How-to

User guide

Step-by-step playbooks for every tab. Search for an action (paper trade, webhook, cookie, backup) and click into the matching topic.

Showing 37 of 37 topics

Table of contents

Setup

First-time install
First-run credential wizard
Wiring the TradingView session

Daily workflow

Suggested morning routine
Suggested evening review

Screeners

Running a multi-strategy screener
Fundamentals screener (ratio filters)
NexxtPro Momentum agents (Equity, Indices, Commodities)
Deprecated NexxtPro agents (Equity, Indices, Commodities sections)

Model portfolios

Model portfolios — how every book works
NexxtPro AI Selector books (Equity) — how they work
Intraday 15m — Momentum Crosses book — how it works
Equity Futures books — how they work
Equity Options books — how they work
NexxtPro AI Selector books (Indices) — how they work
NexxtPro Commodities books — how they work
Satellite Portfolio (CANSLIM Weekly) — how it works
MCX Desk — Table 3 × Fundamentals — how it works
Paused and legacy model portfolios

Watchlist & journal

Managing the watchlist
Logging a paper trade
Editing trade date or notes after entry
Closing a paper trade
Reading journal reports

Pine & TradingView

Wiring a TradingView Pine alert via webhook
Pine Search (scrape TV Pine Screener by free-text query)
Saved Pine Screeners

Fundamentals

Fundamentals tab basics
Wiring the Screener.in cookie (Indian fundamentals)

Operations

Backing up the database
Resetting the credential vault
Applying a new schema migration
Tailing service logs
Rebuilding a single service after code changes
Telegram alerts — getting access and approving invitations

Troubleshooting

Common errors and fixes
Docker won't start the stack

Setup

· 3

▸First-time installGet Docker Desktop running, then run setup-platform.bat once.#

▸First-run credential wizardEnter broker/data/notification credentials into the encrypted vault.#

▸Wiring the TradingView sessionPaste a TradingView session cookie so Playwright can use your TV account for Pine scrapes.#

Daily workflow

· 2

▸Suggested morning routineA 5-minute workflow before the open.#

▸Suggested evening reviewClose losing trades, log new ones, snapshot the day.#

Screeners

· 4

▸Running a multi-strategy screenerOpen /screener, multi-select strategies × universes × timeframes, run.#

▸Fundamentals screener (ratio filters)Filter NIFTY_500 / NIFTY_50 by P/E, ROE, debt/equity, growth.#

▸NexxtPro Momentum agents (Equity, Indices, Commodities)Momentum agents in three Agents sections. They scan for the course's high- and low-momentum setups on the NexxtPro Bull and Bear Scanners, run on a schedule and send Table-3 crossings to Telegram.#

▸Deprecated NexxtPro agents (Equity, Indices, Commodities sections)On 13 Oct 2026 the 23 older NexxtPro agents in the Equity, Indices and Commodities sections were deprecated. They no longer run on a schedule, check Table 3 or send alerts, and no model portfolio takes new trades from them. The NexxtPro Momentum agents are the live ones: since 14 Oct 2026 the books that followed these agents follow their Momentum twins.#

Model portfolios

· 10

▸Model portfolios — how every book worksEvery model portfolio is a paper (practice-money) book that the platform runs by itself: a scheduler checks it on a fixed timetable, it reads its signals from the NexxtPro Momentum agents and live market data, opens and closes positions by written rules, marks them to market, settles them at expiry and announces every trade on Telegram. This topic explains the machinery all books share; each book's own buy, stop and exit rules have their own topic.#

▸NexxtPro AI Selector books (Equity) — how they workFour paper books (Buy Daily, Sell Daily, Buy 2h, Sell 2h) that take their NexxtPro Momentum agent's Table-3 breakouts, let two independent engines vote on each stock, veto anything not in a clear trend, and then SELL options on the winners: a high-probability credit spread from the Trade Reco card and/or a single far out-of-the-money option.#

▸Intraday 15m — Momentum Crosses book — how it worksA same-day paper book that takes EVERY Table-3 cross of the six NexxtPro Momentum 15m agents (Equity, Indices and Commodities, Buy and Sell). When a symbol shows up in one of those agents' Table 3 (price broke its NC level), the book buys the stock (longs only) or goes long/short one lot of the index or MCX future — with a fixed 1.5% stop, a 3% target, and everything squared off the same session.#

▸Equity Futures books — how they workTakes its NexxtPro Momentum agent's Table-3 breakouts, keeps the ones whose daily chart is in a clear uptrend (buy) or clear downtrend (sell) — the same trend rule the NexxtPro Equity books use — confirms them with futures checks, and trades them as NSE stock futures — sized to risk 1% of capital, with the stop at the NC Low (buy) / NC High (sell) of the trade's own timeframe.#

▸Equity Options books — how they workTakes its NexxtPro Momentum agent's Table-3 breakouts, keeps the stocks whose chart trend agrees, and SELLS a defined-risk option credit spread on each one — a bull put spread on a bullish pick, a bear call spread on a bearish one — then manages it with a fixed exit ladder until it is closed, usually well before expiry.#

▸NexxtPro AI Selector books (Indices) — how they workFour paper books (Indices Buy Daily, Indices Sell Daily, Indices Buy 2h, Indices Sell 2h) that take the NexxtPro Indices Momentum agents' Table-3 breakouts and sell index options on them — the same machinery as the equity AI Selector books, but only five indices can be traded, there is no trend veto, and in practice they open only the single option write.#

▸NexxtPro Commodities books — how they workSix paper books on the Commodities tab, one per NexxtPro Commodities Momentum agent (Bull/Bear × Daily/2h/15m). Each buys (Bull) or sells short (Bear) one MCX futures contract when a commodity reaches its agent's Table 3, and exits only on a fixed 4% stop-loss or at the contract's expiry.#

▸Satellite Portfolio (CANSLIM Weekly) — how it worksA long-term, buy-only book of plain shares. It takes the stocks the NexxtPro Eq Momentum Buy Agent Weekly picked on Saturday, buys ₹50,000 worth of each one that scores 65 or more on the CANSLIM growth checklist and is in a clear daily uptrend, and sells when the uptrend, the score (or its verdict) or the weekly NC Low stop gives way.#

▸MCX Desk — Table 3 × Fundamentals — how it worksOne paper book that takes every Table-3 cross of the six NexxtPro Commodities Momentum agents and trades the dated MCX future of the commodity that fired. Each trade is sized so a stop-out costs about 1% of the capital you pick on the MCX Desk tab (₹75 L by default), under a futures desk's stops, limits, event windows and exit rules. The desk's BUY / SELL / HOLD view of each commodity is recorded on every decision but does not change any trade yet (shadow mode).#

▸Paused and legacy model portfoliosEight older books are paused: they open nothing, are not re-priced and are hidden from the Portfolio tabs. Their history is kept. Two of them still hold 10 open share positions each, frozen at their 10 Aug 2026 prices.#

Watchlist & journal

· 5

▸Managing the watchlistTag, annotate, set target/stop, filter by source.#

▸Logging a paper trade/journal → New Trade. Side-aware fields, autofills LTP from /market-data/quote.#

▸Editing trade date or notes after entryClick the Trade Date cell or use the notes field — both PATCH the meta endpoint.#

▸Closing a paper tradeOpen row → Close button → exit price, exit reason → realised P&L written.#

▸Reading journal reports/journal/reports — consolidated, monthly, range, XIRR.#

Pine & TradingView

· 3

▸Wiring a TradingView Pine alert via webhookRegister your Pine indicator, copy the webhook URL into TV alert, payload lands in /pine.#

▸Pine Search (scrape TV Pine Screener by free-text query)/pine-search drives Playwright against TV's Pine Screener to filter your scripts.#

▸Saved Pine ScreenersConfigure a TV Pine indicator with its filter values once; refresh on demand.#

Fundamentals

· 2

▸Fundamentals tab basicsSearch → tabbed company detail (Overview / Ratios / P&L / BS / CF / Peers / Events / News).#

Operations

· 6

▸Backing up the databasescripts\backup-platform.bat → backups\YYYY-MM-DD-HHMM.sql#

▸Resetting the credential vaultscripts\reset-vault.bat — wipes vault entries, preserves data.#

▸Applying a new schema migrationdocker cp the .sql → docker exec psql -f.#

▸Tailing service logsscripts\logs.bat [service-name]#

▸Rebuilding a single service after code changesdocker compose build <svc> && docker compose up -d <svc>#

▸Telegram alerts — getting access and approving invitationsTelegram alerts are by invitation only. You open the AJTradeMaster bot, tap 'Send an Invite', and an admin approves it on the Telegram page — either as one of the app's users or as a Telegram-only subscriber with a role. Nothing is delivered to a chat until that approval. This topic covers both sides: how to ask for access, and how an admin reviews, approves, changes and revokes invitations.#

Troubleshooting

· 2

▸Common errors and fixesGateway 502 → service down; Pine scrape empty → TV session expired; 500 on fundamentals → migration not applied.#

▸Docker won't start the stackCheck Docker Desktop, port conflicts, disk space.#