Broker setup: Zerodha and Groww

Zerodha (OAuth)

The cleanest of the five integrations. Zerodha's Kite Connect API supports OAuth, so no API keys to manage by hand.

1. 1

   Start the connect flow

   On the Portfolio page, click Connect broker and choose Zerodha.

2. 2

   Log in to Kite

   You're redirected to kite.zerodha.com. Log in with your Kite credentials (the same ones you use for trading) and complete 2FA.

3. 3

   Approve the read-only scope

   Kite asks if you want to authorise aftermarkets. The requested scope is read-only holdings access. We never request order-placement scope; we can't trade on your account even if we wanted to.

4. 4

   Land back in aftermarkets

   You're redirected to the portfolio page with a success message. Holdings populate within ~30 seconds.

Revoking access

Two paths:

• From Kite: log in to Kite, go to your connected-apps list, revoke aftermarkets
• From our portfolio page: hit the disconnect button on the Zerodha connector

Either removes our access. The holdings data we cached remains in your portfolio page (you'd remove it manually if you wanted to).

Refresh cadence

• Manual refresh: the Refresh button on the portfolio page (5-minute cooldown)
• Daily snapshot: automatic every trading day, feeds the Trade Journal

Known quirks

• Zerodha uses slightly different symbol names from NSE's canonical form (e.g. NSE:RELIANCE vs RELIANCE). We handle this automatically.
• If your Kite session has expired, the next refresh will prompt you to re-authenticate. This is a Kite-side requirement (every ~24 hours).

Groww (BYOK: API key + secret)

Groww doesn't expose a public OAuth flow. Use API key + secret instead.

1. 1

   Generate API credentials in Groww

   Log in to the Groww web platform. Navigate to Settings → Trading API → Manage Keys. Generate a new key. You'll see an API Key and an API Secret. Copy both somewhere safe. Groww only shows the secret once.

   Make sure you've enabled trading API access on your Groww account (it's a separate opt-in on Groww's side, free of charge).

2. 2

   Start the connect flow on aftermarkets

   On the Portfolio page, click Connect broker and choose Groww. Choose the BYOK option.

3. 3

   Paste the credentials

   Paste both the API Key and the API Secret into the form. Submit.

   We validate the credentials against Groww's API. If the keys work, the connector is saved and your credentials are encrypted. If they don't, the form shows Groww's error message.

4. 4

   Trigger initial sync

   Hit Refresh once. Holdings populate.

Refresh cadence and revocation

• Manual refresh: Refresh button, 5-min cooldown
• Daily snapshot: automatic every trading day
• Revoke: disconnect from the portfolio page (your credentials are deleted); also possible to delete the API key in Groww's settings

Known quirks

• Groww periodically rotates API keys. If your sync stops working, log in to Groww and regenerate the key.
• Mutual fund holdings from Groww are handled alongside equity, and both show up correctly.

Both: what gets synced

For both brokers, identical:

• Equity holdings (NSE and BSE)
• Quantity, average cost, current price
• ISIN
• Day's P&L for each position
• Tradebook (last 30 days by default, longer with explicit request)

Mutual fund holdings sync when available on the broker side. Demat / DP holdings outside the broker's stockbroking account do not; you'd add those manually.