Use cases
- Review NSE equity prediction signals produced by the platform prediction workflow.
- Size positions from the capital and risk parameters configured for each account.
- Run delivery trading and intraday trading modes with auto trading switched on or off as you choose.
- Manage multiple Angel One client accounts, with data kept separate for each account.
- Follow execution history to see when workflows ran and what they produced.
Apps and templates that apply
- Fynamic Wealth Trading: the app interface for signals, accounts, capital and risk settings.
- Auto Trading Agent: a workflow template that automates signal-driven trading within configured limits.
- Workflows: scheduling, run-now and execution history for the trading processes.
- Tools catalog: Equity Intel and Equity Rankings tools for market research.
How it works
- Open the Fynamic Wealth Trading app and add your trader name and Client ID in the guided setup, then enter your API key, PIN and TOTP secret in the Credentials & Network tab.
- Set the capital you want to allocate and the risk limits that should govern position sizing.
- Choose delivery or intraday mode and decide whether auto trading should be enabled.
- Review the prediction signals and the sized positions the platform proposes.
- Monitor results and workflow history, and adjust settings as your approach evolves.
Who it is for
This domain suits active retail traders, advisors managing several client accounts, and small wealth teams that want a structured, rule-driven process. Markets carry risk, signals are not certainties, and nothing here guarantees returns, so you stay in control of capital, limits and whether automation is on. Start by reviewing signals without automation, check how position sizing behaves with small limits, and only then consider enabling auto trading for the accounts you manage.
- Signals with a score: Direction, confidence and RSI for the symbols you track.
- Limits you set: Capital, per-trade and bucket caps, plus Enable Buy and Enable Sell.
- Virtual or Real: Start with simulated orders and switch to real money when you decide.
What the trading building blocks give you
Prediction signals for your own universe
The Prediction Bucket tab lets you choose what gets predicted and how it is scored, then lists the current signal for each symbol. You can read the signals without switching any automation on.
- Symbol sources: your own list, Nifty 50, 200, 500, Midcap 150, Smallcap 250 or Angel One OI build-up.
- Scoring method: rule-based, an ML model, or both so you can compare them.
- A Live Signals table with Symbol, Direction, CMP, Signal, Conf% and RSI.
- Signals are statistical estimates, not certainty.
Entry and exit gates you can switch
On the Capital & Risk tab you decide how strict a workflow is. Each trade-setup check can be turned on or off, and exits have their own thresholds.
- Min Entry Score between 60 and 95.
- Eight checks such as price above VWAP, EMA21 above EMA50, RSI band and volume.
- Min Take-Profit %, Min Stop-Loss % and a Fast Exit rule.
- Unchecked checks are skipped, not failed.
Buckets that cap every symbol
Trading Buckets define which stocks a workflow may trade and how much each one can take. Let it choose from predictions, or list the symbols yourself.
- Auto mode picks from predictions; Manual mode uses your symbols.
- A Max investment cap and an Enabled switch for every bucket.
- Up to 30 buckets, each bounded by your Max Total Capital.
- A Next Run Watchlist shows live bucket state with the latest signal.
One desk for several client accounts
The Fynamics Wealth desk shows each connected Angel One client as its own card or row, so an advisor or small team can see everyone without switching accounts.
- Holding and Statement views, in List or Card layout.
- Filters for users, instruments, product type and schedule status.
- Sell Selected and Buy Selected across clients.
- Trading data is kept per account, so one client does not mix with another.
From a trading idea to a running workflow
The Auto Trading Agent template walks through a short setup, then creates the workflows that run on a schedule.
- Choose the trading type: Pick Equity or Options, then Delivery (CNC) or Intraday (MIS). Options offer Intraday or Carry-forward.
- Link the Angel One account: Enter the trader name and Client ID. API Key, PIN and TOTP secret are added later in Credentials & Network.
- Set capital and buckets: Choose Max Traded Amount, a per-trade cap and a minimum entry score, then define Trading Buckets.
- Configure prediction: Pick the symbols to predict, a refresh interval of 15 to 120 minutes and a trading cycle of 5 to 15 minutes.
- Whitelist the IP and activate: Add the dedicated IP in your Angel One Smart API settings, then activate and watch the desk.
One setup, then scheduled prediction and trading
The building blocks for trading and wealth
An app for the desk, a template that sets up the workflows, schedules and history, the agents that score and trade, and the broker connection underneath.
- Fynamics Wealth app: The desk with client cards, Holding and Statement views, Trade Now and Algo Presets.
- Auto Trading Agent template: A seven-step setup that stores one account per Angel One client and trading type.
- Workflows: A trading workflow and a prediction refresh workflow, each with a schedule, Run now, Reports and Execution History.
- Agents and tools: A Prediction Agent scores symbols and a Trading Agent applies the entry and exit gates. Equity Intel and Equity Rankings are available as research tools.
- Angel One broker: Orders, holdings and funds go through the Smart API with TOTP login, over a dedicated IP for each client.
- Data and controls: DynamoDB holds buckets, trades and predictions. A kill switch blocks new entries on broker or data problems, and a daily loss halt stops new positions.
Screens you will use
Setup in the template, limits in the workflow, results in Reports.
Auto Trading Agent setup
The template wizard collects the account and strategy settings step by step before anything is activated.
- Seven steps: Trading Type, Angel One Account, Capital & Risk, Trading Bucket, Options Config, Prediction Settings and Network & Review.
- Equity or Options, then Delivery or Intraday.
- Enable the template again with the other type to run both side by side.
Capital & Risk tab
Live funds from Angel One next to the limits and switches that control the workflow.
- Available Cash, Utilised and Net Margin from the broker.
- Max Total Capital and a Fixed or percent per-trade cap.
- Virtual (Paper) or Real Money, with a confirmation before real orders.
Reports
A trading summary and a daily table, so you can see what the workflow did before changing a setting.
- Cycles run, Orders placed, Trade amount, Cumulative trade amount and Profit & Loss.
- Winning trades, Losing trades, Market-closed skips and Errors.
- A daily table with Cycles, Orders, Trade Amt, P&L, W/L and Errors.
How trading and wealth teams use it
Concrete scenarios the building blocks cover today.
- Advisor with several clients: Connect each client as a separate Angel One account and review holdings and today's P&L for all of them on one desk.
- Paper-test before real money: Run in Virtual (Paper) mode and compare rule-based and ML scores before you turn on Real Money.
- Intraday NSE equity: Use Intraday (MIS) with shorter cycles, stops, take-profit, trailing and a fast exit for same-day positions.
- Delivery positions: Use Delivery (CNC) to hold positions across days, with trailing stops and stale-position clean-up.
- Options: Set up Options MIS or carry-forward workflows, with settings for strike selection, expiry type and maximum lots.
- Review the day: Open Reports, the Statement view and Execution History to see what was placed, skipped or rejected.
Systems named in the code
The services used for trading and wealth workflows today.
- Angel One Smart API
- TOTP login
- NSE equities
- NSE options (MIS and NRML)
- Nifty 50
- Nifty 200
- Nifty 500
- Nifty Midcap 150
- Nifty Smallcap 250
- Angel One OI build-up
- Amazon DynamoDB
- Alert email for trade summaries
- Indian Equity Intel and Equity Rankings tools
- Organization AI Assistant (Ask about trades)
Risk controls and a clear risk note
Trading involves risk, including loss of capital. Signals are statistical estimates, not advice, and nothing here guarantees returns.
- Virtual or Real mode: A switch separates simulated orders from real ones, and moving to Real Money asks you to confirm.
- Buy and Sell switches: Turn off new entries with Enable Buy, or turn off exits with Enable Sell. The tab warns about the effect of each.
- Caps at every level: Max Total Capital, a per-trade cap and a per-bucket cap bound what any single decision can use.
- Kill switch for new entries: New entries are blocked when the broker connection fails, market data is stale or incomplete, or an unexpected position appears.
- Daily loss halt: After losses cross a built-in daily limit, the engine stops opening new positions for the rest of the session.
- Your own account, separate per client: Orders go through your Angel One account, each client has its own dedicated IP to whitelist, and data is kept per account.
What is included
- Prediction Bucket: Seven symbol sources and three scoring methods with a Live Signals table.
- Entry and exit gates: Eight checks, a minimum score, take-profit, stop-loss and fast exit.
- Trading Buckets: Auto or Manual mode, per-bucket caps and a Next Run Watchlist.
- Trade Now: Manual batches of up to 20 orders with an order tracker.
- Schedules and Run now: Prediction refresh every 15 to 120 minutes and trading cycles every 5 to 15 minutes, or run a workflow on demand.
- Reports and Statement view: Daily summaries per workflow and buy and sell statements for a date.
- Delivery and Intraday side by side: Enable the template once for each trading type on the same client.
- Ask about trades: A chat button on the desk opens the organization AI Assistant.
Frequently asked questions
Does the platform guarantee trading returns?
No. Signals are model-based estimates, and markets can move against any prediction. You set the capital and risk limits, decide whether auto trading is enabled, and remain responsible for your own trading decisions.
Can I manage more than one Angel One account?
Yes. The platform supports multiple Angel One client accounts, and trading data is kept separate per account so that signals, positions and settings for one client do not mix with another.
Do I have to enable auto trading?
No. Auto trading is a setting you control. You can review signals and position sizing without automation, or enable auto trading in delivery or intraday mode once you are comfortable with the configuration.