Everything you need to know about TradingRuleBook — how it works, what it costs, and how we keep your trading on track.
TradingRuleBook is a trading guardrail tool that automatically enforces the rules you set for yourself. You define your rules — daily loss limit, trading hours, max position size — and we enforce them via your Dhan account.
When a rule is triggered, positions are closed and further trading is blocked for the day. No override, no exceptions.
Not at all. TradingRuleBook is built for anyone who trades on Dhan and struggles to stick to their own rules — whether you trade a few times a week or full-time every day.
If you've ever held a losing position too long, traded outside your plan, or revenge-traded after a bad day — this tool is for you.
Setup takes about 5 minutes. Sign up, connect your Dhan account using your API credentials, and configure your rules. Once done, you're protected from your next trading session.
1. A Dhan account — TradingRuleBook currently works exclusively with Dhan.
2. Dhan API credentials — Generate an API key from your Dhan account settings. We walk you through this step-by-step during onboarding.
3. A TradingRuleBook account — Sign up with your email. 14-day free trial, no credit card needed.
Not yet. TradingRuleBook is currently a web application. The rule enforcement runs server-side, so it works even when you don't have the tab open.
You'll receive real-time alerts via WhatsApp whenever a rule triggers. A mobile app is on our roadmap for later in 2025.
We connect to your Dhan account via their official API. Our system monitors your positions and P&L in real time. The moment a rule is breached, we send market orders through the Dhan API to close all open positions.
This runs server-side — you don't need to have our dashboard open for it to work.
1. All open positions are closed via market orders on Dhan.
2. Further trading for the day is blocked — any new orders you place will be cancelled.
3. You receive an instant WhatsApp notification telling you which rule triggered and what action was taken.
The block resets automatically at the start of the next trading day.
No — and that's the entire point. Rules that can be overridden in the moment aren't rules. You can update your rules between trading sessions (not mid-session). This friction is intentional — it stops impulsive rule changes driven by a bad trade.
We run on reliable cloud infrastructure and monitor the system during all NSE/BSE market hours. In the unlikely event of a service interruption, your positions won't be automatically managed — but your normal Dhan stop losses remain in place.
We notify users immediately via WhatsApp if any service issue occurs during market hours.
Max Loss Per Day — Set a ₹ amount. Hit it, and all positions close and trading is blocked for the day.
Daily Readiness Check — Confirm you're focused before trading each day. Miss the check-in, miss the session.
Trading Time Windows — Define hours when you're allowed to trade. Outside those hours, new positions are blocked.
Max Position Size — Set a maximum quantity per trade. Larger orders are rejected before placement.
Max Trades Per Day — Cap the total number of trades in a day.
Each morning before market open, you'll receive a WhatsApp message asking you to confirm you're ready to trade. You simply reply to confirm.
If you don't confirm by your set deadline (default: 9:15 AM), trading is blocked for that session. No check-in, no trading.
Yes. TradingRuleBook works for equity intraday, F&O, and options trading on Dhan. The Max Loss Per Day rule tracks your total unrealised + realised P&L across all instruments.
For Position Size Enforcement on options, you set your max lot quantity as the limit.
The Analytics dashboard shows how your discipline is trending over time — how many times each rule triggered, your consistency score, estimated savings, and a daily rule trigger log with timestamps.
We made a deliberate choice to go deep on one integration before expanding. Dhan has a reliable API that allows us to monitor positions and place orders accurately.
We'd rather have one rock-solid integration than several unreliable ones.
During setup, you'll generate a Client ID and Access Token from your Dhan account's API settings. Paste these into TradingRuleBook's setup screen and we handle the rest.
Your credentials are encrypted at rest and in transit. The API token can be revoked from Dhan at any time, giving you full control.
Zerodha — Q3 2025
Fyers — Q4 2025
Angel One — 2026
You can join the waitlist for any of these from our homepage — we'll notify you as soon as the integration is ready.
Only when a rule triggers. Under normal conditions, TradingRuleBook only reads your position and P&L data.
TradingRuleBook cannot transfer funds, access your bank details, or make any changes to your account settings.
TradingRuleBook Pro costs ₹199/month — approximately ₹33 per trading day. One plan, everything included. No tiers, no upsells.
Your 14-day free trial gives you full access with no credit card required.
No. The 14-day free trial requires only your email address. At the end of the trial, your account simply expires if you don't subscribe — no charges applied.
Yes. Cancel from your account settings at any time — no calls, no friction. You'll retain access until the end of your current billing period.
See our full Refund & Cancellation Policy for details.
We CAN: Read your position data and P&L, place orders to close positions when rules trigger.
We CANNOT: Transfer funds, access your banking details, change account settings, or log into Dhan on your behalf.
Your API credentials are encrypted using AES-256 encryption. You can revoke our access instantly by deleting the API token from your Dhan account.
We store only what's necessary: your rule configuration, rule trigger logs, and aggregate P&L data for the analytics dashboard.
We do not sell your data or share it with third parties beyond what's required to operate the service.
No. TradingRuleBook is not a SEBI-registered investment adviser and does not provide investment advice, trading signals, or recommendations of any kind.
We are a software tool that enforces rules you define yourself. All trading decisions remain entirely yours. Please read our Risk Disclaimer for full details.
Your account data is retained for 30 days after cancellation, during which you can reactivate without losing your history. After 30 days, all data is permanently deleted from our servers.
You can request immediate deletion at any time by emailing contact@tradingrulebook.i.
We're happy to help. Reach out and we'll get back to you within a few hours.