Every broker, in one ledger.
OAuth into eight of India's largest brokers. Holdings, positions, and tradebook reconcile across accounts so you finally see your real XIRR. Read-only — we cannot place, modify, or cancel orders.
Eight brokers, one unified ledger.
All via official broker OAuth. Read-only. We cannot place orders. Disconnect any broker any time — credentials are removed immediately.
India's largest discount broker. Full official integration — reconciled tradebook, MF folios, and the data StockSage needs to answer questions about your real book.
If your Nifty 50 SIP is here and your equity holdings are elsewhere, both feed the same unified ledger so XIRR is real.
Full holdings, F&O positions, and tradebook history — including settled contracts — reconcile across your other connected brokers.
Holdings, positions, and tradebook history, with live prices for real-time portfolio valuation.
Equity and F&O positions reconcile into the unified ledger. Tradebook history feeds the FIFO-paired capital-gains report.
Holdings, positions, and tradebook. Historical OHLCV flows into Scanner and walk-forward backtesting.
HDFC Securities' platform. Holdings and positions feed the unified ledger. If you hold large HDFC Bank positions here, StockSage can read them alongside your other brokers.
Coming soon. Holdings and positions will sync into the ledger; full tradebook and MF support follows in a subsequent release.
What syncs, per broker.
All brokers use read-only OAuth. Beyond holdings, this is what's available.
| Capability | Zerodha | Groww | Angel | Upstox | Dhan | Fyers | HDFC Sky |
|---|---|---|---|---|---|---|---|
| Holdings sync | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Positions (F&O / intraday) | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Tradebook history | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Mutual fund folios | ✓ | — | — | — | — | — | ✓ |
| Live tick stream | ✓ | — | ✓ | ✓ | — | — | — |
| Tax report (auto) | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
How we handle your credentials.
The short version. Full details are on /security.
AES-256-GCM at rest
OAuth access tokens are encrypted with AES-256-GCM before storage. Per-user encryption keys — one compromised user does not expose others.
No password storage
We use OAuth — we never see your broker login password. Access tokens only. TLS 1.2+ in transit on every API call.
Read-only, by design
Our OAuth scopes request read permission only. We cannot place, modify, or cancel orders on any broker — even if you asked us to.
Disconnect → wiped
Disconnect any broker and the encrypted access token is deleted immediately. Your data leaves with you.
Sixty seconds, three steps.
Pick your broker.
Tap the broker icon in your UseMoney workspace. You'll be redirected to the broker's official login page.
→ select · zerodha
→ redirect · kite.zerodha.com
→ oauth · read-only scopeApprove read-only.
Log in on the broker's site, approve the read-only scope. We never see your credentials. Tokens are encrypted before storage.
→ auth · OK
→ token · encrypted · AES-256
→ scope · read-only · confirmedStockSage reads your real money.
Holdings sync first, then positions, then tradebook — FIFO-paired into a unified XIRR. StockSage can now answer questions about your actual book.
→ sync · holdings · 47 instr
→ sync · positions · 3
→ sync · tradebook · 2,114 rows
→ stocksage · readyBroker not on the list? CSV import.
For any unsupported broker, drop your statement CSV and we'll reconcile it into the unified ledger. Auto-detect for 14+ broker formats — same tax report, same XIRR.
Request a broker.
We prioritise broker integrations by user demand. Tell us yours and we'll mark you for early access when it goes live.
Connect your first broker.
Read-only. Sixty seconds. We can't place orders even if we wanted to.