Kotak Neo
:For any queries reach out to us!
Image via Google Play
Account Opening Link: https://www.kotaksecurities.com/landing-page/neo-app/
Kotak Neo Web Trading Terminal: https://neo.kotaksecurities.com/Login
Kotak Neo API Portal : https://napi.kotaksecurities.com/devportal/apis
Brokerage & Other Charges: https://www.kotaksecurities.com/pricing
Customer Support: https://www.kotaksecurities.com/contact-us/
API Charges: Free
What You’ll Need To Connect
AlgoTest Account
You need to have an AlgoTest account. If you don’t have an AlgoTest account, you can create it by clicking on this link.
Kotak Neo Account
You need to have an active Demat account in Kotak. If you don’t have an account, create an account on Kotak. Make sure to activate F&O on your account.
Kotak Neo API
You need to have Kotak Neo API activated on your Kotak demat account.
Activating Kotak Neo API & API Setup
- To activate Kotak Neo API, go to the link https://KotakSecurities.com. Click on Platform and then click on Neo Trade API as shown in the image below.
- Now, to register for the free API, enter your client ID and click "Register For Neo TradeAPI" as shown in the image below.
- Enter your Client ID, Mobile Number & Email ID registered with Kotak, as shown in the image. Click submit.
- After you have submitted your API credentials request to Kotak, they will send you your ID and password within 30 minutes via your registered mail ID. You may be wondering why they are sending the credentials via email when you already have the ID-Password of the Kotak Neo app. However, please note that the credentials they send are for the Kotak Neo API Portal and not for the Kotak Neo app. These are two different things. So, after 30 minutes, please check your spam folder or inbox for any emails from Kotak Securities. The API credential email will resemble the image shown below.
- Now go to the Kotak Neo API portal by clicking on the link (Kotak API Portal Link) as shown in the above image. Login using the user id and password you got in the mail.
- Once you have successfully logged in, click on Application as shown below
- Click on “DefaultApplication” highlighted in green in the below image.
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Now click on OAuth2 Tokens under Production Keys as shown below.
Note :- Don’t click on OAuth2 under Sandbox Keys.
- Now under key configuration Tick Mark all the options (Refresh Token, SAML2, Password, Client Credential, IWA-NTLM & JWT) Except Code as shown in the image below. Don't tick Code.
- Now Scroll down a little and you will see Application Access Token Expiry Time, User Access Token Expiry Time, Refresh Token Expiry Time & Id Token Expiry Time. They have a small value by default like 3600, 8600, etc. We have to put some big value in all these 4 options, i.e., 3600000000000000. Fill this value in them as shown in the image below & click on update.
- API settings have been successfully updated. Now we just have to scroll up and it will show us the consumer key and secret key on the same page. We just have to copy the consumer key and secret key and paste it into the AlgoTest broker setup page to connect with algotest.
Connecting Kotak Neo with AlgoTest
- To connect Kotak Neo with AlgoTest, go to AlgoTest.in. Click on the profile icon at the top right and select Broker Setup.
- Click on the setup icon located on the right side of the Kotak Neo.
- Now, we have to copy Consumer Key and Secret Key from Kotak Neo API Portal and Paste it into the AlgotTest Broker Setup Page as shown below.
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We have successfully added Kotak Neo broker to our AlgoTest Account. Now we just have to login to Kotak Neo in AlgoTest. To log in, click on the Login button.
Note :- Broker Login timing is 08:30 AM to 3:28 PM
- Now Enter Phone Number and Password that you use in the Kotak Neo App and Click on get OTP and Enter OTP. Click on Login.
- Once you are logged in, the system will display a status message confirming your login status, as shown in the image below.
