In short
StackViewer connects to Upstox through SnapTrade using read-only OAuth. It imports your equity and ETF holdings, your delivery and intraday trade history, and your cash and margin balances, then merges them with your other brokers into one portfolio — a common need in India, where many investors run an Upstox account alongside Zerodha. On top of the numbers it analyses the decisions behind them: entry and exit quality, opportunity cost, and the behavioural patterns in how you trade. Connecting Upstox is free, and StackViewer can never place an order.
What syncs from Upstox
Positions
Your Upstox equity and ETF holdings held in the demat account, plus open F&O and intraday positions where they are exposed through the API. Each holding carries quantity and average cost so StackViewer can compute unrealised P&L in rupees.
Trade history
Delivery and intraday executions — buy and sell fills with price, quantity and timestamp — used to reconstruct your realised P&L and to build the trade-by-trade journal. History is pulled from the point of connection and backfilled as far as Upstox exposes it.
Cash & balances
Available funds and used margin in your Upstox account, in INR, so idle cash is counted as part of your allocation rather than ignored.
Dividends
Dividend credits are imported where Upstox reports them against your holdings, and roll into the combined income view and yield-on-cost figures.
What does not come across: manually added or custom assets, physical gold and unlisted holdings, and instruments outside the SnapTrade feed such as some currency and commodity derivatives. Corporate actions like bonuses, splits and buybacks are reflected only after they settle into the holdings feed, not on announcement. Mutual fund folios held outside the linked demat may not appear. Where a figure cannot be reconstructed from the API, StackViewer shows it as incomplete rather than guessing.
Sync runs three times a day and position values refresh about every 30 minutes during market hours. StackViewer is not a real-time tool and is not built for day trading — if you scalp Bank Nifty options intraday on Upstox, your terminal will always be ahead of StackViewer, and that is by design.
What Upstox's own reporting doesn't show you
The Upstox app is a capable trading terminal, and its holdings screen and downloadable P&L and tax reports are genuinely useful at filing time. What it does not do is tell you how you have been investing. It shows current unrealised gain per stock and a realised figure for the year, but it does not compute a time-weighted return that neutralises the effect of your deposits and withdrawals, so a good-looking absolute number can hide mediocre decision-making once you have been adding funds every month. It also has no concept of the risk you took to earn that return — there is no Sharpe, Sortino, Alpha, Beta, Max Drawdown or Value-at-Risk on your own book.
StackViewer fills exactly that gap. It takes the same trades Upstox executed and layers on 15+ risk metrics, a behavioural journal where you tag each trade with your reason, conviction and emotion, and an opportunity-cost view that shows what a position cost you versus holding. Because Upstox users frequently trade actively — it is popular for options and intraday — the journal tends to surface the most: over-trading streaks, revenge entries after a loss, and conviction that did not match outcome. None of that is visible in a P&L statement, and it is the part that actually changes how you invest over the months-to-years horizon StackViewer is built for.
Also use Zerodha?
Holding both Upstox and Zerodha is one of the most common set-ups in India. Both serve the same market — NSE and BSE equities, ETFs and derivatives in INR — and Zerodha is the larger of the two by active client base (roughly 68 lakh active clients versus Upstox's smaller but substantial base, per NSE data as of August 2026), so plenty of investors keep a Zerodha account as their main book and an Upstox account for a second strategy, a specific segment, or simply because they opened it during an IPO rush. The problem is that each app only ever shows you half the picture: two holdings screens, two P&L reports, and the same stock potentially sitting in both. Connect both and StackViewer produces a single time-weighted return across the two accounts, a combined diversification score, and one dividend calendar — rather than two apps you mentally add together.
How the combined multi-broker view works →
Is it safe to connect Upstox?
The connection is read-only OAuth through SnapTrade. You log in on Upstox's own site — StackViewer never sees your credentials and never stores them. The token that comes back can read positions and history and nothing else: StackViewer cannot place a trade or move a rupee, and no trading permission is requested at any point. You can revoke access from inside Upstox whenever you want. Upstox tokens carry a consent expiry, so from time to time you will be asked to log in again and re-authorise the read-only link — a quick reconnection, not a re-setup.
Data is encrypted with AES-256 at rest and TLS 1.2+ in transit, authentication runs on AWS Cognito with optional TOTP MFA, and you can export everything to CSV or delete your account at any time. Full detail on the security page.
Which other brokers can you connect?
StackViewer supports 31 brokers. Search for the others you use:
Frequently asked
- Is it safe to connect Upstox to StackViewer?
- Yes — read-only OAuth through SnapTrade. StackViewer never sees your Upstox credentials and cannot trade or move money. Revoke it from Upstox in one click.
- Can StackViewer place trades on my Upstox account?
- No. The token is read-only and trading permission is never requested.
- How often does Upstox data sync?
- Three times a day, with position values refreshed roughly every 30 minutes during market hours.
- Is the Upstox integration free?
- Yes, on the free plan, with no credit card.
- What Upstox data does StackViewer import?
- StackViewer imports your Upstox equity and ETF holdings, your delivery and intraday trade history, cash and margin balances, and dividend credits where Upstox reports them. Custom or manually added assets, and instruments outside the SnapTrade feed such as some commodity and currency derivatives, are not synced automatically.
See it working before you connect anything
The live demo is a real portfolio with six months of history and every analysis screen populated. No signup, no email, no broker connection.
See the live demo or connect Upstox freeNo credit card · Read-only access · Free forever plan
StackViewer is not affiliated with, endorsed by, or sponsored by Upstox. Upstox and its logo are trademarks of their owner. Broker connectivity is provided through SnapTrade and the available data depends on what Upstox exposes; details verified 3 August 2026 and subject to change. Not financial advice.