Upstox

Access your Upstox brokerage account via the Upstox API v2 — live quotes, holdings, positions, order placement, and margin data. Requires Upstox API credentials.

When to Use

• User wants to check Upstox portfolio holdings or positions
• User asks for live market quotes on NSE/BSE instruments
• User wants to place, modify, or cancel an Upstox order
• User asks about today's P&L, order book, or trade history
• User wants margin or funds information

How to Use

Set up credentials

powershell
$env:UPSTOX_TOKEN = "your_access_token"   # Bearer token from OAuth flow
$baseUrl = "https://api.upstox.com/v2"
$headers = @{
  "Authorization" = "Bearer $env:UPSTOX_TOKEN"
  "Accept"        = "application/json"
}

Get holdings

powershell
$resp = Invoke-RestMethod -Uri "$baseUrl/portfolio/long-term-holdings" -Headers $headers
$resp.data | Select-Object tradingsymbol, quantity, average_price, last_price,
  @{N='PnL';E={[math]::Round(($_.last_price - $_.average_price)*$_.quantity,2)}}

Get short-term positions (intraday / F&O)

powershell
$resp = Invoke-RestMethod -Uri "$baseUrl/portfolio/short-term-positions" -Headers $headers
$resp.data | Select-Object tradingsymbol, quantity, average_price, last_price, pnl, product

Get live market quote

powershell
$instrument = "NSE_EQ|INE009A01021"   # INFOSYS ISIN-based instrument key
$resp = Invoke-RestMethod -Uri "$baseUrl/market-quote/quotes?instrument_key=$instrument" -Headers $headers
$resp.data | Select-Object last_price, net_change, volume, ohlc

Get funds and margin

powershell
$resp = Invoke-RestMethod -Uri "$baseUrl/user/get-funds-and-margin" -Headers $headers
$resp.data | Select-Object equity

Place a market order

powershell
$order = @{
  quantity         = 1
  product          = "D"        # D = delivery, I = intraday
  validity         = "DAY"
  price            = 0
  tag              = "aiden"
  instrument_token = "NSE_EQ|INE009A01021"
  order_type       = "MARKET"
  transaction_type = "BUY"
  disclosed_quantity = 0
  trigger_price    = 0
  is_amo           = $false
} | ConvertTo-Json

$resp = Invoke-RestMethod -Uri "$baseUrl/order/place" -Method POST `
  -Headers ($headers + @{"Content-Type"="application/json"}) -Body $order
Write-Host "Order ID: $($resp.data.order_id)"

Get order book

powershell
$resp = Invoke-RestMethod -Uri "$baseUrl/order/retrieve-all" -Headers $headers
$resp.data | Select-Object order_id, tradingsymbol, transaction_type,
  quantity, price, status, order_timestamp |
  Sort-Object order_timestamp -Descending

Examples

"Show my Upstox portfolio" → Fetch long-term holdings, calculate unrealized P&L per position, sum total.

"What's the live price of Reliance?" → Use instrument key NSE_EQ|INE002A01018 and fetch /market-quote/quotes.

"Place a buy order for 5 shares of TCS" → POST to /order/place with instrument key for TCS, qty 5, product D, order_type MARKET — confirm first.

Cautions

• Access tokens expire after 24 hours — regenerate via Upstox OAuth flow each trading day
• Instrument keys use the format EXCHANGE|ISIN — look up via Upstox instruments CSV download
• Always confirm order parameters with the user before calling the place order endpoint
• Use product I (intraday) only if you intend to square off before 3:20 PM IST — auto square-off applies
• F&O instruments require appropriate margin — check funds before placing F&O orders