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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

Steps

1. Navigate to Accounts

  1. Go to Accounts section
  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. Get Zerodha API Key and Secret

For this you need to login to Kite application using https://developers.kite.trade/apps

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

7. Create App for TradeLyser Connect

  1. Click on Create new app
  2. Select "Personal" option to fill the required details
  3. Enter app name as "TradeLyser" and input your details
  4. For the redirect URL use this "https://app.tradelyser.com/zerodha-callback" this is very important step for authentication.
  5. Once created you get your API Key and Secret which you can use in the tradelyser application

Screenshot: Zerodha authorization

8. Connection Proceed

  • Clicking on Connect and Save account
  • Will authenticate the connection first
  • Status shows "Connected"
  • Now the connection is establised successfully.

Success!

Your Zerodha account is connected and syncing trades.

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

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


Document Version: 1.0
Last Updated: October 26, 2025