Platform Features

Every feature your firm needs
to trade with discipline at scale

Growfin isn't a simple order router. It's a complete trading operations platform — from rule definition to order execution — built for professional firms managing multiple accounts.

Rule Engine — Growfin's Intelligence Layer

The brain of the platform. Evaluates conditions, applies safety guards, and generates trade suggestions every 5 minutes.

Visual Rule Builder

Build trading rules as IF/THEN conditions using drag-and-drop AND/OR logic trees. No coding required.

  • 30+ live fact variables (Delta, LTP, decay %, DTE, and more)
  • Dynamic thresholds — reference live market facts as rule values
  • Expression-based thresholds using safe math formulas (abs, ceil, sqrt)
  • Test evaluation panel — simulate rules against current facts before saving

Rule Safety Mechanisms

Rules never fire uncontrolled. Multiple layers of safety prevent oscillation, duplication, and overtrading.

  • Cooldown periods — configurable per rule (e.g., 30 minutes between firings)
  • Group priority — only the highest-priority rule in a group fires per cycle
  • Group max fires — cap on how many times a group can fire per session
  • Idempotency engine — state-hash deduplication within configurable TTL window

Pre-built Rule Templates

11 battle-tested rule templates for DHSS, 4 for Pyramid Hedging — activate all with one click.

  • ITM Management — highest priority, immediate response
  • Delta Rebalancing — adaptive threshold scaling
  • Profit Capture — full and partial profit-taking rules
  • Expiry Management — pre-expiry and force-close on expiry day

Fact Registry & Action Registry

Fully documented registry of all available facts and actions — visible in the UI for rule building.

  • 30+ facts: market data, Greeks, strategy state, position metrics
  • 18+ registered action handlers across all strategies
  • Fact registry browsable in the Rule Builder UI
  • Action registry documents expected inputs and behavior
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Multi-Account Management

Individual strategy intelligence per account, not blind proportional copying.

Per-Account Strategy Isolation

Each account maintains its own strategy state, runtime, rules, and risk parameters. No cross-contamination.

  • Independent P&L tracking per account
  • Per-account capital allocation and investment caps
  • Individual lot size and risk configuration
  • Account-specific rule sets and cooldown tracking

Parallel Processing Architecture

All accounts run concurrently via a thread pool — one account's failure never blocks others.

  • Thread pool executor with configurable worker count
  • Graceful cycle isolation per account
  • 50+ concurrent accounts supported
  • 5-minute cycle intervals, market hours guard (IST & extensible)

Aggregated Dashboard

One view for all accounts, with instant drill-down to any individual account.

  • Combined P&L across all accounts
  • Per-account performance breakdown
  • Account switcher in header — switch context instantly
  • Active strategies and rules count per account

Layered Settings Hierarchy

System → User → Per-strategy settings with clean override semantics.

  • Platform defaults configurable by admin
  • User-level overrides for individual accounts
  • Per-strategy variable inputs (lots, gaps, caps)
  • Settings changes reflected immediately in next cycle
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Risk Management

Position-level, strategy-level, and portfolio-level controls — configurable per account.

Position Controls

Granular controls on every open position, evaluated every market cycle.

  • Delta thresholding — adaptive and expression-based modes
  • Max lot limits per side, configurable per account
  • ITM detection with amber highlighting and priority rules
  • Decay-based exits — lock profit when 80%+ captured

Portfolio Controls

Emergency exits and cash-balance monitoring at the portfolio level.

  • Available cash monitoring — triggers emergency close if below threshold
  • Maximum investment caps per strategy instance
  • Strike/price ratio constraints for contract selection
  • Expiry day force-close — unconditional settlement protection

Expiry Management

Automated risk reduction as options approach expiry — progressively tighter controls.

  • Pre-expiry profit capture (T-2 days)
  • Expiry week Zone management (Zone A, B, C)
  • Deeply ITM in expiry week — close without replacement
  • Expiry day force close — always highest priority

Approval-First Model

Every trade suggestion requires human review before execution. You are always in control.

  • Suggestion queue with full context (rule, fact, action)
  • Approve, Reject, or Snooze each suggestion
  • Bulk approval capability
  • Complete decision log for compliance

Order Execution & Audit

Instant broker-API execution with complete logging.

Broker Integration

Direct broker API integration for real-time position sync and order placement.

  • AngelOne SmartAPI — primary integration
  • Custom broker integration on request
  • Real-time LTP, Greeks, and option chain data
  • Holdings and positions sync every cycle

Paper Trading Mode

Full pipeline simulation without touching the broker — ideal for strategy validation and onboarding.

  • Simulated order IDs and fill statuses
  • Strategy state updates as if real trades executed
  • Rule engine, approval flow, and logging all active
  • Switch to live mode when ready

Order Lifecycle

Full status tracking from suggestion to fill: PENDING → APPROVED → EXECUTING → FILLED.

  • Broker order ID logged on every fill
  • Timestamp, fill price, and quantity recorded
  • Failed orders flagged with error message
  • Complete order history per account

System Health Monitoring

Real-time view of system status, cycle history, and broker connection health.

  • Cycle runner status (running / last run / result)
  • Per-account cycle history ring buffer (last 30 cycles)
  • Broker connection health indicators
  • Error and exception logging
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White-Label & Custom Integration

Deploy Growfin as your own product under your firm's brand.

Full Platform Rebranding

Complete white-label deployment under your firm's identity.

  • Logo, colors, and platform name fully customized
  • Your clients see your brand — not Growfin
  • Custom domain configuration
  • Dedicated deployment environment

Branded Tutorial Library

Video tutorials recorded showing your branded platform — delivered as your product.

  • Platform feature walkthroughs under your brand
  • Custom strategy videos for your strategies
  • Staff training materials included
  • Updated as new features are added

Marketing Collateral

Everything your firm needs to go to market with your branded platform.

  • Branded marketing website
  • Sales collateral and brochures
  • Platform screenshots and demo materials
  • Client onboarding documentation

Custom Strategy Integration

Integrate your proprietary strategy logic into the Growfin rule engine.

  • Your strategy's position logic plugged in
  • Custom facts and actions registered
  • All safety guards automatically applied
  • Modular broker integration for new brokers

Ready to see it live?

Schedule a personalized demo and we'll walk through every feature relevant to your firm's use case.