General

Set default account preferences like error-email alerts, Trade screen defaults and table layout.

Default preferencesError alertsTrade defaults
In short

The General settings page is where you update your default account settings. The settings are grouped into categories (Alerts, Portfolio, Trading, Billing), with a category list on the left to jump to a group. Each setting shows its name and a short description, with its control on the right — on/off settings are switches, numbers have plus/minus buttons, and small choices are buttons. When you change anything, a Save bar appears at the bottom of the page. Click Save changes once to save everything you changed, or Discard to undo. From here you can turn on error-email alerts, control how the portfolio tables look, set default values for the Trade screen, choose market price protection, and turn on auto recharge.

This is where you can update your default settings. The settings are grouped into categories, and each setting has its own short description under its name.

How the page works

  • Category list. The left side shows the categories (Alerts, Portfolio, Trading, Billing). Click one to jump to that group.
  • Controls. On/off settings are simple switches. Number settings have and + buttons and show their allowed range. Settings with a few choices are shown as buttons, so you can see every choice at a glance.
  • Blue dot. When you change a setting, a small blue dot appears next to its name. It reminds you which settings you have touched but not saved yet.
  • One Save bar. As soon as anything changes, a Save bar appears at the bottom of the page. It shows how many changes you have made. Click Save changes to save them all together, or Discard to undo them. If you try to leave the page with unsaved changes, the browser warns you first.

Alerts

SettingWhat it doesDefault
Email alertsSends you an email when there is a failure. Useful for API users who want to be notified whenever an error happens.Off
Trading NotificationsShows trading error notifications on the screen.On

Portfolio

These settings control how the portfolio tables (positions, orders, holdings, margins) look and behave.

SettingWhat it doesDefault
Column FiltersShows a filter box on each column of the portfolio tables.On
Number FormatHow numbers are grouped and shown (for example, Indian-style grouping).English (India)
Decimal PlacesHow many decimal places to show in the portfolio tables (0 to 5).2
Default Positions ShowWhich positions are shown by default (for example, OPEN).OPEN
Default Orders ShowWhich orders are shown by default (for example, OPEN).OPEN

Trading

These default values are applied to the Trade screen, where you place orders.

SettingWhat it doesDefault
Default Trade TypeThe trade side selected by default.BUY
Default VarietyThe order variety selected by default.REGULAR
Default Product TypeThe product type selected by default.INTRADAY
Default Order TypeThe order type selected by default.LIMIT
Default QuantityThe quantity filled in by default (for example, 1 lot or 2 lots).1
Default Split QuantityThe slice quantity used when you split an order.0
Default Split TypeHow an order is split — NO (do not split), AUTO (use the freeze limit), or QTY (your own slice quantity).NO
Price Tick RoundingAutomatically rounds the price to its nearest tick size.Off
Multiplier RoundingWhen a multiplier is applied, rounds the quantity to a multiple of the lot size.On
Market Price Protection (MPP)Adds price protection to MARKET orders by sending them as protected LIMIT orders (see below).NORMAL
Large Order Threshold (INR)If an order’s estimated turnover reaches this amount, a confirmation appears before it is placed. Set 0 to disable.₹1,00,00,000

Billing

SettingWhat it doesDefault
Auto Recharge AccountsAutomatically recharges an account from your wallet balance when its licence expires.On

Market Price Protection (MPP)

The Market Price Protection (MPP) setting controls how your market orders are handled when your broker’s API does not accept plain market orders. The system can convert a market order into a protected limit order so it still goes through. See Market Price Protection (MPP) for the options and how to choose.

Frequently asked questions

Do I need to save each settings category separately?

No. Change as many settings as you want, in any category. One Save bar appears at the bottom of the page — click Save changes once and everything you changed is saved together. Click Discard to undo all unsaved changes.

Next steps

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Last updated 14 July 2026