TraderTape Documentation

TraderTape is a four-product platform for Indian equity markets:

• Strategy — build, backtest, and deploy systematic trading strategies
• Wealth — consolidated portfolio view across every broker and mutual fund
• Journal — trade history, pattern discovery, and edge analysis
• Risk — pre-trade gating that prevents bad trades from reaching your broker

Each product works on its own. You can live entirely inside Journal to analyse past trades, or entirely inside Strategy to paper-trade ideas — no broker connection required for either. Wealth needs a broker (or a CAS PDF) for live data. Risk sits between Strategy and your broker as an optional guardrail.

This documentation is organised around those four products. Start with whichever matches your goal.

I want to try it in five minutes

→ The four products — A tour so you know where things live. → Try paper trading — Sign up, deploy a strategy with virtual money, see live signals. No broker needed.

I want to trade for real

→ Connect a broker — Kite, Upstox, Groww, or ICICI Direct via browser login. Your API secret stays on your device (opt-in to save on cloud for one-click future logins).

Each product in depth

• Strategy — Visual rule builder, 20-year backtester, paper and live portfolios, built-in models (V0–V4)
• Wealth — Multi-broker dashboard, mutual fund import, family rollups
• Journal — Tradebook import, P&L engine, pattern discovery, benchmark
• Risk — Rule engine, live exposure, pre-trade /risk/check API (coming in Phase 5)

Concepts

• Architecture — The four-product split, shared ledger, broker substrate
• Strategy DSL — The rule language behind every backtest and deployed model
• Conviction scoring — How same-day signals get ranked when capital is tight
• Privacy model — What the cloud sees, what stays on your device, and the save-to-cloud toggle

Integrations

• Telegram bot — Mobile control, signal alerts, one-tap approvals
• Local agent — Optional desktop app for obfuscated uploads and headless operation

Reference

• API overview — REST endpoints for scripting and integrations

Project status

TraderTape is in active development. The core trading workflow (build → backtest → deploy → execute) is stable. The four-product split was introduced in April 2026 alongside multi-broker support, mobile-first navigation, and the browser-thin-client broker login flow.

Documentation is living. If you find anything inaccurate or unclear, let us know.