Setup guide
Cloud SaaS setup — sign up, add API keys, connect your broker.
1. Create account
Sign up or log in, then open the dashboard.
2. Broker developer console (BYOK)
Each user registers their own Kite or Alice Blue app and points the redirect URL to this host:
- Zerodha:
https://excelalgotrader.in/oauth/zerodha/callback - Alice Blue:
https://excelalgotrader.in/oauth/aliceblue/callback
Full checklist: Account → Broker OAuth.
3. Settings & Login
In the dashboard Settings panel:
- Broker — Zerodha or Alice Blue
- API credentials — Kite key/secret or Alice app code/secret
- Login — use Login on the dashboard (HTTPS redirect to your broker; manual paste URL still works)
- AI provider — Gemini or Claude API key
- Lots, stop-loss, target, time exit toggles
3. Control buttons
| Button | Action |
|---|---|
| Login | Broker OAuth |
| Analyze | Full decision pipeline, no orders |
| Execute | Decision + entry + monitoring |
| Stop | Square off and stop monitoring |
4. Going live
Click the DRY RUN / LIVE badge on the dashboard to switch modes. LIVE requires an active Pro subscription. Always test with Analyze and DRY RUN first.
5. After code changes
Restart the Python process completely—refreshing the browser does not reload backend code. The red banner appears when .py files changed after server start.
6. Tests
pytest