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How to Setup an Account and Map Broker in Tradelyser

Overview​

Connect your broker account to automatically sync trades and track performance.

Steps​

1. Navigate to Accounts Page​

  1. Click "Management" in the sidebar
  2. Select "Accounts" from the menu

Screenshot: Settings menu with Accounts highlighted

2. Add New Account​

  1. Click the "+ Add Account" button
  2. The account setup dialog will open

3. Select Your Broker​

  1. Choose your broker from the list (Zerodha, Fyers, Angel One, Upstox, etc.)
  2. Click on your broker card

Screenshot: Broker selection screen

4. Choose Calculation Method​

Select your preferred P&L calculation method:

  • FIFO (First In First Out) - Recommended
  • LIFO (Last In First Out)
  • Weighted Average

Screenshot: Calculation method selection

5. Select Connection Mode​

Choose how you want to connect:

  • Automatic trade synchronization
  • Real-time updates
  • Requires broker credentials/API

Option B: File Upload​

  • Manual CSV file import
  • No broker credentials needed
  • Import on-demand

Option C: Manual Entry​

  • Enter trades manually
  • Full control over data
  • Best for specific trades

Screenshot: Connection mode selection

6. Configure Connection (for Auto Sync)​

For OAuth Brokers (Zerodha, Fyers)​

  1. Enter your Account Name
  2. Click "Connect with [Broker]"
  3. You'll be redirected to broker login
  4. Authorize Tradelyser
  5. Return to Tradelyser automatically

For API Brokers (Angel One, Upstox)​

  1. Enter your Account Name
  2. Enter API Key
  3. Enter API Secret (if required)
  4. Enter Client ID
  5. Click "Save & Connect"

7. Verify Connection​

  • Check connection status indicator
  • Should show "Connected" with green dot
  • View last sync time

Screenshot: Successfully connected account

Success!​

Your broker account is now connected and ready to sync trades.

Managing Multiple Accounts​

  • You can add multiple broker accounts
  • Switch between accounts using the account selector
  • Each account maintains separate trades and analytics

Screenshot: Multiple accounts view

Quick Tips​

  • Use descriptive account names (e.g., "Zerodha - Intraday", "Fyers - Swing")
  • Keep API credentials secure
  • Test connection after setup
  • Enable auto-sync for real-time updates

Troubleshooting​

Connection failed? Verify your credentials are correct
Broker not listed? Use CSV import option
API key not working? Check if API is enabled in broker settings
Need broker credentials? Log in to your broker portal
Need help? Contact support@tradelyser.com