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

Endpoint	Purpose	Port
/dashboard	Main dashboard	5001/5002
/python	Strategy management	5001/5002
/positions	Current positions	5001/5002
/orderbook	Order status	5001/5002
/auth/broker	Broker authentication	5001/5002
/health	System health	5001/5002

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:

Port	Broker	Purpose	Strategies
5001	KiteConnect	NSE/MCX	Equity, MCX strategies
5002	Dhan	Options	Options strategies, rankers

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