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How to Connect Upstox Account

Overview​

Link your Upstox account using API credentials for automatic trade synchronization.

Prerequisites​

  • Active Upstox trading account
  • Upstox API access (may require separate registration)
  • API Key and Secret

Generate API Credentials​

Get API Access​

  1. Visit Upstox Developer Portal
  2. Register for API access (if not done)
  3. Create new app/integration
  4. Copy API Key and API Secret

Screenshot: Upstox API portal

Connect to Tradelyser​

1. Add New Account​

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

Screenshot: Add account

2. Select Upstox​

  1. Find and click Upstox broker card

Screenshot: Upstox selection

3. Configure Connection​

  1. Choose Calculation Method (FIFO/LIFO/Weighted Average)
  2. Select "Auto Sync" mode
  3. Click "Next"

4. Enter Credentials​

  1. Account Name: Descriptive name
  2. Client ID: Your Upstox user ID
  3. API Key: From Upstox developer portal
  4. API Secret: From Upstox developer portal
  5. Click "Save & Connect"

Screenshot: Upstox credentials form

5. Connection Success​

  • Credentials verified
  • Status: "Connected" ✅
  • Initial sync begins

Screenshot: Connected successfully

Success!​

Upstox account is connected and syncing trades.

Synced Data​

✅ Order history
✅ Trade executions
✅ Open positions
✅ Holdings
✅ P&L calculations
✅ Fees and charges

Quick Tips​

  • Keep API credentials secure
  • API access may need approval from Upstox
  • Test connection after setup
  • Manual sync available anytime

Next Steps​

Troubleshooting​

API access denied? Register at Upstox developer portal
Invalid credentials? Verify API key and secret
Connection failed? Check API is active
Need help? Contact support@tradelyser.com