The rest of the desk

The screens you live in, not only the ones you demo

A research business is more than publishing. It is knowing exactly who your clients are, running an offer when you want one, building a structure properly, deciding who on your team may see what, and keeping your own working list where you can find it. These five screens are where the day actually goes.

Your whole bookwho they are, what they bought, what is about to lapse
Offers with rulescaps, combinations, countdowns — your codes, your terms
Structures and teamsfour legs as one basket; each operator sees only their part

New here? Try it for real at ₹499 a month — a share only when your clients pay you.Sign up

01My Customers

Your whole book, on one page

Every client you have, with what they bought, when it runs out, whether the last payment landed and where their KYC stands — and a way into every document behind the row. The tiles across the top tell you how many are active, how many are waiting and how many have lapsed, so the list you need is one click away.

  • Five tiles, one truthAll, Active, Pending, Expired and Final Approved. Pending is the one to chase: the account exists but no subscription is running — they either never bought or never activated.
  • The row says everythingPackage, subscription window, days left, the last payment, KYC status and the documents themselves. No second screen to open.
  • A payment column you can act onThe latest attempt only, labelled Paid, Pending or Failed. Cancelled attempts and bookkeeping rows are left out — they are not something you can chase.
  • What is about to lapseExpiring today, expiring this week, and accounts that joined but never paid — each one its own count, not a filter you have to remember to set.
  • Straight into a campaignMessage exactly the tile you are looking at. The audience is built from the same query as the screen, so the list you send to is the list you saw.
  • Your team sees their partAn operator sees only what you assign them. The book stays yours.
My Customers Try a tile
CustomerPackageDays leftPaymentKYC
Meera R.Equity Research · Quarterly214 daysPaidFinal approved
Anand K.F&O Pack · Monthly6 daysPaidFinal approved
Farhan S.Equity Research · Yearly—PendingIn progress
Kavya D.Model Portfolio · QuarterlyLapsedNoneFinal approved
Rohit M.Research Reports · 10 credits41 daysPaidFinal approved
Sana P.F&O Pack · Monthly—FailedIn progress

6 of 6 shown · newest joined first · the campaign you send from here uses this exact list.

02My Coupons

Run an offer the way a serious shop runs one

Not a flat percentage and a prayer. A code that knows which packages it applies to, what it may cost you at most, who may use it and for how long — and that tells a customer exactly what to add when their cart does not qualify yet.

  • Flat or percentage, with a ceiling25% off, but never more than ₹2,000. The cap is a field, not something you hope nobody notices.
  • Only where you mean itChosen packages only, and chosen durations only — weekly, monthly, quarterly, half-yearly, yearly. A yearly-only offer stays yearly-only.
  • Combination offers, properlyApplies only when a combination is in the cart: every package you chose, or any two of them. The rule is enforced at checkout, not written in the small print.
  • It tells them what to addWhen a cart misses the combination, the customer is shown the exact packages that would unlock the code. An offer that explains itself gets used.
  • Limits that holdA minimum cart value, a total redemption cap that stops the code by itself, and one use per customer when you want it.
  • Public, private, or counting downShow it on your checkout with a live countdown to the last minute, or keep it unlisted for the people you sent it to. One switch turns the whole thing off.
My Coupons Change a rule — the cart answers
What your customer sees
Equity ResearchQuarterly
₹6,000
F&O PackQuarterly
₹4,000
DIWALI25 25% off · capped at ₹2,000
01:59:58left
41 of 100 uses · the code stops itself at the cap
Subtotal, before GST ₹6,000
DIWALI25 − ₹1,500
They pay ₹4,500

Every rule on the left is a setting on the coupon, not a special case someone wrote for you.

03Alpha Spread

Four legs, one decision

Build the structure leg by leg — spreads, straddles, strangles, ratios, calendars — and see the margin the whole thing needs before you commit to any of it. Then it goes out as one basket with its own document, not as four calls nobody can follow, and it can carry its own max loss, max profit and profit lock.

  • Leg by leg, on one screenAdd, change or drop a leg while you are still thinking. The structure is a draft until you say otherwise.
  • The margin for the whole thingNot four separate numbers to add up — the margin the complete structure needs, before a rupee is committed.
  • One basket, one documentIt leaves as a single basket your client can follow, with the document generated for you rather than typed afterwards.
  • Protected as one basketA max loss, a max profit and a profit lock that rises with the gains, on the whole structure at your recommended lots. When a limit holds on two checks, the basket closes for every subscriber at once. Try it in the simulation below.
  • It does not wait for the marketBuild and cost a structure on a Sunday evening. The screen is a form, not a market-hours job.

Figures on this page are an illustration, not a quote.

Alpha Spread Illustration
Four legs
BUY NIFTY 24500 CE 1 lot
SELL NIFTY 24700 CE 1 lot
SELL NIFTY 24300 PE 1 lot
BUY NIFTY 24100 PE 1 lot
Margin for the whole structure₹48,200
Goes out as one basket — with its own document, not four separate calls.
New · Basket protection

Protect the whole basket, at the numbers you choose

Open any Alpha Spread and give it a max loss, a max profit and a profit lock that rises with the gains. The platform adds up every leg at the lots you recommended, checks the total every few seconds while the market is open, and when a limit holds it closes the whole basket for every subscriber at once. Change the limits whenever you like; once one has fired, they stay as they were until the close completes. Try it on a made-up day:

Simulation
1 Pick a market day

The basket climbs to about ₹4,600 by midday, then gives it all back. Watch the teal profit lock rise with it and keep part of the gain when the fade comes.

2 Set the basket's limits drag, or set one to Off

Closes the whole basket if it is down ₹3,000 or up ₹6,000. Once it is up ₹2,000, at least ₹1,000 of profit is kept; for every further ₹1,000, the kept profit rises by ₹500.

3 Who follows it
AKPSRM NVSJDG TK+ all

Every subscriber following this basket holds the same four legs. When it closes, it closes for all of them at the same moment.

Basket P&L at your recommended lots 15:30₹0
Watching all 4 legs
  1. Watchingevery leg added up, every few seconds
  2. Limit touchedseen once, checked again
  3. Still therethe whole basket is closed
  4. Closed for everyonesold legs first, one update to all
Basket P&LMax loss Max profitProfit lock one dot = 5 minutes, so the whole session fits
Buy NIFTY 24500 CE1 lot
Sell NIFTY 24700 CE1 lot
Sell NIFTY 24300 PE1 lot
Buy NIFTY 24100 PE1 lot
With protection—
No protection, held to 15:30—
What happened, step by step

    A simulation on made-up prices: not a prediction, not advice and not the record of any real basket. A limit has to hold on two checks a few seconds apart; then the whole basket is closed at the prevailing price, sold legs first. The close can land beyond the limit when prices move fast or gap, and a basket closed by a limit can miss a later recovery. The protection decides only while the market is open and every leg can be valued.

    04Operations Console

    Your team, screen by screen

    Your staff working on your platform, without one shared password between them. Each operator gets their own login and only the screens you tick — and what they may touch inside research is decided by you too.

    • Their own doorA separate login for operators. Their access is always a subset of yours — it cannot quietly grow past it.
    • Screen by screenTick the screens they need. Untick one and it is gone from their menu on their next click.
    • Inside research, strategy by strategyAn operator may be given some of your strategies and not others. An operator with none assigned sees nothing at all — the empty list means none, never all.
    • Only their own workOn research, an operator's list shows what that operator placed. Yours stays whole.
    • Everything on the recordEvery action is written to an activity log, with who did it and when.
    • Off in one clickSwitch an operator off and it takes effect on their very next request. No password anywhere changes.

    An operator is the one thing on this page with a price: ₹500 a month each while they are active, on your wallet.

    Operations Console Flip a screen on or off
    Rhea S.Operator · own login
    Positional equity
    Intraday equity
    Options structures
    Activity log

    Rhea opened My Research

    Rhea placed a recommendation · Positional equity

    Rhea exported the customer list

    An operator with no strategies assigned sees none of them — an empty list means none, never all.

    05Watchlists

    The list you actually work from

    Not a spreadsheet on somebody's desktop and not a WhatsApp message to yourself. Your working lists, beside your research, in the platform your team already lives in.

    • As many lists as you think inName them, describe them, and give each one of seven colours so you know which is which at a glance.
    • Pin what you live inPinned lists sit at the top. The one you open twenty times a day stops hiding.
    • Star it, note it, take a sideMark an idea long or short, star the ones that matter and write the note you will want in a week's time.
    • Find it without scrollingSearch by symbol or note, filter by side, kind, status or starred.
    • Clone and clear outCopy a list to start the next one, select many rows and remove them together.
    • Yours to takeExport any list to a spreadsheet whenever you want one.

    Keyboard: / to search, N for a new list, A to add a row, Esc to close.

    Watchlists Pick a colour, pin a row
    Banking pack
    HDFCBANK LONG Above the December base
    ICICIBANK LONG Results on the 24th
    AXISBANK SHORT Note added yesterday
    banking-pack.csv

    Seven colours, as many lists as you think in, and the whole thing exports whenever you want it.

    The numbers

    Figures we can stand behind

    • 5tiles on the customer list, and the campaign audience is built from the same query
    • 7colours a watchlist can carry, so you know which list you are in
    • 5plan durations a coupon can be restricted to, from weekly to yearly
    • 1 clickto switch an operator off — and no password anywhere changes
    Questions

    The things people ask us about this

    Is all of this extra?

    The customer list, coupons, the structure builder and watchlists come with the platform. The one thing that carries its own charge is an operator account — each active operator is a monthly fee on your wallet, and it is on the pricing page with everything else.

    Can my staff see my whole client book?

    Only if you give it to them. An operator sees the screens you tick and nothing else, and inside research they see only the strategies you allowed and only the work they did themselves. An operator with no strategies assigned sees none of them, not all of them.

    If I switch someone off, do I have to change passwords?

    No. Switching an operator off takes effect on their next request, and no password anywhere changes. That is the whole point of giving them their own login instead of sharing yours.

    Can a coupon apply only when two things are bought together?

    Yes — and it can require every package you chose or any two of them. When a customer's cart does not qualify yet, the checkout tells them which package to add to unlock the code.

    Will a percentage coupon cost me more than I planned?

    Not if you cap it. A percentage coupon can carry a maximum rupee value, a minimum cart value and a total number of uses, after which it stops working on its own.

    Can I put a max loss or a profit lock on an Alpha Spread?

    Yes. Open the basket and set any of a max loss, a max profit, and a profit lock that starts at a profit you choose and rises as the profit grows. The platform adds up every leg at the lots you recommended, checks the total every few seconds while the market is open, and when a limit still holds on the next check it closes the whole basket — every leg, for every subscriber following it — with one “Strategy fully closed” update and a note on each leg saying why. You can change the limits whenever you like; once one has fired, they stay as they were until the close completes.

    Can a limit close the basket at a worse number than I set?

    It can. A limit decides when the basket closes, not the price it closes at: the close happens at the prevailing price once the limit is confirmed, so a fast market or a gap can land it beyond the limit, and a basket closed by a limit can miss a later recovery. The protection also waits while the market is closed or a leg cannot be valued. The simulation on this page shows each of these cases.

    Does the structure builder place the orders?

    This page is about building and costing the structure and sending it out as one basket. What happens after that is a conversation about consent and about what your clients have chosen — talk to us and we will walk you through it properly.

    Can I get my watchlists out?

    Any list exports to a spreadsheet whenever you want one. Nothing here is a one-way door.

    The OptumFlex ecosystem

    This isn’t just a platform. It’s an ecosystem for your business.

    Onboarding, research calls, model portfolios, reports, courses, webinars, WhatsApp and a CRM — connected under your brand, so each one feeds the next. More than 64 RA businesses already grow inside it.

    We’d be glad to welcome you in.Your brand, your clients, your money — we stay the technology underneath.

    Try it for real
    ₹499a month + GST

    Start for ₹499. Share only when your clients pay.

    Until your first sale, that is all the core platform costs. Once clients start paying you, a small share of each sale is added — so we grow only when you do.

    On this service: Included with the platform — apart from operator accounts.

    • No setup or joining fee
    • Your first test customer is on usRun one customer account end to end; we reimburse its charges on request.
    • Your name, your domain, your gatewayClient money goes straight to you; your clients never see us.
    Sign up — start for ₹499/month

    Online sign-up is for SEBI-registered Research Analysts: keep your mobile number and your INH registration number handy.

    Welcome back

    Your desk is one click away.

    Publish, onboard and get paid from your own portal.

    Research Analyst sign in

    Someone new on this computer? Start for ₹499 a month.

    Let's talk

    Tell us what your desk needs to do.

    A walkthrough takes about thirty minutes: onboarding and a signed agreement, a live publish, a portfolio rebalance, and the records behind them — with your first month costed on the spot.

    • +91 9560 356770Monday to Friday, 9 am to 6 pm
    • contact@optumflex.liveWe reply the same working day
    • Indirapuram, GhaziabadOperations office, OptumFlex Solutions Pvt. Ltd.
    …

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