Stock Trading Broker App & Automated Strategies -- 4
Budget: $30 – $250 USD
Darvas Box + SIP GTT Upsert)
1. Project Overview
We are building a Cross-Platform Broker Application for Rupeezy/ICICI Direct, powered by Vortex APIs and ICICI Brize APIs.
The application will serve as a trading and investment platform that combines:
User Management & Subscription (secure onboarding, tiered access)
Trading Functionality (manual Buy/Sell + automated SIP logic)
Darvas Box + SIP GTT Upsert Engine (rule-based investing)
Real-Time Market Data & Notifications
Reports & Dashboards (Excel/Google Sheets export)
This provides users with both manual trading tools and automated breakout investing strategies under one ecosystem.
2. Objectives
✅ Enable cross-platform trading (mobile, web, desktop)
✅ Automate breakout-based SIP investing (Darvas Box + weekly highs)
✅ Simplify portfolio monitoring & reporting
✅ Ensure compliance with SEBI/NSE/BSE norms
✅ Deliver a scalable foundation for future strategy expansion
3. Scope of Work (Phase 1)
3.1 User Management & Subscription
Login/registration (Email, Mobile OTP, Google SSO)
Subscription plans: 1M / 3M / 6M
Renewal alerts, grace period, and payment gateway integration
Role-based access (free vs. paid features)
3.2 Stock Trading Input Screen
Place Buy/Sell orders
Input: Stock symbol, Buy Price, Quantity, Margin Paid
Integrated brokerage rates:
ICICI Direct → 9.65%
Rupeezy → 10.99%
Order validation (funds, circuit limits, stock availability)
3.3 Automated SIP Logic – Darvas Box + GTT Upsert
Summary: A rules-driven SIP system that invests ₹1,00,000 split into 6 lots. Each week, for selected stocks, if the Previous Week’s High (PWH) is broken, the system creates/updates a 1-year GTT Buy Stop-Limit order.
Key Features
SIP Plan Management – Start, Modify, Stop, Delete
Signal Engine – Detects breakouts, confirms with Darvas Box (optional)
GTT Upsert Job – Create/modify GTT orders, avoid duplicates
Risk Controls – Liquidity filters, circuit checks, idempotency rules
Audit Logs – All calculations, orders, broker responses tracked
Core Logic
Detect if stock crosses Previous Week High (PWH)
If valid:
Trigger Price = PWH × (1 + 0.0015)
Limit Price = Trigger + 0.15% buffer
Quantity = Lot Size ÷ Limit Price
Place/Update GTT (1-year validity)
Jobs & Scheduling
Weekly Build (Saturday) → Generate signals
GTT Upsert → Place/modify orders
Daily Reaffirmation → Ensure GTTs are active before market open
3.4 Reports & Dashboard
Kharida Hua Maal → Holdings, active GTTs
Bika Hua Maal → Sold stocks, P&L, brokerage, taxes
Summary Report → Monthly/annual profit calculation
Dashboard → Active SIPs, pending signals, P&L, quick controls
Export: Excel / Google Sheets
3.5 Real-Time Updates & Alerts
Market quotes via WebSockets
Notifications via Webhooks
Alerts for:
GTT created/modified
1. Project Overview
We are building a Cross-Platform Broker Application for Rupeezy/ICICI Direct, powered by Vortex APIs and ICICI Brize APIs.
The application will serve as a trading and investment platform that combines:
User Management & Subscription (secure onboarding, tiered access)
Trading Functionality (manual Buy/Sell + automated SIP logic)
Darvas Box + SIP GTT Upsert Engine (rule-based investing)
Real-Time Market Data & Notifications
Reports & Dashboards (Excel/Google Sheets export)
This provides users with both manual trading tools and automated breakout investing strategies under one ecosystem.
2. Objectives
✅ Enable cross-platform trading (mobile, web, desktop)
✅ Automate breakout-based SIP investing (Darvas Box + weekly highs)
✅ Simplify portfolio monitoring & reporting
✅ Ensure compliance with SEBI/NSE/BSE norms
✅ Deliver a scalable foundation for future strategy expansion
3. Scope of Work (Phase 1)
3.1 User Management & Subscription
Login/registration (Email, Mobile OTP, Google SSO)
Subscription plans: 1M / 3M / 6M
Renewal alerts, grace period, and payment gateway integration
Role-based access (free vs. paid features)
3.2 Stock Trading Input Screen
Place Buy/Sell orders
Input: Stock symbol, Buy Price, Quantity, Margin Paid
Integrated brokerage rates:
ICICI Direct → 9.65%
Rupeezy → 10.99%
Order validation (funds, circuit limits, stock availability)
3.3 Automated SIP Logic – Darvas Box + GTT Upsert
Summary: A rules-driven SIP system that invests ₹1,00,000 split into 6 lots. Each week, for selected stocks, if the Previous Week’s High (PWH) is broken, the system creates/updates a 1-year GTT Buy Stop-Limit order.
Key Features
SIP Plan Management – Start, Modify, Stop, Delete
Signal Engine – Detects breakouts, confirms with Darvas Box (optional)
GTT Upsert Job – Create/modify GTT orders, avoid duplicates
Risk Controls – Liquidity filters, circuit checks, idempotency rules
Audit Logs – All calculations, orders, broker responses tracked
Core Logic
Detect if stock crosses Previous Week High (PWH)
If valid:
Trigger Price = PWH × (1 + 0.0015)
Limit Price = Trigger + 0.15% buffer
Quantity = Lot Size ÷ Limit Price
Place/Update GTT (1-year validity)
Jobs & Scheduling
Weekly Build (Saturday) → Generate signals
GTT Upsert → Place/modify orders
Daily Reaffirmation → Ensure GTTs are active before market open
3.4 Reports & Dashboard
Kharida Hua Maal → Holdings, active GTTs
Bika Hua Maal → Sold stocks, P&L, brokerage, taxes
Summary Report → Monthly/annual profit calculation
Dashboard → Active SIPs, pending signals, P&L, quick controls
Export: Excel / Google Sheets
3.5 Real-Time Updates & Alerts
Market quotes via WebSockets
Notifications via Webhooks
Alerts for:
GTT created/modified
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