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.

PAPERUpstox data readyACTIVEStopped off hours
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 postureStopped off hours

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.

Settings · Trading

Capital, mode, and monthly rotation controls

This section keeps the active capital version explicit while locking the app to the legacy Relative Strength Rotation workflow.

Capital and risk

Saving creates a new version for future trades only.

Trading mode

The final app will make live mode unmistakable.

PAPERLIVE

Paper and live share the same strategy logic. Live is intentionally harder to arm.

Strategy and automation universe

Legacy Relative Strength Rotation is the paper/live automation strategy. The local worker is locked to Shariah Tables while benchmark comparison stays fixed to Nifty 50 + Cash.

Active strategy: Legacy Relative Strength Rotation

Monthly rebalance. Rank the selected universe by 126-day momentum with a 21-day skip, hold the top 10 names above 200 SMA and 21 EMA, skip the later Supertrend/liquidity/min-price filters, and allocate only when Nifty 50 is above its 200 SMA.

Production automation universe
Shariah Tables

The separate worker always syncs Shariah Tables for paper/live automation. Backtests and strategy comparisons keep their own wider research universe controls.

Worker launch model

Start the web app with npm run dev, the worker with npm run worker, or both together with npm run local.

Rotation rules are fixed in this build

The app now uses one strategy only: month-end relative-strength rotation. Old breakout, pullback, and Supertrend controls have been removed from the main settings UI so the app stays aligned with that single workflow.

Legacy Relative Strength Rotation remains the active automation strategy, the worker sync stays on Shariah Tables, and benchmark comparison stays Nifty 50 + Cash.

Current strategy defaults

Approved review assumptions reflected in the local build.

Strategy mode
Legacy Relative Strength Rotation
Production automation universe
Shariah Tables
Rebalance cadence
Monthly
Portfolio size
Top 10 equally weighted names
Momentum ranking
126-day momentum with 21-day skip
Stock trend filter
Close above 200 SMA and 21 EMA
Nifty market gate
Nifty 50 above 200 SMA
Benchmark
Nifty 50 + Cash

Capital history

Historical settings remain visible for auditability.

C-INITIAL · ₹10L

1.0% risk, 5.0% open-risk cap, 20.0% max allocation

14 May 2026, 1:36 pm