Hello Keshav,
Thanks on your invaluable suggestions and questions! I’m glad you discover the dashboard helpful and respect the readability it provides.
Relating to your questions in regards to the “Fast Actions” part:
When a consumer clicks on buttons like “Launch Buying and selling Platform”, “View Portfolio”, “Market Analysis”, or “Choices Chain”, they are going to be introduced with a modal (a pop-up window) to pick out their most well-liked platform or device.
Launch Buying and selling Platform: As proven in “Screenshot”, clicking this may convey up a “Choose Buying and selling Platform” modal, permitting the consumer to decide on between “Groww”, “Zerodha Kite”, and “Upstox” (and doubtlessly extra brokers if added).
View Portfolio: Equally, “Screenshot” illustrates that clicking “View Portfolio” opens a “Choose Portfolio to View” modal with choices like “Groww Portfolio”, “Zerodha Kite Portfolio”, and “Upstox Portfolio”.
Market Analysis: For “Market Analysis”, “Screenshot” reveals a “Choose Market Analysis Device” modal, providing selections akin to “Screener.in”, “Trendlyne”, “Investing.com (India)”, “TradingView”, and “Financial Instances Market”.
Choices Chain: “Screenshot” demonstrates that clicking “Choices Chain” will current a “Choose Choices Chain Supply” modal with choices like “NSE India Choices Chain”, “Moneycontrol F&O”, and “Sensibull”.
Relating to setting a default dealer/platform:
Sure, there completely will likely be an choice to set a default! As you may see in all of the “Choose…” modals (e.g., “Screenshot), there’s a “Handle Preferences” hyperlink on the backside.
How this default choice and redirection mechanism will work:
Person Choice Storage: When a consumer clicks on “Handle Preferences” from any of those choice modals, they are going to be taken to a devoted “Settings” web page (as seen in “Screenshot”).
Settings Web page: On this “Settings” web page, beneath “Fast Actions Configuration”, customers will be capable to configure their most well-liked “Buying and selling Platforms (Brokers)”, “Market Analysis Hyperlinks”, and “Choices Chain Hyperlinks”.
Default Choice: We are going to implement enter fields or dropdowns inside these sections on the “Settings” web page the place customers can specify their default alternative for every class. For instance, beneath “Buying and selling Platforms (Brokers)”, they might set “Zerodha Kite” as their default.
Seamless Redirection: As soon as a default is ready, the following time they click on the corresponding Fast Motion button (e.g., “Launch Buying and selling Platform”), the system will bypass the choice modal and straight open the hyperlink for his or her pre-selected default dealer/platform. If no default is ready, the choice modal will proceed to look.
Including New Hyperlinks: The “Add New Dealer”, “Add New Analysis Hyperlink”, and “Add New Choices Hyperlink” buttons on the settings web page will permit customers so as to add further platforms or instruments past the pre-configured ones, additional enhancing customization.
This method ensures each flexibility for customers with a number of accounts and effectivity for individuals who choose a single default.
Let me know in case you have any extra questions!
Greatest,Shilad
