Edit

Utilize the "Edit" option to make modifications to the created strategy. After making changes, ensure to use the "Update" button to save the modifications; otherwise, the changes will not take effect.

"Follow these Tutorial video to Edit your strategy.

Video Tutorial:

In the image below, you can experience how to make adjustments to your strategy. This feature allows you to modify and refine your strategy, helping it adapt to changing market conditions and improve its overall performance.

Steps to Edit Strategy

1. Edit the rule according to the user's preferences.

2. Edit the segment from the available options such as Equity, Futures and Options, and Option Dynamic.

3. Edit Instrument –

   • Indices - NIFTY / BANKNIFTY / MIDCPNIFTY / FINNIFTY / SENSEX / BANKEX .

   • MCX - CRUDEOIL / NATURALGAS / GOLD / SILVER and many more.

   • STOCKS - ADANIGREEN / APOLLOTYRE / ITC / TATACHEM and over 200 others.

4. Edit the Expiry – Choose from the drop-down the expiry date(Week 1, Week 2, Week 3, Current Month, Next Month, Far Month, Always Current Expiry, Always Next Expiry, and Always Current Monthly Expiry).

5. Edit the Strike – Choose from the drop-down of ITM1 to ITM20 and OTM1 to OTM20 or ATM. (ATM/ITM/OTM).

6. Edit Option Type - BUYING / SELLING/ HEDGE SELLING/ HEDGE BUYING.

7. Edit the Order Type – MIS / NRML.

8. Edit the Price Type – Only Market Orders are supported as of now.

9. Edit Number of Lots to trade.

10. Edit Split Qty if the Qty is greater than Freeze Qty.

11. Edit Rollover – Choose from the Drop down. Options will be Rolled over on expiry day at 15:15 pm.

12. Edit Rollover Strike - Choose from the drop-down (ATM/ITM/OTM).

Note : The above parameters may vary depending on the segment selected by the user.

1. Edit the TGT – Optional, can edit Target as % or Points.

2. Edit the TGT Value – Edit the value that you wish to set as Target.

3. Edit the SL – Optional, can edit Target as % or Points.

4. Edit the SL Value – Edit the value that you wish to set as Stoploss.

5. Edit the TSL - It is a predetermined price set to minimize potential losses or lock in profits by automatically closing a trade when the price hits your target value. Optional, can edit Target as % or Points or Day's MTM.

6. Edit an X Value – The price movement that triggers the stop-loss adjustment.

7. Edit a Y Value – The trailing stop distance behind the price.

8. As the price moves in your favor, your stop-loss automatically adjusts, locking in gains while allowing further upside potential!

Note : The above parameters may vary depending on the segment selected by the user.

1. Edit the Start Time – Default is 09:15, you can change if required.

2. Edit the End Time – Optional, you can edit the End Time if required.

3. Edit the Square Off Time - You can edit Square Off Time it will be triggered to Square Off on that time.

4. Edit the Expiry Square Off Time - You can edit Expiry Square Off Time This feature ensures that any open positions are automatically squared off on the time.

5. Edit the Remarks – Optional, you can update with any text.

6. Code - It displays the strategy code, which you can copy if needed.

7. Registered Date - It displays the registered date of the strategy.

8. Edit the Status - Select from the dropdown if you wish to change the status to either enable or disable.

9. UPDATE the edited details updated.

Note : The above parameters may vary depending on the segment selected by the user.