Broker Setup Guides | TradeLyser Learn

Broker setup is the first technical step in a TradeLyser feedback loop — without clean imports, strategy tags and weekly review lie on incomplete data. This hub collects long-form Learn guides for connecting Indian brokers: OAuth steps, what lands in your journal, segment quirks, first-import checks, and CSV fallback when API sync is unavailable. It is editorial documentation for traders, not a broker comparison or pricing page.

Broker listing vs setup guides

TradeLyser separates two needs. The supported brokers page at Supported brokers is the product listing — which platforms connect today, marketing context, and links into the app. This Learn hub at Broker setup guides is where setup documentation lives: Zerodha Kite OAuth, Dhan and Groww authorisation, Fyers and Upstox token flows, Angel One Spark sync, reconciliation checklists, and F&O-specific import notes. If you only need to see whether your broker is supported, use the listing. If you need to connect correctly the first time, use the guides below.

Before you connect

Read What Is TradeLyser? if you are new — it explains why sync exists, how strategy tags work, and what AI review does not replace. F&O-heavy books should also skim NSE F&O journal guide before relying on auto-sync alone. Have one month of history or a clear plan to import CSV if your broker API is limited. Confirm segment permissions on your broker account match what you trade — cash-only API access will not populate an F&O journal honestly.

• Pick your broker guide below and complete OAuth or authorisation in TradeLyser settings.
• Run the first import, then reconcile trade count and charges against one session’s contract notes.
• Create one strategy tag before importing a full year — fix tagging habits on a small sample first.
• Open Auto-sync for product screens; return here for broker-specific troubleshooting.

After sync is live

Connection is not the finish line. Week one after sync: tag every trade to a named setup, log max loss in rupees, and run a Friday review using Weekly review. Week two: compare journal entries and check whether net P&L after STT and brokerage matches how you judge strategies. Brokers differ on charge breakdown timing — if widgets look optimistic, verify net settings before retiring a playbook. Mentors and AI scores only help when the underlying journal is truthful.

When sync fails mid-week, use CSV import for the gap, document the date range in notes, and fix OAuth before the next expiry cluster. Segment mismatch — F&O fills in a cash-only view — is the most common support pattern for Indian retail accounts. Each broker guide below calls out platform-specific causes and the reconciliation order that saves Sunday rework.