What does the “Check only for this automation” checkbox mean?

What does the “Check only for this automation” checkbox mean?

The checkbox Check only for this automation decides what positions are checked. Turn it ON to check only the trades made by this automation. Turn it OFF to check the scheduled automations to be run in the future.

What it does

  • ON (checked): Uses only this automation’s positions to calculate the selected metric (e.g., Total/Realised P&L).
  • OFF (unchecked): Uses all positions in your account, no matter which strategy created them.

Where you’ll see it

  1. Portfolio check → Configure: Limits that node’s calculation when turned ON.
  2. Exit conditions: Applies the same limit to exit rules for all automations. If an exit rule becomes true, the automation stops right away.

How to use it

  1. Select a Check type (e.g., Position book) and a Positions metric (Total P&L, Realised P&L, etc.).
  2. Choose a Comparison operator and enter a Value.
  3. Turn the checkbox ON for strategy-only checks, or leave it OFF for account-wide checks.
  4. Click Start

Examples

  • Per strategy limit: Position book → Total P&L <= −2000 with the box ON triggers only when this automation’s P&L hits −₹2,000.
  • Account-wide safety net: Position book → Realised P&L <= −5000 with the box OFF triggers when your overall account P&L hits −₹5,000.
Note: In Exit conditions, any rule that becomes true will stop the whole automation immediately. If you also want positions closed, add the right actions (e.g., Square off, Stop automation) in your flow.

What if...

ScenarioOutcome
My strategy P&L is very different from what is configuredYou’re likely checking the whole account. Turn the box ON to check only this automation’s positions.
I want a single kill-switch for the dayAdd the rule in Exit conditions with the box OFF so it watches the entire portfolio.

Last updated: 22 Dec 2025