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Create or Update Trading Account

776 views November 6, 2024 Pritesh 7

API functions to create or update trading accounts. There are 2 separate apis:

  1. Create (To create a new trading account)
  2. Update (To modify an existing trading account)

This API is primarily designed for application developers who are going to create customized trading applications using our broker independent trading APIs.

Example – Create Account

curl https://apix.stocksdeveloper.in/account/createTradingAccount \
-H "api-key: <your_api_key>" \
-d "broker=broker_name" \
-d "loginId=login_id" \
-d "password=password" \
-d "totpKey=totp_key" \
-d "pseudoAccName=pseudo_or_nickname"

Example – Update Account

curl https://apix.stocksdeveloper.in/account/updateTradingAccount \
-H "api-key: <your_api_key>" \
-d "id=trading_acc_id" \
-d "broker=Zerodha" \
-d "loginId=SN2911" \
-d "password=mysecretpwd" \
-d "totpKey=JBSWY3DPEHPK3ASP"

Response [Success]

{
"result": 15937688,
"message": "Account saved successfully.",
"status": true,
"commandId": null
}

Response [Failure]

{
"result": null,
"message": "Account already exists! Either you or some other user has already added this account in our system. Please contact support.",
"status": false,
"commandId": null
}

Parameters

  • id – Unique trading account id generated by AutoTrader Web [Number – Long]
    • This can be obtained from Fetch All Trading Accounts API (systemId field in the response)
    • This field is only mandatory for Update request
    • This field is not needed for Create request
  • pseudoAccName – Pseudo or nickname to be used for the account
    • This field is only needed for Create request & it is optional. If you do not pass anything, then login id of trading account will be used as pseudo account name.
    • This field is not needed for Update request
  • Other parameters – Other parameters are broker specific as every broker’s login mechanism is different. They are explained below:

Response

  • result – Unique trading account id generated by AutoTrader Web [Number – Long]
  • message – An error message (if there is an error)
  • status – true indicates success, false indicates failure

5 Paisa

  • broker – 5Paisa
  • platform – FP_API_TOTP
  • loginId – 5Paisa login id
  • mpin – 5Paisa MPIN (6-digit)
  • totpKey – 5Paisa TOTP key
  • apiUserKey – 5Paisa API user key
  • apiAppSource – 5Paisa API app source

AliceBlue

  • broker – AliceBlue
  • platform – ALICE_API
  • loginId – AliceBlue login id
  • password – AliceBlue password
  • totpKey – AliceBlue TOTP key

Angel

  • broker – Angel
  • platform – SMART_API
  • mpin – Angel MPIN
  • totpKey – Angel TOTP key
  • apiKey – Angel API key

Choice

  • broker – Choice
  • platform – CHOICE_API
  • loginId – Choice login id
  • password – Choice password

Dhan

  • broker – Dhan
  • platform – DHAN
  • token – Access token

Finvasia

  • broker – Finvasia
  • platform – SHOONYA_BETA
  • loginId – Shoonya login id
  • password – Shoonya password
  • totpKey – Shoonya TOTP key

Fyers

  • broker – Fyers
  • platform – FYERS_PARTNER_API
  • loginId – Fyers login id
  • totpKey – Fyers TOTP key
  • twofaPin – Fyers 4-digit 2FA pin

IIFL

  • broker – IIFL
  • platform – IIFL_API
  • loginId – IIFL login id
  • password – IIFL password
  • dob – DOB in (YYYYMMDD) format
  • apiUserKey – IIFL API user key
  • apiAppName – IIFL API app name
  • apiAppSource – IIFL API app source
  • apiUserId – IIFL API user id
  • apiPassword – IIFL API password
  • apiEncryptionKey – IIFL API encryption key

Kotak

  • broker – Kotak
  • platform – KOTAK_NEO
  • loginId – Kotak login id
  • password – Kotak password
  • mpin – Kotak MPIN (6-digit)
  • phone – 10-digit phone number registered with Kotak
  • consumerKey – Kotak API consumer key
  • consumerSecret – Kotak API consumer secret
  • apiUserId – Kotak API user id
  • apiPassword – Kotak API password

Mastertrust

  • broker – Mastertrust
  • platform – MASTERTRUST
  • loginId – Mastertrust login id
  • password – Mastertrust password
  • totpKey – Mastertrust TOTP key
  • appSecret – Mastertrust API app secret
  • appId – Mastertrust API app id

Motilal

  • broker – Motilal
  • platform – MOTILAL_API
  • loginId – Motilal login id
  • password – Motilal password
  • totpKey – Motilal TOTP key
  • dob – DOB in (dd/mm/yyyy) format

Profitmart

  • broker – Profitmart
  • platform – PROFITMAX
  • loginId – Profitmart login id
  • password – Profitmart password
  • panOrDob – PAN (in capital) or DOB in (DD-MM-YYYY) format
  • appKey – Profitmart API app key
  • vendorCode – Profitmart API vendor code

SAS

  • broker – SAS
  • platform – SAS
  • loginId – SAS login id
  • password – SAS password
  • totpKey – SAS TOTP key

Upstox

  • broker – Upstox
  • platform – UPSTOX_API
  • loginId – Upstox login id
  • twofaPin – Upstox 6-digit 2FA pin
  • totpKey – Upstox TOTP key
  • phone – 10-digit phone number registered with Upstox
  • apiKey – Upstox API key
  • apiSecret – Upstox API secret

XTS

  • broker – AnandRathi, 5Paisa, AC Agarwal, ATS, Eureka, IIFL, Jainam, Motilal, SW Capital, Tradeswift, WisdomCapital, Zebull
  • platform – XTS_ANAND_RATHI, XTS_FIVE_PAISA, XTS_AGARWAL, XTS_ATS, XTS_EUREKA, XTS_IIFL, XTS_JAINAM, XTS_MOTILAL, XTS_SW_CAPITAL, XTS_TSWIFT, XTS_WISDOM, XTS_ZEBU
  • apiKey – App Key
  • apiPassword – Secret Key

Zerodha

  • broker – Zerodha
  • platform – KITE
  • loginId – Zerodha kite login id
  • password – Zerodha kite password
  • totpKey – Zerodha kite TOTP key

Response Fields

  • result – Unique trading account id generated by AutoTrader Web [Number – Long]
    • In case of a failure, you will see this value as null
  • message – Success or error message

API Limits

This api is not expected to be used repeatedly, hence it has stricter API Limits compared to the other apis.

  • Max 100 requests are allowed in 1 min
  • Max 1000 requests are allowed in 1 hour

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