User guide
Quick reference for the TradeXecute dashboard. For full detail browse feature modules — each area has rules, formulae, and benefits.
Module deep dives
- Login & plans — Sign up, subscriptions, dashboard chrome, and access tiers.
- Home — Funds, holdings, user settings, execution mode, and AI Wallet.
- Market scans — Scanner, liquidity, technical, heatmap, stock and fundamental tools.
- Options — F&O chain, PCR, max pain, Greeks, and trade handoff.
- Charts — Multi-pane charts, indicators, and Chart Replay practice.
- TradeEasy — Band entry, SL/TSL/target, partials, and the 5-second engine.
- EasyAlgo — Watchlist alerts, master switch, EXIT ALL, and robot sheets.
- Strategy Builder — Rule-based strategies, option legs, backtest, and Start into EasyAlgo.
- Market EasyAI — Symbol and sector AI reports billed via AI Wallet.
- Brokers — Nine Indian brokers, Get Access Token, and session health.
- Audit / Logs — Search, export, and API access to audit trails.
- Platform & safety — Scheduler, desktop relay, mobile sync, and safety rules.
- Calculations — Formulae reference for entry, exit, stops, targets, and P&L.
Strategy Builder explains how strategies are defined step by step.
Dashboard sidebar
Home, Market (paid), Options, Chart, TradeEasy (paid), EasyAlgo (paid), Strategy Builder, Market EasyAI, Broker Setting, Audit / Logs, Administration (admin).
First session checklist
- Connect broker and Get Access Token
- Set Fundamental data login under Home → User settings if you use Fundamental Scanner
- Subscribe if you need Market, TradeEasy or EasyAlgo
- Add AI keys under User settings for Market EasyAI and screenshot import
- Top up AI Wallet if required
Market Scanner
Live scan tables: index stats, top gainers, top losers, sector breadth. Refreshes about every 5 minutes during market hours.
Charts
Choose Online for NSE/BSE symbols or Crypto (BTC) for BTC. Chart Replay is for practice only.
TradeEasy
Upload a chart screenshot or signal screenshot to parse entry levels with vision AI. Use PAPER until you confirm LIVE mode and broker session.
EasyAlgo
External alert setup is documented in EasyAlgo alert webhooks only.
Logout
Logout from the dashboard header stops automation and returns to the marketing home. Do not logout with running LIVE trades unless you will monitor the broker terminal manually.