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How to Set Default Brokerage Fees

Overview​

Configure default brokerage charges that apply to all trades automatically.

Steps​

1. Go to Fees Settings​

Navigate to Settings > Fees & Tax

Screenshot: Fees settings

2. Locate Brokerage Section​

Find "Default Brokerage" section

Screenshot: Brokerage section

3. Choose Fee Type​

Flat Fee:

  • Fixed amount per trade
  • Example: ₹20 per order
  • Simple calculation

Percentage Fee:

  • % of trade value
  • Example: 0.03% of turnover
  • Varies with size

Flat or Percentage (Whichever lower):

  • Common in Indian brokers
  • Example: ₹20 or 0.03%
  • Best of both

Screenshot: Fee types

4. Enter Brokerage Rates​

For Equity Intraday:

  • Flat: ₹20
  • Or Percentage: 0.03%

For Equity Delivery:

  • Flat: ₹0
  • Or Percentage: 0.5%

For F&O:

  • Flat: ₹20 per order
  • Or Percentage: 0.03%

Screenshot: Enter rates

5. Save Settings​

Click "Save Default Brokerage"

Success!​

Default brokerage fees configured.

Broker Examples​

Zerodha​

  • Equity Intraday: ₹20 or 0.03%
  • Equity Delivery: ₹0
  • F&O: ₹20 flat

Fyers​

  • All Segments: ₹0 or 0.03%

Angel One​

  • Equity: ₹20 or 0.25%
  • F&O: ₹20 or 0.25%

Upstox​

  • Equity Intraday: ₹20 or 0.05%
  • Equity Delivery: ₹20 or 2.5%
  • F&O: ₹20 or 0.05%

Check your broker's current rates

Screenshot: Broker rates

How It Works​

Automatic Application​

When trade imported:

  1. System checks trade type
  2. Applies default brokerage
  3. Calculates total fees
  4. Computes net P&L

Manual Override​

Can override per trade:

  • Edit specific trade
  • Update actual fees charged
  • Save changes
  • Recalculates P&L

Segment-Specific Defaults​

Set Different Rates​

Equity Section:

  • Intraday rate
  • Delivery rate

F&O Section:

  • Futures rate
  • Options rate (per lot)

Commodity/Currency:

  • Separate rates if traded

Screenshot: Segment rates

Zero Brokerage​

Discount Brokers​

Some brokers offer:

  • ₹0 delivery brokerage
  • ₹0 investments
  • Special plans

Set accordingly in settings.

Volume-Based Rates​

If You Have​

Some brokers:

  • Reduce rates at volume milestones
  • Monthly slab rates
  • VIP/Pro plans

Update settings when you hit new tier.

Verification​

Check Against Statement​

  1. Import 10-20 trades
  2. Generate report
  3. Compare with broker statement
  4. Verify total fees match
  5. Adjust if needed

Screenshot: Verification

Impact on Analysis​

Why Defaults Matter​

✅ Automatic calculations
✅ Consistent application
✅ Accurate net P&L
✅ Save time
✅ Better analysis

❌ Wrong defaults = Wrong P&L!

Update Anytime​

When Broker Changes Rates​

  1. Go to Fees & Tax
  2. Update default rates
  3. Save
  4. Future trades use new rates
  5. Past trades unchanged

Quick Tips​

  • Set once, applies automatically
  • Use broker presets if available
  • Verify with actual charges
  • Update when rates change
  • Include all fee components
  • Check statement monthly

Per-Account Settings​

Different Brokers​

If multiple accounts:

  • Each can have different fees
  • Set per account
  • Account-specific rates
  • Override global defaults

Screenshot: Per-account fees

Next Steps​

Troubleshooting​

Fees too high? Check if double-counting
Fees too low? Missing some components
Not applying? Check trade import settings
Different per trade? Use override feature
Need help? Contact support@tradelyser.com