Portfolio Execution Terminal — User Guide

Welcome to the FNOTrader Portfolio Execution Terminal

The Portfolio Execution Terminal is FNOTrader's execution terminal for cash equities on NSE and BSE — the app you live in when you are managing actual positions rather than researching them. It handles the unglamorous middle of trading: getting the order out at your price, making sure every position has a stop, and telling you afterwards whether your edge is real.

Scope, deliberately
This app trades cash equities and ETFs. Its data endpoints are filtered to NSE/BSE equity — F&O is not shown here at all. Option chains and analytics live in Options Analytics, multi-leg options execution in the QuikTrade Terminal, and F&O strategy automation in Algo & Backtest. Every FNOTrader app is a dedicated tool for one job — which is why this screen is not cluttered with things a swing trader never opens.
Long-term investor
Building positions over months, tracking a demat portfolio.
Swing / positional
Holding days to weeks, scaling in and out around a level.
Intraday
In and out the same session, needing speed and hard stops.

What makes it different

Four things define this terminal. Each exists somewhere else on its own; having them in one execution surface is the point.

01 · Alerts that place the order

Most alerts ping you. These can trade. Build a trigger on price, percent move from previous close, cumulative volume or a scheduled time, attach a complete order payload, and the platform submits it the instant the level trips.

What changes for you: you stop missing the breakout because you stepped away. Set the trigger in the morning and the trade fires at your level, at your size, with your slippage cap, while you are in a meeting.

02 · Multi-level stop-loss and target

Any number of stop and target levels per position, each covering a slice of the quantity, each watched independently on every tick, each drawn on the chart.

What changes for you: you stop choosing between "ride the winner" and "lock the profit". A 200-share position can carry three targets booking 50/100/50 and two stops — one below structure, one trailing under the last swing — and every level is honoured without you watching.

03 · Watchlists that arrive from your scanner

Tag a setup in the Market Pulse Stocks scanner and it is already here. No copy-paste, no spreadsheet, no re-typing symbols at 09:14.

04 · Copy trading — one decision, every account

If you manage a family's accounts, every trade is currently the same decision entered three or four times. Place it once on the leader and the Copier mirrors it to every follower at the multiplier you set, keeping accounts of different sizes proportional.

What changes for you: managing several accounts stops scaling your workload with the number of accounts. They stay in step, including the exits — which is the one people miss.

The 60-second tour

  1. Connect a broker on the Brokers tab. Connect several if you trade several.
  2. Your watchlists are already there if you use the Stocks scanner.
  3. Click a symbol to load the chart and the order panel together.
  4. Send or stage the order — fire it, or park it in the Basket.
  5. Set stops and targets. They are watched server-side from that moment.
  6. Review in Analytics once trades close.

1 · Watchlists

Watchlists are one shared set across FNOTrader rather than a separate copy per app. The Stocks scanner is the owner of record — you tag there, and the terminal mirrors it. What you screened at the weekend is on the list on Monday.

Custom lists, import and export

Beyond the six colour slots you can create any number of custom watchlists — one per theme, playbook or timeframe. Import and export in TradingView .txt format, with append, replace, or split-by-section on import.

The practical effect is not being squeezed into a broker's five-watchlist limit. "Earnings this week", "VCP candidates", "Pharma rotation" and "Long-term compounders" can all be alive at once.

2 · Orders and execution

The order panel takes symbol, side, quantity, product, order type, and optional stop-loss and target, and routes it to whichever connected broker account you have selected.

Buffer % — the slippage cap

Buffer % is a unified slippage guard, 3% by default. What it does depends on order type:

Order typeWhat Buffer % does
MARKETConverted to a LIMIT at LTP ± buffer%. Caps fill drift.
LIMITIf you leave price blank, filled as LTP ± buffer% at submit time.
SL-LimitOn trigger, the limit price is computed from the then-current LTP — adaptive, not pre-set.
SL-MarketBuffer does not apply and is hidden. Fills at market on trigger.
Why we convert MARKET to LIMIT
A true market order in a thin or fast-moving stock can fill far away from the price you saw — which is precisely the situation a protective exit is supposed to save you from. Converting to a limit at LTP ± buffer keeps the fill inside a band you chose. It is the difference between a stop that protects you and one that hands you the worst print of the move.

Basket orders — allocate capital across stocks

The Basket is how you spread your money across several stocks deliberately instead of one order at a time. Stage the whole set — five names, the quantity for each — and see what the combination costs before a single order leaves for the exchange.

What changes for you: position sizing stops being something you reconstruct afterwards from a contract note. You decide up front that a theme gets a fixed slice of capital and how that slice is divided between the names in it, check the total against what you actually have, adjust the weights, and send the whole basket together. Entering the same five names one ticket at a time is how people end up 40% in their favourite and 5% in the one that runs.

It also removes the drift that comes from staggered entries: the basket goes out as one action, so every leg gets the same decision and roughly the same moment, rather than the last two being filled after the move has already started.

Multi-entry and multi-exit tracking

Positions are rarely one buy and one sell. Every completed BUY becomes Entry then P1 / P2 / P3… on the chart card; every completed SELL becomes E1 / E2 / E3…. For short positions the roles invert.

This is derived live from your broker order history merged with the platform's own log, so the history survives even when the broker's API window rolls over.

3 · Risk — monitoring, stops and targets

Set stop-loss and target levels on a position and FNOTrader watches them server-side. When a level is breached the protective order goes out from our servers.

The watcher does not live in your browser
Close the tab, shut the laptop, lose your connection — the rule still holds. A stop that only works while a tab is open is not a stop.

Any number of SL and TGT prices can sit on one symbol. Each renders as a dashed line on the chart, and each covers a slice of quantity, so you can take partials at every step while a runner stays on.

The Risk strip

The Risk strip sums rupee risk across all stop levels, weighted by the quantity each one covers. Protect 100/50/50 of a 200-share position with three stops and it knows you are fully covered; protect only 150 of 200 and it says so.

LabelMeaning
NO SL amberNo stop set. Full downside exposure.
AT COST greenStop equals your average buy price — a breakeven exit.
LOCKED +₹X bright greenStop is above your average: even if it triggers you net a profit.
−₹X (Y%) redRupee loss and % of position at risk if every stop hits.

The point of the strip is that "do I have a stop on everything?" becomes a glance rather than an audit.

Stop-loss re-entry

Optionally re-enter after being stopped out, up to a maximum number of attempts you set. This is for the case where the level was right but the fill was noise. The cap is the point — it turns "try again" into a bounded rule rather than an open-ended argument with the market.

4 · Alerts and alert-based orders

An alert is a trigger you set and forget — and here it can do more than notify. Tell it "when RELIANCE crosses 1,450, buy 250 with my buffer and a stop", and the order goes in the instant the level trips.

Anatomy of an alert

Symbol
The instrument it watches.
Condition
What makes it fire — see the table below.
Trigger kind
Once (auto-disables after the first fire) or every tick (keeps firing while the condition holds).
Action
Notify only or Place an order.
Channels
Chime, Telegram, webhook, in-app log.
Enabled
A hard off switch — disabled alerts never fire.

Trigger conditions

ConditionFires when
Price crosses XThe live price crosses above or below a price you set.
% change > / < XThe day's percent move from previous close crosses your threshold.
Volume > XCumulative volume for the day exceeds a threshold.
Time = HH:MMA scheduled trigger at a specific time of day (IST).
Not available today
Indicator-based triggers — moving-average crosses, RSI, VWAP, Bollinger bands, open-interest moves — are not part of the alert system. For now, mark the level with the chart's drawing tools and set a price-cross alert at that level.

The "place an order" action

When the action is Place an order, the alert carries the full order config — symbol, side, quantity, product, order type, Buffer %, stop-loss and target. On fire, the platform submits it through the same code path as the order panel, including the MARKET → LIMIT conversion. The activity log records both the alert fire and the resulting broker order ID with its status, so there is always a trail.

Telegram and webhooks

Each user gets their own Telegram bot (FT<userid>_bot), surfacing messages under the display name "FNOTrader Trade Alerts". Setup is one-time from the channels row of any alert. Webhooks let you route fires into your own systems.

5 · Positions, holdings and settlement

One blotter shows live mark-to-market across every connected broker account, with realised and unrealised split out. If you run two or three accounts, this is the screen that tells you what you are actually carrying — rather than three broker apps that each know a third of it.

Funds and capital allocation

Capital allocation tiles track available, used and total funds, and the terminal reports return two ways:

ROI
P&L ÷ deployed capital — return on what is actually in current trades. The aggressive headline number.
ROIC
P&L ÷ total funds (available + used) — return on your whole capital base. The conservative number.

Both are shown because they answer different questions, and quoting only the first is how people talk themselves into thinking a strategy is better than it is.

MTM calendar

A day-by-day mark-to-market history of the book, laid out as a calendar. Monthly P&L tells you the result; the calendar tells you the shape — whether a good month was steady or was one outlier rescuing nine bad days. That distinction is usually the useful one.

6 · Analytics and the trade journal

Analytics turns your own order history into a scorecard: is the edge real, are winners bigger than losers, and where is capital actually concentrated right now? Orders are paired into completed trades automatically — the order-log view is the trade journal.

Performance

Allocation

A live allocation bar and legend show how invested capital is split across open positions, so concentration is visible at a glance rather than discovered later. Broker demat holdings can optionally be folded in, turning the journal view into the full portfolio.

Why average R:R matters more than win rate
A 40% win rate with an average 3:1 payoff compounds; an 80% win rate with a 1:4 payoff bleeds. The journal reports both so the two are never confused — the number most traders quote is the one that matters least on its own.

Charts

Charts sit next to execution rather than in a separate tab: orders, stop levels and targets are drawn on the price axis, so the position and the price action are one picture. Dragging a level modifies the order rather than just moving a line.

Reading a stop as a number in a table and reading it as a line sitting just under support are different decisions — and the second is the one you want to be making.

7 · Copy trading — manage multiple accounts as one

Copy trading exists to solve a specific problem: running more than one account without doing everything more than once. Most people who trade for a family end up with three or four demat accounts — their own, a spouse's, a parent's, an HUF — and every trade becomes the same decision typed three times, at three slightly different prices, with one of them inevitably missed.

Place the order once on the leader account and the Copier fans it out to every follower at the size multiplier you set. Accounts of different sizes stay proportional automatically.

What changes for you: the accounts stay in step. No more logging into each one in turn while the price moves away from you, no more discovering weeks later that one account never got the exit. You manage a strategy; the Copier handles the fact that it lives in several places.

Broker A LEADER · source of truth Broker B follower · ×2 Broker C follower · ×1 100 → 200 qty 100 → 100 qty every BUY / SELL on the leader is mirrored
One leader, many followers — each with its own multiplier and rounding rule.

Typical uses: running a model portfolio across several accounts, or scaling the same trade across family or managed accounts. Configure the accounts on the Brokers tab first.

Brokers

Connect 100+ Indian brokers through the shared FNOTrader broker stack and switch between them per order. Several accounts can be connected at once and all of them appear in one positions blotter.

Coverage here is cash equities and ETFs on NSE and BSE. See the full broker list.

Logs and audit trail

The Logs tab is a chronological, searchable feed of everything the platform did: orders placed, SL/TGT triggers, alert fires and status changes. When an automated rule acts on your behalf you can always reconstruct what happened and why.

Glossary

TermMeaning
Buffer %Unified slippage cap, 3% by default. Converts MARKET to LIMIT at LTP ± buffer.
Risk stripRupee risk summed across all stop levels, weighted by covered quantity.
LOCKED +₹XStop sits above your average — triggering still nets a profit.
AT COSTStop equals average buy price; a breakeven exit.
Entry / P1 / P2First and subsequent entries into the same position (inverted for shorts).
E1 / E2 / E3Successive exits from the same position.
ARMED / FIRED / CANCELLEDMonitoring status of a stop or target level.
PARTIAL ribbonMarks a position only partly filled or partly exited.
ROI vs ROICReturn on deployed capital vs return on total funds.
T+1Indian equity settlement cycle; sold holdings settle the next trading day.
ETF chipMarks a watchlist row as an ETF rather than a single stock.

Common questions

Can an alert place an order automatically?

Yes. Set the action to Place an order and the alert carries a full order payload. On fire it submits through the same path as the order panel, including MARKET → LIMIT conversion, and the log records both the fire and the resulting broker order ID.

Can I set more than one stop-loss on a position?

Yes — any number of stops and targets, each covering a slice of quantity and each watched independently. The Risk strip tells you if part of the position is left uncovered.

Do my stop-losses work if I close the browser?

Yes. Monitoring runs on FNOTrader's servers, not in the tab.

Does the terminal place market orders?

No. MARKET is converted to LIMIT at LTP ± Buffer % (3% default) to cap fill drift.

What are basket orders used for?

Allocating capital across several stocks in one deliberate decision — stage the names and quantities, check the total against the capital you have, adjust the weights, send it as one action. It keeps position sizing something you decide up front rather than reconstruct afterwards.

What does copy trading do?

It lets you manage several accounts as one. Place the order on the leader and it mirrors to every follower at your multiplier, so accounts of different sizes stay proportional — and the exits do not get missed on the account you forgot to log into.

Can I trade options or futures here?

No, deliberately — this app is cash equities and ETFs. Options analytics, multi-leg options execution and F&O automation are separate dedicated apps.

Where do watchlists come from?

The Stocks scanner is the owner of record; the terminal mirrors it. You can also build unlimited custom lists and import/export TradingView .txt files.

Pricing

Excluding 18% GST. Verified 7 August 2026 — current pricing.


FNOTrader — operated by Sukrisa Technologies LLP. Execution and analysis software only. Not investment advice, no buy/sell calls, not a SEBI-registered adviser. Trading in securities carries risk, including loss of capital.
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