Features
Key Features for Kotak Users
Traders and portfolio managers using Kotak can leverage these advanced automation and trading features:
- 🔁 Auto copy trading on Kotak – Automatically replicate trades across multiple accounts using PMS Copy or Master-Child replication tools.
- ✅ Multi-account management on Kotak – Handle multiple trading accounts from a unified dashboard.
- 💼 Advanced portfolio monitoring for Kotak accounts – Track holdings, margin utilization, and open positions in real-time.
- 📈 Bulk order placement on Kotak – Execute, modify, or cancel orders across accounts instantly.
- 🔌 Trading API for Kotak – Automate strategies using Python, Java, C#, Excel, or TradingView — all with broker-independent syntax.
- ⚙️ Cross-broker automation support – Unified setup works seamlessly with Kotak and other supported brokers.
- 🔒 Secure & lightning-fast trading infrastructure – Execute orders with encrypted credentials and low latency using Google’s infrastructure.
👉 Explore the full list of Supported Brokers.
Now, let’s take a look at how to add Kotak account in Stocks Developer.
Let’s understand how to add a Kotak Securities account in AutoTrader Web.
AutoTrader Web uses Kotak NEO trading APIs.
Demo
Demo: Coming Soon…
Step 1: Register & create Kotak APIs
- Register to Kotak Neo API
- Read below document from Kotak which mentions how to Create API & Setup TOTP
Step 2: Add Trading Account
- Go to AutoTrader Web menu (Settings -> Trading Accounts)
- Click Create button
- Select Broker as Kotak
- Select Trading Platform as KOTAK_NEO_TOTP
- Enter following details:
- Login id (UCC – 5 characters code)
- MPIN (a six digit pin)
- TOTP Key (See step 8 in above pdf)
- Phone number (10 – digits)
- Consumer key (See step 3 in above pdf)
- Easy-to-remember name for your account (nickname)
- Click Validate & Save
- That’s it, you have successfully added your Kotak Securities account.