Upstox

Features

Now, let’s take a look at how to add Upstox account in Stocks Developer.

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

Demo

Upstox Broker Setup – Stocks Developer

Step 1 – Setup Upstox API app

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

Step 2 – Enable TOTP

Note: If you already have TOTP “KEY” available, you can skip TOTP step.
Login to Upstox
On top right side of screen, go to menu (My Account -> My Account)
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

Go to AutoTrader Web menu (Settings -> Trading Accounts)
Click Create button
Select Broker as Upstox
Select platform as UPSTOX_API_AT_IPV6
Enter 6-digit PIN
Enter TOTP Key
Enter Phone number (registered with Upstox account)
Enter API Key
Enter API Secret
Click Validate button
On successful validation, click save to the account
That’s it, you have successfully added your Choice account. Do not forget to read these known limitations.

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:

Field	Description
Label	A friendly name for your reference (e.g. “Zerodha VPS”)
Proxy Host	IP address or hostname of your proxy server
Port	Port 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

AutoTrader Web