AlphaDesk

Strategies

V5 Paper Trading ↳ Trade History V6 Adaptive ↳ Trade History V7 Multi-Factor ↳ Trade History V8E Enhanced ↳ Trade History VRP Harvester Golden Paper ↳ Trade History

Tools

Portfolio Health Leaderboard Golden Opportunities Warren Buffett Analyst

V5 Paper Trading

Market Date: 2026-07-13 · Updated: 2026-07-13 08:39:05

Positions 2/8
Data as of: 2026-07-13 · Updated 2026-07-13 08:39
GLOBAL OVERNIGHT +6.5 NEUTRAL
gift_ +1.0% sp500 +0.4% vix -5.1% dxy +0.1% crude +4.4%
Total Equity
Cash + Holdings
₹568,323
Portfolio P&L
Total Equity − Initial Capital
+68,323 (+13.66%)
XIRR: +57.5% p.a.
Today's P&L
+0
Current DD
-0.4074%
Max: -1.9977%
Cash
Available for trading
₹462,908
Invested
Cost basis (deployed)
₹108,579
Current Value
2 positions (market)
₹105,416
Unrealized P&L
Current Value − Invested
-3,164
Realized P&L
11 closed trades (gross)
+69,904
Peak Equity
₹570,648
Closed Trades ↗
11
Trading Charges
STT + Exchange + GST + DP
₹2,709
Est. STCG (20%)
On net gains (informational)
₹13,439
Net Realized P&L
Realized − Charges
+67,196
2-Month Target (6.1% CAGR) ₹504,950 (+₹4,950)
Progress: ₹+68,323

Based on 25-year backtest CAGR of 6.09% (179-stock universe). Profits compound — realized P&L adds to cash for next trades.

News Sentiment NEUTRAL (+0.14)
▲ 4 ● 3 ▼ 0

Equity Curve

Open Positions (2/8)

StockSentimentSectorTierEntry DateEntryNow1DPeak P&LP&L ₹DaysSharesInvestedValue
COALINDIA ● -0.1 Oil Gas & Consumable Fuels T1 2026-06-30 ₹445.60 ₹429.30 +0 ₹445.60 -3.66% -196 13/12 12 ₹5,347 ₹5,152
NTPC ▲ +0.2 Power T1 2026-06-30 ₹354.75 ₹344.55 +0 ₹356.40 -2.88% -2,968 13/12 291 ₹103,232 ₹100,264

Exit Triggers

StockStop Loss (-7%)Trailing Stop Profit Target (+8%)Time ExitStatus
COALINDIA ₹414.41 inactive ₹481.25 0d left EXPIRING
NTPC ₹329.92 inactive ₹383.13 0d left EXPIRING

Trade Stats

Win Rate63.6%
Wins / Losses7 / 4
Avg Win+6.85%
Avg Loss-4.05%
Profit Factor5.04
Avg Hold10.1d

BestCUMMINSIND +15.27%
WorstPOWERGRID -6.14%

Pending Orders (execute at tomorrow's open 9:15 AM)

Action StockSectorSignal Price Tier Est. SharesEst. Cost Reason
BUY EICHERMOT Automobile and Auto Components ₹7,409.00 T1 23 ₹170,407 RSI=0.00
BUY UNITDSPR Fast Moving Consumer Goods ₹1,378.70 T1 126 ₹173,716 RSI=0.00
BUY BAJFINANCE Financial Services ₹1,006.10 T1 346 ₹348,111 RSI=0.00

Recent Activity

DateActionStockPriceSharesReasonP&L
2026-07-13 SELL COALINDIA ₹427.0 12 MAX_HOLD_DAYS -4.2%
2026-07-13 SELL NTPC ₹344.75 291 MAX_HOLD_DAYS -2.8%
2026-07-07 SELL TITAN ₹4624.9 100 PROFIT_TARGET 8.1%
2026-06-30 BUY COALINDIA ₹445.6 12 RSI=0.00
2026-06-30 BUY NTPC ₹354.75 291 RSI=0.00
2026-06-30 BUY TITAN ₹4277.5 100 RSI=0.00
2026-06-15 SELL DRREDDY ₹1284.7 275 MAX_HOLD_DAYS 0.3%
2026-06-10 SELL SBIN ₹1004.05 72 MAX_HOLD_DAYS 3.8%
2026-06-08 SELL SUNPHARMA ₹1784.6 2 MAX_HOLD_DAYS -2.5%
2026-06-02 BUY DRREDDY ₹1280.2 275 RSI=0.00
2026-06-01 SELL ADANIPORTS ₹1810.7 92 MAX_HOLD_DAYS 3.5%
2026-05-29 BUY SBIN ₹967.8 72 RSI=0.00
2026-05-29 SELL CUMMINSIND ₹6034.0 31 PROFIT_TARGET 15.3%
2026-05-26 BUY SUNPHARMA ₹1830.0 2 RSI=0.00
2026-05-26 SELL TATASTEEL ₹209.9 341 stale_exit -1.57%
2026-05-20 BUY ADANIPORTS ₹1749.0 92 RSI=0.00
2026-05-19 SELL DRREDDY ₹1333.0 58 profit_target 7.0%
2026-05-19 SELL POWERGRID ₹295.85 422 stop_loss -6.1%
2026-05-19 SELL RELIANCE ₹1340.2 92 stop_loss -6.0%
2026-05-13 BUY TATASTEEL ₹213.24 341 RSI=0.00

📖 Dashboard Metrics & Charges

Metric Definitions

Total Equity — Cash + current value of all open positions

Portfolio P&L — Total Equity − ₹500,000 initial capital. Includes unrealized + realized − all costs

Today's P&L — Change in equity since previous trading day

Drawdown — How far equity has fallen from its peak (0% = at all-time high)

Cash — Available for trading. Charges already deducted from this

Unrealized P&L — Paper profit/loss on positions still held (not yet sold)

Realized P&L — Gross profit from closed trades (before deducting charges)

Peak Equity — Highest total equity ever reached

Closed Trades — Number of completed round-trip trades

Trading Charges — Total STT + Exchange + SEBI + Stamp + GST + DP across all trades

Est. STCG (20%) — Estimated tax on net realized gains after charges (informational, not deducted from equity)

Net Realized P&L — Realized P&L − Charges. Actual profit from completed trades

Key Relationships

Portfolio P&L = Total Equity − ₹500,000

Net Realized P&L = Realized P&L − Trading Charges

Total Equity = ₹500,000 + Portfolio P&L

Charges (per trade)

STT — 0.1% on both buy and sell (equity delivery)

Brokerage — ₹0 (models Groww/Zerodha equity delivery)

Exchange — 0.00325% NSE transaction charges

SEBI — 0.0001% regulatory turnover fee

Stamp Duty — 0.015% on buy value only

DP Charges — ₹14.75 flat on sell only

GST — 18% on Exchange + SEBI + DP charges

STCG — 20% on net realized profit after charges (estimated, not deducted)

Position Table

Invested — Entry price × shares (what you paid)

Value — Current price × shares (what it's worth now)

Win Rate — % of closed trades that were profitable

Profit Factor — Total gains ÷ total losses (>1 = profitable)

📖 V5 Strategy Reference

Strategy (V5 Mean Reversion)

RSI(2) — Relative Strength Index over 2 days. Measures how oversold (0) or overbought (100) a stock is. Below 5 = deeply oversold

T1 (Tier 1) — RSI < 5 at entry, deeply oversold. Gets 60% of capital allocation

T2 (Tier 2) — RSI 5-7 at entry, moderately oversold. Gets 40% of capital allocation

SMA(200) — 200-day moving average. Stock must be above it to qualify for buy (uptrend filter)

Mean Reversion — Buys stocks after sharp drops, betting they'll bounce back to their average

Regime Filter — Blocks ALL new buys when NIFTY 50 is below its 200-day average (bear market protection)

Breadth Filter — % of 179 stocks above 50-day SMA. Strong (>60%), Neutral (40-60%, reduces position size by 40%), Weak (<40%)

Sector Cap — Max 3 stocks from the same NSE sector at any time (prevents sector concentration risk)

Exit Rules (whichever hits first)

+8% Profit Target — Auto-sell when stock gains 8% from entry price

-7% Stop Loss — Auto-sell when stock drops 7% from entry price

Trailing Stop — Activates at +3.5% gain. Then if price drops 2.5% from peak, sell to lock in gains

12-Day Time Exit — Auto-sell after 12 trading days (extended to 15 if still gaining >1%)

How It Works

Pending Orders — Signals generated at market close, executed next day at 9:15 AM open price

Max 8 Positions — Never more than 8 stocks held at once (diversification)

Max 2 New Buys/Day — At most 2 new entries per day to avoid overcommitting

80% Deployment — Max 80% of capital invested, 20% stays as cash buffer

Universe — 179 stocks (Nifty 200 + legacy large caps + 5 curated). Sector cap: max 3 per sector

Liquidity — Stocks must have avg daily turnover > ₹5 crore (prevents slippage on illiquid names)

Backtest — 25yr CAGR: 6.09% | MaxDD: 31.4% | PF: 1.55 | WR: 51.7%

Walk-Forward Validation (5 windows, 8yr train → 5yr test)

Window CAGR MaxDD PF WR
2008-2012 (GFC)-3.2%20.8%0.9649.3%
2011-2015+1.6%15.1%1.1547.8%
2014-2018+4.7%15.2%1.2346.9%
2017-2021 (COVID)+10.9%20.7%1.5948.3%
2020-2026+8.4%25.7%1.3348.5%
Mean (excl GFC)+6.4%19.2%1.3347.9%

4/5 windows profitable. GFC loss -3.2% vs Nifty -50%+. PF CoV: 0.17 (consistent edge).

Data Sources

yfinance — Historical data (2 years OHLC) for SMA, RSI, regime calculations

NSE India — Today's live/closing prices (source of truth, always fetched fresh)

Commands

Daily run: ./run_daily.sh

Manual run: trader/.venv/bin/python trader/live_signals.py

Dry run: trader/.venv/bin/python trader/live_signals.py --dry-run

Reset: trader/.venv/bin/python trader/live_signals.py --reset --capital 500000

Dashboard: trader/.venv/bin/python trader/dashboard.py

Force re-run: rm .last_run_date && ./run_daily.sh

Check log: tail -50 run_daily.log

View crontab: crontab -l

V5 Mean Reversion Strategy &middot; Paper Trading