Hello Upstox Community,
I am trying to build a Power BI dashboard using the Upstox API to track my holdings and positions in my trading account.
Here is what I have tried so far:
• I generated an access_token
using the standard authorization_code flow (Client ID, Secret, Redirect URI, Auth Code).
• I used the endpoints /portfolio/holdings
and /portfolio/positions
.
• When I call them, I get:
{
“status”: “error”,
“errors”: [
{
“errorCode”: “UDAPI100012”,
“message”: “Invalid Endpoint”,
…
}
]
}
• I saw some references to endpoints like /portfolio/long-term-holdings
and /portfolio/short-term-positions
.
My questions:
- Is an
extended_token
required to use the holdings / positions endpoints? - If yes, how do I generate the extended token correctly (or refresh token usage etc.)?
- What are the correct endpoints I should use for fetching holdings and positions with my current access token?
Thank you for your help and guidance.