Zerodha Kite

Access your Zerodha account via the Kite Connect REST API — fetch portfolio, live quotes, place orders, and check order history. Requires a Kite Connect API subscription.

When to Use

• User wants to see their Zerodha holdings or current positions
• User asks for a live quote on an NSE/BSE stock
• User wants to place, modify, or cancel an order
• User asks about today's P&L or order history
• User wants to check available margin or funds

How to Use

Set up API credentials

powershell
$env:KITE_API_KEY    = "your_api_key"
$env:KITE_ACCESS_TOKEN = "your_access_token"  # Obtained after daily login flow
$baseUrl = "https://api.kite.trade"
$headers = @{
  "X-Kite-Version" = "3"
  "Authorization"  = "token $($env:KITE_API_KEY):$($env:KITE_ACCESS_TOKEN)"
}

Get holdings (long-term portfolio)

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

Get today's positions (intraday / F&O)

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

Get live quote

powershell
$symbols = "NSE:RELIANCE,NSE:INFY,NSE:TCS"
$quote = Invoke-RestMethod -Uri "$baseUrl/quote?i=$symbols" -Headers $headers
$quote.data.PSObject.Properties | ForEach-Object {
  [PSCustomObject]@{
    Symbol = $_.Name
    LTP    = $_.Value.last_price
    Change = $_.Value.net_change
    Volume = $_.Value.volume
  }
}

Get available funds/margin

powershell
$margins = Invoke-RestMethod -Uri "$baseUrl/user/margins" -Headers $headers
$margins.data.equity | Select-Object available, utilised, net

Place a market order

powershell
$orderBody = @{
  tradingsymbol = "RELIANCE"
  exchange      = "NSE"
  transaction_type = "BUY"
  order_type    = "MARKET"
  quantity      = 1
  product       = "CNC"   # CNC = delivery, MIS = intraday, NRML = F&O
}
$resp = Invoke-RestMethod -Uri "$baseUrl/orders/regular" `
  -Method POST -Headers $headers -Body $orderBody
Write-Host "Order ID: $($resp.data.order_id)"

Get order history

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

Examples

"Show me my Zerodha portfolio with current P&L" → Fetch /portfolio/holdings, calculate P&L per position, sum for total portfolio gain/loss.

"What's the current price of HDFC Bank?" → GET /quote?i=NSE:HDFCBANK — returns LTP, OHLC, volume, and circuit limits.

"Place a buy order for 1 share of Infosys at market price" → POST to /orders/regular with INFY, NSE, BUY, MARKET, qty 1, product CNC.

Cautions

• Kite Connect requires a paid API subscription (₹2000/month) — confirm with the user before attempting API calls
• The access token expires daily and must be regenerated via the login flow each morning
• Always confirm order details with the user before placing — orders execute immediately at market price
• Use product: CNC for delivery equity trades, MIS for intraday, NRML for F&O overnight positions
• Paper-trade or test with small quantities before automating larger orders