Settings

Account-wide limits and execution behaviour that apply to every strategy. Strategy-specific parameters live on each strategy's page; the momentum strategy chooses there whether the max-loss MTM stops below also close its positions (it ignores them by default and relies on its underlying ATR stop).

Risk limits

stored as overrides on top of config.yaml

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AI

The OpenAI model behind Describe a strategy on the Backtest page (the rules it writes and the experiments verdict). The key comes from the OPENAI_API_KEY environment variable.

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Execution

How orders are placed. Exits always end at market.

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Screener

The Sectors and Momentum Stocks tabs' starting universes, the Momentum Stocks shortlist dials, the Stocks in Play thresholds, the mini chart and the Fundamentals tab's news and AI settings; the tabs' drop-downs switch the universe for the session. The scoring weights, bonuses, penalties and bands live in config.yaml → screener.momentum, screener.inplay and screener.fundamentals.

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Trading mode

Both modes use the real market feed. Switching restarts the engine and is refused while a position is open. Live mode is refused unless real broker credentials and non-zero risk limits are set.

Fyers connection

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Daily login happens on the dashboard. Tokens expire every morning around 6 AM IST.

Daily Fyers login

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Fyers now requires a person to log in every day (SEBI rules): it has switched off the refresh token and puts a "verify you are human" check on its login page. So at the time below (IST), if today's token is missing, the app sends a one-tap login link to Telegram. Open it in the browser where you are signed in to Fyers — Fyers sends you straight back here, the token is saved and the strategies start on their own. A reminder follows if you have not logged in. (The refresh token is still tried first, so the fully automatic login returns by itself if Fyers turns it back on.)

One-time setup: set Redirect URL below to this app's address + /auth/fyers/callback (e.g. https://your-domain/auth/fyers/callback) and enter the same URL as the Redirect URL of your API app on myapi.fyers.in. Until then the link still works, but you copy the address you land on into the dashboard's login box.

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This browser

Credentials are kept only in this browser's local storage.