Request for Multi-User API Access (Read-Only) – Pinbar AI Integration

Developer API
1

Hello Upstox Developer Team,

We are integrating Upstox with Pinbar AI, a read-only trade journaling and analytics platform for active traders.

We would like to request enabling multi-user / open access for our API app so that any Upstox user can securely connect via OAuth.

Requested Read-Only Access:

  • OAuth token exchange — user authorization

  • Tradebook / Trade history — retrieval of executed trades

  • Charges / Brokerage breakdown — statutory fee details for accurate net P&L computation

  • Instrument master list — instrument metadata for reference mapping

We do not require:

  • Order placement / modification / cancellation

  • Positions / holdings endpoints

  • Margins

  • Live market data

The integration is strictly post-trade and read-only.

App Details:

The API key / client ID can be shared securely upon request.

Kindly guide us on the next steps for enabling production multi-user access.

Thank you.

2

@PRAKHAR_5152817 - Please share about the use case you are trying to solve, who is the customer profile of your business and your website name on vinit.mandlesha@rksv.in. Thanks.

3

I am looking for Multi-User API Acess for the application, i am developing InvestBuddyAI
I am a co-founder of an business enitity, which can own up this platform as legal owning entity.
Please share me the details about the requirements for this partnership.
business mail: hello@rudz.in

PS: I am not developing an algo trading platform, This is an AI powered Portfolio management Platform for Investors.

4

@RUDRANIL_DAS - Please share about the use case you are trying to solve, who is the customer profile of your business and your website name on vinit.mandlesha@rksv.in. Thanks.

5

@Ushnota As requested, we shared the use case details, customer profile, and website information with vinit.mandlesha@rksv.in on 2nd March.

We have not heard back yet and are currently waiting for a response. Please let us know if there is any update or if any additional information is required from our side.

Thanks

6

@PRAKHAR_5152817 - Let me check this internally and get back to you. Thanks.