OpenAlgo v1.0 is a self-hosted, open-source automation platform for trading, built using Python, supporting various brokers and trading platforms through a common API. The document outlines installation instructions, current features, and future development roadmaps for enhancements up to version 2.0, which includes advanced trading features and analytics tools. Supported brokers include Angel, Fyers, Upstox, Zerodha, among others, with a focus on integration and user-friendly configurations.

1. OPENALGO V1.0
Developers Meet
Apr 2024 Edition

2. What is a OpenAlgo?
Self Hosted Automation Platform
Built Using Python
Completely OpenSource
Common API Access & Common Symbols
Connect with favorite Trading Platform
Connect your Brokers

3. Current
Features of
OpenAlgo
Automation with Amibroker, Tradingview, Metatrader, Python etc
Supports Common API
Supports Common Symbol Format
Supports Common Multi Broker application
Minimalistic Frontend UI to monitor the trade position
Plug n Play Broker Module
Supports ngrok custom domain to access the application
anywhere and provide webhook url for tradingview automation

4. List of Supported Brokers
• Angel
• Fyers (in progress)
• Upstox
• Zerodha
• 5 Paisa (XTS API) - planned
• Kotak - planned
• Dhan - planned
• ICICI Direct –planned

5. List of Supported Platform
• Amibroker
• TradingView
• Metatrader
• Excel
• Python
• Nodejs
• Java
• C#

6. How to Install OpenAlgo?

7. Open Algo Configuration
• Setup .env files with broker apikey, apisecret, redirection url,
custom domain (optional)
• Start the Algo Server using the command
python app.py
• http://127.0.0.1:5000/setup or https://<host_url>/setup - for first
time admin user creation for main login

8. Documentation
• OpenAlgo Architecture
• How to Connect with Broker Credentials
• Installation and Setup Procedure
• Common API v1.0 Documentation
• Trading Platform Module
• Access to Community Support

9. Configure the Callback Route and
Broker.html
• Configure Callback Route – Dynamic route (Blueprints/auth.py)
• Configure the Broker Template – (template/broker.html)

10. Building a Broker Plugin Module
📁Broker
└── 📁upstox
└── 📁api
└── auth_api.py
└── funds.py
└── order_api.py
└── __init__.py
└── 📁database
└── master_contract_db.py
└── 📁mapping
└── order_data.py
└── transform_data.py
└── __init__.py

11. Test and Go Live!

12. Roadmap for v1.25 (Apr – June 2024)
• Order Slicing Feature
• Place Basket Orders
• Place Option Orders (Single Leg/Multi Leg)
• Place Time Based Limit Orders
• Place Mid Pegged Limit Orders (Slippage Management)
• Integrate Realtime Websockets for Streaming Quotes
• Integrate Various Brokers.

13. Roadmap for v1.5 (July – Sep 2024)
• Build GUI Based Strategy Management (Add/Modify/Remove
Strategies)
• Add ChartInk Integration
• Scanner Based Portfolio Level Trade Management
• GUI Based Stoploss/Target Controls
• Strategy Level Orderbook, TradeBook & PositionBook
• Build Realtime Intraday PNL Graph

14. Roadmap for v1.75 (Oct – Dec 2024)
• Virtual Trading/Paper Trading Integration
• Plug n Play In Built Trading Strategies
• Build Trade Analytics Module

15. Roadmap for v2.0 (Oct – Dec 2024)
• Build a Fastest Backtesting Engine
• Build a Data management Module for Backtesting
• Build a Built Backtesting Metrics Dashboard
• Run Backtest and Save Backtesting Results

16. THANKS