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Connect Your Broker to TradeLyser in 5 Minutes - Complete Guide

· 8 min read
Karthik
Karthik
Founder, TradeLyser

Manual trade entry is:

  • Time-consuming (10 minutes per trade)
  • Error-prone (wrong prices, missing data)
  • Demotivating (who wants to log 20 trades?)
  • Incomplete (miss important details)

Broker auto-sync is:

  • Instant (trades sync automatically)
  • Accurate (directly from broker)
  • Effortless (zero manual entry)
  • Complete (all trade data captured)

Let's connect your broker in the next 5 minutes.

Supported Brokers (20+)​

TradeLyser integrates with all major Indian brokers:

  • ✅ Zerodha
  • ✅ Upstox
  • ✅ Angel One
  • ✅ Groww
  • ✅ ICICI Direct
  • ✅ HDFC Securities

F&O Focused​

  • ✅ Dhan
  • ✅ Fyers
  • ✅ 5Paisa
  • ✅ Alice Blue
  • ✅ Finvasia (Zero Brokerage)
  • ✅ Flattrade (Zero Brokerage)

Others​

  • ✅ Kotak Securities
  • ✅ Motilal Oswal
  • ✅ IIFL
  • ✅ Zebu
  • ✅ Trade Smart
  • ✅ Pro Stocks

Don't see your broker? Manual CSV import available.

Why Connect Your Broker?​

Benefit #1: Automatic Trade Sync​

Without connection:

  • Finish trading at 3:30 PM
  • Spend 30 minutes entering trades
  • Miss details (screenshots, emotions)
  • Tedious and exhausting

With connection:

  • Finish trading at 3:30 PM
  • Trades already in TradeLyser
  • All details captured
  • Start review immediately

Benefit #2: Zero Errors​

Manual entry errors:

  • Wrong entry price (₹2,450 vs ₹2,540)
  • Missing trades (forgot to log)
  • Incorrect quantities
  • Wrong timestamps

Auto-sync accuracy:

  • Exact prices from broker
  • Every trade captured
  • Correct all details
  • Timestamp precision

Benefit #3: Real-Time Insights​

With auto-sync:

  • See today's P&L live
  • Track daily rule adherence
  • Get alerts mid-day
  • Review trades immediately

Benefit #4: Historical Backfill​

Import past trades:

  • Last 1 year
  • Last 5 years (some brokers)
  • Instant analysis of historical patterns
  • Discover your edge from past data

Benefit #5: Effortless Journaling​

Auto-captured data:

  • Entry/exit prices
  • Timestamps
  • Quantities
  • Fees and taxes
  • Instrument details
  • P&L calculations

You add:

  • Strategy tags
  • Notes
  • Screenshots
  • Emotional ratings

Result: 90% less work, 100% better data

Connection Methods​

What it is:

  • Direct connection via broker API
  • Real-time sync
  • Most secure (no credentials shared)
  • One-time setup

Best for:

  • Active traders
  • Real-time tracking
  • Intraday traders

Supported brokers:

  • Zerodha, Upstox, Angel One, Fyers, Dhan, Groww

Method 2: Trade Report Upload​

What it is:

  • Download trade report from broker
  • Upload to TradeLyser
  • Processes in seconds

Best for:

  • Swing traders
  • Privacy-focused users
  • Brokers without API

Supported: All brokers (CSV/Excel format)

Method 3: Email Parsing​

What it is:

  • Forward broker email confirmations
  • TradeLyser extracts trade data
  • Automatic processing

Best for:

  • Occasional traders
  • Multiple brokers

Supported: Most brokers with email confirmations

Step-by-Step: Connect Zerodha​

Step 1: Open TradeLyser Settings​

  1. Log into TradeLyser
  2. Click Settings (top right)
  3. Select Broker Integration
  4. Click Connect New Broker

Step 2: Select Zerodha​

  1. Search "Zerodha" or click logo
  2. Click Connect
  3. Review permissions requested:
    • Read trade history
    • Read positions
    • Read holdings
    • Note: TradeLyser NEVER gets trading permissions

Step 3: Authenticate with Zerodha​

  1. Redirected to Kite login
  2. Enter Zerodha credentials
  3. Complete 2FA (TOTP/PIN)
  4. Click Authorize

Step 4: Select Data Range​

  1. Choose historical import:
    • Last 1 week
    • Last 1 month
    • Last 3 months
    • Last 1 year
  2. Click Import

Step 5: Review & Confirm​

  1. TradeLyser shows:
    • Number of trades found
    • Date range
    • Instruments traded
  2. Review and click Confirm Import

Step 6: Done!​

Total time: ~3 minutes

What happens next:

  • Existing trades import (2-5 minutes)
  • Future trades sync automatically (real-time)
  • All data available in TradeLyser

Step-by-Step: Connect Upstox​

Step 1: Generate API Key​

From Upstox Developer Portal:

  1. Go to developers.upstox.com
  2. Login with Upstox credentials
  3. Click Create App
  4. Fill details:
    • App Name: "TradeLyser"
    • Redirect URL: [provided by TradeLyser]
  5. Copy API Key and Secret Key

Step 2: Connect in TradeLyser​

  1. Open TradeLyser → Broker Integration
  2. Select Upstox
  3. Paste:
    • API Key
    • Secret Key
  4. Click Connect

Step 3: Authorize​

  1. Redirected to Upstox
  2. Login and authorize
  3. Redirected back to TradeLyser

Step 4: Import Trades​

  1. Select date range
  2. Click Import
  3. Review and confirm

Done! Real-time sync active.

Step-by-Step: Manual CSV Upload​

For brokers without API integration:

Step 1: Download Trade Report​

From your broker:

  1. Login to broker platform
  2. Go to Reports section
  3. Select Trade Book or Trade History
  4. Choose date range
  5. Download as CSV or Excel

Step 2: Upload to TradeLyser​

  1. TradeLyser → Data Import
  2. Click Upload CSV
  3. Select downloaded file
  4. Click Upload

Step 3: Map Columns​

TradeLyser shows preview:

  • Identify columns:
    • Symbol
    • Buy/Sell
    • Quantity
    • Price
    • Date/Time
    • Order ID
  • Map to TradeLyser fields
  • Click Confirm Mapping

Step 4: Review & Import​

  1. Preview trades
  2. Fix any issues
  3. Click Import Trades
  4. Done!

Repeat: Weekly/monthly as needed

Troubleshooting Common Issues​

Issue #1: Authentication Failed​

Symptoms:

  • "Invalid credentials"
  • "Authentication error"

Solutions:

  1. Verify broker login works on broker platform first
  2. Check 2FA is working
  3. Clear browser cache
  4. Try different browser
  5. Contact TradeLyser support (with screenshot)

Issue #2: No Trades Syncing​

Symptoms:

  • Connection successful but no trades appear

Solutions:

  1. Check date range selected
  2. Verify you traded in that period
  3. Check broker shows trades in their platform
  4. Refresh connection
  5. Disconnect and reconnect

Issue #3: Duplicate Trades​

Symptoms:

  • Same trade appears twice

Causes:

  • Imported CSV + API both syncing
  • Re-imported same date range

Solutions:

  1. TradeLyser → Settings → Duplicate Detection
  2. Select duplicate resolution:
    • Keep API version
    • Keep CSV version
    • Manual review
  3. Run de-duplication

Issue #4: Missing Trade Details​

Symptoms:

  • Trades sync but missing info (strategy, notes)

Expected:

  • Broker provides: Price, quantity, time, P&L
  • You add: Strategy, notes, screenshots, ratings

Solution:

  • Review trades daily
  • Add context manually
  • Takes 5 minutes for 20 trades

Issue #5: Historical Limit​

Symptoms:

  • Can't import trades older than X months

Reality:

  • Most brokers: 1 year history via API
  • Zerodha: 1 year
  • Upstox: 3 months
  • Angel One: 1 year

Solution:

  • For older data: Download CSV from broker
  • Upload manually
  • One-time effort

Security & Privacy​

What TradeLyser Can Access​

✅ Read access ONLY:

  • Trade history
  • Position book
  • Order book
  • Holdings

❌ Cannot:

  • Place trades
  • Modify orders
  • Transfer funds
  • Access bank details

How Data Is Protected​

Encryption:

  • All data encrypted in transit (SSL)
  • All data encrypted at rest (AES-256)

Access:

  • Your data is YOUR data
  • Never shared with third parties
  • Never sold
  • Never used for marketing

Compliance:

  • ISO 27001 certified
  • GDPR compliant
  • Data stored in India

Can I Disconnect?​

Yes, anytime:

  1. TradeLyser → Settings → Broker Integration
  2. Select broker
  3. Click Disconnect
  4. Confirm

What happens:

  • Future trades stop syncing
  • Historical trades remain (your data)
  • Can reconnect anytime

Advanced: Multiple Broker Accounts​

Trade with multiple brokers?

TradeLyser supports connecting multiple accounts:

Setup:​

  1. Connect Broker A (e.g., Zerodha)
  2. Connect Broker B (e.g., Upstox)
  3. Both sync to same TradeLyser account

Viewing:​

  • Combined view: All trades together
  • Filtered view: By broker
  • Consolidated P&L: Across brokers
  • Strategy analysis: Regardless of broker

Perfect for:

  • Using multiple brokers
  • Testing brokers
  • Segregating strategies

Best Practices​

Practice #1: Connect on Day 1​

Don't wait:

  • Connect broker immediately after signing up
  • Import historical trades
  • Start with complete data

Benefit: Instant insights from past trades

Practice #2: Verify Daily​

First week after connecting:

  • Check trades synced correctly
  • Verify P&L matches broker
  • Report any discrepancies

Benefit: Catch issues early

Practice #3: Enrich Data Daily​

Auto-sync provides data. You provide context:

Daily 5-min routine:

  1. Review synced trades
  2. Add strategy tags
  3. Add notes (why/what)
  4. Upload screenshots
  5. Rate emotional state

Benefit: Complete trading journal

Practice #4: Regular Reconciliation​

Monthly:

  • Compare TradeLyser P&L vs Broker statements
  • Check for missing trades
  • Verify tax calculations

Benefit: 100% data accuracy

Practice #5: Backup Configuration​

After setting up:

  • Note which brokers connected
  • Save API keys securely (if applicable)
  • Document any custom mappings

Benefit: Easy to restore if needed

Broker-Specific Notes​

Zerodha​

  • ✅ Best API reliability
  • ✅ 1 year history
  • ✅ Real-time sync
  • ⚠️ API rate limits (3 req/sec)

Upstox​

  • ✅ Fast sync
  • ✅ Good documentation
  • ⚠️ 3-month history only
  • 💡 Download older data via CSV

Angel One​

  • ✅ Comprehensive data
  • ✅ 1 year history
  • ✅ Multiple segments
  • ⚠️ API sometimes slow

Groww​

  • ✅ Easy setup
  • ✅ Beginner-friendly
  • ⚠️ Limited historical data
  • 💡 Newer broker, improving

Finvasia / Flattrade​

  • ✅ Zero brokerage friendly
  • ✅ Good for high-frequency
  • ⚠️ API setup more complex
  • 💡 Worth it for active traders

The Bottom Line​

Manual entry:

  • 30 minutes per day
  • Error-prone
  • Tedious
  • Incomplete

Auto-sync:

  • 0 minutes per day
  • 100% accurate
  • Effortless
  • Complete

5 minutes to set up.
Saves 30 minutes per day.
= 150 hours per year

That's 3+ weeks of your life.

Plus:

  • Better data
  • Real-time insights
  • Less stress
  • More time to actually trade

Take Action Now​

Right now (5 minutes):

  1. Log into TradeLyser
  2. Go to Broker Integration
  3. Connect your broker
  4. Import historical trades

This week:

  1. Verify trades syncing correctly
  2. Enrich data with context
  3. Run first analysis on historical trades

This month:

  1. Discover patterns in past trades
  2. Build strategies based on data
  3. Thank yourself for setting this up

👉 Connect Your Broker Now
👉 Download: Broker Setup Guide PDF
👉 Next: Automated Rule Tracking: Let Software Enforce Your Discipline

Which broker do you use? Any issues with integration? Share below.