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

    • Related Articles

    • How can I check the current status of an automation?

      You can see whether an automation is Running, Paused, or Idle/Stopped from the Automate Dashboard. For a time-stamped trail of events (started/ended), use the Activity tab. Explanation The Status badge in My automations shows the live state of each ...

    • How do I schedule and start running an automation?

      Once you finish building your automation on the canvas, you can start it directly using the Start button shown at the bottom of the screen. Step-by-step flow to start an automation Build your workflow on the canvas using nodes from Triggers, ...

    • How can I ask FIA to explain an existing automation?

      FIA can explain the automation currently loaded on the canvas, including what starts it, what rules are checked, and what actions follow. You can ask about the entire workflow or focus on one part of it. This is useful when reviewing a strategy ...

    • What does Stop Automation do, and when whould I choose “Stop only” vs “Stop and square Off”?

      Stop Automation Action in FYERS Automate The Stop automation action in Automate is used to immediately halt a running automation when it reaches a preset trigger, condition, or exit path. Depending on the option selected, it can either stop the ...

    • How do I validate an automation and fix errors with FIA?

      Validation checks whether the automation has the required configuration and whether its workflow can be used as defined. FIA can explain validation issues and help you work through the affected part of the automation. Validation should be completed ...