TradePoint Desktop User Guide

TradePoint Desktop Trading Terminal provides a robust platform for traders and investors. With diverse charting options like Candlestick, P&F and Renko, coupled with over 600 indicators and 350+ patterns. Intraday tools streamline chart analysis, while noiseless charts help in decision-making. Options traders benefit from specialised charts like straddle-strangle charts. TradePoint PRO offers advanced features for enhanced trading strategies. Seamlessly integrated with Definedge Securities Demat Account, it's a comprehensive solution.

Download TradePoint Desktop from here.

Logging in

Congratulations Email
After an account is opened, a congratulations email is sent to the registered email ID with UCC. After which, you will receive another email with a link to set password (valid for 24 hours).

To login to TradePoint Desktop terminal, follow these steps;

  • Enter your UCC (Unique Client Code) received with the “Congratulations” email.
  • Enter your password and click on the "Sign in" button.
  • As a next step you need to enter the OTP sent to registered mobile number and email or use the App code.

    Now you will have access to your TradePoint terminal.



  • Click on Reports.
  • Then click on “Payin”. You will be redirected to My account.
  • Select the segment.
  • Simply enter the amount you want to add and select the payment method.
  • Note:- Funds can be transferred, withdrawn and reallocated from the Funds menu.


  • Click on Reports.
  • Then click on “Payout”. You will be redirected to My account.
  • Select the segment.
  • Enter the amount you would like to withdraw and click on Payout.
  • Watchlist

    Access Market Watch:

  • Click the “Market” tab located at the top of the interface.
  • Choose “Market Watch” from the dropdown menu.
  • Creating a Watchlist:

  • Select the “Create Watchlist” option.
  • Choose individual stocks of your preference.
  • Click on the “Save” button to name your list.
  • Adding Scrips to Existing Watchlist:

  • Load the watchlist in which you want to add scrips.
  • Select the Scrip.
  • Click on “Add Scrip”.
  • Name your watchlist and click “Save”.
  • Deleting Scrips:

  • Click on the scrip you wish to delete.
  • Press the “Delete” button on your keyboard.
  • Loading Saved Watchlists:

  • Click on the “Load” option.
  • Select the desired watchlist from the available options.
  • Order Types

  • GTT Order:
  • A GTT (Good Till Triggered) order is a feature enabling users to place buy or sell orders for any stock at a market or limit price. These orders are executed once the stock's market price reaches the desired price specified in the GTT order. GTT orders remain valid for one year and cannot be used for intraday trades due to their extended validity.

    For instance, if IDFCFIRSTB trades at Rs 100 and an investor wishes to buy at Rs 85, they can place a GTT buy order at Rs 85. When the stock's price falls to Rs 85, the GTT order triggers, executing the purchase.

    It is important to note that insufficient funds in the wallet balance can cause buy orders to fail, and also failure to verify holdings on the day of triggering can cause sell orders to fail.

    This feature eliminates the need for daily price monitoring, allows setting trigger prices beyond the current circuit limits of the stock, and provides notifications when the entry price is breached, and the order is sent to the exchange.

  • Basket Order:
  • A basket order streamlines trading by allowing simultaneous execution of multiple orders. Similar to a shopping cart, it consolidates various securities into one transaction, saving time and enhancing efficiency. Retail investors track non-index stocks conveniently, while option traders efficiently execute complex strategies. Basket orders offer time-saving benefits, clarity in strategy evaluation, and capital optimisation through hedging. It's crucial to monitor margin requirements and choose between limit and market orders. In TradePoint Desktop, created baskets remain accessible post-execution, reducing repetitive tasks.

  • AMO (After Market Orders):
  • AMO allows traders to place buy or sell orders for stocks even when the regular market trading hours are closed. It provides the flexibility to submit orders outside of the market's operational hours, typically before or after the market closes. These orders are then executed once the market reopens.

  • Cover Orders:
  • A cover order is a type of order that combines a market order with a stop loss order. It is designed to help traders manage risk and protect their positions. When placing a cover order, the trader specifies the desired quantity to buy or sell at the market price and sets a trigger price for the stop-loss order. If the market reaches the trigger price, the stop loss order is activated, resulting in the automatic execution of the stop loss order at the prevailing market price.

  • Slicing:
  • Active traders looking to trade Large Quantity Orders can now slice their orders into multiple small orders (also called Child Orders) with Order Slicing in Zone Web. With Order Slicing, you can divide your orders into 2 to 25 Child Orders that will be executed one after the other.

  • Disclosed Quantity:
  • Disclosed quantity refers to an order type that allows traders to reveal only a part of their actual order size while keeping the original quantity confidential. When placing an order with a disclosed quantity, a trader specifies the total size of their order and the quantity they wish to disclose to the market. The disclosed quantity is the order portion visible to other market participants in market depth.

    Order Execution

    Placing Buy Order:

  • Add the instrument to your MarketWatch.
  • Press “F1” or “+” to open the Buy window.
  • Select buy quantity and price for limit order.
  • Click “BUY”
  • Placing Sell Order:

  • Add the instrument to your MarketWatch.
  • Press “F2” or “-” to open the Sell window.
  • Select sell quantity and price for limit order.
  • Click “Sell”.
  • Converting Delivery Position to Intraday:

  • Navigate to the “Net Position” section.
  • Select the instrument and click “Convert”.
  • Enter the quantity to convert and click “Convert”.
  • Square Off Position:

  • Go to “Net Position” under “Reports”.
  • Select the instrument and click “Square Off”.
  • To square off all positions, click “Square of All”.
  • Modifying or Canceling Orders:

  • Access the “Order Book” section under “Reports”.
  • Select the desired instrument.
  • Choose “Cancel” or “Modify” as required.
  • Reports

    Navigating to Reports:

  • Click the third option from the top-right corner.
  • Viewing Different Reports:

  • Order Book: View all entered orders.
  • GTT Order Book: View all entered GTT orders.
  • Trade book: View executed orders.
  • Net Positions: View all entered orders.
  • Holdings: View securities in the Demat account.
  • Margin: Check available margin.
  • Market Analytics: View top gainers, losers, etc.
  • Intraday Action Watch: This is a smart watchlist designed to help users to scan for stocks meeting specific criteria from any group in real-time.
  • Pay In: Transfer funds from your linked bank account to your Demat account seamlessly.
  • Pay Out: Withdraw funds from your Demat account back to your linked bank account effortlessly.
  • Message: Exchange and Definedge messages. Stay updated.
  • IPO: Participate in Initial Public Offerings (IPOs).
  • Basket: Place basket orders directly from here.
  • Charts, Patterns & Indicators

    Charting Options:

  • Choose from various chart types under the “Chart” tab.
  • Add scrips and set frequency.
  • Click “OK”.
  • Changing Chart Type:

  • Right Click on the chart and select the charting method
  • Timeframes:

  • By default, charts open on Daily timeframe. To choose your desired timeframe click on “View”
  • Applying Patterns and Indicators:

  • Click on the “View” option to set chart frequency.
  • Use tools from the “Tools” section for analysis.
  • To add Indicators and Patterns select Add Study option and choose from a number of Indicators and Patterns.
  • Trade directly from charts:

  • You can place orders directly from the charts.
  • Exclusive Features


    Running Scans:

  • Click on “Scanner” beside “Add Study”.
  • Select the desired scanner type and frequency.
  • Choose scrip group and conditions.
  • Click “Scan”.
  • Taking Trades from Scanner:

  • Select scrip and click “Buy” or “Sell”.
  • BackTesting
    TradePoint Desktop allows you to perform extensive backtesting of strategies on different charting methods and timeframes.

    Steps to perform:

  • Select the charting type and market.
  • Select Scrip and type the name of the instrument. Or select a group and a group of stocks for backtesting. With this feature, you can backtest an individual or a group of stocks simultaneously.
  • Select the timeframe and the period.
  • You can select Long / Short options for back-testing. Choose either a long entry and long exit strategy or a short entry and short exit strategy.
  • You have to choose the entry and exit conditions
  • Breadth, Matrix, Table & Journals

    BackTesting, Breadth, Matrix and Table are exclusive advanced technical analysis options available to the pro plan members of theTradePoint Desktop terminal.

    Journal is also part of a pro plan that offers you a lot of options like Trading Journal, Quantity Checker, Position Tracker and Pair Trade calculator.

    Open Demat Account