Trading Operations

Daily Startup Checklist

1. Start OpenAlgo Server

KiteConnect Instance (Port 5001 - NSE/MCX):

cd /Users/mac/dyad-apps/probable-fiesta/openalgo
./QUICK_START.sh

Or manually:

cd /Users/mac/dyad-apps/probable-fiesta/openalgo
source /Users/mac/dyad-apps/openalgo/venv/bin/activate
bash start.sh

Dhan Instance (Port 5002 - Options):

cd /Users/mac/dyad-apps/probable-fiesta/openalgo
bash scripts/start_dhan_port5002_final.sh

2. Verify Server Status

Quick Status Check:

cd /Users/mac/dyad-apps/probable-fiesta/openalgo
./CHECK_STATUS.sh

Detailed Health Check:

cd /Users/mac/dyad-apps/probable-fiesta/openalgo
source /Users/mac/dyad-apps/openalgo/venv/bin/activate
python3 scripts/authentication_health_check.py

3. Check Broker Authentication

KiteConnect (Port 5001):

• •Open: http://127.0.0.1:5001/auth/broker
• •If token expired, reconnect Zerodha

Dhan (Port 5002):

• •Open: http://127.0.0.1:5002/auth/broker
• •Verify login status

4. Verify Strategies

Strategy Dashboard:

• •Open: http://127.0.0.1:5001/python (KiteConnect strategies)
• •Open: http://127.0.0.1:5002/python (Dhan strategies)
• •Verify all strategies are enabled
• •Check schedules: 09:30-15:15 IST

5. Monitor Dashboard

Main Dashboard:

• •Open: http://127.0.0.1:5001/dashboard
• •Check positions, orders, PnL

Monitoring

Real-Time Monitoring

Check Strategy Logs:

cd /Users/mac/dyad-apps/probable-fiesta/openalgo
tail -f logs/strategy_*.log | grep -E "\[ENTRY\]|\[EXIT\]|\[REJECTED\]|\[ERROR\]"

Monitor All Strategy Logs:

cd /Users/mac/dyad-apps/probable-fiesta/openalgo
bash scripts/check_all_strategy_logs.sh

Check Positions:

curl http://127.0.0.1:5001/positions | jq

Check Orders:

curl http://127.0.0.1:5001/orderbook | jq

Key Endpoints

Troubleshooting

Strategies Not Running

Check:

1. •Server is running: lsof -i :5001 or lsof -i :5002
2. •Strategies are enabled in /python dashboard
3. •Market hours: 09:15-15:30 IST (weekdays only)
4. •API key is configured: Check OPENALGO_APIKEY env var

Fix:

# Restart specific strategy
curl -X POST http://127.0.0.1:5001/api/v1/strategy/restart \
  -H "Content-Type: application/json" \
  -d '{"strategy": "strategy_name"}'

No Orders Being Placed

Common Causes:

1. •Entry conditions too strict (check logs for [REJECTED])
2. •Risk limits blocking entries (portfolio heat limit)
3. •API connectivity issues
4. •Market closed or outside trading hours

Diagnosis:

# Check strategy logs for rejection reasons
grep "\[REJECTED\]" logs/strategy_*.log

# Check risk limits
curl http://127.0.0.1:5001/risk | jq

403 Errors

Fix 403 errors:

cd /Users/mac/dyad-apps/probable-fiesta/openalgo
python3 scripts/fix_403_strategies.py

Restart affected strategies:

bash scripts/restart_403_strategies.sh

Authentication Issues

KiteConnect Token Expired:

1. •Go to http://127.0.0.1:5001/auth/broker
2. •Click "Reconnect Zerodha"
3. •Complete OAuth flow

Dhan Login Issues:

• •Check: openalgo/DHAN_LOGIN_TROUBLESHOOTING.md
• •Verify credentials in .env file
• •Check port 5002 is not blocked

Deployment

Deploy Ranked Strategies

After backtesting and ranking:

cd /Users/mac/dyad-apps/probable-fiesta/openalgo/strategies
bash scripts/deploy_ranked_strategies.sh

This script:

1. •Reads backtest ranking results
2. •Enables top-ranked strategies
3. •Configures parameters from optimization
4. •Sets up monitoring

Manual Strategy Deployment

Enable Strategy:

curl -X POST http://127.0.0.1:5001/api/v1/strategy/enable \
  -H "Content-Type: application/json" \
  -d '{
    "strategy": "strategy_name",
    "symbol": "NIFTY",
    "params": {
      "risk_per_trade": 0.02,
      "stop_loss_pct": 1.5
    }
  }'

Configure Schedule:

• •Set trading hours: 09:30-15:15 IST
• •Set check interval: 60 seconds (or as needed)
• •Configure market hours filter

Emergency Procedures

Emergency Stop

Immediate Actions:

1. •Go to http://127.0.0.1:5001/python → Toggle OFF all strategies
2. •Go to http://127.0.0.1:5001/positions → Close all positions
3. •Stop server: lsof -i :5001 then kill <PID>

Kill Switch API:

curl -X POST http://127.0.0.1:5001/api/v1/flatten

Position Flattening

Close All Positions:

curl -X POST http://127.0.0.1:5001/api/v1/positions/flatten \
  -H "Content-Type: application/json" \
  -d '{"exchange": "NSE"}'

Close Specific Symbol:

curl -X POST http://127.0.0.1:5001/api/v1/positions/close \
  -H "Content-Type: application/json" \
  -d '{"symbol": "NIFTY", "exchange": "NSE"}'

Daily Shutdown

Backup Settings

Save Settings:

cd /Users/mac/dyad-apps/probable-fiesta/openalgo
./QUICK_BACKUP.sh

Or manually:

python3 scripts/backup_settings.py

List Backups:

python3 scripts/list_backups.py

Restore Settings:

python3 scripts/restore_settings.py

End of Day Checklist

1. •✅ All positions closed (or verified as intended)
2. •✅ Settings backed up
3. •✅ Logs reviewed for errors
4. •✅ Strategy performance noted
5. •✅ Server stopped (optional, can run 24/7)

Market Hours

NSE/MCX Trading Hours:

• •Market Open: 09:15 IST
• •Trading Window: 09:30-15:15 IST (strategies active)
• •Market Close: 15:30 IST
• •Token Expiry: 03:00 IST (daily)

MCX Trading Hours:

• •Extended hours: 09:00-23:30 IST
• •Check specific commodity trading hours

Port Configuration

Dual OpenAlgo Setup:

Strategy Routing:

• •NSE/MCX strategies → http://127.0.0.1:5001
• •Options strategies → http://127.0.0.1:5002

Log Analysis

Key Log Patterns

Entry Signals:

grep "\[ENTRY\]" logs/strategy_*.log

Exit Signals:

grep "\[EXIT\]" logs/strategy_*.log

Rejections:

grep "\[REJECTED\]" logs/strategy_*.log

Errors:

grep -E "ERROR|Exception|Traceback" logs/strategy_*.log

Log Locations

• •Strategy logs: openalgo/logs/strategy_*.log
• •Server logs: openalgo/logs/server.log
• •Error logs: openalgo/logs/error.log

Additional Resources

• •Quick start: START_HERE.md
• •Setup guide: OPENALGO_LIVE_TRADING_SETUP.md
• •Paper trading: PAPER_TRADING_GUIDE.md
• •Troubleshooting: openalgo/DHAN_LOGIN_TROUBLESHOOTING.md
• •Status scripts: openalgo/scripts/check_all_strategy_logs.sh