Step-by-step flow

From Signup to Live Trading in a Clear, Controlled Process

HT Bot is designed to be simple to operate: set up your account, define guardrails, validate in paper mode, and move to live only when your results are consistent.

3 setup steps Structured onboarding from account creation to optimization.
Paper mode first Validate behavior with virtual capital before real exposure.
Daily control loop Simple before-market, live-session, and post-market workflow.
Setup Account & broker
Configure Strategy & limits
Validate Paper trading
Operate Live & optimize

Setup Process

Six steps to go from account creation to live trading
01

Create your account

Setup

Open your HT Bot account and access the dashboard immediately.

  • Free start with no credit card required.
  • Paper trading is available from day one.
02

Connect broker securely

Setup

Link your Upstox account via secure authentication for execution and positions.

  • Connection uses official broker APIs. Easy DIY process to connect API tokens.
  • Validate your access token before the market starts. Required for live trades.
03

Configure bot

Setup

Choose your setup and define budget hard limits so the bot works within your boundaries.

  • Select market.
  • Set budgets, min profit, max loss, and slippage conditions.
04

Run in paper trading

Validate

Validate entries, exits, and risk response in live market conditions without capital risk.

  • Track simulated P&L and trade logs.
  • Adjust parameters from observed behavior.
05

Go live when ready

Live

Switch to live mode once paper performance is stable and aligned with your risk plan.

  • Use the same strategy settings from paper mode.
  • Execution is active during market hours.
06

Monitor and optimize

Optimize

Review reports and improve configuration using actual trade behavior and outcomes.

  • Use dashboard metrics and trade-level analytics.
  • Refine size, timing, and risk guardrails iteratively.

Daily Operations

A practical three-part routine keeps operations simple and consistent

Before Market

Confirm broker connection, strategy status, and risk limits before market open.

During Session

Monitor key metrics and alerts, and intervene only if your predefined conditions trigger.

After Market

Review trade outcomes, note edge cases, and apply measured changes for the next session.

Ready to Start Safely?

Begin with paper trading, validate your setup, and move to live mode only when performance is repeatable.

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