The Derivative Strategy Builder (DSB) is a tool that allows traders to create customized derivative trading strategies with ease. With DSB, traders can build multi-legged strategies by selecting from predefined standard strategies or creating their own custom strategies. The tool provides real-time payoff details, graphs, and performance metrics to help traders understand the potential risks and rewards of a strategy. Traders can also scan for strategies that match their criteria, track executed strategies, and place trades with a single click directly from the DSB interface.

1. Derivative Strategy Builder
Trade in Derivatives with Sharp Strategies!

2. What is DSB?

Derivatives and derivative strategies are often seen as daunting for new traders to enter into.
With no tools in the market new traders often need to be hand held in trading options on their
own

Thanks to the Edelweiss Derivative Strategy Builder you will be able to create your own derivative
strategies Mock click of a button. Exchange 100% completed customized multi-leg
at the Session with With this tool you can create highly
models or can simply select from pre-built standard strategies.

Get instant details on the strategy, including potential profit, payoff tables and expiry payoff
graphs, and instantly know which strategy can prove profitable in a given time period and market
Mandatory RMS rules tested and functioning properly
condition

With intuitive controls and seamless integration with trading and portfolio, the Derivatives
Strategy Builder (DSB) tool aims to be a trader’s best friend for creating the next winning
strategy
Met with Compliance/Legal to finalize the terms and conditions
2

3. Features & Benefits
Benefits
Features


Standard or custom strategy builder with
loss before you place money at risk
support for multi legged strategies (upto 6

legs)


anytime
Payoff represented in a simple and intuitive

Summarized view, Single click execution and
seamless integration with trade.edelweiss.in

Scan for calls matching your trading criteria
with a click of a button!
manner

Automatically track all executed strategies in
the Edelweiss.in portfolio tool
Detailed performance views

Gain understanding of the option markets by
tracking strategies over a period of time
Flexible & dynamic controls to change inputs

Understand your trade’s potential profit and
Advanced Strategy Scanner
3

4. Features & Benefits
Build a profitable trading strategy!

DSB lets you build your personal trading
strategy using



Standard strategy builder
Custom strategy builder
Standard strategies allows you to plug and
play predefined strategies suitable for
different market conditions. Select a
strategy based on your view of the market.

Custom strategies allows you to create all
new strategies to take advantage of any
unique market conditions.

Strategies created by the strategy builder
can be saved for future reference.
4

5. Features
DSB Gives You Dynamic Controls!
 Adjust the expiry date, strike price, quantity
and/or premium(cost) to see how a strategy
performs under changing market conditions.
 This ensures that you understand a strategy's
potential risk/reward under different scenarios
that can take place.
5

6. Features
DSB Gives You Detailed
Performance Views!
 With the DSB you can view theoretical
performance of the strategies in terms of
Net Premium, Maximum Profit, Maximum
Loss, Current P/L, Breakeven point, Payoff
Values over different expiry points.
 Payoff table also opens up to provide
payoff amounts over different expiry prices
for individual legs.
6

7. Features
Simple intuitive returns graphs for
all strategies
 DSB gives you a detailed graphical
representation of the payoff for different
strike prices of individual legs in different
colors
 You can view payoff of the entire strategy
or individual legs by selecting or deselecting the contract from the bottom of
the graph
7

8. Features
Summarized view, Single click
execution and seamless
integration with trade.edelweiss.in
 Hit the ‘Execute’ button to directly execute
strategies created and saved by you using
the strategy builder.
 This order will be placed as a basket order
with the values automatically populated.
8

9. Features
Advanced scanning capability!
 DSB allows users to scan strategies based
on various parameters including
 Option type
 Symbol and Expiry
 Absolute payoff amounts
 Maximum profit / loss expected
 This module populates calls from the 8
standard strategies according to the
parameters entered by the user.
 Results will be displayed with an option to
view details or execute directly from the
same window.
9

10. How to Use?
Choose between ‘Standard’ or ‘Custom’
strategies in the strategy builder
Enter the trading parameters and hit ‘Show
Payoff’
View potential performance of the strategy
such as Max profit, Max loss, Breakeven
point etc
Save & Execute the strategy you have built
or continue building more
10

11. How to Access?
Live
Log in to www.edelweiss.in
Click on ‘Research & Strategies’
Click on ‘Derivative Strategy Builder’ and get
started!
11