Broker Connection Guide
- Open Connect Broker and choose your broker. Brokers that place real orders today: Dhan, Zerodha, Angel One, Groww, Kotak Neo, Alice Blue, Shoonya, 5paisa, Samco, Zebu, IIFL Capital, Indiabulls Securities, Wisdom Capital, Composite Edge. Others show the exact reason they are not available yet.
- Follow the steps shown for that broker to create API access in your broker account (client ID, API key/secret or a daily access token, depending on the broker).
- Paste the details into CandleAlgo. They are encrypted and used only to call your broker on your behalf. Connecting reads your profile and funds; it never places an order and never starts an algo.
- If your broker requires a static / allow-listed IP for API orders, register the dedicated trading IP shown on the Connect page in your broker account.
- Run the connection test. A failure shows the broker's own reason (expired token, wrong client ID, segment not activated, IP not allowed) and what to do.
- Tokens that expire daily must be renewed; the algo card and the notification centre tell you when that is needed.
See the Broker / API Disclosure for what to expect from broker connections.