How-To Guides & Setup Playbooks.
Follow these exact step-by-step playbooks to launch your 7-Day Paper-Trading Sandbox, connect your Zerodha Kite or Dhan API in 3 minutes, configure your Safe Money Reserve Vault, and optimize your broker funding.
01
How to Start Your 7-Day Paper-Trading Sandbox Trial
Time Required: 60 Seconds • Risk: ₹0 Virtual Sandbox
STARTER & PRO ALGO
How to Start Your 7-Day Paper-Trading Sandbox Trial
Time Required: 60 Seconds • Risk: ₹0 Virtual Sandbox
Create Your Account
Visit Create Account (/register) ↗ (or Sign In (/login) ↗), enter your name, email, and WhatsApp alert number, and accept the SEBI Non-Advisory Safe Harbor disclosure ↗.
Verify Sandbox Mode
Open your Trading Terminal (/dashboard) ↗. By default, new accounts start with Paper-Trading Mode (`SANDBOX`) active and Live Auto-Execution turned OFF so zero real capital is touched.
Set Virtual Capital Limits
Set your simulated Max Trading Capital (e.g., ₹25,000), Safe Money Reserve (e.g., ₹5,000), and Per-Trade Cap inside your Encrypted Broker Vault ↗ controls.
Inspect Net P&L Ledger
Watch the Momentum Radar ↗ execute virtual trades during market hours (`9:15 AM – 3:30 PM IST`) and download your Tax-Deducted CSV Ledger ↗.
02
How to Link Your Personal Broker API (Zerodha Kite Connect / Dhan)
Time Required: 3 Minutes • 100% BYO-Broker Key • Encrypted Hardware Vault
PRO ALGO & POWER TRADER
How to Link Your Personal Broker API (Zerodha Kite Connect / Dhan)
Time Required: 3 Minutes • 100% BYO-Broker Key • Encrypted Hardware Vault
Open Your Dashboard Broker Onboarding Wizard
Log into your MudraVault Dashboard → Encrypted Broker Vault ↗ panel. Copy the three required endpoint values below (click any box to copy instantly):
Whitelist Static IP on Profile Page & Create Your App
First, open your Zerodha Kite Profile & IP Whitelist Page (developers.kite.trade/profile) ↗ and register our Static IP (13.232.145.88 / backup 94.103.163.73). Next, open My Kite Apps (developers.kite.trade/apps) ↗ or click Create New App ↗, enter your exact 6-character Zerodha Client ID (e.g., `AB1234`), and paste the Redirect URL and Postback URL copied from Step 2.1. Copy the generated `API Key` and `API Secret`.
Seal Credentials in Your Zero-Knowledge Vault & Authorize
Paste your `API Key` and `API Secret` into your MudraVault Dashboard Encrypted Broker Vault ↗ and click Save to Encrypted Vault. Finally, click 1-Click Kite Connect (Daily Auth) ↗ to complete the official OAuth handshake via kite.zerodha.com ↗ and verify your live broker margin balance.
03
How to Calibrate Your Capital Ceilings & Safe Money Reserve Vault
Recommended Risk-Management Ratios for Retail Swing & Momentum Accounts
RISK SHIELD CALIBRATION
How to Calibrate Your Capital Ceilings & Safe Money Reserve Vault
Recommended Risk-Management Ratios for Retail Swing & Momentum Accounts
Max Trading Capital Ceiling
The maximum slice of your Kite Funds balance ↗ the bot is allowed to see and deploy (See Capital Rules ↗).
Safe Money Reserve Floor
Your untouchable capital vault that ratchets upward automatically whenever trades close in net profit (Read Vault FAQ ↗).
Per-Trade Risk Cap (`T0 Cap`)
The maximum exposure permitted on any single momentum entry leg (See 3-Tier Drawdown Rules ↗).
04
How to Fund Your Broker Account & Avoid Gateway Fees / Settlement Traps
Best practices for Zerodha Kite & Dhan Pay-Ins, Payouts, and Quarterly Settlements
TREASURY HYGIENE
How to Fund Your Broker Account & Avoid Gateway Fees / Settlement Traps
Best practices for Zerodha Kite & Dhan Pay-Ins, Payouts, and Quarterly Settlements
DO: Use Kite-Initiated UPI or Mapped NEFT/RTGS (`₹0 Fee`)
Always initiate UPI deposits from inside the Zerodha Kite Funds Page (kite.zerodha.com/funds) ↗ or Zerodha Console Funds ↗ (free up to ₹2L–₹5L/tx), or add Zerodha's Virtual Account (`ZERODHA
DON'T: Never pay via Netbanking on Kite (charges ₹9 + 18% GST = ₹10.62 per transfer), and never send money directly to Zerodha's VPA from GPay/PhonePe history without generating a Kite order first (causes a 72-hour reconciliation lock).
DO: Activate Digital `DDPI` & Pledge `LIQUIDCASE`
Enable Digital DDPI on Zerodha Console Demat Settings ↗ so delivery sell orders and GTT triggers execute seamlessly without requiring a daily 6-digit CDSL TPIN + OTP, and so Early Pay-In (`EPI`) unlocks 100% of delivery sale proceeds immediately.
PRO TIP: Park idle margin in `LIQUIDCASE` / `LIQUIDBEES` via Zerodha Console Holdings (Pledge for Margin) ↗ (pledged as 50% cash-equivalent margin) or use Secondary Market UPI Block (`ASBA`) so your capital earns overnight yield and isn't disrupted by SEBI's 90-day Quarterly Running Account Settlement sweep (Read Full Settlement Rules ↗).
Trading, Broker & Exchange Rules
Review the complete rulebook on MIS 3:20 PM cutoffs, T+1 settlement, 50:50 collateral, and FIFO.
Next Guide →Capital Safety & SEBI Compliance
Deep dive into non-custodial security, CDSL/IPF protection, and SEBI Non-Advisory disclosures.
Compare Plans →Return to Pricing Overview
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