Bulk orders for single or multiple clients from Excel

Introduction

In this article, we will look at how to place bulk orders (multiple orders) for single or multiple clients. A very useful tool for traders, sub-brokers & portfolio managers.

We will be primarily focusing on two things:

  • Placing multiple orders in bulk for single or multiple clients
  • Placing a single order for multiple clients

Bulk Orders means placing multiple orders with a single click. They are also know as Basket Orders.

This article is for NOW, NEST & ODIN trading platforms. If you are looking to place bulk orders on Zerodha KITE, then please read this link.

Demo Video

A demo of placing multiple orders is available on YouTube.

A demo of placing single order for multiple clients is available on YouTube.

Prerequisite

You need to install AutoTrader software to use the bulk order excel file.

You must have NOW, NEST or ODIN trading terminals. Please ask your broker to get these terminals.

To place orders for multiple clients, you will need NOW, NEST or ODIN dealer terminal.

Step 1 – Start AutoTrader

  • Double click on “Start_AT” shortcut.
  • AutoTrader screen will open up, click on “Start AutoTrader
  • AutoTrader must be in RUNNING state
  • AutoTrader PLATFORM_NAME must be set to the platform you are using
    • Go to AutoTrader settings -> ‘Trading Platform’ category
    • Set PLATFORM_NAME to NOW, NEST or ODIN
  • ODIN Dealer Terminal – If you are using ODIN dealer terminal, then you must set following settings to On
    • Go to AutoTrader settings -> ‘NOW/NEST/ODIN’ category
    • Set ODIN_DEALER_TERMINAL to On

Step 2 – Log into NOW, NEST or ODIN

  • Start your trading terminal (NOW, NEST or ODIN). Make sure you run it as administrator.

Step 3 – Order Data Entry

DEMO 1 – Multiple orders for single or multiple clients

  • The excel is present at location (C:\autotrader\scripts\excel\BulkOrders-MultipleOrders.xlsm)
  • To make it easy, you can copy this excel file onto your desktop. You can make as many copies as you like.
  • Open the file, click “Enable Macros” if you get a warning from excel.
  • By default, you will see some sample orders. You can delete these orders.
  • Please enter your order details in order sheet.
  • Quantity should be entered in lot size for derivative contracts.
  • Each order takes a client id, so if you want to place an order into multiple accounts then simply enter different client ids.
  • You can write excel formulas to automatically perform data entry.
  • Click “Place Bulk Order

DEMO 2 – Single order for multiple clients

  • Useful for sub-brokers or portfolio managers who trade single strategy in multiple accounts.
  • Works on NOW, NEST & ODIN dealer terminal
  • The excel is present at location (C:\autotrader\scripts\excel\BulkOrders-OneOrderMultiClient.xlsm)
  • To make it easy, you can copy this excel file onto your desktop. You can make as many copies as you like.
  • Open the file, click “Enable Macros” if you get a warning from excel.
  • By default, you will see some sample orders. You can delete these orders.
  • Please enter your order details in order sheet.
  • Map your clients in clients sheet. First column contains client id & second column contains quantity.
  • Quantity should be entered in lot size for derivative contracts.
  • You can write excel formulas to automatically perform data entry.
  • Click “Place Bulk Order

How it works?

  1. Once you click Place Bulk Order button, then excel macro sends all orders to AutoTrader.
  2. AutoTrader will validate orders & place then onto trading terminal.
  3. AutoTrader will display success/failure messages on its home screen.

Conclusion

A very useful utility for dealers & sub brokers who trade for multiple clients. Also useful for people who want to trade in multiple stocks.

As you can see, you can place many orders with just a single click.

After spending more than 12 years developing Financial Software, I took a break from my career to start my own algorithmic trading setup. This new journey started well and along with my own proprietary trading systems, I also started building automation systems for retail traders, fund managers and HNIs. I was employed with firms like Morgan Stanley, HSBC & SunGard. I work on various technologies, but my strengths are building server side cloud based algorithmic trading systems built primarily using Java programming language. Apart from all of this, I am a big fan of Formula 1 racing :-)

18 thoughts on “Bulk orders for single or multiple clients from Excel”
  • sushil says:

    i want multiple order software which can put buy or sell order with stoploss in odin software in multiple
    clients

    October 8, 2018 at 10:23 am
    • Admin says:

      ODIN dealer terminal is not supported by AutoTrader.

      October 9, 2018 at 3:22 am
  • Vikrant says:

    What is the cost of auto trader

    November 14, 2018 at 6:30 pm
    • Admin says:

      Please see pricing section on AutoTrader page

      November 15, 2018 at 12:15 pm
  • Amit says:

    Could not find trading platform, please check if trading platform is running error in ODIN dealer terminal

    January 11, 2019 at 4:46 am
    • Admin says:

      Please email support, if you are a paid customer. We will take a look at your machine to resolve the issue.

      January 11, 2019 at 5:53 am
  • SOMNATH DEY says:

    Can i trade multiple client account trade single time in kite when AFL scan happen automatically if yes procedure plz

    June 9, 2019 at 6:41 am
    • Admin says:

      Yes, look for at-ema-crossover-simple-multiclient.afl in samples.

      June 25, 2019 at 5:33 am
  • Farid says:

    I am interested

    June 23, 2019 at 9:20 am
    • Admin says:

      Feel free to download AutoTrader from our website.

      June 25, 2019 at 5:29 am
  • harshith says:

    hi,
    i tried single order for multiple client when i placed it placing orders in my one client id only not others what should i do

    July 15, 2019 at 4:45 am
    • Admin says:

      Send more details to support email.

      July 29, 2019 at 4:39 am
  • Shailesh says:

    Sir, i want to use an EA to place order from my mt4 is it possible to place order through auto trader to a single or multiple clients

    October 10, 2019 at 11:52 am
  • Ragupathi says:

    how can i able to get the order status or order id in excel if i place an order through basket order by excel..

    December 1, 2019 at 7:35 am
    • Admin says:

      You will need to do macro coding, for more details look at the macro code in our excel (autotrader module).

      December 2, 2019 at 3:52 am
  • Prasad says:

    Plz call me i unable to download autotrader

    January 19, 2020 at 5:52 pm

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