Help centre
Step-by-step guides for every part of the platform. Signed in? Ask the AI assistant inside the app for answers about your own accounts.
Getting started
- Getting started Create your account, explore the terminal and place your first paper trade in five minutes.
- Two-factor login Protect your account with a 6-digit code from an authenticator app. It is required before you connect a real broker account.
- Connect a Zerodha account Link a Zerodha account through your own Kite Connect app and log in once a day to trade it from every screen.
- Connect a Dhan account Link a Dhan account with your own DhanHQ API key and log in on Dhan once a day to trade it from every screen.
- Connect an Angel One account Link an Angel One account with your SmartAPI key and log in each day with your PIN and authenticator code.
- Connect a Fyers account (view only) See your Fyers positions, P&L, balance and live prices next to your other accounts. Orders stay in the Fyers app.
- Connect an Upstox account Link an Upstox account with your own Upstox API app and log in on Upstox once a day.
Trading
- Placing orders in many accounts Order types, products, lots, bulk orders, slicing and the checks every order passes.
- Portfolio Greeks and stress test See the combined Delta, Gamma, Theta and Vega of all your accounts, and what your positions would make or lose if the market and volatility move.
- Research sheets and trading plans Your research workbook (stock, index, manual and fundamental research) and the compounding trading plan, with the same layout and formulas as the sheet.
- Telegram bot Check your P&L, positions and orders from Telegram, get notifications there, and turn on the kill switch with a PIN.
- Connect an AI assistant (MCP) Connect Claude or another MCP assistant to your accounts to ask about your P&L, positions and orders. It can't place orders.
- Backtest a rule on past prices Describe a trading rule in your own words or build it step by step, then see how it would have behaved on past daily candles.
- Options strategy builder Use the option chain, templates and payoff chart, then deploy a strategy with hedges first.
- Risk limits and kill switch Daily max loss, profit target, max quantity, auto square-off and the kill switch explained.