KITE: Login Options

Zerodha Kite users will have 2 login options available from AutoTrader version 4.4.0 onwards.

  1. Make AutoTrader use tokens from Firefox browser
  2. Allow AutoTrader direct access to trading account (Do not use – not stable)

Each technique has it’s pros and cons. We have explained both techniques in detail below along with recommendations.

1. Firefox Browser Based Login

In this technique, user only enters his Kite login id in AutoTrader settings. User makes sure that he/she is logged into his/her Kite account using Firefox browser. AutoTrader then uses authentication tokens from Firefox to login to your trading account.

Pros

  • Allows you to monitor portfolio via Kite
  • Allows you to place manual orders via Kite
  • Less security concerns for users

Cons

  • This is not a standard practice
  • Added unnecessary dependency on Firefox browser
  • Scaling with this technique is almost impossible
  • Our newer applications will not support this technique

How to use?

  • Download & install AutoTrader version 4.4.0 or higher
  • Start AutoTrader & go to menu (Settings -> AutoTrader)
  • Click “Trading Platform” category
  • Please enter kite login credentials into following fields:
    • DEFAULT_CLIENT_ID: Your Kite login id
    • LOGIN_PASSWORD: Enter any dummy value (abcxyz)
    • LOGIN_2FA_ANSWER: Enter any dummy value (333222)
  • Go to menu (Settings -> AutoTrader)
  • Click “Zerodha Kite” category
    • (Important) Set KITE_FIREFOX_LOGIN to On
  • You might need to restart AutoTrader if it is already in Running state

Note: After this you have to make sure that you are logged in to Kite using firefox browser, before you start AutoTrader.

2. Direct Access Technique (Do not use, not stable)

This is most common technique used by AutoTrader across different trading platforms. AutoTrader will save your credentials and use them to login to your trading account.

Pros

  • This is default approach used
  • Almost all advanced algorithmic trading systems follow this approach
  • There is no dependency on external software like FireFox browser etc.

Cons

  • (Important) This technique is not stable, we are working on it
  • If users manually login to their trading account, then it invalidates AutoTrader’s login resulting in error
    • AutoTrader is designed to re-login (provided user has logged off)
  • Some clients prefer looking at trading platforms (like Kite) to monitor their portfolio, which would not be possible with this approach
    • AutoTrader does provide a dashboard for “Trading Platform” that can be used as an alternative
  • Some clients prefer to put manual orders, which would not be possible
  • Users are concerned about security, which we have already addressed in Security Concerns

How to use?

  • Download & install AutoTrader version 4.4.0 or higher
  • Start AutoTrader & go to menu (Settings -> AutoTrader)
  • Click “Trading Platform” category
  • Please enter kite login credentials into following fields:
    • DEFAULT_CLIENT_ID: Your Kite login id
    • LOGIN_PASSWORD: Your Kite login password
    • LOGIN_2FA_ANSWER: Your 6-digit Kite 2FA pin (asked after entering password)
  • Now AutoTrader will use these credentials to automatically login

FAQ

What should I do if I need to login to Kite?

Although it is not recommended, but if you want to perform a certain activity; then follow this process.

  1. Login to Kite account from browser/app
  2. Perform your activity
  3. (Important) Logout from your kite account
  4. AutoTrader will get an error for the time you are manually logged in, but it will soon retry login

 

After spending more than 12 years developing Financial Software, I took a break from my career to start my own algorithmic trading setup. This new journey started well and along with my own proprietary trading systems, I also started building automation systems for retail traders, fund managers and HNIs. I was employed with firms like Morgan Stanley, HSBC & SunGard. I work on various technologies, but my strengths are building server side cloud based algorithmic trading systems built primarily using Java programming language. Apart from all of this, I am a big fan of Formula 1 racing :-)

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