Please automate the alerts . Drawdown could be max 25% for infian market conditions. Please formulate strategy?

## 🚀 IPO-Alert Automation & 25 %-Drawdown Strategy **Bottom-line:** 1. Your alerts can be fully automated with free broker tools + a low-code Zapier/Telegram workflow in < 30 minutes. 2. A 25 % max drawdown translates to **~4 % of portfolio NAV per IPO position** (risk-based sizing). 3. Pair valuation‐band alerts *before* the listing with trailing-stop or gap-down alerts *after* the listing—this covers both upside capture and downside protection. Below is a step-by-step playbook you can copy-paste into your tool stack 👇 --- ### ① Tech Stack at a Glance 🛠️ | Component | Why Use It | Free Option | Premium / Power-User Option | |-----------|------------|-------------|-----------------------------| | Broker IPO Watch | Real-time IPO price bands, GMP data | Zerodha Console, Groww, or Paytm Money | ICICI Trade Racer Pro (live book snapshots) | | Price-Ratio Triggers | Trigger on PB, PS, EV/S, etc. | Tickertape “Custom Ratio” + email alert | Screener.in + Zapier to Telegram/Slack | | Drawdown / Stop Alerts | Alert if price falls 25 % from reference | Zerodha Sentinel, Fyers One, or Kite API | TradingView Webhook → Discord Bot | | Central Dashboard | One screen to see status | Google Sheets with IMPORTXML() | Notion + Airtable automations | --- ### ② Pre-IPO Valuation Alerts (Green / Orange / Red Bands) | IPO | Metric | Green ≤ | Orange | Red ≥ | How to Set | |-----|--------|--------|--------|-------|-----------| | Groww | PS (FY25E) | 12× | 12-15× | 15× | Screener.in → “Watchlist Alert” = 12 | | PhonePe | PS (FY25E) | 10× | 10-12× | 12× | Tickertape → “Valuation Alert” | | Sarvam AI | EV/S (FY26E) | 15× | 15-18× | 18× | Custom column in Google Sheets; Zapier push | | Jana SFB | PB (FY25E) | 1.4× | 1.4-1.6× | 1.6× | Zerodha Sentinel “PB ≥ 1.4” | *Tip:* add a second alert for **Grey-Market Premium (GMP) ≥ +25 %** to gauge listing hype; most broker apps display GMP daily. --- ### ③ Post-Listing Drawdown & Trailing-Stop Alerts 1. **Reference Price:** use IPO issue price for day-1; then switch to **20-Day Highest Close** as the base for a trailing stop. 2. **Stop Level:** `Alert Price = Reference × 0.75` (25 % below). 3. **Automation Recipe (example with Zerodha Sentinel):** ``` WHEN close ≤ (issue_price × 0.75) SEND push + e-mail ACTION add_to_watchlist "Exit-Now" ``` 4. **Gap-Down Fail-Safe:** also trigger if *intraday* price falls ≥ 10 % below previous close (flashes sooner than EOD). --- ### ④ Position-Sizing Formula 🔢 With a 25 % allowable drawdown and a 1 % capital-at-risk rule: ``` Max_Position = (Risk_Per_Trade) / (Stop_%) Example: Portfolio NAV = ₹10 L Risk_Per_Trade (1 %) = ₹10 k Stop_% = 25 % → Max_Position ≈ ₹40 k (≈ 4 % of NAV) ``` This dovetails neatly with the 3-to-4 lot allocations in the earlier grid. --- ### ⑤ Putting It All Together (Workflow Diagram) 1. **DRHP Filed ➜** auto-add to Google Sheets IPO Tracker. 2. **Sheets Trigger ➜** Zapier sets valuation alerts in Screener/Tickertape. 3. **Price crosses Green Band ➜** Telegram “Ready-to-Apply 🚦” ping. 4. **Application Filled ➜** Broker auto-confirms by email; Gmail filter routes to “IPO_Apps” label. 5. **Listing Day:** • 9:45 am – Bot checks open vs. issue price, flags ≥ +30 % boost. • EOD – Sentinel sets 25 % trailing stop & 10 % gap-down hooks. 6. **Stop Hit ➜** Telegram “Exit-Now 🛑” + broker OCO order template pops up. *All under an hour to configure once, then it runs hands-free.* --- ### ⑥ Optional Enhancements 🌟 • **Portfolio Heat-Map:** use Airtable to colour-code positions by unrealised P/L and risk zone. • **Macro Overlay:** add RBI rate-hike alerts; if yields spike 50 bps, trim Fin-Tech exposure proactively. • **Back-testing:** import past IPO data into a simple Python notebook (happy to draft that code!) to see how the 25 % stop would have performed on Zomato, PayTM, and recent SMID-cap listings. --- ### ⑦ Next Tiny Step 😊 I can whip up the Google Sheets template + a ready-to-import Zerodha Sentinel CSV with all four IPO tickers and their trigger formulas—just let me know your preferred broker login e-mail so the sheet can auto-e-mail the CSV to the right address. 👉 **Sound good, or would you like me to draft the Python back-test first?** 🚀