Local automation runtime

The web app is the operator UI. A separate local worker process handles Shariah Tables sync, Upstox-backed scanning, and paper automation while Kite stays execution-only.

LIVEUpstox data readyACTIVEOffline
Data providerUpstox Analytics Token

Ready through 15 Apr 2027, 11:59 pm

Broker sessionJuned Rahim Sayyed

Last auth 14 May 2026, 1:55 pm

Runtime postureOffline

Upstox quote fetch failed with status 401.

Next stepsUpstox for data, Kite only for execution

Add UPSTOX_ANALYTICS_TOKEN for scans and backtests, then run npm run worker or npm run local. Kite login is only needed when live execution or broker sync is required.

Legacy: Relative Strength Rotation

Older looser monthly top-10 relative-strength basket without the later supertrend, liquidity, or minimum-price filters.

Available strategy

Market filter

Nifty 50 trend gate

Fresh monthly allocations are allowed only when Nifty 50 is above its 200 SMA on the month-end signal date.

Benchmark

Performance is compared against Nifty 50 + Cash, but the tradable portfolio rotates through the selected stock universe, not the benchmark itself.

Trend / momentum prerequisites

Momentum score

Stocks must have enough history and positive medium-term momentum. Ranking uses 100% 126-day momentum with 21-day skip.

Stock filters

above 200 SMA, above 21 EMA

Universe scope

The strategy can rotate through the selected Screener, Shariah Tables, or index universes, plus any custom symbol list, with duplicates removed before ranking.

Setup / entry trigger

Month-end ranking

At each month-end signal date, the strategy evaluates the full universe, removes names that fail the market or stock filters, and ranks the survivors.

Entry basket

The top 10 qualified names become the next basket and available cash is split across the names that can be bought on the next trading day's open.

Turnover buffer

No turnover buffer is used; the basket is rebuilt directly from the new top-ranked names each month.

Stop / risk / exit

Monthly exit rule

At the next monthly rebalance open, names outside the next target basket are sold and the portfolio is rebuilt from the newly ranked basket.

Early downside exit

No early stop is used; exits happen only through the monthly rebalance or end-of-test close.

Risk control

Risk is managed through market gates, stock trend filters, equal-weight diversification, monthly rotation, optional early exits, and cash when too few names qualify.

Experiment: Legacy + liquidity only

Legacy monthly top-10 relative-strength basket with only the liquidity floor added.

Available strategy

Market filter

Nifty 50 trend gate

Fresh monthly allocations are allowed only when Nifty 50 is above its 200 SMA on the month-end signal date.

Benchmark

Performance is compared against Nifty 50 + Cash, but the tradable portfolio rotates through the selected stock universe, not the benchmark itself.

Trend / momentum prerequisites

Momentum score

Stocks must have enough history and positive medium-term momentum. Ranking uses 100% 126-day momentum with 21-day skip.

Stock filters

above 200 SMA, above 21 EMA, 20-day traded value above ₹5Cr

Universe scope

The strategy can rotate through the selected Screener, Shariah Tables, or index universes, plus any custom symbol list, with duplicates removed before ranking.

Setup / entry trigger

Month-end ranking

At each month-end signal date, the strategy evaluates the full universe, removes names that fail the market or stock filters, and ranks the survivors.

Entry basket

The top 10 qualified names become the next basket and available cash is split across the names that can be bought on the next trading day's open.

Turnover buffer

No turnover buffer is used; the basket is rebuilt directly from the new top-ranked names each month.

Stop / risk / exit

Monthly exit rule

At the next monthly rebalance open, names outside the next target basket are sold and the portfolio is rebuilt from the newly ranked basket.

Early downside exit

No early stop is used; exits happen only through the monthly rebalance or end-of-test close.

Risk control

Risk is managed through market gates, stock trend filters, equal-weight diversification, monthly rotation, optional early exits, and cash when too few names qualify.

Experiment: Legacy + min-price only

Legacy monthly top-10 relative-strength basket with only the minimum price floor added.

Available strategy

Market filter

Nifty 50 trend gate

Fresh monthly allocations are allowed only when Nifty 50 is above its 200 SMA on the month-end signal date.

Benchmark

Performance is compared against Nifty 50 + Cash, but the tradable portfolio rotates through the selected stock universe, not the benchmark itself.

Trend / momentum prerequisites

Momentum score

Stocks must have enough history and positive medium-term momentum. Ranking uses 100% 126-day momentum with 21-day skip.

Stock filters

above 200 SMA, above 21 EMA, price above ₹100

Universe scope

The strategy can rotate through the selected Screener, Shariah Tables, or index universes, plus any custom symbol list, with duplicates removed before ranking.

Setup / entry trigger

Month-end ranking

At each month-end signal date, the strategy evaluates the full universe, removes names that fail the market or stock filters, and ranks the survivors.

Entry basket

The top 10 qualified names become the next basket and available cash is split across the names that can be bought on the next trading day's open.

Turnover buffer

No turnover buffer is used; the basket is rebuilt directly from the new top-ranked names each month.

Stop / risk / exit

Monthly exit rule

At the next monthly rebalance open, names outside the next target basket are sold and the portfolio is rebuilt from the newly ranked basket.

Early downside exit

No early stop is used; exits happen only through the monthly rebalance or end-of-test close.

Risk control

Risk is managed through market gates, stock trend filters, equal-weight diversification, monthly rotation, optional early exits, and cash when too few names qualify.

Experiment: Legacy + supertrend only

Legacy monthly top-10 relative-strength basket with only the daily Supertrend bullish filter added.

Available strategy

Market filter

Nifty 50 trend gate

Fresh monthly allocations are allowed only when Nifty 50 is above its 200 SMA on the month-end signal date.

Benchmark

Performance is compared against Nifty 50 + Cash, but the tradable portfolio rotates through the selected stock universe, not the benchmark itself.

Trend / momentum prerequisites

Momentum score

Stocks must have enough history and positive medium-term momentum. Ranking uses 100% 126-day momentum with 21-day skip.

Stock filters

above 200 SMA, above 21 EMA, daily Supertrend bullish

Universe scope

The strategy can rotate through the selected Screener, Shariah Tables, or index universes, plus any custom symbol list, with duplicates removed before ranking.

Setup / entry trigger

Month-end ranking

At each month-end signal date, the strategy evaluates the full universe, removes names that fail the market or stock filters, and ranks the survivors.

Entry basket

The top 10 qualified names become the next basket and available cash is split across the names that can be bought on the next trading day's open.

Turnover buffer

No turnover buffer is used; the basket is rebuilt directly from the new top-ranked names each month.

Stop / risk / exit

Monthly exit rule

At the next monthly rebalance open, names outside the next target basket are sold and the portfolio is rebuilt from the newly ranked basket.

Early downside exit

No early stop is used; exits happen only through the monthly rebalance or end-of-test close.

Risk control

Risk is managed through market gates, stock trend filters, equal-weight diversification, monthly rotation, optional early exits, and cash when too few names qualify.

Experiment: Legacy + 10% max loss

Legacy monthly top-10 relative-strength basket with a close-based 10% max-loss overlay.

Available strategy

Market filter

Nifty 50 trend gate

Fresh monthly allocations are allowed only when Nifty 50 is above its 200 SMA on the month-end signal date.

Benchmark

Performance is compared against Nifty 50 + Cash, but the tradable portfolio rotates through the selected stock universe, not the benchmark itself.

Trend / momentum prerequisites

Momentum score

Stocks must have enough history and positive medium-term momentum. Ranking uses 100% 126-day momentum with 21-day skip.

Stock filters

above 200 SMA, above 21 EMA

Universe scope

The strategy can rotate through the selected Screener, Shariah Tables, or index universes, plus any custom symbol list, with duplicates removed before ranking.

Setup / entry trigger

Month-end ranking

At each month-end signal date, the strategy evaluates the full universe, removes names that fail the market or stock filters, and ranks the survivors.

Entry basket

The top 10 qualified names become the next basket and available cash is split across the names that can be bought on the next trading day's open.

Turnover buffer

No turnover buffer is used; the basket is rebuilt directly from the new top-ranked names each month.

Stop / risk / exit

Monthly exit rule

At the next monthly rebalance open, names outside the next target basket are sold and the portfolio is rebuilt from the newly ranked basket.

Early downside exit

If a held stock closes 10% or more below its entry-day close, it is sold at the next session open and that sleeve stays in cash until the next monthly rebalance.

Risk control

Risk is managed through the Nifty gate, stock trend filters, equal-weight diversification, monthly rotation, the 10% close-based max-loss overlay, and cash when stopped sleeves are not immediately replaced.

Experiment: Legacy + strict Nifty risk-off

Legacy monthly top-10 rotation that skips a rebalance month if Nifty is below 200 SMA on entry day and exits during the month if Nifty loses 200 SMA.

Available strategy

Market filter

Nifty 50 trend gate

Fresh monthly allocations require Nifty 50 above its 200 SMA on the month-end signal date and again on the actual entry day. If the entry-day re-check fails, that month is skipped.

Benchmark

Performance is compared against Nifty 50 + Cash, but the tradable portfolio rotates through the selected stock universe, not the benchmark itself.

Trend / momentum prerequisites

Momentum score

Stocks must have enough history and positive medium-term momentum. Ranking uses 100% 126-day momentum with 21-day skip.

Stock filters

above 200 SMA, above 21 EMA

Universe scope

The strategy can rotate through the selected Screener, Shariah Tables, or index universes, plus any custom symbol list, with duplicates removed before ranking.

Setup / entry trigger

Month-end ranking

At each month-end signal date, the strategy evaluates the full universe, removes names that fail the market or stock filters, and ranks the survivors.

Entry basket

The top 10 qualified names become the next basket and available cash is split across the names that can be bought on the next trading day's open.

Turnover buffer

No turnover buffer is used; the basket is rebuilt directly from the new top-ranked names each month.

Stop / risk / exit

Monthly exit rule

At the next monthly rebalance open, names outside the next target basket are sold and the portfolio is rebuilt from the newly ranked basket.

Early downside exit

If Nifty 50 closes below its 200 SMA during the month, all open positions are sold at the next session open and the portfolio stays in cash until the next qualified rebalance.

Risk control

Risk is managed through the signal-date Nifty gate, the stricter entry-day Nifty 200 SMA re-check, intramonth Nifty risk-off exits, stock trend filters, equal-weight diversification, and cash while the market is below trend.

Experiment: Legacy + all filters

Legacy monthly top-10 rotation with liquidity, minimum price, Supertrend, 10% max-loss, entry-day Nifty confirmation, and intramonth Nifty risk-off exits.

Available strategy

Market filter

Nifty 50 trend gate

Fresh monthly allocations require Nifty 50 above its 200 SMA on the month-end signal date and again on the actual entry day. If the entry-day re-check fails, that month is skipped.

Benchmark

Performance is compared against Nifty 50 + Cash, but the tradable portfolio rotates through the selected stock universe, not the benchmark itself.

Trend / momentum prerequisites

Momentum score

Stocks must have enough history and positive medium-term momentum. Ranking uses 100% 126-day momentum with 21-day skip.

Stock filters

above 200 SMA, above 21 EMA, daily Supertrend bullish, 20-day traded value above ₹5Cr, price above ₹100

Universe scope

The strategy can rotate through the selected Screener, Shariah Tables, or index universes, plus any custom symbol list, with duplicates removed before ranking.

Setup / entry trigger

Month-end ranking

At each month-end signal date, the strategy evaluates the full universe, removes names that fail the market or stock filters, and ranks the survivors.

Entry basket

The top 10 qualified names become the next basket and available cash is split across the names that can be bought on the next trading day's open.

Turnover buffer

No turnover buffer is used; the basket is rebuilt directly from the new top-ranked names each month.

Stop / risk / exit

Monthly exit rule

At the next monthly rebalance open, names outside the next target basket are sold and the portfolio is rebuilt from the newly ranked basket.

Early downside exit

If a held stock closes 10% or more below its entry-day close, it is sold at the next session open. Separately, if Nifty 50 closes below its 200 SMA during the month, all open positions are sold at the next session open and the portfolio stays in cash until the next qualified rebalance.

Risk control

Risk is managed through the signal-date Nifty gate, the stricter entry-day Nifty 200 SMA re-check, intramonth Nifty risk-off exits, stock trend filters, equal-weight diversification, monthly rotation, the 10% close-based max-loss overlay, and cash when stopped or risk-off sleeves are not immediately replaced.

Experiment: Legacy + 3-month strength

Legacy monthly top-10 relative-strength basket using a faster 63-day momentum window.

Available strategy

Market filter

Nifty 50 trend gate

Fresh monthly allocations are allowed only when Nifty 50 is above its 200 SMA on the month-end signal date.

Benchmark

Performance is compared against Nifty 50 + Cash, but the tradable portfolio rotates through the selected stock universe, not the benchmark itself.

Trend / momentum prerequisites

Momentum score

Stocks must have enough history and positive medium-term momentum. Ranking uses 100% 63-day momentum with no recent-day skip.

Stock filters

above 200 SMA, above 21 EMA

Universe scope

The strategy can rotate through the selected Screener, Shariah Tables, or index universes, plus any custom symbol list, with duplicates removed before ranking.

Setup / entry trigger

Month-end ranking

At each month-end signal date, the strategy evaluates the full universe, removes names that fail the market or stock filters, and ranks the survivors.

Entry basket

The top 10 qualified names become the next basket and available cash is split across the names that can be bought on the next trading day's open.

Turnover buffer

No turnover buffer is used; the basket is rebuilt directly from the new top-ranked names each month.

Stop / risk / exit

Monthly exit rule

At the next monthly rebalance open, names outside the next target basket are sold and the portfolio is rebuilt from the newly ranked basket.

Early downside exit

No early stop is used; exits happen only through the monthly rebalance or end-of-test close.

Risk control

Risk is managed through market gates, stock trend filters, equal-weight diversification, monthly rotation, optional early exits, and cash when too few names qualify.

Experiment: Legacy + hybrid acceleration

Legacy monthly top-10 relative-strength basket that gates on 3-month strength and ranks with a 6-month/3-month blend.

Available strategy

Market filter

Nifty 50 trend gate

Fresh monthly allocations are allowed only when Nifty 50 is above its 200 SMA on the month-end signal date.

Benchmark

Performance is compared against Nifty 50 + Cash, but the tradable portfolio rotates through the selected stock universe, not the benchmark itself.

Trend / momentum prerequisites

Momentum score

Stocks must have enough history and positive medium-term momentum. Ranking uses 60% 126-day momentum with 21-day skip, 40% 63-day momentum with 21-day skip.

Stock filters

above 200 SMA, above 21 EMA

Universe scope

The strategy can rotate through the selected Screener, Shariah Tables, or index universes, plus any custom symbol list, with duplicates removed before ranking.

Setup / entry trigger

Month-end ranking

At each month-end signal date, the strategy evaluates the full universe, removes names that fail the market or stock filters, and ranks the survivors.

Entry basket

The top 10 qualified names become the next basket and available cash is split across the names that can be bought on the next trading day's open.

Turnover buffer

No turnover buffer is used; the basket is rebuilt directly from the new top-ranked names each month.

Stop / risk / exit

Monthly exit rule

At the next monthly rebalance open, names outside the next target basket are sold and the portfolio is rebuilt from the newly ranked basket.

Early downside exit

No early stop is used; exits happen only through the monthly rebalance or end-of-test close.

Risk control

Risk is managed through market gates, stock trend filters, equal-weight diversification, monthly rotation, optional early exits, and cash when too few names qualify.

Experiment: Legacy + quality momentum composite

Legacy monthly rotation with a broader quality-momentum ranking blend and a top-20 keeper buffer for winners.

Available strategy

Market filter

Nifty 50 trend gate

Fresh monthly allocations are allowed only when Nifty 50 is above its 200 SMA on the month-end signal date.

Benchmark

Performance is compared against Nifty 50 + Cash, but the tradable portfolio rotates through the selected stock universe, not the benchmark itself.

Trend / momentum prerequisites

Momentum score

Stocks must have enough history and positive medium-term momentum. Ranking uses 45% 126-day momentum with 21-day skip, 30% 252-day momentum with 21-day skip, 15% 52-week high proximity, 10% 63-day acceleration with no recent-day skip.

Stock filters

above 200 SMA, above 21 EMA

Universe scope

The strategy can rotate through the selected Screener, Shariah Tables, or index universes, plus any custom symbol list, with duplicates removed before ranking.

Setup / entry trigger

Month-end ranking

At each month-end signal date, the strategy evaluates the full universe, removes names that fail the market or stock filters, and ranks the survivors.

Entry basket

The top 10 qualified names become the next basket and available cash is split across the names that can be bought on the next trading day's open.

Turnover buffer

Existing holdings can be retained if they still pass filters and remain inside roughly the top 20, reducing unnecessary churn.

Stop / risk / exit

Monthly exit rule

At the next monthly rebalance open, names outside the next target basket are sold and the portfolio is rebuilt from the newly ranked basket.

Early downside exit

No early stop is used; exits happen only through the monthly rebalance or end-of-test close.

Risk control

Risk is managed through market gates, stock trend filters, equal-weight diversification, monthly rotation, optional early exits, and cash when too few names qualify.

Experiment: Daily leader breakout acceleration

Daily breakout strategy that tries to enter strong momentum leaders earlier than month-end rotation.

Available strategy

Market filter

Nifty 50 trend gate

Fresh daily entries are allowed only when Nifty 50 is above its 200 SMA.

Benchmark

Performance is compared against Nifty 50 + Cash, while the portfolio buys breakout leaders from the selected stock universe.

Trend / momentum prerequisites

Leader trend stack

Stock must close above 200 SMA, 50 SMA, and 21 EMA, with the 200 SMA rising.

Momentum confirmation

Both latest 63-trading-day momentum and 126-day momentum with a 21-day skip must be positive.

Near 52-week high

Close must be within 10% of the 52-week high before the breakout can qualify.

Setup / entry trigger

Daily breakout

A candidate is armed when it closes above the highest close of the prior 20 trading days or closes at a fresh 52-week high.

Next-session entry

The strategy buys at the next trading day's open, with no pyramiding and no duplicate position in the same stock.

Ranking and allocation

If too many names trigger, ranking uses 50% 126-day momentum with 21-day skip, 30% latest 63-day momentum, and 20% 52-week-high proximity. It holds at most 10 equal-weight slots.

Stop / risk / exit

Fast trend exit

If a held stock closes below its 21 EMA, it is sold at the next trading day's open.

Mature trend exit

After at least 20 trading days in the position, a close below 50 SMA also schedules a next-open exit.

Max-loss overlay

If a held stock closes 12% or more below entry, it is sold at the next trading day's open.

Experiment: Volatility-adjusted leader breakout

Daily high-quality breakout model with universe breadth protection and volatility-aware position sizing.

Available strategy

Market filter

Nifty trend gate

Fresh entries require Nifty 50 above both 50 SMA and 200 SMA.

Universe breadth gate

Fresh entries require at least 40% of the selected universe above 50 SMA; open positions are forced out if breadth falls below 30%.

Trend / momentum prerequisites

Full leader trend template

Stock must close above 50 SMA, 150 SMA, and 200 SMA, with 50 SMA above 150 SMA, 150 SMA above 200 SMA, and a rising 200 SMA.

Leadership range

Close must be at least 30% above the 52-week low and within 15% of the 52-week high.

Momentum stack

Latest 63-day, 126-day with 21-day skip, and 252-day with 21-day skip momentum must all be positive.

Setup / entry trigger

Volume-backed breakout

A candidate must close above the prior 55-trading-day high close or at a fresh 52-week high, with volume at least 1.5x the prior 20-day average.

Volatility-adjusted ranking

Ranking blends 126-day, 63-day, and 252-day momentum, 52-week-high proximity, and volume expansion, then penalizes high 63-day realized volatility.

Volatility-aware allocation

The strategy holds at most 8 positions, caps each stock at 15% of equity, gives calmer winners slightly larger sizing, and leaves unused capital in cash.

Stop / risk / exit

Trend exits

Positions exit next day open after a close below 50 SMA or a close below the prior 20-day low.

Trailing stop

Positions exit if close falls below the highest close since entry minus 3 ATR(14).

Risk-off exits

Positions exit if Nifty loses 200 SMA, breadth falls below 30%, or the stock closes 10% below entry.

Current: Relative Strength Rotation

Current monthly top-10 relative-strength basket. Kept unchanged for comparison.

Active now

Market filter

Nifty 50 trend gate

Fresh monthly allocations are allowed only when Nifty 50 is above its 200 SMA on the month-end signal date.

Benchmark

Performance is compared against Nifty 50 + Cash, but the tradable portfolio rotates through the selected stock universe, not the benchmark itself.

Trend / momentum prerequisites

Momentum score

Stocks must have enough history and positive medium-term momentum. Ranking uses 100% 126-day momentum with 21-day skip.

Stock filters

above 200 SMA, above 21 EMA, daily Supertrend bullish, 20-day traded value above ₹5Cr, price above ₹100

Universe scope

The strategy can rotate through the selected Screener, Shariah Tables, or index universes, plus any custom symbol list, with duplicates removed before ranking.

Setup / entry trigger

Month-end ranking

At each month-end signal date, the strategy evaluates the full universe, removes names that fail the market or stock filters, and ranks the survivors.

Entry basket

The top 10 qualified names become the next basket and available cash is split across the names that can be bought on the next trading day's open.

Turnover buffer

No turnover buffer is used; the basket is rebuilt directly from the new top-ranked names each month.

Stop / risk / exit

Monthly exit rule

At the next monthly rebalance open, names outside the next target basket are sold and the portfolio is rebuilt from the newly ranked basket.

Early downside exit

No early stop is used; exits happen only through the monthly rebalance or end-of-test close.

Risk control

Risk is managed through market gates, stock trend filters, equal-weight diversification, monthly rotation, optional early exits, and cash when too few names qualify.

Experiment: Current + failed-pick 20 EMA exit

Current monthly top-10 relative-strength basket with a selective fail-fast exit only for early losing picks that open and close below the 20 EMA.

Available strategy

Market filter

Nifty 50 trend gate

Fresh monthly allocations are allowed only when Nifty 50 is above its 200 SMA on the month-end signal date.

Benchmark

Performance is compared against Nifty 50 + Cash, but the tradable portfolio rotates through the selected stock universe, not the benchmark itself.

Trend / momentum prerequisites

Momentum score

Stocks must have enough history and positive medium-term momentum. Ranking uses 100% 126-day momentum with 21-day skip.

Stock filters

above 200 SMA, above 21 EMA, daily Supertrend bullish, 20-day traded value above ₹5Cr, price above ₹100

Universe scope

The strategy can rotate through the selected Screener, Shariah Tables, or index universes, plus any custom symbol list, with duplicates removed before ranking.

Setup / entry trigger

Month-end ranking

At each month-end signal date, the strategy evaluates the full universe, removes names that fail the market or stock filters, and ranks the survivors.

Entry basket

The top 10 qualified names become the next basket and available cash is split across the names that can be bought on the next trading day's open.

Turnover buffer

No turnover buffer is used; the basket is rebuilt directly from the new top-ranked names each month.

Stop / risk / exit

Monthly exit rule

At the next monthly rebalance open, names outside the next target basket are sold and the portfolio is rebuilt from the newly ranked basket.

Early downside exit

If the previous completed daily candle opens below the 20 EMA and also closes below the 20 EMA, the position is sold at the next session open only while the trade is still within its first 20 trading days and is not in profit. That sleeve stays in cash until the next monthly rebalance.

Risk control

Risk is managed through the Nifty gate, stock trend filters, equal-weight diversification, monthly rotation, and a selective 20 EMA fail-fast overlay that only cuts early losing picks without interrupting mature winners.

Experiment: Current + open/close below 20 EMA

Current monthly top-10 relative-strength basket with one extra early sell rule when the prior daily candle opens and closes below the 20 EMA.

Available strategy

Market filter

Nifty 50 trend gate

Fresh monthly allocations are allowed only when Nifty 50 is above its 200 SMA on the month-end signal date.

Benchmark

Performance is compared against Nifty 50 + Cash, but the tradable portfolio rotates through the selected stock universe, not the benchmark itself.

Trend / momentum prerequisites

Momentum score

Stocks must have enough history and positive medium-term momentum. Ranking uses 100% 126-day momentum with 21-day skip.

Stock filters

above 200 SMA, above 21 EMA, daily Supertrend bullish, 20-day traded value above ₹5Cr, price above ₹100

Universe scope

The strategy can rotate through the selected Screener, Shariah Tables, or index universes, plus any custom symbol list, with duplicates removed before ranking.

Setup / entry trigger

Month-end ranking

At each month-end signal date, the strategy evaluates the full universe, removes names that fail the market or stock filters, and ranks the survivors.

Entry basket

The top 10 qualified names become the next basket and available cash is split across the names that can be bought on the next trading day's open.

Turnover buffer

No turnover buffer is used; the basket is rebuilt directly from the new top-ranked names each month.

Stop / risk / exit

Monthly exit rule

At the next monthly rebalance open, names outside the next target basket are sold and the portfolio is rebuilt from the newly ranked basket.

Early downside exit

If the previous completed daily candle opens below the 20 EMA and also closes below the 20 EMA, the position is sold at the next session open and that sleeve stays in cash until the next monthly rebalance.

Risk control

Risk is managed through the Nifty gate, stock trend filters, equal-weight diversification, monthly rotation, the 20 EMA open-and-close break overlay, and cash when exited sleeves are not immediately replaced.

Experiment: Current + 10% max loss

Current monthly top-10 relative-strength basket with a close-based 10% max-loss overlay.

Available strategy

Market filter

Nifty 50 trend gate

Fresh monthly allocations are allowed only when Nifty 50 is above its 200 SMA on the month-end signal date.

Benchmark

Performance is compared against Nifty 50 + Cash, but the tradable portfolio rotates through the selected stock universe, not the benchmark itself.

Trend / momentum prerequisites

Momentum score

Stocks must have enough history and positive medium-term momentum. Ranking uses 100% 126-day momentum with 21-day skip.

Stock filters

above 200 SMA, above 21 EMA, daily Supertrend bullish, 20-day traded value above ₹5Cr, price above ₹100

Universe scope

The strategy can rotate through the selected Screener, Shariah Tables, or index universes, plus any custom symbol list, with duplicates removed before ranking.

Setup / entry trigger

Month-end ranking

At each month-end signal date, the strategy evaluates the full universe, removes names that fail the market or stock filters, and ranks the survivors.

Entry basket

The top 10 qualified names become the next basket and available cash is split across the names that can be bought on the next trading day's open.

Turnover buffer

No turnover buffer is used; the basket is rebuilt directly from the new top-ranked names each month.

Stop / risk / exit

Monthly exit rule

At the next monthly rebalance open, names outside the next target basket are sold and the portfolio is rebuilt from the newly ranked basket.

Early downside exit

If a held stock closes 10% or more below its entry-day close, it is sold at the next session open and that sleeve stays in cash until the next monthly rebalance.

Risk control

Risk is managed through the Nifty gate, stock trend filters, equal-weight diversification, monthly rotation, the 10% close-based max-loss overlay, and cash when stopped sleeves are not immediately replaced.

Momentum Trend Following

Backtest-only long-only NSE cash trend follower that buys daily EMA50/EMA200 trend breakouts only when Nifty is above 200 SMA, sizes positions by ATR risk, books a partial at 1R, trails winners, and temporarily pauses after a portfolio drawdown breach.

Available strategy

Market filter

Nifty 50 trend gate

Fresh entries are armed only when Nifty 50 is above its 200 SMA. If Nifty closes below its 200 SMA while positions are open, they are sold at the next available open.

Temporary drawdown protection

If close-to-close portfolio drawdown reaches 20%, all open positions are liquidated at the next available open, fresh entries pause for 20 trading days, and the strategy restarts a fresh risk cycle once Nifty is back above 200 SMA.

Trend / momentum prerequisites

EMA trend template

Fresh entries require EMA50 above EMA200, close above EMA50, EMA50 at least 2% above EMA200, and EMA200 rising versus 20 trading days ago.

Momentum ranking

When more stocks trigger than capital slots allow, candidates are ranked by 63-day momentum, 126-day momentum, volume expansion, and breakout strength.

Setup / entry trigger

Daily Donchian breakout

A candidate is armed after the close breaks above the highest high of the prior 20 trading days.

Volume and overextension filters

Breakouts require volume above the prior 20-day average and are skipped when the candle true range is greater than 2 ATR(14).

Next-session entry

Entries fill at the next trading day's open if cash is available, with no pyramiding and no duplicate open position in the same stock.

Stop / risk / exit

Risk-based sizing

Each new trade risks 1% of current equity using a 2 ATR initial stop, integer share quantity, available-cash cap, and a maximum of five open positions.

Partial and trailing exit

The strategy sells 50% at 1R, then trails the rest with the highest close since entry minus 3 ATR. Stops never widen.

Trend exits

Remaining shares exit on the ATR stop, EMA50/EMA200 trend reversal, opposite 20-day low breakout, or end-of-test close.

Supertrend Flip

Pure daily Supertrend trend-following that buys on a fresh bullish flip and exits on a bearish flip, while still using hard-stop and shared risk sizing.

Available strategy

Market filter

Optional Nifty filter

Fresh entries require Nifty above 50 SMA and 200 SMA, with 50 SMA above 200 SMA, daily Supertrend (10, 3) bullish, weekly RSI >= 60, and monthly RSI >= 60.

Entry window

Signals are intended to advance in the 15:00 to 15:30 IST window.

Trend / momentum prerequisites

Daily Supertrend inputs

The strategy uses daily Supertrend (10, 3) and no separate VCP or pullback confirmation layer.

Liquidity floor

20-day average traded value must be at least ₹5Cr.

Minimum price floor

When Screener or Shariah Tables is one of the selected source universes, names below ₹100 are blocked at the source stage.

Setup / entry trigger

Fresh bullish flip

A new entry is allowed only when daily Supertrend flips from bearish to bullish.

No duplicate position

The same symbol cannot arm a fresh entry while an app-managed position is already open in the current mode.

Shared sizing controls

The flip still has to pass non-zero position sizing, open-risk cap, kill-switch, and pause checks before it becomes READY.

Stop / risk / exit

Initial hard stop

Hard stop still comes from the shared stop candidate / protective stop framework.

Bearish flip exit

Open positions exit when daily Supertrend flips from bullish to bearish, unless the hard stop exits first.

No VCP / no pullback extras

This strategy does not use VCP base rules, reclaim logic, partial profits, or 21 EMA trailing exits.

Risk sizing

Position sizing still uses the live capital snapshot, risk-per-trade, open-risk cap, and max-allocation controls.

Pullback Trend

Trend-following pullback entries that must reclaim the 21 EMA and then break above the reclaim candle pivot.

Available strategy

Market filter

Nifty regime positive

Nifty must stay above 50 SMA and 200 SMA, with 50 SMA above 200 SMA, daily Supertrend (10, 3) bullish, weekly RSI >= 60, and monthly RSI >= 60.

Entry window

Signals are intended to arm in the 15:00 to 15:30 IST window.

Trend / momentum prerequisites

Trend stack

Stock must be above 50 SMA and 200 SMA, with 50 SMA above 200 SMA and 200 SMA rising.

Candle posture

Daily Supertrend must be bullish and close must be above the 21 EMA.

Momentum leadership

Weekly RSI must be above 60 and monthly RSI must be above 60.

Liquidity floor

20-day average traded value must be at least ₹5Cr.

Setup / entry trigger

Pullback into moving average

Price must first pull back into the 21 EMA zone.

Bullish reclaim candle

After the pullback, price must reclaim and close back above the 21 EMA on a bullish candle.

Strong reclaim quality

The reclaim candle must close in the upper half of its range and reclaim-day volume must be at or above recent average.

Entry only above pivot

A trade is allowed only if price clears the reclaim candle high / pivot. No early entry is allowed before that breakout.

Stop / risk / exit

Initial stop

Stop loss is set at the reclaim / entry candle low on the daily timeframe.

Risk sizing

Position sizing still uses the live capital snapshot, risk-per-trade, open-risk cap, and max-allocation controls.

Partial profit

First partial is booked at 1.5R.

Winner management

After the partial, the remainder trails on a daily close below the 21 EMA.

Minervini / VCP

Breakout entries from a tightened base, using Minervini-style trend filters plus VCP posture and failed-breakout protection.

Available strategy

Market filter

Nifty regime positive

Fresh entries require Nifty above 50 SMA and 200 SMA, with 50 SMA above 200 SMA, daily Supertrend (10, 3) bullish, weekly RSI >= 60, and monthly RSI >= 60.

Entry window

Signals are intended to advance in the 15:00 to 15:30 IST window.

Trend / momentum prerequisites

Trend-template stack

Close must be above 50 SMA, 150 SMA, and 200 SMA, with 50 SMA above 150 SMA, 150 SMA above 200 SMA, and 200 SMA rising.

Leadership range

Price must remain at least 30% above the 52-week low and within 25% of the 52-week high.

Liquidity floor

20-day average traded value must be at least ₹5Cr.

Minimum price floor

When Screener or Shariah Tables is one of the selected source universes, names below ₹100 are blocked at the source stage.

Setup / entry trigger

VCP base window

The setup engine evaluates a 15-60 trading-day base for contraction and pivot posture.

Near-pivot posture

Price must move into the pivot zone before the breakout can qualify.

Contraction quality

Recent range and volume should tighten relative to the broader base to support a VCP-style breakout.

Breakout readiness

Only names that stay above the pivot and meet the base-quality checks can advance toward entry.

Stop / risk / exit

Initial stop

Hard stop is based on the base low / stop candidate from the VCP setup.

Failed breakout protection

If price loses the pivot within 3 trading days, the strategy exits as a failed breakout.

21 EMA exit posture

Open positions also watch the daily 21 EMA for close-based exit readiness.

Risk sizing

Position sizing still uses the live capital snapshot, risk-per-trade, open-risk cap, and max-allocation controls.

How to read a stock breakdown

Every stock uses the same rule legend across Universe and Signals.

PASS

Rule is satisfied right now.

FAIL

Rule was evaluated and failed. Red items are the main blockers you should pay attention to.

PENDING

Rule has not been evaluated yet because import or broker data is still waiting.

SKIPPED

Rule is intentionally bypassed in this mode or cannot run until an earlier prerequisite is satisfied.

Live example

This is exactly the same rule card shown from stock hover in the tables.

Stock rule breakdown20MICRONS
Blocked

Waiting for the Shariah Tables technical scan.

Universe source

Universe sourcePASS

Imported from shariah tables compliant-stock api.

Actual Shariah Tables compliant-stock API
Fundamental/Shariah gatePASS

The stock passed the source Shariah gate.

Actual COMPLIANTNeed COMPLIANT
Minimum price floorPENDING

Price floor will be checked once a current price is available.

Actual Waiting for imported or broker priceNeed INR 100 or higher

Data readiness

Market-data instrument mappedPASS

The symbol is mapped to a tradable Upstox NSE EQ instrument.

Actual NSE:20MICRONSNeed Tradable Upstox NSE EQ instrument
Sufficient daily historyPENDING

Waiting for the Shariah Tables technical scan.

Need At least 220 daily candles

Liquidity

Average traded valuePENDING

Waiting for the Shariah Tables technical scan.

Need Above configured liquidity threshold

Trend template

Close above 50 SMAPENDING

Waiting for the Shariah Tables technical scan.

Close above 150 SMAPENDING

Waiting for the Shariah Tables technical scan.

Close above 200 SMAPENDING

Waiting for the Shariah Tables technical scan.

50 SMA above 150 SMAPENDING

Waiting for the Shariah Tables technical scan.

150 SMA above 200 SMAPENDING

Waiting for the Shariah Tables technical scan.

200 SMA risingPENDING

Waiting for the Shariah Tables technical scan.

30% above 52-week lowPENDING

Waiting for the Shariah Tables technical scan.

Within 25% of 52-week highPENDING

Waiting for the Shariah Tables technical scan.

Candle posture

Daily Supertrend bullishPENDING

Waiting for the Shariah Tables technical scan.

Close above 21 EMAPENDING

Waiting for the Shariah Tables technical scan.

Setup

Near pivotPENDING

Waiting for the Shariah Tables technical scan.

Contraction qualityPENDING

Waiting for the Shariah Tables technical scan.

Breakout readinessPENDING

Waiting for the Shariah Tables technical scan.

Market regime

Nifty regime positivePENDING

Waiting for the Shariah Tables technical scan.

Rule glossary

Plain-English explanation for each technical check.

8 rows
GroupRuleConditionWhy it matters
Trend filterClose above 200 SMALatest close must be above the 200-day simple moving average.The rotation basket only keeps names already trading above their long-term trend line.
Trend filterDaily Supertrend snapshotLatest daily Supertrend posture must be bullish on the month-end signal date.Relative Strength Rotation still ranks by medium-term momentum, but it now also requires the current daily Supertrend posture to stay bullish before a stock can advance into the basket or signal queue.
Trend filterClose above 21 EMALatest close must sit above the 21 EMA on the month-end signal date.This keeps the selected momentum leaders aligned with short-term trend support instead of buying names already slipping under the fast trend anchor.
Momentum126-day momentum with 21-day skipThe stock must show positive momentum when measured from 126 trading days ago to 21 trading days ago.This is the ranking engine. It looks for medium-term winners while deliberately ignoring the most recent month to reduce short-term noise.
Market regimeNifty 50 above 200 SMAFresh monthly allocations are allowed only when Nifty 50 closes above its 200-day SMA at month-end.When the broad market is below its long-term trend line, the strategy stays defensive instead of building a fresh rotation basket.
SetupTop momentum basket candidateAt month-end, the stock must clear the trend filters and rank highly enough on relative strength to stay inside the top 10 basket.This is the real entry filter for the strategy. It is a portfolio ranking decision, not a one-candle trigger.
Data readinessMarket-data instrument mappedThe symbol must exist in the active market-data provider's tradable NSE cash universe for this mode.Without a mapped Upstox NSE EQ instrument the app cannot pull candles or quotes for scans and backtests, and live trading would also have no clean symbol reference.
Data readinessSufficient historyAt least 126 daily candles are required before a stock can be ranked on the rotation momentum model.Newer listings stay outside the basket until the app has enough history to compute the 126-day momentum score with the 21-day skip.

Status glossary

Every label you see in the app maps to one of these meanings.

1-10 of 13 visible
StatusMeaning
Insufficient historyThere are not yet enough daily candles to run the full trend template.
Instrument missingThe symbol was not found in the Upstox tradable NSE cash instrument list used by the scanner and backtest engine.
BlockedThe symbol is stopped by one or more failed or pending rules and cannot advance.
EligibleThe symbol has cleared the current universe-level rule stack and can advance to signal generation.
Outside top basketThe stock is in the imported universe but does not currently rank highly enough to be included in the top 10 basket.
BullishThe stock is currently above its short-term trend support and the context is constructive.
Waiting for month-end rebalanceThe stock is being monitored, but the app has not yet reached the next month-end ranking point.
BearishThe stock has slipped below one or more required trend filters and is not eligible for the next rebalance basket.
Pending trend scanThe stock has been imported, but the month-end ranking and trend checks have not been computed yet.
Top momentum basketThe stock currently ranks inside the top 10 qualified names for the next monthly rebalance basket.
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Decision flow

How a stock moves through the system.

Universe import

The app starts from the selected tradable universes or your custom symbol list, merges them, and removes duplicates before ranking begins.

Data readiness

Each symbol must map to a tradable Upstox NSE cash instrument and have enough history to compute the 126-day momentum score with the 21-day skip.

Month-end ranking

At each month-end signal date, the app keeps only stocks above 200 SMA and 21 EMA, checks whether Nifty 50 is above its 200 SMA, and then ranks the survivors by medium-term relative strength.

Basket construction

The top 10 ranked names become the next month’s equal-weight basket. If the market gate fails or too few stocks qualify, the strategy carries more cash instead of forcing weak entries.

Monthly rotation

Positions are closed and rebuilt at the next monthly rebalance open. This strategy is currently backtest-first, so the Rules page explains the portfolio logic rather than a live signal trigger workflow.