AutoTrader Web

Kotak

14536 views February 25, 2026 Pritesh 7

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

Step 1: Register & create Kotak APIs

  1. Register to Kotak Neo API
  2. Read below document from Kotak which mentions how to Create API & Setup TOTP
  3. Please watch the demo video to understand the steps
Kotak Trade API registrationDownload

Step 2: Add Trading Account

  1. Go to AutoTrader Web menu (Settings -> Trading Accounts)
  2. Click Create button
  3. Select Broker as Kotak
  4. Select Trading Platform as KOTAK_NEO_TOTP
  5. 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)
  6. Click Validate & Save
  7. That’s it, you have successfully added your Kotak Securities account.

Static IP Setup

There are two ways to get a Static IP for your trading account:

  • Option A — Auto-assign IP (recommended for most users): Our system assigns a dedicated Static IP from our pool.
  • Option B — Bring Your Own IP (BYOIP): You supply your own proxy or IPv6 address. Use this if you already have a dedicated VPS or IPv6 block.

Both options are described below.

Option A — Auto-assign IP

This is a 2-step process:

1. Get your Static IP from our system first

Before creating your broker API, get your static IP from us:

  • In our system, go to Settings → Trading Accounts → Add Account
  • Select your Broker and enter your Login ID
  • Click “Auto-Assign IP” button — the system will immediately reserve a static IP for you
  • Note down the IP shown:
    • IPv4 → One primary IP is provided
    • IPv6 → Both primary and secondary IPs are provided

Your IP is reserved for 24 hours. Save your account within this time to permanently assign it.

2. Create your Broker API using the Static IP from Step 1

Now go to your broker’s API creation screen and fill in the details:

  • IP Type: IPv4 or IPv6 (as assigned in Step 1)
  • Primary Static IP: (shown in Step 1)
  • Secondary Static IP: (shown in Step 1 — only for IPv6)
  • Algo Registration Type: Non-Registered
  • API/Algo Category: “Below” or “Less than” 10 orders per second

Once the broker API is created, go back to our system, add any API credentials which may be pending, click Validate and Save the account. The static IP will be automatically applied to your account.

For further help, check this YouTube video showing “How to map Static IP?“

How to map Static IP?

Option B — Bring Your Own IP (BYOIP)

Use this option if you have a dedicated VPS or proxy server that you want to use instead of an IP from our system.

Note: Only one IP source can be active at a time. Activating BYOIP will automatically remove any system-assigned IP, and vice versa.

Step 1: Save your proxy in “My Proxies”

Before assigning a proxy to an account, register it once in your proxy library:

  • Go to Settings → My Proxies
  • Click “Add Proxy”
  • Fill in the details:
FieldDescription
LabelA friendly name for your reference (e.g. “Zerodha VPS”)
Proxy HostIP address or hostname of your proxy server
PortPort number (1–65535)
Username(Optional) Proxy authentication username
Password(Optional) Proxy authentication password
  • Click Save

You can add multiple proxies here and reuse them across accounts.

Step 2: Assign the proxy to your trading account

For a new account (before saving):

  • While adding a new account, enter your Broker and Login ID
  • Click “Bring Your Own IP”
  • Select the proxy from your saved list
  • The proxy is reserved immediately — proceed to fill in remaining account details and Save

For an existing account:

  • Go to Settings → Trading Accounts
  • Click the pencil icon to edit your account
  • Click “Bring Your Own IP”
  • Select the proxy from your saved list and click “Apply”
  • You will see the proxy displayed with a “Your IP” badge

Changing your proxy

  • Click “Bring Your Own IP” again on the account edit screen
  • Select a different proxy from your list and click “Apply”

Removing your proxy

  • Click the “Remove” button next to the IP display
  • The system will clear your proxy and return the account to unassigned state
  • You can then use “Auto-Assign IP” to get a system IP instead

Managing your proxy library

  • Go to Settings → My Proxies at any time to add, edit, or delete saved proxies
  • Deleting a proxy from “My Proxies” does not affect accounts already using it

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