Broker integration · Upstox API
Algo trading with Upstox, without writing code
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Upstox pairs one of India’s largest discount-broking user bases with a capable v2 trading API — real-time positions, PnL sync and full order management. INDfolio AI turns that API into no-code automation: build, backtest and deploy strategies on your Upstox account without programming.
- Official API
- Upstox API (v2)
- Segments
- NSE equity, F&O
- Connection
- API credentials — password never shared
- API charges
- Set by Upstox (see their pricing)
How to connect Upstox in three steps
- 1
Enable the Upstox API on your Upstox account
Generate API credentials from Upstox's developer/API console. You keep full control — credentials can be revoked from your broker at any time.
- 2
Connect the broker in INDfolio AI
Paste your API credentials into INDfolio AI's broker settings. Credentials are stored encrypted (256-bit, in transit and at rest); your broker password is never asked for or stored.
- 3
Deploy a validated strategy
Pick a strategy that has passed backtesting and paper trading, set position limits and a daily loss cap, and switch it live. Orders flow through the official API; funds stay in your own broker account.
Upstox automation through the official API
The Upstox v2 API covers order placement, positions, holdings, margins and live market data. INDfolio AI runs your strategy logic in the cloud and uses the API purely as the execution channel — the SEBI-consistent way to automate a retail account, with your funds never leaving Upstox.
Real-time position and PnL syncing matters more than it sounds: your INDfolio AI dashboard reflects exactly what the broker sees, so risk rules like daily loss caps act on true account state, not estimates.
What you can automate on Upstox
Equity, futures and options strategies across intraday, swing and positional timeframes, plus TradingView alerts and Chartink scanners routed to Upstox with position limits and automatic square-off enforced.
FAQ
Frequently asked questions
Can I do algo trading on Upstox?
Yes — through the official Upstox API. INDfolio AI connects via that API so automation stays inside SEBI’s framework for retail algos.
Do I need programming skills?
No. INDfolio AI generates strategies from plain-English descriptions or visual blocks and manages the entire Upstox API integration.
What does the Upstox API cost?
Upstox sets its own API charges — check their current pricing. INDfolio AI’s subscription is separate and includes NSE data for backtesting.
Is my Upstox account safe with INDfolio AI?
INDfolio AI never stores your Upstox password — only encrypted API credentials, revocable from Upstox at any time. Funds remain in your own account.
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