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How to Connect Zerodha Account with OAuth

Overview​

Securely connect your Zerodha account using Kite Connect for automatic trade sync.

Prerequisites​

  • Active Zerodha trading account
  • Zerodha Kite login credentials
  • Internet connection

Steps​

1. Navigate to Accounts​

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

Screenshot: Add account button

2. Select Zerodha​

  1. Find Zerodha in broker list
  2. Click on Zerodha card

Screenshot: Zerodha broker selection

3. Choose Calculation Method​

Select your preferred method:

  • FIFO (Recommended for intraday)
  • LIFO
  • Weighted Average

Click "Next"

Screenshot: Calculation method

4. Select Auto Sync​

  1. Choose "Auto Sync" connection mode
  2. Click "Next"

Screenshot: Auto sync selected

5. Enter Account Name​

  1. Enter descriptive name (e.g., "Zerodha - Intraday")
  2. Click "Connect with Zerodha"

Screenshot: Account name form

6. Zerodha Login (Redirect)​

You'll be redirected to Zerodha Kite:

  1. Enter your Zerodha User ID
  2. Enter your Password
  3. Enter TOTP (from authenticator app)
  4. Click "Login"

Screenshot: Zerodha login page

7. Authorize Tradelyser​

  1. Review permissions requested
  2. Click "Authorize" button
  3. You'll be redirected back to Tradelyser

Screenshot: Zerodha authorization

8. Connection Complete​

  • Success message appears
  • Status shows "Connected" ✅
  • Initial sync begins automatically

Screenshot: Successfully connected

Success!​

Your Zerodha account is connected and syncing trades.

What Gets Synced​

Automatically Synced​

✅ Executed orders
✅ Completed trades
✅ Open positions
✅ Historical data (configurable)
✅ Entry and exit prices
✅ Quantities and fees

Sync Frequency​

  • Real-time: During market hours
  • Periodic: Every 4 hours
  • Manual: On-demand sync available

Connection Details​

OAuth Benefits​

🔒 Secure: No storing of passwords
🔄 Auto-refresh: Tokens renewed automatically
⚡ Fast: Quick authorization
🛡️ Safe: Zerodha-approved method

Required Permissions​

  • Read order history
  • Read positions
  • Read holdings
  • Read profile info

Screenshot: Connected account details

Managing Connection​

View Status​

  • Check green "Connected" indicator
  • View last sync time
  • See sync history

Re-authorize​

If connection expires:

  1. Click "Re-connect" button
  2. Complete authorization again

Disconnect​

  1. Click three dots menu
  2. Select "Disconnect"
  3. Confirm action

Quick Tips​

  • Keep Zerodha 2FA app handy
  • Authorization valid for 1 day
  • Re-authorize daily for continued sync
  • Use same Zerodha account consistently
  • Check sync status before analyzing

Trading Hours Sync​

📅 Market Open (9:15 AM - 3:30 PM)

  • Syncs every 15-30 minutes
  • Near real-time updates

📅 After Market Close

  • Final sync at 4:00 PM
  • Daily reconciliation

Next Steps​

Troubleshooting​

Authorization failed? Check Zerodha credentials
Connection expired? Re-authorize daily
Trades not syncing? Check connection status
Wrong trades imported? Verify Zerodha account
TOTP issues? Sync your authenticator app time
Need help? Contact support@tradelyser.com