Weekly sub tasks

category

Objective

Key Results / Subtasks

Deadline

Owners

Status

Reporting & Ops

Execution Journal Maintenance & Strategic Recap

1. Maintain clean daily trade log (Excel format) (Algo P&L) sheet

Reporting & Ops

Execution Journal Maintenance & Strategic Recap

3. Include market summary and learning notes daily (constrictor main file)

Prototypes

Version 1 Prototype

Building complete prototypes of (user settings, strategy Tags,multi leg , logs)

Reporting & Ops

Close-Out Strategy Ideas

- close out strategy ideas tab

check out better version sensex 0dte idea

Reporting & Ops

close out sensex 1dte R&D on constrictor

sensex 1dte R&D on constrictor

sensex 2dte R&D on constrictor

SEBI COMPLIANCE

Sebi compliance rgarding algo trading regulations and Empanelled algo provider broker integration

Sebi compliance

publishing

Weekly trading journal on whatsapp announcement channel

Tradetron subscribe

3 startegies go live subscribe

engagement funnel

set up engagement funnel with leads <> calls & weekly messages & community

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Objective

Key Result

Owner

Success Metric

Frequency

Ensure real-time monitoring and control of all strategies (S1–S10)

100% live monitoring, control, and reporting for S1–S4

No missed trades or delays in logs

Continuous (Live Market Hours)

100% live monitoring, control, and reporting for S5–S8

No missed trades or delays in logs

Continuous (Live Market Hours)

100% live monitoring, control, and reporting for S9–S10

No missed trades or delays in logs

Continuous (Live Market Hours)

Execute instant exit if 80% accounts hit trailing profit

Exit all remaining accounts instantly with no delay

No missed trades or delays in logs

On trailing trigger

Refresh profit locking in owners' Stoxxo dashboards

For any account in trailing, refresh Stoxxo profit lock and save

Manual confirmation or script log per event

On trailing trigger

Maintain accurate and live main constrictor checklist

Karthik to monitor main checklist and ensure all logic and syncs are ticked

Checklist verified every 3 minutes; zero unchecked logic

Continuous (Live Market Hours)

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CONSTRICTOR DAILY CHECK LIST

CONSTRICTOR DAILY CHECK LIST

SI NO

CHECKLIST

TIME

TASK

OWNERS

1

margin updation off all acounts in constrictor main sheet

1

inclusion and exclusion of accounts updation in constrictor sheet

2

check basket capital whether its 6.5 L or 5 L baskets

2

check in sensibull margin requirement for basket sizes

2

90% capital utilisation or 85%

2

prepare incase of constrictor sheet plan a , plan b , planc

2

if incase of any buying strategy check available cash margin sheet for different basket sizes according to cash margin

2

prepare main files folder of one baskets of respective plans in stoxxo 1

2

Monitoring stoxxo (S5,6,7)

3

set up process for S1 TO S5 as per INSTRUCTED strategy tags for main and dummy files

3

take backups of strategy tags

3

double check at morning time on trading day REVIEW (S6 - S10)

3

start trading and enable original files

3

Monitoring stoxxo (S8,9,10)

4

set up process for S6 TO S10 as per INSTRUCTED strategy tags for main and dummy files

4

take backups of strategy tags

4

double check at morning time on trading day

4

start trading and enable original files REVIEW (S1-S5)

4

Monitoring stoxxo (S1,2,3,4)

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✅ OKR Table for Live Monitoring & Profit Handling Team