Skip to main content

How to Connect 5Paisa (Paisa) Account

Overview​

Connect your 5Paisa trading account for automatic trade synchronization.

Prerequisites​

  • Active 5Paisa trading account
  • 5Paisa API credentials
  • Client Code and APP details

Steps​

1. Navigate to Accounts​

  1. Go to Settings > Accounts
  2. Click "+ Add Account"

Screenshot: Add account

2. Select 5Paisa/Paisa​

  1. Find 5Paisa or Paisa in broker list
  2. Click on the broker card

Screenshot: 5Paisa selection

3. Choose Settings​

  1. Select Calculation Method
  2. Choose "Auto Sync" mode
  3. Click "Next"

4. Enter Credentials​

  1. Account Name: Enter name
  2. Client Code: Your 5Paisa client code
  3. App Key: From 5Paisa API settings
  4. App Secret: From 5Paisa API settings
  5. Click "Save & Connect"

Screenshot: 5Paisa credentials form

5. OAuth Authorization​

  • Redirected to 5Paisa login
  • Enter credentials and authorize
  • Redirected back to Tradelyser

Screenshot: 5Paisa OAuth

6. Connection Complete​

  • Status: "Connected" ✅
  • Automatic sync starts

Screenshot: Connected

Success!​

5Paisa account connected successfully.

Synced Data​

✅ Orders and trades
✅ Positions
✅ Holdings
✅ Entry/Exit details
✅ Brokerage fees

Quick Tips​

  • Get API credentials from 5Paisa portal
  • OAuth makes connection secure
  • Sync runs automatically
  • Re-authorize if connection expires

Next Steps​

Troubleshooting​

OAuth failed? Check 5Paisa login details
API error? Verify credentials in 5Paisa portal
Connection expired? Re-authorize
Need help? Contact support@tradelyser.com