Capital and Margin Review
A mandatory step before deploy
Every strategy passes through a capital and margin review before it can be deployed. You are shown the required capital, the margin per lot, the lot size and an estimated risk, and you must confirm before the strategy goes live.
Where the numbers come from
Margin figures come from the broker's own margin API and are refreshed by a daily job in the morning, then cached. Because they are cached, a figure can lag a sudden change in exchange margin requirements — treat it as a close estimate rather than a guarantee.
Why this gate exists
The backtest does not deduct capital or margin, so it will happily report a result for a strategy you could not actually have afforded to run. The review step is where that gap is made visible, before real or virtual deployment.
Segment rules you should know
SignBot routes every strategy by segment, and the rules genuinely differ:
- NSE equity and F&O support 1min, 3min, 5min, 15min, 30min, 1hr, 4hr and 1day candles
- MCX futures support 1min, 5min, 30min and 1day only — the vendor rejects the others, so they are not offered
- On NSE options SignBot is buy-only. A bullish signal buys a CE, a bearish signal buys a PE, and there is no option writing anywhere in the platform
- Options entry and exit conditions are evaluated on the underlying spot candle, while the position itself is the option contract
- NSE history goes back up to 36 months for backtests; MCX history is limited to 3 months
Try it in SignBot
Put this into practice on your own strategy. Strategy creation and the AI Optimizer are free forever, so you can build and refine the rule before spending anything.
- Open the Strategy Builder and add the condition described above
- Run a backtest on real NSE or MCX history — Rs 10 per run
- Move it to SignBot virtual trading to watch it on live prices — Rs 15 entry and Rs 15 exit from wallet credits, no real money at risk
- Only when it has earned your confidence, run it on LiveBot through your own broker account — Rs 30 entry and Rs 30 exit
Everything described here is part of the platform you already have access to.
Related reading
Other articles in the SignBot knowledge base that pair well with this one:
- How the SignBot Strategy Builder turns plain English into a strategy
- How to read a SignBot backtest report
- SignBot virtual trading versus LiveBot real trading
- Wallet credits and virtual money explained
Important disclaimer
Educational content only. Not investment advice. SignBot is not a SEBI-registered investment adviser. Trading involves risk of loss.