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Options Advisor — Broker Setup Guide

Connect Your Broker for
Real-Time Data

By default the app uses Yahoo Finance data which is 15 minutes delayed. Connect your broker to get live prices, and the engine will analyze real-time market data automatically.

Zerodha Kite Upstox Angel One Dhan
Live Price Every 5 Seconds
LTP, change, high, low and OI update automatically without clicking anything.
Better Analysis
All indicators and signals run on actual exchange data, not delayed prices.
Full Historical Data
Years of OHLCV candles instead of just 5 days. Better EMA and pattern accuracy.
Open Interest
OI data from NSE in real time — not available on Yahoo Finance at all.
FeatureWithout BrokerWith Broker
Data delay15 minutesReal-time (live)
Quote refreshManual onlyEvery 5 seconds
Historical bars5 days intradayYears of data
Open InterestNot availableLive from NSE
CostFreeZerodha ₹2000/mo · Others free
Broker 1 of 4
Zerodha Kite Connect
Full historical data, live quotes, and options chain. Requires a paid Kite Connect subscription in addition to your Zerodha trading account. Token expires daily at midnight — needs re-auth every morning.
1
Create a Kite Connect app
Log in to your Zerodha account and go to the Kite Connect developer portal.
🔒kite.zerodha.com/settings/api
Click Create new app. Fill in these fields:
Create new app
My Options Advisor (any name)
https://127.0.0.1
Personal use
The redirect URL must be exactly https://127.0.0.1 — no trailing slash, no port number. If this is wrong the login will fail.
2
Copy your API Key and API Secret
After creating the app, Zerodha shows you two values. Keep these safe — you will enter them in the app.
Your Kite Connect App
kitexxxxxxxapikey123
xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx
3
Enter credentials in the app
In Options Advisor, click + BROKER in the top bar → select Zerodha Kite → paste your API Key and API Secret → click SAVE.
4
Daily login — get your request token
Click AUTH on your saved Zerodha connection → click OPEN ZERODHA LOGIN. A new tab opens with Zerodha's login page. Log in with your user ID and password, complete the 2FA.
After login you are redirected to a URL that looks like this:
https://127.0.0.1/?request_token=AbCdEfGhIjKlMnOpQrSt&action=login&status=success
Copy the value after request_token= — it is the long string before the &. In the example above it would be AbCdEfGhIjKlMnOpQrSt.
5
Paste the token and exchange
Go back to Options Advisor, paste the request token into the field shown, and click EXCHANGE TOKEN. The app converts it to an access token automatically.
Connection shows Active. Click USE — the topbar switches to LIVE · ZERODHA and analysis runs on real-time data.
Tokens expire at midnight IST every day. Repeat steps 4 and 5 each morning before market open (9:15 AM).
Broker 2 of 4
Upstox API V2 Free
Free for all Upstox account holders. Same OAuth flow as Zerodha. Token expires daily — needs re-auth each morning.
1
Create an app on Upstox Developer Portal
Log in with your Upstox credentials at the developer portal.
🔒developer.upstox.com/my-apps
Click Create New App and fill in:
Create New App
Options Advisor (any name)
https://127.0.0.1
market-quote · historical-data · orders · holdings
2
Copy Client ID and Client Secret
After creating the app you will see a Client ID (this is your API Key) and a Client Secret. Copy both.
In Upstox, Client ID looks like a UUID: xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx
3
Enter credentials and authenticate
In Options Advisor → + BROKER → select Upstox → paste Client ID and Client Secret → SAVE → click AUTH → click OPEN UPSTOX LOGIN.
After login you are redirected to a URL like this:
https://127.0.0.1/?code=AbCdEfGhIjKlMnOpQrSt&state=your-connection-id
Copy the value after code= and before the &. Paste it as the Request Token and click EXCHANGE TOKEN.
Token is valid for 24 hours. Re-authenticate each morning.
Broker 3 of 4
Angel One SmartAPI Free
Free for Angel One account holders. Uses direct login with password + TOTP instead of OAuth — no redirect URL needed. Token expires daily.
1
Create an app on SmartAPI portal
Sign in at the SmartAPI developer portal using your Angel One mobile number and password.
🔒smartapi.angelbroking.com
Go to My Profile → Create App. Enter any app name and submit. You will receive an API Key — an 8-character code like ab1cde23.
2
Enable TOTP on your Angel One mobile app
SmartAPI requires two-factor authentication using a TOTP app. You need to set this up once.
Angel One Mobile App
1
Open Angel One app → Profile → Settings
2
Two-Factor Authentication → Enable TOTP
3
Scan the QR code with Google Authenticator or Authy
4
Confirm using the 6-digit code shown in the authenticator app
You only need to do this TOTP setup once. After that you just open your authenticator app each morning for the 6-digit code.
3
Enter credentials in the app
In Options Advisor → + BROKER → select Angel One → enter your API Key and Client ID (your Angel One login ID, e.g. A12345678) → SAVE.
4
Daily login with password and TOTP
Click AUTH on your Angel One connection. Two fields appear:
Angel One — Authenticate
Your Angel One trading password
847291
Click LOGIN. Takes under 5 seconds. Token lasts 24 hours.
Re-authenticate each morning by clicking AUTH, entering password and today's TOTP code.
Broker 4 of 4 — Easiest Setup
Dhan HQ API Free
The simplest of all four brokers. No OAuth redirect, no TOTP. Just generate a token and paste it. Token lasts 30 days — you only do this once a month.
1
Go to the Dhan developer portal
Log in with your Dhan account at their developer portal.
🔒dhanhq.co → scroll to footer → Dhan Developer API
2
Create an app and generate your access token
Click My Apps → Create App. Name it anything. Once created, click Generate Access Token. The token appears on screen — it is a very long string starting with eyJ...
Copy the token immediately and save it somewhere safe. It is only shown once. If you lose it, generate a new one.
3
Find your Client ID
Your Client ID is your 10-digit Dhan account number. Find it in:
Dhan app → Profile → Account Details → Client ID
Or it is shown in the developer dashboard header as Client Code.
4
Paste into the app
In Options Advisor → + BROKER → select Dhan → enter your Client ID → SAVE → click AUTH → paste your access token → click SAVE TOKEN.
That is it. Token lasts 30 days. You only need to repeat this once a month.
After Setup
Daily Routine
What to do each morning before market opens at 9:15 AM IST.
Every Trading Morning
  • 1
    Open index.html in Chrome and sign in
  • 2
    Check the badge in the topbar — if it shows LIVE you are good. If it shows YAHOO 15m your token has expired
  • 3
    If token expired → click + BROKER → click AUTH → complete the login for your broker (takes under 60 seconds)
  • 4
    Check NSE India for today's VIX value → update the India VIX field in Parameters (important for options pricing accuracy)
  • 5
    Set Auto Analyze to 5 minutes in Parameters — signals update automatically
Token Expiry Quick Reference
BrokerToken ValidityWhen to Re-Auth
ZerodhaUntil midnight ISTEvery morning
Upstox24 hoursEvery morning
Angel One24 hoursEvery morning
Dhan30 daysOnce a month
VIX tip: Go to nseindia.com → search India VIX — it is shown right on the homepage. Update this number in the Parameters panel every morning for accurate Black-Scholes option pricing.
This guide is for educational and paper trading use only.
Options trading involves substantial risk. Always verify prices on NSE before placing any real orders.
Options Advisor is not a SEBI-registered investment advisor.