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By following these simple steps, you can square off the positions of a specific account.
1 ) First, go to the “Demat” tab.
2 ) Then, in the search bar, enter your account name, such as “Ramesh,” “Suresh,” or “Ankit,” or enter the Client ID of that account.
3 ) Then, click on the blue-colored eye button.
4 ) Then, click on the “Positions” tab.
5 ) Then, go to the “Square Off” column and click the red-colored “Square Off” button for whichever position you want to square off.
If you want to update the PIN, password, or any other details of an account already added to AlgoDelta, follow the steps below.
1 ) First, go to the “Demat” tab.
2 ) Then, in the search bar, enter your account name, such as “Ramesh,” “Suresh,” or “Ankit,” or enter the Client ID of that account.
3 ) Then, click on the white three-dot button.
4 ) Then, click on the “Reconnect” option.
5 ) Now, you will see a pop-up like the one shown in the screenshot below. You can update the required details and then click the “Reconnect” button.
If you are using any of the following brokers:
Angel One , IIFL New , Jainam – Normal , Kotak Securities ,Motilal – Normal , Zerodha (Without API) ,DefineEdge , Groww Auto , Enrich ,R Money, Trade Smart , Nirmal Bang ,
Rikhav ,Centrum, JM FinanceThen you need to click the green 🟩 “Relogin All Demat” button located at the top-right corner of the “Demat” tab in AlgoDelta to refresh the token.
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If you are using the “DhanNew” broker, click the purple 🟦 “Relogin” button on the “Demat” tab in AlgoDelta (the relogin purple 🟦 button on the account box) after 9:00 AM if it is showing red.
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If you are using Alice Blue, IIFL Market, Fyers, Upstox, Flattrade, Shoonya, Nuvama, Profit Mart, Zerodha (with API), Rupeezy (Astha Trade), Goodwill, Zebu, Jainam Lite, or PL Capital, first open your broker account in the same browser tab where AlgoDelta is logged in.Then, click the purple 🟦 “Relogin” button on the “Demat” tab in AlgoDelta (the relogin purple 🟦 button on the account box) to refresh the token.
For example, if I am using Upstox, I just need to log in to my Upstox broker account in the same browser tab where AlgoDelta is logged in.
Then, I just need to click the purple “Relogin” button for that particular Upstox account in the “Demat” tab of AlgoDelta to refresh the token.
Let me explain.
1 ) To activate this feature, you need to enable the “Link Sharing Demat Connection” option from the Dashboard tab.
2) Once you enable it, you will see an option like this in the Dashboard tab.
3) Then, you need to enable the “Allow your users to connect account” option.
4) Then, click the “Copy Link” button to copy the link.
5 ) Then, you need to send this link to your client. The client will see a screen like the one shown below and can register by clicking the “Register” button.
6) After registration, the client will see a screen like the one shown below and can add their broker accounts.
7 ) From the admin side, you can see the client’s account in the Demat tab as a “User Account.” You can then add this account as a child account to Order Manager, TradingView Bridge, Chartink, or any other AlgoDelta feature.
Benefits of “Link Sharing Demat Connection”:
- Clients can add their broker accounts by themselves.
- Clients can view their trades without logging in to their broker terminal.
- Clients can refresh their broker tokens by themselves.
- No need to share broker ID, password, or PIN with the master account.