Settings · AI Trading Campaign Platform

Changes apply immediately for most settings, because they are written to .env and also hot-applied to the running server. Exceptions are marked read-only. Secret fields show only the last 4 characters — leave them blank to keep the current value. Every field has a ✕ button to empty it, or reset it to its default if it holds a number or a switch. Nothing changes until you press Save settings.

Where this app is running

Detected automatically, then reduced to one answer: the exact five values to type into the Angel One “Add App” form for this deployment, whether that is this computer or a VPS. The detected public IP and MAC address are shown below it.

Detecting this deployment…

AI research status

What the research engine will actually use right now.

Active providergemini

Keys detectedgemini

AI researchON

Call cap / scan5

TradingAgentsON

Without a provider key the engine falls back to an offline placeholder model. Those placeholder scores are not real signals, so do not judge stock-picking quality from them.

AI usage & cost

Measured from the provider's own token counts on every call, priced with published list prices and your USD_INR_RATE. Nothing here is a guess about how many calls were made.

Loading measured AI spend…

Market data for backtesting

Download real daily price history into data/history/. Backtests are only meaningful once these files exist.

SymbolsComma-separated NSE tickers, or ALL. Days of history Source Write mode

Fetching ALL symbols makes one request per symbol, so it takes a few seconds.

No fetch run yet.

Symbol	Rows	First day	Last day	File
Loading…

Live trading safety gates

Every gate must be green before a real order can be placed.

✔ALLOW_LIVE_TRADING

✖LIVE_TRADING_ACK exact text

✔ANGEL_STATIC_IP_REGISTERED

✖ANGEL_STATIC_IP saved (the whitelisted IPv4)

✔Angel One credentials present

Deployment & network

Where this app is running, what the outside world sees, and which URL and IP are registered with the broker. The panel above detects these automatically; these fields are the ones you want saved.

Public base URL The https:// URL this app is served from, e.g. https://trade.example.com. Leave blank and the app derives one from whatever address you are browsing on.

Angel One registered static IPv4 The public IPv4 you whitelisted in the SmartAPI portal. Saved here so the app can warn you the moment your IP drifts, which would silently start rejecting live orders.

Angel One redirect URL The redirect URL registered against your API key in the portal. Recorded here so the portal value and this deployment stay in sync.

Public IP lookup service Keyless HTTPS endpoint used to discover the IP the internet sees. Clear it if you would rather not call a third party; detection then reports the IP as unverified.

Safety & realism

The master kill switch and how honestly paper fills are modelled.

Trading enabled Master switch for OPENING positions. Turning this off blocks new buys but still allows exits, so a halt can never trap you in a position. Persisted, so it survives a restart.

Paper slippage (bps) Fills are moved against you by this many basis points (1 bp = 0.01%). 5 is a realistic default for liquid NSE names. Set 0 for frictionless, optimistic fills.

AI / Research

Which AI provider rates stocks, and how many calls it may make.

AI provider Which AI provider rates stocks. "auto" uses the first provider that has a key saved.

Use AI for research When on, the AI rates candidates and overrides the built-in placeholder scores. When off, only the offline model is used.

Gemini API key secret Google AI Studio key (starts with AIza). Free tier available at aistudio.google.com/apikey. Stored: ••••••••cBMw · blank = keep unchanged

Gemini model e.g. gemini-2.5-flash (fast/cheap) or gemini-2.5-pro (stronger).

OpenAI API key secret Alternative to Gemini. Starts with sk-. Not set · blank = keep unchanged

OpenAI model e.g. gpt-4o-mini.

Anthropic API key secret Alternative to Gemini/OpenAI. Starts with sk-ant-. Not set · blank = keep unchanged

Anthropic model e.g. claude-3-5-sonnet-latest.

Max AI calls per scan Caps how many stocks the AI rates per research run. This is the only real driver of AI cost: each call is a fraction of a paisa, so the cap is about speed and rate limits more than money. See AI usage & cost below.

USD → INR rate Used to show estimated AI spend in rupees. Set it to your card rate so the cost panel matches your statement.

Use TradingAgents graph Advanced multi-agent research. Requires the tradingagents package plus its own keys. Falls back to the simple AI rating on error.

Price feed & market data

Where live prices come from, and the historical window the Fetch fresh data button downloads. Without a feed the exit rules can never fire on their own; without real history a backtest cannot tell you anything.

Price source Where live prices come from. none = manual price ticks only. replay = walk one bar per poll through data/history CSVs (great for watching exit rules fire). angel = real Angel One last-traded prices.

Refresh every (seconds) How often to pull fresh prices. This is what lets target, stop-loss and trailing-stop rules fire without manual ticks.

Replay data source Where replay bars come from. auto prefers data/history/*.csv, then Yahoo Finance, then Alpha Vantage, then synthetic.

Default days to fetch Default window for the Fetch fresh data buttons on Backtest and here. 400 calendar days is roughly 18 months of trading sessions.

Replay bars to load How many daily bars to load per symbol for replay mode.

Loop replay at the end Restart from the first bar when replay runs out of history.

Notifications

Webhook, Telegram and email alerts for events that matter.

Send alerts Master switch for outbound notifications. Alerts are best-effort and never interrupt trading.

Events to alert on Comma-separated keys: position_opened, position_closed, campaign_completed, daily_loss_limit, order_rejected, global_halt, intraday_force_exit, risk_block, warning, error.

Webhook URL Receives a JSON POST with app, key, level, title, message and campaign_id. Works with Slack/Discord/ntfy style endpoints.

Telegram bot token secret From @BotFather. Needs NOTIFY_TELEGRAM_CHAT_ID too. Not set · blank = keep unchanged

Telegram chat id The chat, group or channel id to post into.

SMTP host e.g. smtp.gmail.com. Needs from/to addresses; set user+password to authenticate.

SMTP port 587 for STARTTLS (default), 465 for implicit TLS, 25 for plain.

SMTP username Usually the full email address.

SMTP password secret An app password, not your normal account password. Not set · blank = keep unchanged

Email from Sender address.

Email to Recipient address.

Angel One broker

Credentials and the safety gates for real-money orders.

Default broker Paper simulates fills locally. Live routes real orders to Angel One.

Allow live trading Master live switch. Also needs the acknowledgement text and a registered static IP.

Live risk acknowledgement Must be exactly: I_UNDERSTAND_LIVE_TRADING_RISK

Angel One API key secret From the Angel One SmartAPI developer portal. Stored: ••••••••h2KN · blank = keep unchanged

Angel One client code Your Angel One login ID, e.g. A123456.

Angel One password secret Your Angel One trading password (not the app PIN). Stored: ••••••••0912 · blank = keep unchanged

Angel One TOTP secret secret The base32 seed behind your 2FA QR code, used to generate the 6-digit code at login. Stored: ••••••••JNN4 · blank = keep unchanged

Static IP registered Set true only after registering your server IP with Angel One, otherwise live orders are rejected.

Instrument master URL Angel One symbol/token master used to resolve NSE tradingsymbols.

Risk & runtime

Defaults for new campaigns and the daily session timetable.

Default profit target % Pre-filled target for new campaigns. A target is a goal, never a guarantee.

Default stop loss % Pre-filled stop loss for new campaigns.

Default daily loss limit Pre-filled daily loss cap. When hit, new buying stops and open positions are closed.

Default max open positions Pre-filled cap on simultaneous positions.

Monitor interval (seconds) How often the background loop reconciles orders and checks targets. Minimum 5 seconds.

Stop new intraday entries at IST clock time (HH:MM) after which no new intraday position is opened. Default 14:45.

Force intraday exit at IST clock time (HH:MM) when intraday positions are squared off automatically. Default 15:05.

Market holidays Comma-separated ISO dates treated as closed, e.g. 2026-01-26,2026-03-04

Dashboard access

Failed logins before lockout Per source IP, within the lockout window.

Lockout window (seconds) How long a source IP is blocked after too many failed logins.

Dashboard auto-refresh (seconds) How often the dashboard polls for updated prices and P&L. 0 disables auto-refresh.

Require login Keep on for any internet-facing deployment. Turn off only on a trusted local machine.

Dashboard username HTTP Basic username.

Dashboard password secret Change this from CHANGE_ME_NOW before exposing the app. Stored: ••••••••dmin · blank = keep unchanged

System

Read-only runtime information.

Environment read-only Informational label reported by /health.

Database URL read-only SQLite file path. Changing this requires editing .env and restarting, because the engine is bound at startup.

Test connections

Each test talks to the real service. The Angel One test signs in but never places an order.

No test run yet. Each test contacts the real service; the Angel One test signs in but never places an order.

Safety controls

The kill switch blocks new entries everywhere while still allowing exits, so halting can never trap you in a position.

TRADING ENABLED

Trading is enabled.

Save

Writes changed values to .env and applies them live.

Nothing saved yet.

Danger zone — clear data

These buttons delete things and cannot be undone in the app. Download a backup first — it writes every row to JSON, so nothing is lost permanently, though restoring means re-inserting rows yourself. Every button needs two clicks, and a clear is refused while positions are still open.

Stored rows…

Open positions…

Price history files…

Safe to clear…

Also delete the downloaded price-history files in data/history/

Clearing deletes campaigns, trades, orders, research recommendations, campaign chat, events, backtest runs, AI usage records and the audit log. It never places a broker order, and it leaves .env alone unless you choose the full reset. If positions are still open the clear is refused, because deleting those rows would not close anything — it would just lose track of them. “Close positions, then clear” exits them first, and is refused entirely while live trading is enabled.

No clear run yet.