AutoTrader Web

Let’s understand how to add a Upstox account in AutoTrader Web.

Demo

Step 1 – Setup Upstox API app

1. Go to Upstox API apps dashboard
2. Click the New App button
3. Enter following details for the app:
   • App Name: Stocks Developer
   • Redirect Url: https://apix.stocksdeveloper.in/oauth/upstox
   • Keep other options blank (they are optional)
   • Tick “I accept terms”
   • Click Done
4. Once your app is created, Upstox will show you following fields which we need in Step 3
   • API Key
   • API Secret

Step 2 – Enable TOTP

1. Note: If you already have TOTP “KEY” available, you can skip TOTP step.
2. Login to Upstox
3. On top right side of screen, go to menu (My Account -> My Account)
4. In My Account section, look for the option Time-based OTP (TOTP)
   • If you have never enabled TOTP, please click Enable TOTP
   • If you already have TOTP enabled, please click Reset TOTP
   • Look for Unable to scan, click to copy the key (See screenshot below)
   • Copy the key & save it in notepad, we will need it in Step 3
   • Open any of your Authenticator Apps (such as Google Authenticator, Microsoft Authenticator, Authy, etc.) on your smartphone.
   • Click on ‘Scan a QR code’ under Add an Account Section and allow access to the phone camera.
   • Enter the 6-digit totp shown in Google Authenticator app
   • Click ENABLE TOTP

Step 3 – Add your account in AT WEB

1. Go to AutoTrader Web menu (Settings -> Trading Accounts)
2. Click Create button
3. Select Broker as Upstox
4. Select platform as UPSTOX_API
5. Enter your Upstox login id
6. Enter your 6-digit 2FA PIN
7. Enter TOTP “Key” (that we had saved earlier)
8. Enter your Phone no.
   1. This should be same as what is registered with Upstox
9. Enter API Key
10. Enter API Secret
11. Click Validate button
12. On successful validation, click save to the account
13. That’s it, you have successfully added your Choice account. Do not forget to read these known limitations.