Software Requirements

Specification (SRS)
1. Introduction

Introducing Money Bull: Your Ultimate Trading Companion

In the dynamic world of financial markets, staying ahead requires more than just insight – it
demands a sophisticated toolset designed to empower traders at every turn.

Enter Money Bull – the pinnacle of trading innovation, poised to redefine how traders
engage with the markets through a comprehensive suite of cutting-edge features and
functionalities

2. Purpose

Purpose of Money Bull: Empowering Traders with Precision and Insight

At its core, Money Bull is engineered with a singular purpose: to empower traders with the
tools and insights needed to navigate the complexities of financial markets with confidence
and precision.

Built upon a foundation of cutting-edge technology and innovative design, Money Bull sets
out to revolutionise the trading experience, offering a comprehensive solution that
transcends traditional boundaries and limitations.

2.1. Democratising Access to Advanced Trading Tools:

Money Bull is driven by a commitment to democratising access to advanced trading tools

and analytics that were once reserved for institutional traders. By providing retail traders
with sophisticated algorithms, customizable charts, and real-time data analytics, Money Bull
levels the playing field, ensuring that traders of all levels can compete and succeed in
today's fast-paced markets.

2.2. Enhancing Decision-Making with Data-Driven Insights:

In an era defined by information overload, Money Bull acts as a beacon of clarity, distilling
vast amounts of market data into actionable insights. Through advanced data visualisation,
predictive analytics, and customizable charting tools, Money Bull equips traders with the
knowledge and foresight needed to make informed decisions in real-time, minimising risk
and maximising returns.

2.3. Streamlining Workflow and Boosting Efficiency:

Money Bull is designed to streamline the trading workflow, eliminating inefficiencies and
friction points that can hinder productivity. With features such as multiple layout chart
functionality, customizable watchlists, and tab-based navigation, Money Bull empowers
traders to analyse market data, manage portfolios, and execute trades with unparalleled
speed and efficiency.

2.4. Fostering Innovation and Adaptability:

As markets evolve and new opportunities emerge, traders must remain agile and adaptable.
Money Bull embraces innovation, providing traders with the flexibility to customise their
trading strategies, adapt to changing market conditions, and capitalise on emerging trends.
Whether it's algorithmic trading, options analysis, or portfolio management, Money Bull
empowers traders to innovate and thrive in dynamic market environments.

2.5. Cultivating a Community of Empowered Traders:

Beyond its technical capabilities, Money Bull aspires to foster a vibrant community of
empowered traders united by a shared passion for trading excellence. Through educational
resources, guided tours, and interactive features, Money Bull encourages collaboration,
knowledge-sharing, and continuous learning, empowering traders to achieve their full
potential and realise their financial goals.

3. Scope
Scope of Money Bull: Revolutionising Trading Experience

Money Bull is a feature-rich software platform designed to cater to the diverse needs of
traders across various asset classes and trading strategies. Its scope encompasses the
following key areas:

3.1. Trading Functionality:

● Money Bull provides traders with a suite of advanced trading tools and capabilities,
including order execution, position management, and risk assessment.

● Traders can place various types of orders, such as market orders, limit orders, and
stop-loss orders, with seamless integration with leading brokerage platforms for
swift and efficient execution.

● Money Bull supports algorithmic trading strategies, allowing traders to customise

order rules, automate trading activities, and execute trades based on predefined
criteria.

3.2. Market Analysis and Visualization:

● Money Bull offers powerful charting and analysis tools, enabling traders to visualise
market data, identify trends, and perform technical analysis with precision.

● Traders can choose from multiple layout options and customise each chart according
to their analysis requirements, facilitating comparative analysis and trend
identification.

● Advanced analytics, including predictive modelling and data visualisation

techniques, empower traders to make informed decisions and capitalise on market
opportunities.

3.3. Portfolio Management:

● Money Bull facilitates comprehensive portfolio management, allowing traders to

track positions and order history across multiple accounts and users.
● Traders can monitor portfolio performance, assess risk exposure, and analyse
historical data to optimise their investment strategies and achieve their financial
goals.
 ● With this setup, users can quickly navigate between the "Position Rulebook" section,
where they can define and manage their trading strategies or rules, and the "Order"
section, where they can execute trades based on those rules. This intuitive interface
design allows for efficient switching between these essential functionalities,
contributing to a smoother and more streamlined user experience..

3.4. Watchlist Functionality:

● Money Bull enables traders to create and customise watchlists based on their
preferences, trading strategies, or asset classes.
● Traders can add instruments to their watchlists with ease and receive real-time data
updates on their preferred assets, including price changes, volume, and other
relevant metrics.

3.5. Educational Resources and Support:

● Money Bull offers educational resources, tutorials, and guided tours to help traders
familiarise themselves with the platform's features and capabilities.

● Traders can access comprehensive documentation, user guides, and FAQs to

troubleshoot issues, learn new techniques, and enhance their trading skills.

● The platform fosters a community of empowered traders, encouraging collaboration,

knowledge-sharing, and continuous learning to support traders in achieving their
financial objectives.

4. Functional Requirement

4.1. User Authentication and Account Management:

Account Creation:
● Users should have the ability to create a new account by providing basic information
such as username, email address, and password.
● The registration process should include validation checks to ensure that all required
fields are filled out correctly and that the chosen username and email address are
unique.
● Optionally, the platform can offer social media or third-party authentication options (e.g.,
Google, Facebook) to streamline the account creation process.

Secure Login:

● Users should be able to securely log in to their accounts using their username/email and
password combination.
● The login process should incorporate security measures such as encryption (e.g.,
SSL/TLS) to protect user credentials during transmission.
● To prevent unauthorised access, the platform should implement measures like account
lockout after a certain number of failed login attempts and CAPTCHA verification.

Account Settings:

● Once logged in, users should have access to an account settings dashboard where they
can manage various aspects of their account.
● Profile Information:
Users can update their personal details such as First name,Last name, email address,
contact information, and profile picture.
● Password Management:
Users can change their password to maintain account security.
Optionally, they may have the ability to reset their password if forgotten.
● Notification Preferences:
Users can customise their notification settings, choosing which types of alerts they want
to receive and how they want to receive them (e.g., email, SMS, in-app notifications).

Password Management:

● The platform should enforce strong password policies, including requirements for
minimum length of 8, complexity (e.g., alphanumeric characters, Upeer, Lower, special
symbols), and expiration.

Email Verification:

● To verify the authenticity of new accounts and prevent spam or fraudulent registrations,
the platform can implement email verification.
● Upon registration, users should receive a verification email containing a unique link or
code that they must click or enter to activate their account.
 Account Recovery:

● In case users forget their passwords or encounter login issues, the platform should
provide a mechanism for account recovery.
● This may include options such as password reset via email, security questions, or two-
factor authentication (2FA) methods like SMS codes or authenticator apps.

Session Management:

● The platform should manage user sessions securely, including mechanisms for session
expiration, session revocation (e.g., log out from all devices), and session hijacking
prevention.
● Users should be automatically logged out After 24 hours of inactivity to mitigate the risk
of unauthorised access to their accounts.

4.2. Dashboard:

Default Main Chart:

Upon accessing the dashboard, users are greeted with a default main chart displaying key
market trends and price movements. This chart serves as the focal point of the dashboard,
offering users a snapshot of the broader market landscape at a glance.

Additional Features:

● Symbol Search: Users can easily change the default chart by clicking on the symbol
search option located at the top-left corner of the default chart. This allows users to
quickly search for and select different symbols or financial instruments to display on the
chart.
● Chart Toolbar: The default chart provides users with a comprehensive toolbar offering
various options for customization and analysis. This toolbar includes options to adjust the
time frame (bottom), zoom in/out (top), and access drawing tools for technical analysis.
● Snapshot Feature: Additionally, users have the ability to take a snapshot of the default
chart, capturing the current state of the chart for future reference or sharing purposes.
● These buttons, displayed above the chart and beside the top toolbar, provide additional
functionalities for customising and analysing the chart:

● Data Science Overlays: Enables the overlay of Baan’s indicators on the chart,
allowing users to visualise market trends and patterns based on Baan’s analysis.
● Formula-based Overlays: Allows users to apply custom predefined formula-based
overlays on the chart, providing flexibility in analysing market data according to
specific criteria or trading strategies.
● OI Overlays: Activates the display of Open Interest (OI) overlays on the chart,
providing insights into the trading activity and sentiment of market participants
regarding specific instruments.
 ● Swings Overlay: Enables the overlay of swing indicators on the chart, helping users
identify swing highs and lows, which are crucial for trend analysis and decision-
making.
● Draw Rules: Activates drawing tools and rules on the chart, allowing users to
annotate and highlight significant chart patterns, support/resistance levels, or other
relevant technical analysis elements.

Customise Data Science Buttons

Description:

The trading-view charting library provides customizable buttons for adding data overlays
and indicators. These buttons enable users to visualise various data science metrics
directly on the charts, enhancing their analytical capabilities and decision-making
processes.

Functionality:

● Price Overlays: Users can add price overlays to the chart, allowing them to
superimpose additional price-related data onto the existing price chart. This feature
enables users to compare different price metrics and identify trends or patterns
more effectively.
● Formula-based Overlays: Formula-based overlays allow users to apply custom
mathematical formulas or algorithms to the chart data. Users can define their own
formulas or choose from pre-built options to generate overlays based on specific
criteria or calculations.
● OI (Open Interest) Overlays: Open Interest overlays provide insights into the
trading activity of options contracts. By overlaying open interest data onto the
chart, users can analyse the relationship between price movements and changes in
open interest, helping them gauge market sentiment and identify potential trading
opportunities.
● Swings Overlay: The swings overlay highlights swing points or price reversals on
the chart. Users can visualise swing highs and lows, which are crucial for
identifying trend changes and determining entry or exit points in the market.
● Draw Rules: Draw rules allow users to create custom drawing tools or patterns
directly on the chart. Users can define drawing rules based on specific conditions or
criteria, enabling them to mark important levels, patterns, or trendlines for future
reference.
● Show Values: The "Show Values" button displays numerical values or data points
directly on the chart, making it easier for users to track specific price levels,
indicators, or other data points without needing to refer to external sources.

Benefits:
 ● Enhanced Analysis: The customizable buttons provide users with a wide range of
data science tools and overlays, empowering them to conduct more comprehensive
technical analysis directly within the charting interface.
● Increased Flexibility: Users have the flexibility to customise the chart according to
their specific analysis requirements, allowing them to focus on the metrics or
indicators most relevant to their trading strategies.
● Improved Decision-making: By visualising data science metrics directly on the chart,
users can make more informed trading decisions based on real-time market
insights and analysis.

Scanner:
The sidebar features a scanner divided into four sections: Continuation, Trend Change,
Important Support, and Important Resistance. Each section presents three to five stocks for
analysis, followed by an option to explore more details.

● Continuation
○ Description: This section identifies stocks or assets exhibiting a continuation
pattern, indicating that the prevailing trend is likely to persist.
○ Purpose: Helps traders identify opportunities to enter or add to positions in
assets with ongoing trends.
● Trend Change:
○ Description: This section highlights stocks or assets displaying indications of
a potential change in trend direction.
○ Purpose: Alerts traders to potential shifts in market sentiment or price
direction, allowing them to adjust their trading strategies accordingly.
● Important Support:
○ Description: This section identifies stocks or assets approaching significant
support levels.
○ Purpose: Assists traders in identifying potential buying opportunities when
assets are near important support levels, which may act as a floor for prices.
● Important Resistance:
○ Description: This section highlights stocks or assets nearing significant
resistance levels.
○ Purpose: Alerts traders to potential selling opportunities when assets
encounter important resistance levels, which may act as barriers to further
price appreciation.

Know More Button:

● Description: The "Know More" button provides users with additional

insights or details related to the scanned stocks..
 ● Functionality: When users click on the "Know More" button, it redirects
them to the Price Alert page, where they can set up specific price alerts or
notifications for the selected stocks.
● Purpose: Allows users to explore further options for monitoring and
managing their selected stocks, enhancing their trading experience and
decision-making process.

Watchlist:
Users can access the sidebar by clicking on the watchlist icon. The sidebar provides
convenient access to watchlists, allowing users to monitor their preferred instruments
seamlessly.

Additional Features:

● Users can effortlessly switch between the three different watchlists by selecting from the
statically defined options, ranging from 1 to 3 watchlists available
● Upon clicking the watchlist icon, the sidebar appears, displaying three distinct watchlists.
● Each watchlist represents a curated list of instruments to specific user preferences or trading
strategies.
● Users can easily switch between the three watchlists to access different sets of instruments.

● In the watchlist, users can view a list of symbols along with their Last Traded Price (LTP) and
various price indicators. Each row in the watchlist represents a symbol being monitored.
● Symbol Listing: When users add symbols to the watchlist, a list of listed symbols is displayed
below the symbol search bar. Each listed symbol is accompanied by its Name, Last Traded
Price (LTP), Upper Swing, Lower Swing, Open Interest (OI) Call, and Open Interest (OI) Put,
providing users with real-time market data at a glance.
● Symbol:
○ Source: Instrument Name
○ Description: The unique identifier or ticker symbol representing the name..
● Last Traded Price (LTP):
○ Source: Live market data streaming
○ Description: The most recent price at which the symbol was traded in the market,
updated in real-time through live data streaming.
● Upper Swing:
○ Source: Calculated field
○ Description: The highest price point reached by the symbol during the current trading
session. This value may fluctuate as the market evolves throughout the trading day.
● Lower Swing:
○ Source: Calculated field
○ Description: The lowest price point reached by the symbol during the current trading
session. Similar to the upper swing, this value may vary as the market activity changes.
● Open Interest (OI) Call:
○ Source: Live market data streaming
○ Description: The open interest for call options associated with the symbol, indicating
the total number of outstanding call option contracts at the current moment.
 ● Open Interest (OI) Put:
○ Source: Live market data streaming
○ Description: The open interest for put options associated with the symbol, indicating
the total number of outstanding put option contracts at the current moment.

● When users hover over a row in the watchlist, several icons appear, providing quick actions:
● Buy Icon: Clicking on this icon allows users to initiate a buy order for the corresponding
symbol.
● Sell Icon: Clicking on this icon enables users to initiate a sell order for the corresponding
symbol.
● Chart Icon: By clicking on this icon, users can open a chart view for the selected symbol,
facilitating in-depth analysis and trend monitoring.
● Remove Icon: Clicking on this icon removes the symbol from the watchlist, allowing
users to manage their list of monitored symbols effectively.

● Add Symbol From Search Bar: Positioned at the top of the watchlist, users can quickly add
symbols or financial instruments to their watchlists using the symbol search bar. This server-
side searching feature retrieves a list of all available symbols as users scroll through the search
results, ensuring comprehensive coverage and easy selection.
● Customizable Sorting Options: Users have the flexibility to sort instruments within a watchlist
based on various criteria such as alphabetical order, price, market cap, or user-defined
parameters. This customization ensures that users can arrange assets in a way that best suits
their trading strategies

Search Result Interaction:

When users hover over a search result in the symbol search bar, a pop-up div appears with
additional options for interaction.

● Buy
● Sell
● Chart
● Add

Additional Features:

● Hover Interaction: Upon hovering over a search result, a pop-up div appears displaying four
buttons: Buy, Sell, Chart, and Add. This provides users with quick access to various actions
related to the selected symbol.
● Buy and Sell Options: Users can click on the Buy button to initiate a buy order, which opens a
buy popup for purchasing the selected symbol. Similarly, clicking on the Sell button opens a sell
popup for selling the selected symbol.
● Chart Option: Clicking on the Chart button opens a tab view for the selected symbol. This
allows users to perform in-depth analysis and visualise market trends for the selected symbol.
 ● Users have the flexibility to open multiple tab view charts simultaneously, allowing for
comparative analysis and tracking of multiple symbols concurrently
● When multiple tab view charts are open in the dashboard, users have the flexibility to
arrange them in four in one layout configurations for comparison purposes. This feature
enables users to customise their trading workspace according to their analytical needs. For
instance, if a user has opened six tab view charts, they can arrange first four charts in four
in one layouts

● Add to Watchlist: Users can click on the Add button to add the selected symbol to a specific
watchlist. Upon clicking, a dropdown menu appears, allowing users to choose the desired
watchlist for adding the symbol.

Symbol Listing and Interaction:

After adding symbols to the watchlist, users can view a list of listed symbols with their
corresponding details such as Name, Last Traded Price (LTP), Change, and Change Percentage
(%). Users can interact with each listed symbol for additional actions.

Buy Model:
The Buy model is a popup window that allows users to initiate buy orders for selected symbols.
It provides a user-friendly interface with various features to facilitate the buying process.

Additional Features:

● Buy/Sell Toggle Button: At the top of the Buy model, there is a Buy/Sell toggle button. This
button allows users to switch between buying and selling modes seamlessly. Users can toggle
between Buy and Sell modes with a single click, enabling quick adjustments to trading actions.
● Symbol and Exchange Information: Adjacent to the Buy/Sell toggle button, the Buy model
displays the name of the selected symbol along with the exchange it belongs to. This
information provides users with context about the symbol being traded.
● Price Information: At the end of the top bar in the Buy model, users can view the current prices
of the selected symbol on different exchanges. This information is displayed for prominent
exchanges such as NSE (National Stock Exchange) and BSE (Bombay Stock Exchange), allowing
users to compare prices and make informed trading decisions.
● Radio Button Selection: Below the price information, there are radio buttons representing
different exchanges where the symbol is traded. Users can select a specific exchange by clicking
on the corresponding radio button. This radio button interface provides users with a simple and
intuitive way to choose the exchange for executing their buy orders.

Functionality:

● Toggle Buy/Sell Mode: The Buy/Sell toggle button allows users to switch between buying and
selling modes effortlessly. Depending on the selected mode, the popup adapts its interface to
accommodate the respective trading action.
● Symbol and Exchange Display: The Buy model prominently displays the name of the selected
symbol along with its exchange information, ensuring users have clear visibility of the symbol
 being traded and its trading venue.

● Editable Quantity Input Field: The quantity input field is editable, enabling users to input their
desired quantity directly. Users can type in the desired quantity using their keyboard or use
arrow keys for incremental adjustments.
● Price Comparison: Users can compare prices across different exchanges using the price
information displayed in the Buy model. This enables users to identify potential arbitrage
opportunities or choose the exchange offering the most favourable price.
● Exchange Selection: The radio button interface allows users to select the desired exchange for
executing their buy orders. Users can easily switch between exchanges by clicking on the
corresponding radio button, streamlining the trading process.

Order Details Section

The body part of the Buy model contains various fields and options for specifying order
parameters, including order type, price, validity, and additional options based on the selected order
type.

Regular Order:
For a regular order, users have the flexibility to specify the order type, price, validity, and additional
options such as Intraday or Long Term.

Fields:

● Price Selection: Users can choose between specifying a Limit Price or selecting Market Price for
the order. The selected price type determines how the order will be executed.
● Trigger Price: If users opt to Buy at a preferred price with a stop loss, they can specify a trigger
price. This allows users to set a specific price level at which the order will be triggered, along
with a stop loss.

Validity Options:

● Daylight Duration: This option ensures that the order basks in the daylight of the trading day
until fulfilled, casting a shadow only when executed.
● Instantaneous Execution: Choose this option for orders that demand immediate attention. If not
acted upon swiftly, they fade away like a shooting star.
● Temporal Constraint: With this option, users can set a specific time frame, measured in minutes,
within which the order must be fulfilled. It's like setting an hourglass timer for the market to
respond.
● Disclosed Quantity: Depending on the validity option selected, the disclosed quantity field may
be enabled or disabled. This allows users to specify the disclosed quantity for day orders.
● Order Type: Users can choose between Intraday or Long Term order types. Intraday orders are
exited before the market closes, while Long Term orders require full upfront margin.
- Additional Options for Longterm Orders:
 ● If users select Long Term as the order type, additional options for specifying stop loss and
target percentage are provided.
-Bottom Section:
● At the bottom of the Buy model, users can view margin and charge information on the left side.
On the right side, there are Buy and Cancel buttons.
● Margin and Charges: Users can view information about margin requirements and applicable
charges for the order.
● Buy Button: Clicking the Buy button initiates the buy order execution process.
● Cancel Button: Clicking the Cancel button cancels the order without executing it.
● Functionality:
● Order Type Selection: Users can select the order type (Regular, Cover, AMO) based on their
trading preferences.
● Price and Validity Options: Users can specify the price, validity, and additional options for the
order, customising it according to their requirements.
● Execution Controls: The Buy and Cancel buttons provide users with control over executing or
cancelling the order as needed.

Note:
The order details section for both buy and sell models share identical functionality. However, the
key distinction lies in the action performed: the buy model is used for purchasing symbols, while
the sell model is utilised for selling symbols. Despite this difference in action, users can expect a
consistent experience when configuring order parameters in both models.

Holding:

In the Holdings tab, users can view essential information about their holdings, facilitating effective
portfolio management and decision-making. The following fields are displayed for each holding:

Instrument:
● Displays the name or symbol of the financial instrument held.
Qty (Quantity):
● Indicates the quantity or number of units of the instrument held.
Avg Cost (Average Cost):
● Represents the average cost per unit of the instrument, providing insight into the
overall investment cost.
LTP (Last Traded Price):
● Shows the last traded price of the instrument, providing real-time market value
information.

Cur Val (Current Value):

● Calculates the current value of the holding based on the last traded price and quantity.
PNL (Profit and Loss):
● Indicates the profit or loss associated with the holding, helping users track
performance.
Netchg (Net Change):
 ● Displays the net change in the holding's value since the last update or session.
Daychg% (Day Change Percentage):
● Represents the percentage change in the holding's value compared to the previous
trading day.
Price:
● Additional information about the price of the instrument, providing context for trading
decisions.
Action:
● Includes an 'Execute' button, allowing users to execute trades or take actions related
to the holding directly from the interface.(Edit,Remove)

Expand Button Feature:

● The "Expand" button located at the bottom of the sidebar allows users to expand the
sidebar section to view additional columns of data beyond the default layout.
● When users click on the "Expand" button, the sidebar dynamically enlarges(overlay) to
accommodate more columns, enabling users to see additional data related to the
scanner, index, watchlist, and holding sections.
● This feature enhances usability by providing users with the flexibility to customise
their viewing experience based on their specific requirements, thereby improving the
accessibility and comprehensiveness of the information presented in the sidebar.

4.1.3 Portfolio

Top-Left P&L Chart:

P&L Chart:

● Utilise a line or area chart to visualise the portfolio's profit and loss over time.
● Allow users to zoom in/out or adjust the time frame of the chart to focus on specific
periods.
● Provide tooltips or markers on the chart to display P&L values at specific data
points.

● This chart serves as a visual representation of the portfolio's performance, enabling

users to track profitability trends and identify key inflection points.
 Top-centre Data Points:

● Display key data points prominently at the top left corner of the page.
● Data Points:
○ Estimated Margin
○ Total Profit and Loss (P&L)
○ Maximum Profit
○ Maximum Loss
○ Net Credit Break Evens
● Each data point should be accompanied by its respective value, providing users with
immediate insights into their portfolio performance.

Functionalities:

Data Point Display:

● Ensure accurate and real-time updates for the displayed data points.
● Implement algorithms or calculations to derive values such as Estimated Margin,
Total P&L, etc., based on the underlying portfolio data.
● Provide options for users to customise the displayed data points according to their
preferences.

Interactive P&L Chart:

● Fetch historical P&L data from the backend and render it dynamically on the chart.
● Enable users to interact with the chart by selecting different time frames (e.g.,
daily, weekly, monthly) or adjusting the date range.
● Incorporate features for zooming in/out and panning across the chart for detailed
analysis.
● Include tooltips or hover-over effects to display precise P&L values at specific
points on the chart.
● Ensure responsiveness of the chart to different screen sizes and devices.

Navbar:

Position Rule Book:

● Include an option in the navbar to navigate to the Position Rule Book section.
● Users can access details about position management rules, including guidelines
for position sizing, risk management strategies, and portfolio diversification
principles.
● Provide comprehensive information on position tracking, management techniques,
and guidelines for optimising portfolio performance.

Holding Overview:
 ● The holding section provides users with an overview of their current holdings in the
market.
● It displays essential information such as the instrument name, quantity held,
average cost, last traded price (LTP), current value, profit and loss (PNL), net
change (Netchg), percentage change (%), and action buttons for executing trades.
Orders:
● Offer a seamless transition to the Orders section within the navbar.
● Users can view and manage their order history, including executed, pending, and
cancelled orders.
● Display order details such as order type, quantity, price, status, and timestamps
for each transaction.
● Enable users to filter and sort orders based on various criteria for easier analysis
and tracking.
Export Button:
● Place an export button at the end of the navbar, allowing users to export portfolio
data or order history to a CSV file.
● Upon clicking the export button, users can download a CSV file containing
relevant data for further analysis or record-keeping purposes.
● Provide options for users to customise the exported data format and select
specific data fields to include in the CSV file.

Position Rule Book:

Default Activation:
● Upon accessing the Portfolio page, the Position Rule Book section is activated by
default.
● Users are immediately presented with relevant position management rules and
guidelines.

Filtering Options:

● Offer multiple filtering options to allow users to fetch specific data subsets based
on their preferences.
● Filtering Options Include:

● All: Displays position management rules for all assets in the portfolio.
● NIFTY: Filters rules specifically related to assets within the NIFTY index.
● BNF: Filters rules specifically related to assets within the BNF (Bank NIFTY)
index.
● FINNIFTY: Filters rules specifically related to assets within the FINNIFTY
index.
● MIDCAP: Filters rules specifically related to assets within the MIDCAP index.
● SENSEX: Filters rules specifically related to assets within the SENSEX index.
● BANKEX: Filters rules specifically related to assets within the BANKEX
index.
 ● Settings – Filter: Allows users to customise filtering criteria based on various
parameters.
● Input Fields Include:

● BSE: Filter rules applicable to assets traded on the Bombay Stock

Exchange.
● NFO: Filter rules applicable to assets in the Futures and Options
segment.
● NSE: Filter rules applicable to assets traded on the National Stock
Exchange.
● CNC: Filter rules applicable to Cash and Carry transactions.
● NRML: Filter rules applicable to Normal Margin trades.
● Day: Filter rules applicable to Day orders.
● Overnight: Filter rules applicable to Overnight orders.
● Short: Filter rules applicable to Short positions.
● Wait: Filter rules based on time-related parameters.
● Users can input waiting time (e.g.30 seconds) to customise the filter
criteria.
● Time: Filter rules based on waiting time criteria specified by the user.
● Users can input a specific time criterion (e.g., "Order executes after 11
AM") to define the filter further.

Further Functionality:

Add New Position (+ Button):

● A button labelled "+" is provided for users to add new positions to the
Position Rule Book.
● When clicked, this button adds a new row at the end of the existing rows
within the Position Rule Book table.
● Users can set rules for the new position based on specific criteria, such as
asset type, quantity, entry price, exit conditions, etc.
● Upon adding a new position, relevant input fields and dropdown menus are
presented to the user for configuring the rules and parameters associated
with the new position.
Emergency Exit Button:
● An "Emergency Exit" button is available to allow users to exit all positions at
once with a single click.
● When triggered, this button initiates the closure of all open positions within
the portfolio, regardless of their individual exit conditions or criteria.
● The "Emergency Exit" functionality ensures swift and efficient liquidation of
all positions in scenarios where immediate action is required, such as market
emergencies or rapid changes in trading conditions.
● A confirmation prompt may be displayed to prevent accidental activation of
the emergency exit feature and to ensure user intent before executing mass
position closures.
 Search Bar:
● A search bar is incorporated into the Position Rule Book interface to facilitate
easy navigation and retrieval of specific position management rules.
● Users can utilise the search bar to quickly locate specific positions based on
keywords, asset names, or other relevant criteria.
● As users type in the search bar, real-time filtering of position rules is applied,
displaying only those rules that match the entered search query.
● The search functionality enhances user experience by enabling efficient
exploration and retrieval of desired position management rules within the
portfolio.

Field names for the Position Rule Book:.

● Instrument: Displays the name of the financial instrument being traded. Users can
sort this field.(Sortable)
● Qty: Allows users to input the quantity of the instrument they wish to trade.
● LTP: Shows the last traded price of the instrument. This field is not editable.
● PNL: Indicates the profit or loss of the position. Profit is displayed in green, and
loss in red.(Sortable)
● Rule Base: Dropdown menu for selecting the trading rule base (e.g., Nifty, Bank
Nifty).
● Rule Type: Dropdown menu for selecting the type of trading rule (Price or PNL).
● Instrument Type: Indicates the type of instrument being traded (e.g., Call/Put
options, Futures, Stocks).
● Current Value: Displays the current value of the position.
● Target: Specifies the upper limit of the position's value.
● Exit: Specifies the lower limit of the position's value.
● % Position/Qty.: Allows users to define the percentage of the position or quantity
to exit.
● Trailing: Indicates the increment in the target/exit when the price rises by a certain
value.
● Wait: Checkbox that, when selected, allows users to add waiting time from the
settings.
● Status: Button for executing the position based on the defined rules.
● The Position Rule Book table includes checkboxes for each position, enabling
users to select and remove individual positions or bulk-cancel multiple positions.
A master checkbox allows for quick selection of all positions. Upon clicking the
"Cancel" or "Remove" button, selected positions are removed from the portfolio.
Confirmation prompts ensure user validation before executing the removal action.

Holding:

In the Holdings tab, users can view essential information about their holdings, facilitating effective
portfolio management and decision-making. The following fields are displayed for each holding:
 Instrument:
● Displays the name or symbol of the financial instrument held.
Qty (Quantity):
● Indicates the quantity or number of units of the instrument held.
Avg Cost (Average Cost):
● Represents the average cost per unit of the instrument, providing insight into the
overall investment cost.
LTP (Last Traded Price):
● Shows the last traded price of the instrument, providing real-time market value
information.

Cur Val (Current Value):

● Calculates the current value of the holding based on the last traded price and quantity.
PNL (Profit and Loss):
● Indicates the profit or loss associated with the holding, helping users track
performance.
Netchg (Net Change):
● Displays the net change in the holding's value since the last update or session.
Daychg% (Day Change Percentage):
● Represents the percentage change in the holding's value compared to the previous
trading day.
Price:
● Additional information about the price of the instrument, providing context for trading
decisions.
Action:
● Includes an 'Execute' button, allowing users to execute trades or take actions related
to the holding directly from the interface.(Edit,Remove).

Expand Button Feature:

Description:

● The Expand button feature enhances the usability of the platform by providing
users with the option to overlay additional columns of data for sections such as
Position Rule Book, Holding, and Orders.
● By clicking on the Expand button, users can view more detailed information without
navigating to separate pages or views.
● This functionality optimises screen space and allows users to customise their data
display based on their preferences and analytical needs.

Quick Trade Section:

Description:
The Quick Trade section is designed to provide users with a streamlined and efficient
trading experience directly from the Portfolio page.

This feature enables users to swiftly execute trades for selected instruments without
navigating to separate trading interfaces.

Functionality:

● Instrument Selection: Users begin by selecting the desired instrument from a

dropdown menu. The dropdown menu allows users to search for instruments and
select the instrument they wish to trade.
● Chart or Option Chain: After selecting the instrument, users have the option to
choose between viewing a chart or an option chain for the selected instrument.
● Chart View: If users opt for the chart view, they can visualise a quarter chart
of the selected instrument, providing a graphical representation of its price
movements and trends.
● Option Chain View: Alternatively, users can choose the option chain view,
which displays a table containing Call and Put option data for the selected
instrument.
● Trading Options: Once users have selected their preferred view (chart or option
chain), they are presented with two trading options: Stock Buy/Sell and Future
Buy/Sell.
● Stock Buy/Sell: Users can initiate buy or sell orders for the selected stock
instrument directly from the Portfolio page.
● Future Buy/Sell: For futures trading, users can quickly execute buy or sell
orders for the selected instrument without navigating to separate trading
platforms.

Benefits:

● Efficiency: By integrating trading functionality directly into the Portfolio page, the
Quick Trade section reduces the time and effort required to execute trades,
enhancing overall efficiency.
● Convenience: Users can conveniently access essential trading features without
leaving the Portfolio page, streamlining the trading process and improving user
experience.
● Seamless Integration: The seamless integration of trading options within the
Portfolio page's navigation bar facilitates a smooth transition between portfolio
monitoring and trading activities, providing a cohesive user experience.
 Index Details Page: Need clarification from Zameer regarding this.

Training Page

Overview:

● The Training Page serves as a central hub for accessing various training materials,
including videos, photos, and updates related to training sessions. It offers a user-
friendly interface with four tabs, each catering to different aspects of training.

Functionality:

○ The Training Page consists of four tabs: Ideas, Videos - End of Day, Videos - Ideas,
and Videos - Training.
○ Each tab displays specific content related to training sessions, categorised
accordingly.
○ Training content is static and only updates occur when new materials are uploaded
or status changes.
○ Users have the ability to upload videos, photos, and update photo statuses via a
user-friendly UI.
○ Thumbnails and pop-ups are implemented to enhance user experience, with up to 3-
5 videos displayed per line.

Tabs Description:

● Ideas:
○ This tab displays screenshots and states of various training ideas.
○ The Ideas page displays training progress through thumbnails, each
representing a different training idea. Clicking on a thumbnail opens a
detailed popup with a full-size image and description of the idea.
○ Training ideas are categorised as Success, Failed, Awaiting, or Cancelled,
providing users with an overview of progress. This interactive interface
enhances user experience, facilitating easy exploration and understanding of
training ideas.

● Videos - End of Day:

○ Dedicated to hosting videos relevant to end-of-day training sessions.
○ Users can access and view training videos uploaded for end-of-day sessions.
● Videos - Ideas:
○ Contains videos showcasing training ideas and concepts.
○ Users can explore and learn from videos related to training concepts and
brainstorming sessions.
 ● Videos - Training:
○ This tab houses videos focused on specific training sessions.
○ Users can access recorded training sessions for learning purposes.
● User Interaction:
○ In the Video page, clicking on a thumbnail opens a large popup directly linked
with YouTube.
○ This functionality enables users to watch the video seamlessly within the
popup without navigating away from the page. It enhances user experience
by providing quick and easy access to video content while maintaining a
consistent browsing experience.
● References:
○ The design and functionality of the Training Page are inspired by platforms
like YouTube, ensuring familiarity and ease of use for users.

Price Alerts & Option Alerts

Overview:

The Price Alerts & Option Alerts page serves as a platform for users to monitor patterns
and price points in the market. It offers two tabs, Price Alerts and Options Alerts,
each providing similar functionality with slight variations. Users can select different
time frames, companies, and indices to tailor their alerts based on specific criteria.

Functionality:

● The page consists of two tabs: Price Alerts and Options Alerts, sharing the same UI
with minor differences.
● Users can select a time frame (5 mins, 15 mins, 1 hour, 1 day, 1 week, 1 month) from
a dropdown menu to view alerts for different durations.
● Radio button options allow users to filter alerts for top companies or select all
companies.
● An additional dropdown menu enables users to choose a specific index to focus on
index-related company data.
● Users can filter alerts based on bullish or positive cases and bearish or negative
cases using a radio button.
● Two types of alerts are available: Pattern Base (Baan’s) or Price Base (formula),
selectable via a radio button.
● Sorting functionality enables users to organise alerts based on their preferences.
● Filter descriptions provide users with detailed information about specific patterns or
criteria applied to the alerts.

Tabs Description:

Price Alerts:
 ● This tab displays alerts related to price movements and patterns in the
market.
● Users can set and customise alerts based on specific price points and
patterns.
Options Alerts:
● Similar to Price Alerts, this tab focuses on options-related alerts, providing
insights into options market movements and patterns.
● Users can customise alerts based on their options trading strategies and
criteria.

Functional Requirements

Summary View:

● The summary view shall display cases and time frame movements.
● It shall present the number of cases with multiple time frames: 5 minutes, 15
minutes, 1 hour, 1 day, 1 week, and 1 month.
● When the user clicks on a time frame in the summary view, the system shall
redirect to the details view page with the corresponding time frame filter applied.

Details View:

Filter Options:

● Timeframe: 5 minutes, 15 minutes, 1 hour, 1 day, 1 week, and 1 month.

● Index Dropdown: Nifty, BankNifty, Midcap.
● Company Filter: All companies or top companies.
● Type Filter: Pattern-based or price-based.
● Case Filter: Bullish or bearish.

Data Presentation:

● Symbol
● LTP (Last Traded Price)
● Description
● Time
● Strength
● The data shall be categorised into four forms: Continuation, Trend Change,
Important Support, and Important Resistance.

Interactivity:

● Each row in the table shall have icons for:

● Chart viewing
● Buy
● Sell
● Users can interact with these icons to view charts or initiate buying/selling actions
for the stock.
Thank
You