a TradingView session cookie so Playwright can use your TV account for Pine scrapes.#

Daily workflow

· 2

▸Suggested morning routineA 5-minute workflow before the open.#

▸Suggested evening reviewClose losing trades, log new ones, snapshot the day.#

Screeners

· 4

▸Running a multi-strategy screenerOpen /screener, multi-select strategies × universes × timeframes, run.#

▸Fundamentals screener (ratio filters)Filter NIFTY_500 / NIFTY_50 by P/E, ROE, debt/equity, growth.#

▸NexxtPro Momentum agents (Equity, Indices, Commodities)Momentum agents in three Agents sections. Since 20 Oct 2026 Buy and Sell both scan the one unified NexxtPro scanner for the October 26 lesson's setups — breakout, high momentum, Decoy, GD and low momentum — drop a name whose higher timeframe is against the trade, take their Trigger and Stop from the October study, run on a schedule and send Table-3 crossings to Telegram.#

▸Deprecated NexxtPro agents (Equity, Indices, Commodities sections)On 13 Oct 2026 the 23 older NexxtPro agents in the Equity, Indices and Commodities sections were deprecated. They no longer run on a schedule, check Table 3 or send alerts, and no model portfolio takes new trades from them. The NexxtPro Momentum agents are the live ones: since 14 Oct 2026 the books that followed these agents follow their Momentum twins.#

NexxtPro tab

· 13

▸NexxtPro tab — start here (the October 2026 Price strategies)The NexxtPro tab (/nexxtpro) is its own program, built from the October 2026 NexxtPro Price course: 18 Pine Screener scans on the 'NexxtPro Price Scanner Oct'26' (Equity, Indices and Commodities × Bull and Bear × Daily, 2h and 15m) and nine paper books that take a position on a live Table-3 trigger and leave it by the Trader ladder. Live on the cloud install since 29 October 2026. The nine books ship switched off and trade only once an admin switches them on after Track 0 has checked the study; the Overview always shows what is on now.#

▸NexxtPro tab — the 'NexxtPro Price Oct'26' indicator, and what the platform reads from itThe October 2026 NexxtPro Price study on your 'Nexxt 3.0' layout: the stage background that sets the side, the flow and relative-strength blocks, the trade ticket and the Trader profile's management, the Trade Display mode — and the per-bar state the NexxtPro tab reads off the chart, which it checks against the ticket before it trusts any of it.#

▸NexxtPro tab — the 'NexxtPro Price Scanner Oct'26' and how a scan becomes Table 2The Pine Screener behind the NexxtPro tab's 18 agents: its 27 conditions and the agent step each one feeds on Daily, 2h and 15m; the lessons' rules for scanning (scan at the end of the candle, a hit is a name and not a trade, chips are ANDed, contraction chips narrow a list); and how the platform turns the scans into Table 1 and Table 2 — Pending admits, a Daily Hook admits, Open Trade is context, the rest rank.#

▸NexxtPro tab — the setups: Breakout, the Pullbacks and the HookThe October 2026 course teaches three kinds of trade: the Breakout (B/O), the Pullback family (HML / HMS, Decoy, GD, LML / LMS) and the contrarian Hook. This topic says, for each one, what the lesson describes, when the lesson says to take or skip it, what the NexxtPro tab checks for you, and what stays your judgement.#

▸NexxtPro tab — trigger, stop and the trigger windowEvery NexxtPro tab row trades on a trigger and a stop taken from the study 'NexxtPro Price Oct'26' itself — never the July NC band — and a trigger counts only inside its window: the candle right after the setup bar (on Daily, extended while the next candles are inside bars). This topic gives the order the levels are taken in, the reasons a row shows when it has none, how the window is judged and how Table 3 decides a cross.#

▸NexxtPro tab — when the scans run (schedules, giving way, the runtime switch)The 18 NexxtPro tab agents run on five schedules: one nightly batch at 00:50 IST, two 2h schedules and two 15m schedules. Every slot gives way to the rest of the platform and to the tab's own running batch: it fires only when nothing else is scanning (the tab's previous batch included) and it would finish before the next slot of any enabled schedule outside the NexxtPro tab (a Momentum or other platform schedule that would actually run something). A slot that gives way is marked 'yielded' — expected, not missed. Equity & Indices 15m scans only the bars closing from 09:30 to 14:30: later bars could never be traded. A runtime switch turns a timeframe off without a restart. Current state (the owner's decision, 29 Oct 2026, 19:48 IST): all five schedules and every timeframe of the switch are on, the eight NexxtPro Momentum schedules are off, and the nine books are still off until Track 0. The Overview always shows the live state.#

▸NexxtPro tab — how a book enters (checks, sizing, caps, instruments)Each of the nine NexxtPro tab books opens a paper position on a NEW Table-3 cross of its Bull or Bear agent, only while that trigger is live and only after a fixed list of checks, each refusal shown with its reason under Rejected candidates. A trade risks 1% of the book's ₹25 L on the distance from the live price to the stop (on Daily and 2h at least the usual overnight gap), lots are never rounded up, and caps on positions, sectors, open risk, notional and margin can only cut the size. Equity and Indices trade the NSE future or, by setting, the at-the-money option; Commodities trade the dated MCX future. The books are switched off until Track 0.#

▸NexxtPro tab — how a book exits: the Trader ladder, stops, square-off, expiry and fillsEvery NexxtPro tab book manages its open trades before it looks for new ones. A trade starts on the study's initial stop; at +0.8R half is booked and the stop moves to cost; from +1R the stop trails the last completed Heikin-Ashi candle; a trade that has not reached +0.8R after 3 completed candles is closed at the next candle's open. On top of that come the platform's own rules: how a stop is detected and filled, what happens when the future or option has no live price, the 15m square-off, and the expiry rules. A stop or a half is booked at its own level, never better than the market; a close that has no level of its own (expiry, square-off, the progress review) needs a real Kite print, or the trade stays open.#

▸NexxtPro tab — the Trade book: every trade of the nine books in one ledgerThe Trade book (NexxtPro → Trade book) lists every trade of the nine NexxtPro books in one place — futures and options; equities, indices and commodities; positional and intraday. It shows the trades open now, with when and why each was entered, and the trades closed in a date range with the profit or loss of each. Its headline is the win % of those closed trades: this month by default, or any range you pick. It is a view, not a tenth book: the nine books keep trading on their own capital, caps and cycles.#

▸NexxtPro tab — the Reports and Portfolio views: Day / Week / Month, R and every columnReports shows the nine NexxtPro books (or one of them) by IST day, ISO week (Monday-Sunday) or calendar month. Two measures are kept apart: realised P&L, counted for every closed piece on the day that piece closed, and trade outcomes (wins, losses, win rate, R, best, worst), counted once per trade when its last piece closes. Break-even is a win; R is the trade's P&L divided by the rupees it risked at entry. Portfolio shows one book: its frame and totals, open positions with their place on the Trader ladder, closed trades, rejected candidates and settings.#

▸NexxtPro tab — every setting (books, schedules, switches)A reference to everything you can change on the NexxtPro tab: every book setting with its default and meaning, the runtime switch, the schedules, the instrument mode and Telegram — and which of them only an admin can change. Every book starts from the same defaults; each book's own values are on Portfolio → Settings.#

▸NexxtPro tab — Track 0, and switching things on (and off)Track 0 is the check that must pass before any NexxtPro book trades: read the study's per-bar state on one stock, one index and one MCX root on Daily, 2h and 15m and match it to the chart; compare a day of the scanner's Pending names with the study; then switch the books on — Daily first, then 2h, then 15m. This topic gives the exact checks, what a pass and a fail look like, and how every switch is flipped and flipped back.#

▸NexxtPro tab — troubleshooting: empty tables, missing levels, refused trades, quiet booksAnswers to the questions the NexxtPro tab raises most: why Table 2 or Table 3 is empty, what each 'no levels' text means, the stage and trigger-window refusals, a scan marked yielded, a book that shows nothing, 'already running', a schedule that cannot be enabled, a silent Telegram, and what to look at on the Operations tab. Every text quoted here is the one the platform writes.#

Model portfolios

· 10

▸Model portfolios — how every book worksEvery model portfolio is a paper (practice-money) book that the platform runs by itself: a scheduler checks it on a fixed timetable, it reads its signals from the NexxtPro Momentum agents and live market data, opens and closes positions by written rules, marks them to market, settles them at expiry and announces every trade on Telegram. This topic explains the machinery all books share; each book's own buy, stop and exit rules have their own topic.#

▸NexxtPro AI Selector books (Equity) — how they workFour paper books (Buy Daily, Sell Daily, Buy 2h, Sell 2h) that take their NexxtPro Momentum agent's Table-3 breakouts, let two independent engines vote on each stock, veto anything not in a clear trend, and then SELL options on the winners: a high-probability credit spread from the Trade Reco card and/or a single far out-of-the-money option.#

▸Intraday 15m — Momentum Crosses book — how it worksA same-day paper book that takes EVERY Table-3 cross of the six NexxtPro Momentum 15m agents (Equity, Indices and Commodities, Buy and Sell). When a symbol shows up in one of those agents' Table 3 (price broke its NC level), the book buys the stock (longs only) or goes long/short one lot of the index or MCX future — with a fixed 1.5% stop, a 3% target, and everything squared off the same session.#

▸Equity Futures books — how they workTakes its NexxtPro Momentum agent's Table-3 breakouts, keeps the ones whose daily chart is in a clear uptrend (buy) or clear downtrend (sell) — the same trend rule the NexxtPro Equity books use — confirms them with futures checks, and trades them as NSE stock futures — sized to risk 1% of capital, with the stop at the NC Low (buy) / NC High (sell) of the trade's own timeframe. Since 20 Oct 2026 that level is the October study's Stop Loss on a row tagged 'Oct 26', and such a trade follows no band: the NexxtPro Trader profile manages it (half and breakeven at +0.8R, a Heikin Ashi trail from +1R, a 3-candle progress review). A row whose October trigger is no longer live is refused.#

▸Equity Options books — how they workTakes its NexxtPro Momentum agent's Table-3 breakouts, keeps the stocks whose chart trend agrees, and SELLS a defined-risk option credit spread on each one — a bull put spread on a bullish pick, a bear call spread on a bearish one — then manages it with a fixed exit ladder until it is closed, usually well before expiry.#

▸NexxtPro AI Selector books (Indices) — how they workFour paper books (Indices Buy Daily, Indices Sell Daily, Indices Buy 2h, Indices Sell 2h) that take the NexxtPro Indices Momentum agents' Table-3 breakouts and sell index options on them — the same machinery as the equity AI Selector books, but only five indices can be traded, there is no trend veto, and in practice they open only the single option write.#

▸NexxtPro Commodities books — how they workSix paper books on the Commodities tab, one per NexxtPro Commodities Momentum agent (Bull/Bear × Daily/2h/15m). Each buys (Bull) or sells short (Bear) one MCX futures contract when a commodity reaches its agent's Table 3, and exits only on a fixed 4% stop-loss or at the contract's expiry.#

▸Satellite Portfolio (CANSLIM Weekly) — how it worksA long-term, buy-only book of plain shares. It takes the stocks the NexxtPro Eq Momentum Buy Agent Weekly picked on Saturday, buys ₹50,000 worth of each one that scores 65 or more on the CANSLIM growth checklist, is in a clear daily uptrend and (since 20 Oct 2026) carries RS Positive, and sells when the uptrend, the score (or its verdict) or the weekly NC Low stop gives way.#

▸MCX Desk — Table 3 × Fundamentals — how it worksOne paper book that takes every Table-3 cross of the six NexxtPro Commodities Momentum agents and trades the dated MCX future of the commodity that fired. Each trade is sized so a stop-out costs about 1% of the capital you pick on the MCX Desk tab (₹75 L by default), under a futures desk's stops, limits, event windows and exit rules. The desk's BUY / SELL / HOLD view of each commodity is recorded on every decision but does not change any trade yet (shadow mode).#

▸Paused and legacy model portfoliosEight older books are paused: they open nothing, are not re-priced and are hidden from the Portfolio tabs. Their history is kept. Two of them still hold 10 open share positions each, frozen at their 10 Aug 2026 prices.#

SD Rainbow

· 7

▸SD Commodity Master — the readings and the SD model bookSD Rainbow → Commodity Master reads the 'SD rainbow Commodity Master' study off your SD Rainbow Commodity layout for every MCX commodity on 2h and 1D, after every MCX 2h close. It shows the study's three tables, its values on every bar and the chart-pattern breakouts, and runs one paper book, 'SD Commodity Master — 2h × Daily', that enters, adds, reduces and exits MCX futures on those readings. Every action is sent to the SD Rainbow audience on Telegram. Since 24 Oct 2026 a Triggers view lists every commodity trigger — both SD books' and the NexxtPro Commodities Momentum agents' — with its time, strategy, side and a short-term AI read.#

▸SD Commodity Master book — how it tradesThe paper book 'SD Commodity Master — 2h × Daily' trades the SD commodities lessons' plan on the Commodity Master readings: it enters MCX futures on a closed 2h Rainbow signal (or a pattern breakout or support candle) when the study's board agrees, sizes each trade as a share of the commodity's margin capacity by the factors in its favour (at least 3 lots), adds on fresh signals, books profit into weakness and into strength, follows the Max-stop curve, and closes on the opposite signals and the lessons' 2 % / breakeven / give-back / weekend / US-event rules. Two optional boxes add checks before every new trade: the daily chart must agree, and Claude must not see the macros and events against it.#

▸SD Commodity Intraday — how it tradesThe paper book 'SD Commodity Intraday — 15m × 2h × Daily' trades the SD commodity intraday lessons on the same 'SD rainbow Commodity Master' study as the positional book, read every 15 minutes. It takes two kinds of trade on closed 15-minute bars — Range Reversal (buy at the nearest 2h or daily support, sell at the nearest resistance, once price has reached the level and failed there) and the Shanghai Box breakout (on the metals). Range Reversal trades only inside two trading windows a day; a box breakout can also be taken in the afternoon, from 12:30, with its first piece only until the evening window. Since 24 Oct 2026 (v2, from two newer lessons) a box breakout can also be taken in the 'magic time frame', 19:30–21:30 IST (nothing new decided after 21:00); the stop starts at the signal bar's Max stop and follows each new 15-minute bar's Max stop; and a box trade books half at half a box beyond the edge. Each trade's size is a quantity decided at the trigger and entered in two pieces; everything is squared off by 23:00 IST, every day (a trade with no live Kite price at all that day is the one exception: it is closed at the next session's first live price, and you are paged). Every ENTRY, ADD-ON, REDUCE and EXIT goes to the SD Rainbow audience on Telegram.#

▸SD Commodity Master — trade types, Preferred Trades and the Rules from the documentsSince the documents pass of November 2026 both SD books follow the SD Rainbow Commodity Master Trading Plan V1.0 and its User Guide V1.0 wherever no lesson and none of your own decisions says otherwise. Every entry and add-on is classed as one of the Plan's four trade types — Buy Breakout, Buy Support, Sell Breakdown or Sell Resistance — and set against the study's Preferred Trades cell: the positional book (SD Commodity Master — 2h × Daily) checks the trade's own type by default; the intraday book (SD Commodity Intraday) checks the cell only when you tick its 'Preferred Trades' box. Each book has a 'Rules from the documents' card that lists every document rule as a checkbox — what is on, what is off, and why. Every trade message carries a 'Type:' line that says what kind of trade it is and how it sat with the cell.#

▸SD Commodity Master — the pattern watch and Watch alerts on TelegramAfter every scheduled 2h read cycle the SD Commodity Master reader looks for three things: one of four reversal patterns breaking out (inverse head and shoulders, head and shoulders, double top, double bottom) on a 2h, daily or weekly chart; a change of the Preferred Trades cell on 2h or daily; and high-importance news against a trade an SD book holds. Each finding is stored once, listed in the Board view's 'Watch' card, shown in the in-app feed and sent to the SD Rainbow audience on Telegram (the 'sdwatch' stream, with its own switch under Settings → 'Telegram alerts', Step 10). The 'Patterns watch' card lists every forming pattern and breakout on the newest reads. These are alerts only: the books keep trading by their own rules.#

▸SD Rainbow reports — the month, every trade and its reviewThe Reports view on SD Rainbow → Commodity Master shows the SD model books' month at any time: what closed and what it made, every trade with the decisions that took it, its P&L, why and how it exited, and a review that keeps a bad decision apart from a bad outcome — plus the signals the book did not take and how they would have done. It works for the positional book (SD Commodity Master — 2h × Daily), the intraday book (SD Commodity Intraday — 15m × 2h × Daily) or both, for month to date, any past month or a custom range, and downloads as a CSV. The numbers are computed by fixed rules from the book's own records — no AI; an optional AI narrative can be asked for by an admin.#

▸What the AI line on a trigger meansSince 24 Oct 2026 every NexxtPro Momentum Table-3 cross alert and every SD Rainbow book trigger says when it happened (IST), which strategy or pattern fired it and whether it is a BUY or a SELL, and carries a short-term AI read: ALIGNED, CAUTION or CONFLICT for that trade's own side, with a confidence out of 5 and one line of why. Claude reads the economic calendar and the news (for a commodity also the MCX Desk's stance), never the chart. The read is advisory: it never stops, sizes or closes a trade — only an SD book's own AI check, when an admin switches it on there, can stop one.#

Watchlist & journal

· 5

▸Managing the watchlistTag, annotate, set target/stop, filter by source.#

▸Logging a paper trade/journal → New Trade. Side-aware fields, autofills LTP from /market-data/quote.#

▸Editing trade date or notes after entryClick the Trade Date cell or use the notes field — both PATCH the meta endpoint.#

▸Closing a paper tradeOpen row → Close button → exit price, exit reason → realised P&L written.#

▸Reading journal reports/journal/reports — consolidated, monthly, range, XIRR.#

Pine & TradingView

· 3

▸Wiring a TradingView Pine alert via webhookRegister your Pine indicator, copy the webhook URL into TV alert, payload lands in /pine.#

▸Pine Search (scrape TV Pine Screener by free-text query)/pine-search drives Playwright against TV's Pine Screener to filter your scripts.#

▸Saved Pine ScreenersConfigure a TV Pine indicator with its filter values once; refresh on demand.#

Fundamentals

· 2

▸Fundamentals tab basicsSearch → tabbed company detail (Overview / Ratios / P&L / BS / CF / Peers / Events / News).#

Operations

· 6

▸Backing up the databasescripts\backup-platform.bat → backups\YYYY-MM-DD-HHMM.sql#

▸Resetting the credential vaultscripts\reset-vault.bat — wipes vault entries, preserves data.#

▸Applying a new schema migrationdocker cp the .sql → docker exec psql -f.#

▸Tailing service logsscripts\logs.bat [service-name]#

▸Rebuilding a single service after code changesdocker compose build <svc> && docker compose up -d <svc>#

▸Telegram alerts — getting access and approving invitationsTelegram alerts are by invitation only. You open the AJTradeMaster bot, tap 'Send an Invite', and an admin approves it on the Telegram page — either as one of the app's users or as a Telegram-only subscriber with a role. Nothing is delivered to a chat until that approval. This topic covers both sides: how to ask for access, and how an admin reviews, approves, changes and revokes invitations.#

Troubleshooting

· 2

▸Common errors and fixesGateway 502 → service down; Pine scrape empty → TV session expired; 500 on fundamentals → migration not applied.#

▸Docker won't start the stackCheck Docker Desktop, port conflicts, disk space.#