How to Integrate Your Upstox Account with Stratzy Algo Trading

Ready to take your trading to the next level? Integrating your Upstox account with Stratzy's powerful algo trading platform allows you to automate your investment strategies and potentially enhance your returns. This simple guide will walk you through the steps to seamlessly connect your accounts.

Why Integrate Upstox with Stratzy?

Stratzy's algo trading platform offers a range of benefits for Upstox users, including:

• Automation: Execute trades automatically based on predefined strategies.
• Efficiency: Save time and effort by letting algorithms handle your trading.
• Strategy Diversification: Access and implement a variety of sophisticated trading strategies.
• Potential for Improved Returns: Leverage data-driven algorithms to make informed trading decisions.

Step-by-Step Guide to Integrating Your Upstox Account with Stratzy:

Follow these straightforward steps to connect your Upstox account to Stratzy's algo trading platform:

Step 1: Initiate Auto Login on Stratzy

• On the Stratzy platform, navigate to your Profile section.
• Locate and click on the Set-Up Auto Login option.

Step 2: Enter Your Registered Phone Number

• You will be prompted to enter the phone number that is registered with your Upstox Demat Account.

Step 3: Enable TOTP (Time-based One-Time Password) in Upstox

This step involves setting up an extra layer of security through TOTP. Here's how:

• Open the Upstox App: Launch the Upstox mobile application.
• Navigate to Account Settings: Tap on Account, then Profile, followed by My account, and finally Actions.
• Access Profile Options: Select the Profile option again.
• Enable TOTP: Click on the second to last option, "Time-based OTP(TOTP)".
• Confirm with OTP: Select "Enable TOTP" and enter the OTP you receive on your registered mobile number.
• Copy the Recovery Key: Below the QR Code, you'll find the option "Unable to scan? Tap to copy the key". Crucially, copy and securely save this key. You will need it in the next step.
• Set Up Authenticator App: Open an authenticator app like Google Authenticator on your phone. Add a new account and choose the option to enter a provided key (instead of scanning a QR code). Paste the key you copied in the previous step.
• Enter Authenticator Code in Upstox: The authenticator app will now generate a 6-digit code. Enter this code on the Upstox page where the QR Code was visible and select Enable TOTP. Your TOTP is now enabled in Upstox.
• Enter TOTP Key in Stratzy: Now, go back to the Stratzy application and enter the recovery key you saved in Point 4 under the TOTP Key option.

Step 4: Enter Your Upstox MPIN

• On the Stratzy integration page, you will be asked to enter your Upstox MPIN.
• Important Note: This is the 6-digit PIN you use to log in to the Upstox app, not the 6-digit TOTP code generated by the authenticator app.

Final Step: Wait for Credential Testing

• After entering your MPIN, the Stratzy platform will test your credentials to ensure the integration is successful. Please wait for this process to complete.

By following these steps, you have successfully integrated your Upstox account with Stratzy's algo trading platform. You can now explore and leverage the power of automated trading strategies for your investments.

Need Help?

If you encounter any issues or require further assistance with the integration process, please don't hesitate to reach out to the Stratzy support team.

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