Start Here • End-to-End User Tutorial

Use the AlgoSuite bot from first login to live trading.

This guide is written for customers who want one single page that explains what to do, in what order, and why. Follow it from top to bottom. If you do not want to use real money yet, stop at the paper trading section and practice there first.

1 Single page tutorial for beginners and operators.
4 Main stages: install, configure, test, go live.
0 Recommended live trades before paper validation.
Best for New customers, internal onboarding, support teams, and admin dashboard embedding.
What the bot can do Receive signals, apply money management, run paper trades, and place live trades through supported brokers.
Supported inputs AmiBroker, MT4 or MT5, WebSocket or manual signals, plus broker connectivity and risk controls.
Golden rule Configure risk first, verify with paper trading second, enable live trading last.

Quick start in plain English

1. Install and activate

Install the app, activate the license, and confirm the main UI opens without errors.

2. Connect your inputs

Choose how signals will enter the bot: AmiBroker, MT4 or MT5, WebSocket, or manual testing.

3. Configure risk

Set broker connection, money management, segment windows, and any square-off rules before testing.

4. Practice on paper

Enable paper trading, send test signals, inspect costs, and validate the strategy behavior.

5. Review analytics

Use history and analytics to verify win rate, costs, behavior during market hours, and consistency.

6. Enable live only when ready

Turn on live trading only after paper mode results are acceptable and your safeguards are confirmed.

If you are new, the safest sequence is: install → connect signal source → set risk → paper trade → review → go live.

Open complete module guides

Paper Trading Complete Guide

Full setup, cost model, viability tiers, metrics, and paper-to-live decision framework.

Open paper trading guide

Live Trading Complete Guide

Real execution flow, broker safeguards, live controls, and first-week operating checklist.

Open live trading guide

Stale Price Protection Guide

How stale-feed detection and protection guardrails work and how to verify them.

Open stale price guide

Before you begin

What you need ready

  • Windows machine with the bot installed and licensed.
  • Your chosen trading workflow: AmiBroker, MT4, MT5, or manual test signals.
  • A supported broker account if you intend to trade live.
  • Clear idea of your max risk per trade, per day, and per week.
  • Time to complete paper testing before using live capital.
Important: the bot is not just an order sender. It sits between your signal source and your broker, applies validations, calculates costs, checks trading windows, and can reject unsafe or non-viable trades.
Do not skip risk configuration. A technically correct signal can still be a bad trade if position size, stop loss, or trading window rules are wrong.

Complete setup flow from zero to ready

Open the app and confirm activation

Start the bot, complete license activation if required, and confirm the main dashboard loads normally.

If activation fails, fix that first. Nothing else matters until the app is licensed and stable.

Choose your signal source

Decide how the bot will receive entries and exits.

Signal source Best use What to do
AmiBroker Strategy automation from AFL Configure the gateway or plugin, then send a small paper signal to confirm symbol mapping.
MT4 or MT5 MetaTrader-based strategies Set up the WebSocket or DLL integration and verify the bot receives data from your terminal.
Manual sender Testing and debugging Use manual signals to validate the bot flow before wiring a live external source.

Connect the broker only if you need live execution

If you are still testing, keep your focus on paper trading first. If you plan to go live later, prepare the broker integration now so you do not scramble later.

Supported broker architecture in the project includes major Indian broker workflows such as Shoonya or Finvasia, Zerodha, Fyers, Upstox, and SASOnline.

Set money management before any trade is allowed

This is where you define sizing and limits: capital allocation, risk per trade, daily loss caps, weekly caps, and any execution constraints.

The system should be treated as risk-first, not signal-first. A strong signal with bad sizing is still bad trading.

Set market windows and square-off rules

Make sure the correct session or segment rules are configured. Different market segments can have different entry windows and square-off times.

This prevents new trades from being accepted outside valid trading hours and keeps end-of-day behavior predictable.

Enable paper trading and send controlled tests

Once configuration is complete, switch to paper mode and run multiple controlled signals. Confirm entries, exits, rejections, stop-loss behavior, and cost calculations.

Review history and analytics

Do not judge the system from a single signal. Review a group of paper trades and check whether results, costs, and trade quality make sense over time.

Enable live trading only after paper validation

Once paper testing proves the setup is correct, activate live mode carefully and begin with conservative size. Keep the same risk controls.

How to use paper trading properly

Paper trading is where you prove the signal flow, cost assumptions, and bot decisions before real execution. Use it to validate the entire chain.

Step A: Turn on paper trading Make sure the bot is not in live mode. Confirm the UI clearly indicates paper execution.
Step B: Send 5 to 20 realistic signals Use the same symbols, timing, and stop-loss style you plan to use in production.
Step C: Inspect each result Check if the trade was accepted, rejected, weak, or non-viable, and understand the reason instead of just looking at P&L.
Step D: Review history and analytics tabs Look for patterns in rejected trades, weak setups, slippage, drawdown, and time-of-day performance.
Good paper test outcome:
Trades arrive correctly, costs look realistic, position sizing is correct, and the bot rejects setups that should be blocked.
Bad paper test outcome:
Symbol mismatches, wrong quantity, signals outside trading windows, unrealistic target assumptions, or costs much higher than expected.

How to use the Trade Calculator tab

The Trade Calculator is not a toy. It uses the same paper-trading cost model and viability logic so you can test a trade before sending it.

What to enter

  • Symbol
  • Side: buy or sell
  • Entry price
  • Exit price or target price
  • Quantity
  • Stop loss if applicable
  • SL or TP mode: manual, auto risk-reward, or disabled

What it tells you

  • Brokerage, STT, exchange fee, SEBI fee, stamp duty, slippage, and spread
  • Gross profit versus net profit
  • Per-share cost versus per-share expected edge
  • Viability score, trade tier, and allow or reject decision
  • Minimum viable target price
  • Comparison with the system risk-reward target
Best way to use it: when a paper trade looks worse than expected, enter the same values in the calculator and inspect the detailed cost breakdown. This is the fastest way to understand whether the issue is spread, slippage, charges, weak edge, or an unrealistic target.
Scenario What you should do
Trade is rejected Check the viability score, required edge, and whether your target is too close.
Net profit is too low Increase target quality, reduce weak setups, or review quantity and charges.
Auto RR target is higher than your manual target Your manual target may be too small for the system risk model.
Minimum viable TP is much higher than expected The trade may be too expensive relative to edge, especially on low-range moves.

When and how to go live

Live mode should be your last step, not your first experiment.

Go-live checklist

  • Paper trading has been tested on multiple realistic signals.
  • Signal source mapping is correct for actual trading symbols.
  • Broker connection is stable and authenticated.
  • Money management limits are configured and reviewed.
  • Trading windows and square-off rules are confirmed.
  • You understand how the bot rejects weak or non-viable trades.
  • You are starting with conservative position size.

First live week rules

  • Start with the smallest size that still makes sense operationally.
  • Monitor every live trade manually for the first several sessions.
  • Do not change five settings at once. Change one thing, then re-observe.
  • If there is any confusion between signal source, bot, and broker behavior, pause live mode and return to paper mode.
Good operators treat the first live week as controlled validation, not as a scale-up phase.

What a normal operating day looks like

Before market opens Launch the bot, confirm license validity, verify broker login if live, and make sure your signal source is connected.
At session start Confirm the correct market segment rules, enabled modes, and risk limits are loaded.
During trading hours Monitor accepted and rejected signals, watch open positions, and investigate any repeated warnings.
Before square-off time Check whether auto square-off or cleanup rules are behaving as expected.
After market close Review trade history, analytics, and exceptions. Do not carry silent issues into the next session.

Troubleshooting by symptom

Problem Likely reason What to check first
No trades are appearing Signal source is not connected or symbols are mismatched Check the source integration, symbol naming, and whether the bot is actually receiving signals.
Signals are rejected Out-of-window time, weak viability, or blocked risk settings Review trading windows, score or tier, required edge, and daily loss protections.
Quantity looks wrong Money management settings are misconfigured Recheck capital allocation, per-trade risk, lot sizing, and broker quantity rules.
Profit is much lower than expected Costs, spread, slippage, or unrealistic target assumptions Use the Trade Calculator to inspect cost breakdown and minimum viable TP.
Paper mode works but live does not Broker auth, order permissions, or execution mapping issue Validate broker session, credentials, product type, and symbol or instrument mapping.
If you cannot explain why the bot rejected a trade, do not bypass the rejection. Find the reason first.

FAQ

The correct order matters

Install the bot. Connect the signal source. Configure risk. Validate on paper. Review the results. Then go live.

Most user mistakes happen because they reverse that order. This guide is designed to prevent that.