Getting Started Guide

Up and running in
under 10 minutes.

Three steps. No complexity. Follow this guide and your trading rules will be enforcing themselves before market open tomorrow.

⏱️ Total setup: ~8 minutes
📱 Works on mobile & desktop
✅ No technical knowledge needed
1
Sign Up
2
Set Rules
3
Connect Dhan
🚀
Trade with Discipline
01
Step One
Create Your Account

Takes 2 minutes. No credit card required. Your 7-day free trial starts the moment you sign up.

⏱️ ~2 minutes
Go to Sign Up →
What to do — step by step
1
Open the sign up page

Go to tradingrulebook.in/signup.html. You'll see a simple form asking for your name, email, and phone number.

2
Enter your mobile number

Add your phone number. This will be used for account identification and future alerts when they are available.

3
Set a password

Choose a strong password for your TradingRuleBook account. This is separate from your Dhan login — we never ask for your Dhan password.

4
You're in — account created

That's it. No OTP, no email verification step. Your dashboard is ready immediately and your 7-day free trial starts now.

✅ Your free trial starts immediately — no card needed
🔒

We never ask for your Dhan username, password, PIN, or OTP. Only an access token which you generate yourself from the Dhan app. Read how we protect it →

02
Step Two
Set Your Trading Rules

This is the most important step. Think carefully about your real limits — not the ones you wish you had.

⏱️ ~3–5 minutes
Go to Setup Rules →
The 6 rules you can configure
🛑
Max Loss Per Day
e.g. ₹5,000 — hard stops all monitoring when hit
✅
Daily Readiness Check
Confirm you're in the right mindset before trading
🕐
Trading Time Window
e.g. only trade 9:30 AM – 1:00 PM
📦
Position Size Limit
Max capital per single open position
🔢
Max Trades Per Day
e.g. no more than 5 trades per day
🎯
Profit Target Lock
Stop trading once you hit your daily profit target
→
Turn on the rules you want to enforce

You don't need to enable all six. Start with the ones you break most often — usually Max Loss and Max Trades are the biggest culprits.

→
Set realistic values, not aspirational ones

If you routinely lose ₹8,000 before stopping, set the limit at ₹6,000 — not ₹2,000. Rules you can't follow are worse than no rules.

⚠️ Be honest with yourself. You can tighten limits over time.
→
Save your rules

Click Save Rules. Your configuration is stored securely. You can update these anytime from the dashboard — changes take effect the next trading day.

03
Step Three
Connect Your Dhan Account

Generate a token from your Dhan app and paste it here. Two options depending on how often you want to reconnect.

⏱️ ~2 minutes
Go to Dashboard →
First — generate your token from Dhan
1
Open the Dhan app on your phone

Log in to your Dhan account normally.

2
Go to Profile → API Access

In the Dhan app, navigate to your profile settings, then find the API or Developer section. Tap "Generate Access Token."

3
Copy the token

It's a long string of letters and numbers. Copy the entire thing — don't miss any characters.

⚠️ Never share this token with anyone other than TradingRuleBook
Then — choose how you want to connect
☀️
Daily Token
Connect Each Morning
Paste a fresh token every trading day. The token expires automatically in 24 hours.
Best for: Traders who prefer reconnecting daily for peace of mind. Takes ~1 minute each morning before 9:05 AM.
🔁
One-Time Token
Connect Once, Stay Connected
Paste a long-term token once. We auto-rotate it every 12 hours in the background — you don't need to do anything.
Best for: Traders who want zero friction. Connect once and TradingRuleBook handles the rest automatically.
4
Paste the token in your dashboard

Go to dashboard → Connect Dhan, choose your preferred option, and paste the token. Click Connect.

5
Confirm connection

You'll see a green "Connected" status. Your name and Dhan Client ID will appear to confirm it's the right account.

✅ You're live. Your rules start enforcing from 9:05 AM the next trading day.
ℹ️

Your token is encrypted the moment you paste it. No one on our team can read it. It is only used between 9:05 AM and 4:00 PM IST on trading days to check your rules. Learn more →

🚀
You're Set
Trade Normally on Dhan

Open positions on Dhan as you always do. TradingRuleBook watches quietly in the background — and acts when a rule is breached.

⏱️ Every trading day, automatically
View Your Dashboard →
What happens during market hours
→
9:05 AM — Rule monitoring begins

TradingRuleBook connects to your Dhan account using the Account Management API and starts reading your positions in real time.

→
You trade as normal on the Dhan app

Open positions, exit trades — everything happens on Dhan exactly as before. We are read-only and do not interfere with your trades.

→
Rule triggered — dashboard alert 📱 WhatsApp Alerts — Coming Soon

If you cross your loss limit, exceed your trade count, or hit any rule — your dashboard updates immediately and flags which rule was breached. WhatsApp alerts are coming soon and will notify you in real time the moment a rule triggers.

→
Dashboard updates in real time

Every rule trigger is logged on your dashboard with timestamp, P&L at the time, and which rule fired. Over time, this becomes your discipline journal.

✅ This data helps you see your patterns and improve over weeks and months
→
4:00 PM — Monitoring stops automatically

Our system goes inactive after market close. Your token sits encrypted and untouched until the next trading morning.

After you're connected — what to expect
Your dashboard gives you visibility into your discipline over time.
📊
Discipline Score
A running score of how consistently you've followed your own rules. Updated daily.
📋
Rule Trigger Log
Every rule breach is recorded — which rule, at what time, what your P&L was at that moment.
📈
P&L Analytics
See your P&L patterns over time. Most traders are shocked at what they find in their own data.
📱
WhatsApp Alerts COMING SOON
Real-time WhatsApp notifications the moment any rule triggers. We're building this — it'll be available soon.
⚙️
Adjust Rules Anytime
Update your limits from the dashboard. Changes apply from the next trading session.
🔌
Disconnect in One Click
Done for the month or just want a break? Disconnect anytime — your token is deleted immediately.
Common questions
Do I need to reconnect Dhan every single day? ▾
Only if you choose the Daily Token option. With the One-Time token, you connect once and our system auto-rotates it every 12 hours. You won't need to do anything manually until you decide to disconnect.
What happens if I forget to connect before market opens? ▾
If you're on the Daily Token option and forget to paste a token before 9:05 AM, monitoring won't start that day. You can still paste the token during market hours and monitoring will begin from that point. If you're on the One-Time token option, this isn't an issue — you're always connected.
Can TradingRuleBook place trades or close my positions? ▾
No. We use Dhan's Account Management API which is read-only for positions, orders, and portfolio data. We cannot place, modify, or cancel any orders. When a rule is triggered, your dashboard is flagged and the breach is logged — the action of closing positions is yours to take. SEBI also requires algo order placement to come from a SEBI-registered IP, which we don't have.
What if I want to change my rules mid-month? ▾
You can update your rules anytime from the Setup Rules page. The changes will take effect from the next trading session (next day). Mid-session rule changes don't apply to the current day's monitoring to prevent gaming.
Will I get notified when a rule triggers? ▾
Yes — your dashboard updates in real time the moment a rule is breached, showing which rule fired, the time, and your P&L at that point. WhatsApp alerts are coming soon — once live, you'll get an instant message on WhatsApp the moment any rule triggers, so you don't need to be watching the dashboard continuously.
How do I stop the service temporarily? ▾
Go to your dashboard and click "Disconnect Dhan Account." This immediately deletes your token and stops all monitoring. You can reconnect any time by pasting a new token. Your rules and history are preserved — only the token is removed.
Does this work for F&O, equity, and intraday? ▾
Yes. TradingRuleBook reads your overall account P&L and position data from Dhan, so it works across F&O, equity, and intraday segments. Your loss limit and trade count rules apply across all your open positions regardless of segment.

Ready to trade with
real discipline?

Setup takes 8 minutes. Your rules start enforcing themselves tomorrow morning.

Start Your Free 7-Day Trial →

No credit card required · Works with Dhan · Cancel anytime