GoCharting Docathlon

Connection To Kotak Securities

Kotak Securities is an Indian Stock Broker operating on the all major Indian stock exchanges (NSE, BSE and MCX). GoCharting leverages Kotak Trading APIs to create a connection and enable live trading off GoCharting charts on NSE

To connect GoCharting to Kotak securities broker, you will need API Keys from the Kotak API Dashboard.

Its a one time setup effort and so lets go step-by-step.

STEP 1: Keep your Trading User ID and Password handy #
STEP 2: Go to Kotak Securities API registration page and enter your credentials from Step # 1. On successful login, you will be shown terms and conditions. Scroll down to accept the disclaimer and your registration will be done. Another set of Username and Password will be provided to you over email, which are ONLY to be used for the API web portal. #
STEP 3: The link to your API webportal will be sent over email along with the credentials. Go to the webportal and enter your username and password. #
STEP 4: On successful login to the Kotak Developer Portal (API Manager), you will find a tab called Applications on the top bar. Click it #
STEP 5: Click on the Default Application already created. DO NOT try and Add New Application #
STEP 6: Click on OAuth2 Token under “Production Keys” in the left hand sidebar #
STEP7: Now you can see the field Consumer Key and Access Token which we need. One small step before we end this process. Change the Access Token Validity Period to -2. This will ensure the tokens are perpetual in nature and do not expire. #

Click on GENERATE ACCESS TOKEN button-

Enter Validity as -2 and click on Generate.

Updated access token will appear. You can close this pop-up as Access Token will be updated in the webpage as well.

STEP 8: Go To GoCharting terminal and selct Kotak Securities from the right hand sidebar. Fill up the form as shown below #

Now agree to the Terms & Conditions and finally click on the Connect button.

Powered by BetterDocs