Bulk/Basket orders on Zerodha KITE/Upstox/AliceBlue from Excel

Introduction

In this article, we will look at how to place bulk orders (multiple orders) on Zerodha KITE, Upstox or AliceBlue. You can place any type of orders (regular order, bracket order, cover order or after market order). You enter order details in an excel file that we provide & then simple click “Place Bulk Order”.

AutoTrader is a single tool that can work with multiple trading platforms, and does NOT require APIs from broker.

Bulk Orders means placing multiple orders with a single click. They are also know as Basket Orders.

Warning

This demo was built with AutoTrader, which is now restricted to NOW, NEST & ODIN platforms only.

For trading with Upstox, Zerodha, AliceBlue or Finvasia; please use the next generation AutoTrader-Web. This product also has similar Excel utilities.

Demo Video

A demo of this bulk order utility is available on YouTube.

Prerequisite

You need to install AutoTrader-Web software. For more details, kindly read documentation for Excel utilities.

Step 1 – Start AutoTrader

  • Double click on “Start_AT” shortcut.
  • AutoTrader screen will open up, click on “Start AutoTrader
  • AutoTrader must be in RUNNING state

AutoTrader Running State

Step 2 – Log into KITE (Not required for Upstox & AliceBlue)

  • Login to your kite account on (kite.zerodha.com) using Firefox browser only
  • If you are using AutoTrader with Upstox or AliceBlue, then there is no need to login

Step 3 – Enter bulk orders details

  • The excel is present at location (C:\autotrader\scripts\excel\BulkOrders-WebPlatforms.xlsm)
  • To make it easy, you can copy this excel file onto your desktop.
  • Open the file, click “Enable Macros” if you get a warning from excel.
  • This excel file has 2 sheets (order & validation)
  • By default, you will see some sample orders. You can delete these orders.
  • Please enter your order details in order sheet.
  • Please see validation sheet to understand valid values for columns.
  • Symbol should be KITE symbol.
  • Quantity should be entered in lot size for derivative contracts.
  • Click “Place Bulk Order

Kite Bulk Order Excel Utility

How it works?

  1. Once you click Place Bulk Order button, then excel macro sends all orders to AutoTrader.
  2. AutoTrader will validate orders & place then onto KITE, UPSTOX or AliceBlue (depending on which trading platform is set in AutoTrader settings).
  3. AutoTrader will display success/failure messages on its home screen.

Conclusion

This bulk orders utility is very useful for people who want to trade in multiple stocks. If you do your analysis at the end of every day, then you can use this excel to place bulk AMO (after market order). You can even write formula to automatically populate orders that need to be placed.

As you can see, you can place many orders with just a single click.

After spending more than 12 years developing Financial Software, I took a break from my career to start my own algorithmic trading setup. This new journey started well and along with my own proprietary trading systems, I also started building automation systems for retail traders, fund managers and HNIs. I was employed with firms like Morgan Stanley, HSBC & SunGard. I work on various technologies, but my strengths are building server side cloud based algorithmic trading systems built primarily using Java programming language. Apart from all of this, I am a big fan of Formula 1 racing :-)

59 thoughts on “Bulk/Basket orders on Zerodha KITE/Upstox/AliceBlue from Excel”
  • Shailendra says:

    Extremely useful.
    I use Excel for doing my analysis & this utility helps me to easily place orders for all 20 stocks that I monitor.

    March 1, 2018 at 10:02 am
  • Bipin says:

    Nicely explained. I am using it to trade automatically on zerodha kite, and it’s been good so far.

    Initial setup is a little tedious, but the user guide is very useful. Good luck!

    March 11, 2018 at 1:59 pm
  • Jignesh Shah says:

    Very good automation product with Zerodha kite.
    Like the kite excel order utility as well, as I use formula to calculate my order price & quantity. It saves me from data entry mistakes.

    March 14, 2018 at 1:37 pm
  • jayarishnan says:

    hi, i am interested in the autotrader and what is the maximum number of orders that can be placed at one instance,is it 50 or can be increased? also would like know if its possible to use the same excel to place orders repeatedly,for ex, i placed 10 orders with the excel file and can i use the same file to place another 10 orders?

    June 23, 2018 at 6:40 pm
    • Admin says:

      No limit on maximum orders as such. Yes you can use the same excel to fire orders repeatedly. You can even make as many copies of excel as you want, so that you can keep all of your orders ready. You can have an excel per contract to avoid data entry.

      June 29, 2018 at 4:32 am
      • jayarishnan says:

        thanks for your reply,let me try out the software once and will get back to you with suggestions

        June 30, 2018 at 2:26 pm
  • Rajesh joshi says:

    sir muje Zeordha me account open karna hai ,

    July 3, 2018 at 2:48 pm
    • Admin says:

      Please visit Zerodha’s website.

      July 4, 2018 at 5:56 am
  • ANUH says:

    Few things I would like to know.

    1> WHEN WE ARE PLACING THE ORDER WHERE THE DATA IS GETTING STORED BEFORE GOING TO BROKER TERMINAL AND EXCHANGE?

    2> CAN A RETAIL TRADER PUT BULK ORDERS WITHOUT THE NISM CERTIFICATION AND OTHER PROCESSES THROUGH AUTO TRADER?

    July 21, 2018 at 9:56 pm
    • Admin says:

      1. They are stored in AutoTrader database
      2. Yes, you can

      August 1, 2018 at 6:56 am
  • Gaurav Upadhyay says:

    Through is Auto traders software can I buy 300 lots of Nifty options ? as there is a capping from NSE that one can not buy more than 100 lots of Nifty option in one order.
    If I can buy 300 lots in 3 order via bucket ordering through this Autotrader in one go, noting like it !!
    Your revert awaited.

    July 31, 2018 at 11:45 am
    • Admin says:

      Yes you can, by putting multiple orders in one click through excel utility.

      August 1, 2018 at 6:55 am
  • Jiten says:

    Do u have a similar utility for placing bracket order from excel to upstox??? If yes send me the details.

    July 31, 2018 at 7:03 pm
    • Admin says:

      We will have it by end of August 2018

      August 1, 2018 at 6:55 am
  • SOLAI ALAGU A says:

    hi,
    i’m using autotrader since last 10 days. it is amazing. Actually I linked nest trader to this excel & all datas r updating in realtime. i could trade immediately when my conditions met. But due to some technical issue in Nest could not connect nest with ur excel. Is there any alternate way to get live data in the excel provided by you.Tks in advance.

    August 2, 2018 at 11:17 am
    • Admin says:

      We are not aware of any other way, but you should be able to connect to our excel as it is just a normal excel file like any other excel file that you create.

      August 7, 2018 at 10:52 am
  • Rajesh joshi says:

    Sir, I have opened an account in Zerodha and I’m a new user. Bulk Order Sample File provided by Zerodha does not contain “Place Bulk Order” Option in Excel. Please guide me how to create a button although I tried a lot many times using Macros but could not create that Button.

    August 2, 2018 at 4:46 pm
    • Admin says:

      Please install AutoTrader, the excel files come with the installation. Please refer to AutoTrader user guide for more information.

      August 7, 2018 at 10:51 am
  • Devjit says:

    Hello I want to subscribe for a month nw…but I don’t hv d license no. As u said make d payment and mail u by d license no…my account was against drdevjit@gmail.com

    August 7, 2018 at 4:47 pm
    • Admin says:

      Your issue has been resolved.

      August 14, 2018 at 5:40 am
  • Ankur pradhan says:

    Suppose at End of the day i found 4 bullish stocks and 4 bearish stocks…. Want to place them at 9.20am
    A) when price cross 5 min candle high with same candle low as SL (FOR BULLISH)
    B) When price crosses 5 min candle low withe same candle high as SL (FOR BEARISH STOCK)

    Are above these conditions can be run?

    September 13, 2018 at 8:43 pm
    • Admin says:

      You will need to code it in AmiBroker, we provide API functions that can be used in AmiBroker or excel

      September 26, 2018 at 11:45 am
  • Bedayan says:

    I am using your autotrader but I am having following query.

    I have zerodha and upstox both account. I want to place BO and CO order in both the clients but for DIFFERENT SCRIPTS . Which excel to be used for that?
    Zerodha Order want to place BO or CO.
    Upstox order want to place OCO or CO.

    October 4, 2018 at 6:25 pm
    • Admin says:

      Always use BO, CO. If trading platform is Upstox, AutoTrader internally converts it to OCO. See autotrader functions (Function Variables table) for valid values.

      October 5, 2018 at 5:15 am
      • Bedayan says:

        Bulk order for Kite and Upstox dot have provision for putting account number? how it will identify that which stock to put which account.
        Example:
        I want to place SBI and Eicher in zerodha and Biocon and TCS in Upstox. How this different script will placed in different account?
        Because which registering only I have give zerodha account details. Not the upstox account details? Then how it will identify the different broker account and place the script accordingly?

        October 5, 2018 at 12:35 pm
      • Bedayan says:

        is above thing possible? Can I put BO and CO order from single sheet to different broker platform? Or we need to go for separate subscription?

        October 8, 2018 at 6:26 am
  • Lal says:

    Can we buy 4000 quantity ( 100 lots) in one order by using this

    October 16, 2018 at 12:38 pm
    • Admin says:

      It depends on broker restrictions, but you can use our excel tools to divide one big order into multiple smaller orders.

      October 17, 2018 at 9:13 am
  • Ananth says:

    I want to try the free version before subscribing. Is there any restriction

    October 29, 2018 at 10:36 am
    • Admin says:

      There is no restriction, the trial version is a full version. You can download it from our website.

      October 30, 2018 at 3:42 am
  • Rob says:

    Can I get 15 mins OHLC data from auto trader to excel for all f&O stocks and futures? Is it possible?
    What is the cost of it? Can I get the data feed from autotrader?

    November 10, 2018 at 11:12 am
    • Admin says:

      Datafeed to excel is not supported, we support datafeed to amibroker with a max limit of 50 symbols.

      November 11, 2018 at 2:36 am
  • Pandian says:

    Is it possible to place basket order at a particular time, say 14:30 through autotrader without any other conditions?

    November 11, 2018 at 4:48 am
    • Admin says:

      Not as of now, we may add this feature in future. What you can do now is add time checks in amibroker or excel & let amibroker or excel fire orders to autotrader at a specified time.

      November 12, 2018 at 4:33 am
  • Prasad Athalye says:

    Hi
    Auto trader is good product.
    Is it possible automate place order button in excel at 9:30AM ?

    December 23, 2018 at 9:52 am
    • Admin says:

      Yes, using excel VBA macros coding.

      December 24, 2018 at 11:00 am
  • Sanjay singh says:

    Can we place order one by one. If I don’t want to place order in single go.

    January 8, 2019 at 9:20 pm
    • Admin says:

      Put AutoTrader in Manual (Semi-Auto) mode, and then send orders in bulk from excel. All orders will be shown on AutoTrader dashboard, but will not be sent to trading terminal. Every order a “Place” button next to it, which you can click to send them one by one.

      January 9, 2019 at 7:31 am
  • Yuriko Delea says:

    thanks for sharing this information.have shared this link with others keep posting such information..

    January 26, 2019 at 11:43 am
  • nagesh says:

    Is this software available for Mac computer?

    June 28, 2019 at 4:49 am
    • Admin says:

      It can, but it needs a customized setup which we will need to do. It will cost a lot, so we recommend windows.

      July 2, 2019 at 6:13 am
  • rajesh nayak says:

    Is there any chance i install this on Mac? Any Mac support pls?

    October 29, 2019 at 6:09 am
    • Admin says:

      Future versions will support Mac

      November 8, 2019 at 7:11 am
  • Govind says:

    Hello Team,

    I would like to know if I want to execute a single order in multiple (10) accounts of my different clients , do I need to open all accounts or can carry with excel?

    January 24, 2020 at 7:09 pm
  • ANISH AGRAWAL says:

    can we put option order on this platform ??

    June 2, 2020 at 7:01 pm
    • Pritesh says:

      Yes

      June 5, 2020 at 8:13 am
  • Varun says:

    Can we have EMA Value (Crossover) of 15 min chart in excel and place the order accordingly

    June 6, 2020 at 3:59 pm
    • Pritesh says:

      Yes, you can have any strategy. You need to code it accordingly in Excel VBA.

      June 7, 2020 at 3:51 am
  • Darshan says:

    Can i trade in multiple Demat account at one time ?

    June 15, 2020 at 6:40 pm
  • Harshith says:

    Hi I want to place single order for multiple clients can I do that.. zerodha kite am using . please guide me

    July 9, 2020 at 10:12 am
  • harshith says:

    hi,
    if i placed bulk order for multiple client how can i place square off order?

    July 13, 2020 at 2:16 pm
    • Pritesh says:

      You need to place a reverse order. Soon we will provide square-off option on AutoTrader Web UI. Also this article is for our old product. Kindly use AutoTrader Web, which is the next generation product.

      July 15, 2020 at 3:01 pm
  • Ashok V. says:

    Can I place orders for a particular price ?

    July 24, 2020 at 3:32 pm
    • Pritesh says:

      Yes, you can. This product is outdated, please visit this new product.

      July 27, 2020 at 12:07 pm
  • Varun says:

    Sir I m not getting point how to start up from step by step to connect software with trading account so plz guide me from first step to last step

    August 15, 2020 at 11:16 pm

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