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

$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

$resp = Invoke-RestMethod -Uri "$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)

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

Get live market quote

$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

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