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AutoTrader Web

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Upstox

8852 views April 29, 2025 Pritesh 4

Features

Key Features for Upstox Users

Traders and portfolio managers using Upstox can leverage these advanced automation and trading features:

  • ๐Ÿ” Auto copy trading on Upstox โ€“ Automatically replicate trades across multiple accounts using PMS Copy or Master-Child replication tools.
  • โœ… Multi-account management on Upstox โ€“ Handle multiple trading accounts from a unified dashboard.
  • ๐Ÿ’ผ Advanced portfolio monitoring for Upstox accounts โ€“ Track holdings, margin utilization, and open positions in real-time.
  • ๐Ÿ“ˆ Bulk order placement on Upstox โ€“ Execute, modify, or cancel orders across accounts instantly.
  • ๐Ÿ”Œ Trading API for Upstox โ€“ Automate strategies using Python, Java, C#, Excel, or TradingView โ€” all with broker-independent syntax.
  • โš™๏ธ Cross-broker automation support โ€“ Unified setup works seamlessly with Upstox and other supported brokers.
  • ๐Ÿ”’ Secure & lightning-fast trading infrastructure โ€“ Execute orders with encrypted credentials and low latency using Googleโ€™s infrastructure.

๐Ÿ‘‰ Explore the full list of Supported Brokers.

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

Letโ€™s understand how to add a Upstox account in AutoTrader Web.

Demo

Upstox Broker Setup – Stocks Developer

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://webx.stocksdeveloper.in/auth/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 2
    • API Key
    • API Secret

Step 2 – 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
  5. Enter your Upstox login id
  6. Enter API Key
  7. Enter API Secret
  8. Click Validate button
  9. On successful validation, click save to the account
  10. Thatโ€™s it, you have successfully added your Choice account. Do not forget to read these known limitations.

Old Method

Demo

Upstox API – Setup on AutoTrader Web

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://webx.stocksdeveloper.in/auth/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 โ€˜Scan a QR codeโ€™ 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. Thatโ€™s it, you have successfully added your Choice account. Do not forget to read these known limitations.

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