TraderTape Agent
A local desktop agent that connects your broker accounts to TraderTape. Your credentials never leave your machine.
🔒
Your credentials stay local
Broker API keys and secrets never leave your machine. The cloud only sees obfuscated data.
📊
Real portfolio values
See your actual positions, holdings, and P&L — the cloud shows obfuscated amounts for privacy.
🔄
Multi-broker support
Connect Zerodha (Kite), Upstox, and Groww simultaneously. Consolidated view across all accounts.
📱
Mobile-friendly
Access the agent UI from your phone on the same WiFi. Responsive design with bottom navigation.
📤
Secure uploads
Upload tradebooks, ledgers, and CAS statements. Data is obfuscated before sending to the cloud.
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Signal execution
Approve or auto-execute trading signals. Place orders directly through your broker with optional GTT stop-losses.
Installation
1
Install Python 3.10+
The agent requires Python 3.10 or newer.
python3 --version
macOS/Linux have Python pre-installed. On Windows, download from python.org.
2
Install the agent
Install with pip. Choose your broker:
Kite (Zerodha)
pip install tradertape-agent[kite]
Upstox / Groww
pip install tradertape-agent
All brokers + system tray
pip install tradertape-agent[all]
3
Run the agent
Start the agent. It opens a browser window automatically.
tradertape-agent
The agent runs at http://127.0.0.1:5679 — accessible from any device on your network.
4
Connect to TraderTape
On first run, the setup wizard asks for your cloud API key.
- Go to tradertape.com/settings and generate an Agent API Key
- Paste the key in the agent's setup wizard
- Enter your broker API credentials (stored locally, never sent to the cloud)
System Requirements
Python
3.10+
OS
macOS, Linux, Windows
Disk
~50 MB
Network
Internet (for broker API + cloud sync)