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How to Connect Angel One with API

Overview​

Connect your Angel One (Angel Broking) account using API credentials for automatic trade sync.

Prerequisites​

  • Active Angel One trading account
  • Angel One API credentials (API Key, Client ID, Secret)
  • Knowledge of how to generate API keys in Angel One

Generate API Credentials (One-Time Setup)​

Step A: Login to Angel One Portal​

  1. Go to Angel One website
  2. Login with your credentials
  3. Navigate to "API" or "Developer Console" section

Step B: Generate API Key​

  1. Click "Create API Key" or "Generate"
  2. Copy and save:
    • API Key
    • Secret Key
    • Client ID (your Angel One user ID)
  3. Keep these secure

Screenshot: Angel One API generation

Connect to Tradelyser​

1. Go to Accounts​

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

Screenshot: Add account

2. Select Angel One​

  1. Find Angel One in broker list
  2. Click on Angel One card

Screenshot: Angel One selection

3. Configure Settings​

  1. Choose Calculation Method (FIFO recommended)
  2. Select "Auto Sync" mode
  3. Click "Next"

Screenshot: Settings selection

4. Enter API Credentials​

  1. Account Name: Enter descriptive name
  2. Client ID: Your Angel One user ID
  3. API Key: Paste your API key
  4. Secret Key: Paste your secret key
  5. Click "Save & Connect"

Screenshot: API credentials form

5. Verify Connection​

  • System validates credentials
  • Tests API connectivity
  • Shows success message if valid

Screenshot: Connection verified

6. Connection Complete​

  • Status shows "Connected" ✅
  • Initial sync begins
  • Historical trades imported

Screenshot: Successfully connected

Success!​

Angel One account is connected and syncing.

What Gets Synced​

Automatic Import​

✅ Order book
✅ Trade book
✅ Open positions
✅ Holdings
✅ Entry/Exit prices
✅ Brokerage and taxes
✅ Quantities

Sync Frequency​

  • Real-time: Every 30-60 minutes during market hours
  • Daily: Complete reconciliation at EOD
  • Manual: On-demand anytime

API Connection Benefits​

Advantages​

🔑 Permanent: No daily re-authorization
🔄 Reliable: Direct API integration
⚡ Fast: Quick data sync
🔒 Secure: Encrypted communication

Security Notes​

  • API keys stored encrypted
  • Never shared with third parties
  • Can be revoked anytime from Angel One portal
  • Tradelyser cannot place orders (read-only access)

Screenshot: Connection details

Managing Connection​

Check Status​

  1. Go to Settings > Accounts
  2. View green "Connected" indicator
  3. Check last sync timestamp

Manual Sync​

  1. Click three dots on account
  2. Select "Sync Now"
  3. Wait for sync completion

Update Credentials​

If API key changes:

  1. Click three dots > "Edit"
  2. Update API credentials
  3. Save changes

Disconnect​

  1. Click three dots menu
  2. Select "Disconnect"
  3. Confirm action
  4. Revoke API key from Angel One portal

Quick Tips​

  • Store API credentials securely
  • Never share API keys publicly
  • Use separate API for Tradelyser
  • Revoke old keys if compromised
  • Test connection after setup

Angel One Specific Features​

  • Supports equity, F&O, commodity, currency
  • Intraday and delivery positions
  • GTT orders tracking
  • AMO orders import
  • Historical data up to 1 year

API Permissions Required​

✅ Read: Order history
✅ Read: Trade book
✅ Read: Positions
✅ Read: Holdings
❌ No Write: Cannot place orders
❌ No Delete: Cannot cancel orders

Next Steps​

Troubleshooting​

Invalid API Key? Verify credentials from Angel One
Connection failed? Check API key is active
Trades not syncing? Do manual sync
Wrong data imported? Verify Client ID
API expired? Generate new key
Need help? Contact support@tradelyser.com