BETAUPSTOXBACKTESTPAPERSINGLE KINDLOCAL-FIRSTOPTION CHAINROADMAP

v1.0.0 · BETA LIVE · 2 MONTHS INCLUDED

BETA · AGENTIC · LOCAL-FIRST

WHILE25

THEAGENTICFINANCIALTERMINAL.

>BUILT FORANALYSIS▋

DOWNLOAD TERMINAL2 MONTHS INCLUDED · NO CREDIT CARD · CREATE ACCOUNTmacOS · Windows · Linux

BETA NOWSINGLE-INSTRUMENT STRATEGIESBACKTESTINGPAPER TRADINGUPSTOX TODAYROADMAP CLEARLY MARKED

01BETA SCOPE

What you get now. What comes next.

v1.0.0 is intentionally narrow where money is involved. You get a real terminal today, with advanced automation rolling out only after each strategy kind is stable.

AVAILABLE IN BETA

Use this today

▸Desktop terminal for macOS, Windows, and Linux

▸Upstox OAuth connection and market-data flow

▸Market Watch, Chart, Portfolio, Orders, Option Chain, Analytics, Strategy, Backtest, Profile, and Multi-Leg Builder panels

▸Single-instrument rule strategy kind

▸Backtests with the full local cost stack, MAE/MFE journal, monthly returns, and Monte Carlo bands

▸Paper trading flow for testing without real capital

ROADMAP

Being built next

▸Multi-timeframe, pair-stat, basket-ranked, options fixed-topology, and dynamic-hedge strategy kinds

▸Walk-forward optimization, grid search, bias detection, save/compare/export backtests

▸DOM, Greeks dashboard, reports, algo execution, and AI assistant panels

▸Options strategy automation and live order routing after the beta stabilizes

▸BETA LIVE▸DOWNLOAD FIRST▸UPSTOX OAUTH▸LOCAL-FIRST DESKTOP▸SINGLE-INSTRUMENT STRATEGIES▸BACKTEST ENGINE▸MONTE CARLO BANDS▸MAE / MFE TRADE JOURNAL▸PAPER TRADING▸OPTION CHAIN▸MULTI-LEG BUILDER▸ROADMAP LABELS STAY VISIBLE▸BETA LIVE▸DOWNLOAD FIRST▸UPSTOX OAUTH▸LOCAL-FIRST DESKTOP▸SINGLE-INSTRUMENT STRATEGIES▸BACKTEST ENGINE▸MONTE CARLO BANDS▸MAE / MFE TRADE JOURNAL▸PAPER TRADING▸OPTION CHAIN▸MULTI-LEG BUILDER▸ROADMAP LABELS STAY VISIBLE

●NOWMarket Watch●NOWCharts●NOWPortfolio●NOWOrders●NOWOption Chain●NOWStrategy Panel●NOWBacktest Panel●NEXTMulti-Timeframe●NEXTPair-Stat●NEXTBasket Ranked●NEXTOptions Strategy Automation●NEXTAI Assistant●NOWMarket Watch●NOWCharts●NOWPortfolio●NOWOrders●NOWOption Chain●NOWStrategy Panel●NOWBacktest Panel●NEXTMulti-Timeframe●NEXTPair-Stat●NEXTBasket Ranked●NEXTOptions Strategy Automation●NEXTAI Assistant

02PHILOSOPHY

Three principles. No compromise.

LOCAL-FIRST

Runs on your machine.

Desktop-native client with a bundled server sidecar. Your data, your broker keys, your IP addresses — never routed through our cloud.

▸ZERO CLOUD DEPENDENCIES

MODULAR WORKSPACE

Beta is useful, not finished.

Ten panels are usable now. Advanced panels like DOM, Greeks dashboard, optimize, reports, algo execution, and AI assistant stay labelled as roadmap until they are production-ready.

▸CLEAR BETA BOUNDARY

BROKER-AGNOSTIC

Built to run on any market.

Currently supports Upstox on NSE, BSE, and MCX with a full local cost model (STT, SEBI, GST, stamp duty). The architecture treats brokers as integrations, not identity. New broker connectors are an integration sprint, not a redesign.

▸BROKER LAYER, NOT CORE

03METHOD

Running in three steps.

BUILD

Create a single-instrument rule.

The public beta starts with one strategy kind: one instrument, one timeframe, explicit entry/exit rules, sizing, and risk controls.

TEST

Backtest the same shape.

Run deterministic backtests with the full local cost stack, MAE/MFE per trade, monthly returns, and Monte Carlo confidence bands.

SIMULATE

Paper trade before live capital.

Connect Upstox, watch live data, and test order flow with virtual capital while live automation rolls out carefully.

04CAPABILITIES

Everything in one terminal.

BROKER

Upstox connection

OAuth login, market data, profile, orders, positions, and holdings wired through the desktop terminal.

BACKTEST

Single-kind backtests

Beta backtests the public single-instrument strategy kind with the full local cost stack, MAE/MFE trade journal, monthly returns, and Monte Carlo bands.

SIMULATION

Paper trading first

Test order flow with virtual capital and the full local cost stack applied on every fill before real money.

CHARTING

Charts + market watch

Live watchlists, multi-timeframe charts, technical indicators, drawing tools, and symbol-linked panels for daily research.

F&O

Option chain + multi-leg

Inspect chains, build multi-leg F&O orders, and validate structure before options strategy automation ships.

SAFETY

Local-first beta

The client runs on your machine with a sidecar server. Advanced automation is being rolled out deliberately, one kind at a time.

EXPLORE ALL FEATURES →

05KEYBOARD

Hands never leave the keys.

Function-key bindings inherited from NEAT & Kite. Bracketed, scoped, rebindable. The muscle memory you already have — kept.

F1BUY ORDER

F2SELL ORDER

F3ORDER BOOK

F4MARKET WATCH

F5MARKET DEPTH

F8TRADE BOOK

F12HOLDINGS

Ctrl · DOPTION CHAIN

Ctrl · KCOMMAND PALETTE

Ctrl · 1-5WORKSPACE

06PANELS · BETA + ROADMAP

Build your own terminal.

Every module is a dockable panel. Drag them, clone them, detach into a second window. Swipe →

▸MARKET WATCH

▸CHART

▸PORTFOLIO

▸ORDERS

▸OPTION CHAIN

▸ANALYTICS

▸STRATEGY

▸BACKTEST

▸PROFILE

▸MULTI-LEG BUILDER

▸OPTIMIZE · ROADMAP

▸DOM · ROADMAP

▸GREEKS · ROADMAP

▸ALGO EXECUTION · ROADMAP

▸REPORTS · ROADMAP

▸AI ASSISTANT · ROADMAP

08NUMBERS

0

BETA PANELS

0

PUBLIC STRATEGY KIND

0

MONTH BETA LICENSE

0

KINDS ON ROADMAP

09DOWNLOAD

Get the terminal.

Download, install, connect your broker. Beta is live — two months included, no card.

macOS.dmg · Apple Silicon + Intel↓Windows.msi · Windows 10 / 11↓Linux.deb · Ubuntu / Debian↓

Registration happens inside the app at first launch — no account needed to download.