upstox-js-sdk
v2.11.0
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The official Node Js client for communicating with the Upstox API
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Upstox Node Js SDK for API v2
Introduction
The official Node.js client for communicating with the Upstox API.
Upstox API is a set of rest APIs that provide data required to build a complete investment and trading platform. Execute orders in real time, manage user portfolio, stream live market data (using Websocket), and more, with the easy to understand API collection.
- API version: v2
- Build package: io.swagger.codegen.v3.generators.javascript.JavaScriptClientCodegen
This SDK is automatically generated by the Swagger Codegen project.
Documentation.
Upstox API Documentation
Installation
For Node.js
npm
npm install upstox-js-sdk --save
Examples
Sample Implementations can be found within /examples
folder.
Getting Started
Please follow the installation instruction and execute the following JS code:
var UpstoxClient = require('upstox-js-sdk');
var defaultClient = UpstoxClient.ApiClient.instance;
// Configure OAuth2 access token for authorization: OAUTH2
var OAUTH2 = defaultClient.authentications['OAUTH2'];
OAUTH2.accessToken = "YOUR ACCESS TOKEN"
var api = new UpstoxClient.ChargeApi()
var instrumentToken = "instrumentToken_example"; // {String} Key of the instrument
var quantity = 56; // {Number} Quantity with which the order is to be placed
var product = "product_example"; // {String} Product with which the order is to be placed
var transactionType = "transactionType_example"; // {String} Indicates whether its a BUY or SELL order
var price = 3.4; // {Number} Price with which the order is to be placed
var apiVersion = "apiVersion_example"; // {String} API Version Header
var callback = function(error, data, response) {
if (error) {
console.error(error);
} else {
console.log('API called successfully. Returned data: ' + data);
}
};
api.getBrokerage(instrumentToken, quantity, product, transactionType, price, apiVersion, callback);
Documentation for API Endpoints
All URIs are relative to https://api-v2.upstox.com
Class | Method | HTTP request | Description ------------ | ------------- | ------------- | ------------- UpstoxClient.ChargeApi | getBrokerage | GET /v2/charges/brokerage | Brokerage details UpstoxClient.ChargeApi | postMargin | POST /v2/charges/margin | Calculate Margin UpstoxClient.HistoryApi | getHistoricalCandleData | GET /v2/historical-candle/{instrumentKey}/{interval}/{to_date} | Historical candle data UpstoxClient.HistoryApi | getHistoricalCandleData1 | GET /v2/historical-candle/{instrumentKey}/{interval}/{to_date}/{from_date} | Historical candle data UpstoxClient.HistoryApi | getIntraDayCandleData | GET /v2/historical-candle/intraday/{instrumentKey}/{interval} | Intra day candle data UpstoxClient.LoginApi | authorize | GET /v2/login/authorization/dialog | Authorize API UpstoxClient.LoginApi | logout | DELETE /v2/logout | Logout UpstoxClient.LoginApi | token | POST /v2/login/authorization/token | Get token API UpstoxClient.MarketHolidaysAndTimingsApi | getExchangeTimings | GET /v2/market/timings/{date} | Get Exchange Timings on particular date UpstoxClient.MarketHolidaysAndTimingsApi | getHoliday | GET /v2/market/holidays/{date} | Get Holiday on particular date UpstoxClient.MarketHolidaysAndTimingsApi | getHolidays | GET /v2/market/holidays | Get Holiday list of current year UpstoxClient.MarketHolidaysAndTimingsApi | getMarketStatus | GET /v2/market/status/{exchange} | Get Market status for particular exchange UpstoxClient.MarketQuoteApi | getFullMarketQuote | GET /v2/market-quote/quotes | Market quotes and instruments - Full market quotes UpstoxClient.MarketQuoteApi | getMarketQuoteOHLC | GET /v2/market-quote/ohlc | Market quotes and instruments - OHLC quotes UpstoxClient.MarketQuoteApi | ltp | GET /v2/market-quote/ltp | Market quotes and instruments - LTP quotes. UpstoxClient.OptionsApi | getOptionContracts | GET /v2/option/contract | Get option contracts UpstoxClient.OptionsApi | getPutCallOptionChain | GET /v2/option/chain | Get option chain UpstoxClient.OrderApi | cancelMultiOrder | DELETE /v2/order/multi/cancel | Cancel multi order UpstoxClient.OrderApi | cancelOrder | DELETE /v2/order/cancel | Cancel order UpstoxClient.OrderApi | exitPositions | POST /v2/order/positions/exit | Exit all positions UpstoxClient.OrderApi | getOrderBook | GET /v2/order/retrieve-all | Get order book UpstoxClient.OrderApi | getOrderDetails | GET /v2/order/history | Get order history UpstoxClient.OrderApi | getOrderStatus | GET /v2/order/details | Get order details UpstoxClient.OrderApi | getTradeHistory | GET /v2/order/trades/get-trades-for-day | Get trades UpstoxClient.OrderApi | getTradesByOrder | GET /v2/order/trades | Get trades for order UpstoxClient.OrderApi | modifyOrder | PUT /v2/order/modify | Modify order UpstoxClient.OrderApi | placeMultiOrder | POST /v2/order/multi/place | Place multi order UpstoxClient.OrderApi | placeOrder | POST /v2/order/place | Place order UpstoxClient.PortfolioApi | convertPositions | PUT /v2/portfolio/convert-position | Convert Positions UpstoxClient.PortfolioApi | getHoldings | GET /v2/portfolio/long-term-holdings | Get Holdings UpstoxClient.PortfolioApi | getPositions | GET /v2/portfolio/short-term-positions | Get Positions UpstoxClient.PostTradeApi | getTradesByDateRange | GET /v2/charges/historical-trades | UpstoxClient.TradeProfitAndLossApi | getProfitAndLossCharges | GET /v2/trade/profit-loss/charges | Get profit and loss on trades UpstoxClient.TradeProfitAndLossApi | getTradeWiseProfitAndLossData | GET /v2/trade/profit-loss/data | Get Trade-wise Profit and Loss Report Data UpstoxClient.TradeProfitAndLossApi | getTradeWiseProfitAndLossMetaData | GET /v2/trade/profit-loss/metadata | Get profit and loss meta data on trades UpstoxClient.UserApi | getProfile | GET /v2/user/profile | Get profile UpstoxClient.UserApi | getUserFundMargin | GET /v2/user/get-funds-and-margin | Get User Fund And Margin UpstoxClient.WebsocketApi | getMarketDataFeed | GET /v2/feed/market-data-feed | Market Data Feed UpstoxClient.WebsocketApi | getMarketDataFeedAuthorize | GET /v2/feed/market-data-feed/authorize | Market Data Feed Authorize UpstoxClient.WebsocketApi | getPortfolioStreamFeed | GET /v2/feed/portfolio-stream-feed | Portfolio Stream Feed UpstoxClient.WebsocketApi | getPortfolioStreamFeedAuthorize | GET /v2/feed/portfolio-stream-feed/authorize | Portfolio Stream Feed Authorize
Documentation for Feeder Functions
Connecting to the WebSocket for market and portfolio updates is streamlined through two primary Feeder functions:
- MarketDataStreamer: Offers real-time market updates, providing a seamless way to receive instantaneous information on various market instruments.
- PortfolioDataStreamer: Delivers updates related to the user's orders, enhancing the ability to track order status and portfolio changes effectively.
Both functions are designed to simplify the process of subscribing to essential data streams, ensuring users have quick and easy access to the information they need.
Detailed Explanation of Feeder Functions
MarketDataStreamer
The MarketDataStreamer
function is designed for effortless connection to the market WebSocket, enabling users to receive instantaneous updates on various instruments. The following example demonstrates how to quickly set up and start receiving market updates for selected instrument keys:
let UpstoxClient = require("upstox-js-sdk");
let defaultClient = UpstoxClient.ApiClient.instance;
var OAUTH2 = defaultClient.authentications["OAUTH2"];
OAUTH2.accessToken = <ACCESS_TOKEN>;
const streamer = new UpstoxClient.MarketDataStreamer(["MCX_FO|426268", "MCX_FO|427608"], "full");
streamer.connect();
streamer.on("message", (data) => {
const feed = data.toString("utf-8");
console.log(feed);
});
In this example, you first authenticate using an access token, then instantiate MarketDataStreamer with specific instrument keys and a subscription mode. Upon connecting, the streamer listens for market updates, which are logged to the console as they arrive.
Feel free to adjust the access token placeholder and any other specifics to better fit your actual implementation or usage scenario.
Exploring the MarketDataStreamer Functionality
Modes
- ltpc: ltpc provides information solely about the most recent trade, encompassing details such as the last trade price, time of the last trade, quantity traded, and the closing price from the previous day.
- full: The full option offers comprehensive information, including the latest trade prices, D5 depth, 1-minute, 30-minute, and daily candlestick data, along with some additional details.
Functions
- constructor MarketDataStreamer(instrumentKeys, mode): Initializes the streamer with optional instrument keys and mode (
full
orltpc
). - connect(): Establishes the WebSocket connection.
- subscribe(instrumentKeys, mode): Subscribes to updates for given instrument keys in the specified mode. Both parameters are mandatory.
- unsubscribe(instrumentKeys): Stops updates for the specified instrument keys.
- changeMode(instrumentKeys, mode): Switches the mode for already subscribed instrument keys.
- disconnect(): Ends the active WebSocket connection.
- autoReconnect(enable, interval, retryCount): Customizes auto-reconnect functionality. Parameters include a flag to enable/disable it, the interval(in seconds) between attempts, and the maximum number of retries.
Events
- open: Emitted upon successful connection establishment.
- close: Indicates the WebSocket connection has been closed.
- message: Delivers market updates.
- error: Signals an error has occurred.
- reconnecting: Announced when a reconnect attempt is initiated.
- autoReconnectStopped: Informs when auto-reconnect efforts have ceased after exhausting the retry count.
The following documentation includes examples to illustrate the usage of these functions and events, providing a practical understanding of how to interact with the MarketDataStreamer effectively.
- Subscribing to Market Data on Connection Open with MarketDataStreamer
let UpstoxClient = require("upstox-js-sdk");
let defaultClient = UpstoxClient.ApiClient.instance;
var OAUTH2 = defaultClient.authentications["OAUTH2"];
OAUTH2.accessToken = <ACCESS_TOKEN>;
const streamer = new UpstoxClient.MarketDataStreamer();
streamer.connect();
// Subscribe to instrument keys upon the 'open' event
streamer.on("open", () => {
streamer.subscribe(["NSE_EQ|INE020B01018", "NSE_EQ|INE467B01029"], "full");
});
// Handle incoming market data messages
streamer.on("message", (data) => {
const feed = data.toString("utf-8");
console.log(feed);
});
- Subscribing to Instruments with Delays
let UpstoxClient = require("upstox-js-sdk");
let defaultClient = UpstoxClient.ApiClient.instance;
var OAUTH2 = defaultClient.authentications["OAUTH2"];
OAUTH2.accessToken = <ACCESS_TOKEN>;
const streamer = new UpstoxClient.MarketDataStreamer();
streamer.connect();
// Subscribe to the first set of instrument keys immediately upon connection
streamer.on("open", () => {
streamer.subscribe(["NSE_EQ|INE020B01018"], "full");
// Subscribe to another set of instrument keys after a delay
setTimeout(() => {
streamer.subscribe(["NSE_EQ|INE467B01029"], "full");
}, 5000); // 5-second delay before subscribing to the second set
});
// Handle incoming market data messages
streamer.on("message", (data) => {
const feed = data.toString("utf-8");
console.log(feed);
});
- Subscribing and Unsubscribing to Instruments
let UpstoxClient = require("upstox-js-sdk");
let defaultClient = UpstoxClient.ApiClient.instance;
var OAUTH2 = defaultClient.authentications["OAUTH2"];
OAUTH2.accessToken = <ACCESS_TOKEN>;
const streamer = new UpstoxClient.MarketDataStreamer();
streamer.connect();
// Subscribe to instrument keys immediately upon connection
streamer.on("open", () => {
console.log("Connected. Subscribing to instrument keys.");
streamer.subscribe(["NSE_EQ|INE020B01018", "NSE_EQ|INE467B01029"], "full");
// Unsubscribe after a delay
setTimeout(() => {
console.log("Unsubscribing from instrument keys.");
streamer.unsubscribe(["NSE_EQ|INE020B01018", "NSE_EQ|INE467B01029"]);
}, 5000); // Adjust delay as needed
});
streamer.on("message", (data) => {
const feed = data.toString("utf-8");
console.log("Market Update:", feed);
});
- Subscribe, Change Mode and Unsubscribe
let UpstoxClient = require("upstox-js-sdk");
let defaultClient = UpstoxClient.ApiClient.instance;
var OAUTH2 = defaultClient.authentications["OAUTH2"];
OAUTH2.accessToken = <ACCESS_TOKEN>;
const streamer = new UpstoxClient.MarketDataStreamer();
streamer.connect();
// Initially subscribe to instrument keys in 'full' mode
streamer.on("open", async () => {
console.log("Connected. Subscribing in full mode...");
streamer.subscribe(["NSE_EQ|INE020B01018", "NSE_EQ|INE467B01029"], "full");
// Change mode to 'ltpc' after a short delay
setTimeout(() => {
console.log("Changing subscription mode to ltpc...");
streamer.changeMode(["NSE_EQ|INE020B01018", "NSE_EQ|INE467B01029"], "ltpc");
}, 5000); // 5-second delay
// Unsubscribe after another delay
setTimeout(() => {
console.log("Unsubscribing...");
streamer.unsubscribe(["NSE_EQ|INE020B01018", "NSE_EQ|INE467B01029"]);
}, 10000); // 10 seconds after subscription
});
// Setup event listeners to log messages, errors, and closure
streamer.on("message", (data) => {
const feed = data.toString("utf-8");
console.log("Market Update:", feed);
});
streamer.on("error", (error) => console.error("Error:", error));
streamer.on("close", () => console.log("Connection closed."));
- Disable Auto-Reconnect
let UpstoxClient = require("upstox-js-sdk");
let defaultClient = UpstoxClient.ApiClient.instance;
var OAUTH2 = defaultClient.authentications["OAUTH2"];
OAUTH2.accessToken = <ACCESS_TOKEN>;
const streamer = new UpstoxClient.MarketDataStreamer();
streamer.connect();
// Disable auto-reconnect feature
streamer.autoReconnect(false);
streamer.on("autoReconnectStopped", (data) => {
console.log(data);
});
- Modify Auto-Reconnect parameters
let UpstoxClient = require("upstox-js-sdk");
let defaultClient = UpstoxClient.ApiClient.instance;
var OAUTH2 = defaultClient.authentications["OAUTH2"];
OAUTH2.accessToken = <ACCESS_TOKEN>;
const streamer = new UpstoxClient.MarketDataStreamer();
streamer.connect();
// Modify auto-reconnect parameters: enable it, set interval to 10 seconds, and retry count to 3
streamer.autoReconnect(true, 10, 3);
PortfolioDataStreamer
Connecting to the Portfolio WebSocket for real-time order updates is straightforward with the PortfolioDataStreamer function. Below is a concise guide to get you started on receiving updates:
let UpstoxClient = require("upstox-js-sdk");
let defaultClient = UpstoxClient.ApiClient.instance;
var OAUTH2 = defaultClient.authentications["OAUTH2"];
OAUTH2.accessToken = "<ACCESS_TOKEN>";
const streamer = new UpstoxClient.PortfolioDataStreamer();
streamer.connect();
streamer.on("message", (data) => {
const feed = data.toString("utf-8");
console.log(feed);
});
This example demonstrates initializing the PortfolioDataStreamer, connecting it to the WebSocket, and setting up an event listener to receive and print order updates. Replace <ACCESS_TOKEN> with your valid access token to authenticate the session.
Exploring the PortfolioDataStreamer Functionality
Functions
- constructor PortfolioDataStreamer(): Initializes the streamer.
- connect(): Establishes the WebSocket connection.
- disconnect(): Ends the active WebSocket connection.
- autoReconnect(enable, interval, retryCount): Customizes auto-reconnect functionality. Parameters include a flag to enable/disable it, the interval(in seconds) between attempts, and the maximum number of retries.
Events
- open: Emitted upon successful connection establishment.
- close: Indicates the WebSocket connection has been closed.
- message: Delivers market updates.
- error: Signals an error has occurred.
- reconnecting: Announced when a reconnect attempt is initiated.
- autoReconnectStopped: Informs when auto-reconnect efforts have ceased after exhausting the retry count.
Documentation for Models
- UpstoxClient.AnalyticsData
- UpstoxClient.ApiGatewayErrorResponse
- UpstoxClient.BatchExecutionSummary
- UpstoxClient.BrokerageData
- UpstoxClient.BrokerageTaxes
- UpstoxClient.BrokerageWrapperData
- UpstoxClient.CancelOrExitMultiOrderData
- UpstoxClient.CancelOrExitMultiOrderResponse
- UpstoxClient.CancelOrExitOrderErrorData
- UpstoxClient.CancelOrderData
- UpstoxClient.CancelOrderResponse
- UpstoxClient.ConvertPositionData
- UpstoxClient.ConvertPositionRequest
- UpstoxClient.ConvertPositionResponse
- UpstoxClient.Depth
- UpstoxClient.DepthMap
- UpstoxClient.DpPlan
- UpstoxClient.ExchangeTimingData
- UpstoxClient.GetBrokerageResponse
- UpstoxClient.GetExchangeTimingResponse
- UpstoxClient.GetFullMarketQuoteResponse
- UpstoxClient.GetHistoricalCandleResponse
- UpstoxClient.GetHoldingsResponse
- UpstoxClient.GetHolidayResponse
- UpstoxClient.GetIntraDayCandleResponse
- UpstoxClient.GetMarketQuoteLastTradedPriceResponse
- UpstoxClient.GetMarketQuoteOHLCResponse
- UpstoxClient.GetMarketStatusResponse
- UpstoxClient.GetOptionChainResponse
- UpstoxClient.GetOptionContractResponse
- UpstoxClient.GetOrderBookResponse
- UpstoxClient.GetOrderDetailsResponse
- UpstoxClient.GetOrderResponse
- UpstoxClient.GetPositionResponse
- UpstoxClient.GetProfileResponse
- UpstoxClient.GetProfitAndLossChargesResponse
- UpstoxClient.GetTradeResponse
- UpstoxClient.GetTradeWiseProfitAndLossDataResponse
- UpstoxClient.GetTradeWiseProfitAndLossMetaDataResponse
- UpstoxClient.GetUserFundMarginResponse
- UpstoxClient.HistoricalCandleData
- UpstoxClient.HoldingsData
- UpstoxClient.HolidayData
- UpstoxClient.Instrument
- UpstoxClient.InstrumentData
- UpstoxClient.IntraDayCandleData
- UpstoxClient.LogoutResponse
- UpstoxClient.Margin
- UpstoxClient.MarginData
- UpstoxClient.MarginRequest
- UpstoxClient.MarketData
- UpstoxClient.MarketQuoteOHLC
- UpstoxClient.MarketQuoteSymbol
- UpstoxClient.MarketQuoteSymbolLtp
- UpstoxClient.MarketStatusData
- UpstoxClient.ModifyOrderData
- UpstoxClient.ModifyOrderRequest
- UpstoxClient.ModifyOrderResponse
- UpstoxClient.MultiOrderData
- UpstoxClient.MultiOrderError
- UpstoxClient.MultiOrderRequest
- UpstoxClient.MultiOrderResponse
- UpstoxClient.MultiOrderSummary
- UpstoxClient.OAuthClientException
- UpstoxClient.OAuthClientExceptionCause
- UpstoxClient.OAuthClientExceptionCauseStackTrace
- UpstoxClient.OAuthClientExceptionCauseSuppressed
- UpstoxClient.Ohlc
- UpstoxClient.OptionStrikeData
- UpstoxClient.OrderBookData
- UpstoxClient.OrderData
- UpstoxClient.OtherTaxes
- UpstoxClient.PlaceOrderData
- UpstoxClient.PlaceOrderRequest
- UpstoxClient.PlaceOrderResponse
- UpstoxClient.PositionData
- UpstoxClient.PostMarginResponse
- UpstoxClient.Problem
- UpstoxClient.ProfileData
- UpstoxClient.ProfitAndLossChargesData
- UpstoxClient.ProfitAndLossChargesTaxes
- UpstoxClient.ProfitAndLossChargesWrapperData
- UpstoxClient.ProfitAndLossMetaData
- UpstoxClient.ProfitAndLossMetaDataWrapper
- UpstoxClient.ProfitAndLossOtherChargesTaxes
- UpstoxClient.PutCallOptionChainData
- UpstoxClient.TokenRequest
- UpstoxClient.TokenResponse
- UpstoxClient.TradeData
- UpstoxClient.TradeHistoryResponse
- UpstoxClient.TradeHistoryResponseMetaData
- UpstoxClient.TradeHistoryResponsePageData
- UpstoxClient.TradeHistoryResponseTradeData
- UpstoxClient.TradeWiseMetaData
- UpstoxClient.TradeWiseProfitAndLossData
- UpstoxClient.UserFundMarginData
- UpstoxClient.WebsocketAuthRedirectResponse
- UpstoxClient.WebsocketAuthRedirectResponseData