The Charge API from Upstox — 2 operation(s) for charge.
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openapi: 3.2.0
info:
title: OpenAPI definition Charge API
version: v0
servers:
- url: https://api-v2.upstox.com
tags:
- name: Charge
paths:
/v2/charges/margin:
post:
tags:
- Charge
summary: Calculate Margin
description: Compute Margin
operationId: postMargin
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/MarginRequest'
required: true
responses:
'405':
description: Method Not Allowed
content:
'*/*':
schema:
$ref: '#/components/schemas/ApiGatewayErrorResponse'
'400':
description: UDAPI1095 - The price must be greater than zero<br>UDAPI1096 - Quantity cannot be less than or equal to zero<br>UDAPI1097 - The quantity is required<br>UDAPI1098 - The instrument_token is of invalid format<br>UDAPI1099 - The instrument key is required<br>UDAPI1100 - The product is required<br>UDAPI1101 - The transaction_type is required<br>UDAPI1102 - The instrument limit has been exceeded<br>UDAPI1103 - Instrument key cannot be duplicated<br>UDAPI1104 - Quantity should be multiple of lot size
content:
application/json:
schema:
$ref: '#/components/schemas/ApiGatewayErrorResponse'
'500':
description: Internal Server Error
content:
'*/*':
schema:
$ref: '#/components/schemas/ApiGatewayErrorResponse'
'403':
description: Forbidden
content:
'*/*':
schema:
$ref: '#/components/schemas/ApiGatewayErrorResponse'
'423':
description: Locked
content:
'*/*':
schema:
$ref: '#/components/schemas/ApiGatewayErrorResponse'
'422':
description: Unprocessable Entity
content:
'*/*':
schema:
$ref: '#/components/schemas/ApiGatewayErrorResponse'
'429':
description: Too Many Requests
content:
'*/*':
schema:
$ref: '#/components/schemas/ApiGatewayErrorResponse'
'200':
description: Successful
content:
application/json:
schema:
$ref: '#/components/schemas/PostMarginResponse'
security:
- OAUTH2: []
/v2/charges/brokerage:
get:
tags:
- Charge
summary: Brokerage details
description: Compute Brokerage Charges
operationId: getBrokerage
parameters:
- name: instrument_token
in: query
description: Key of the instrument
required: true
schema:
type: string
pattern: ^(?:NSE_EQ|NSE_FO|NCD_FO|BSE_EQ|BSE_FO|BCD_FO|MCX_FO|NSE_INDEX|BSE_INDEX|MCX_INDEX|NSE_COM|GLOBAL_INDEX|GLOBAL_INDICATOR)\|[\w ^]+(,(?:NSE_EQ|NSE_FO|NCD_FO|BSE_EQ|BSE_FO|BCD_FO|MCX_FO|NSE_INDEX|BSE_INDEX|MCX_INDEX|NSE_COM|GLOBAL_INDEX|GLOBAL_INDICATOR)\|[\w ^]+)*?$
example: NSE_EQ|INE848E01016
- name: quantity
in: query
description: Quantity with which the order is to be placed
required: true
schema:
type: integer
format: int32
minimum: 0
example: 10
- name: product
in: query
description: Product with which the order is to be placed
required: true
schema:
type: string
example: I
- name: transaction_type
in: query
description: Indicates whether its a BUY or SELL order
required: true
schema:
type: string
example: BUY
- name: price
in: query
description: Price with which the order is to be placed
required: true
schema:
type: number
format: float
minimum: 0
example: 123.1
responses:
'405':
description: Method Not Allowed
content:
'*/*':
schema:
$ref: '#/components/schemas/ApiGatewayErrorResponse'
'400':
description: UDAPI1060 - The quantity is required<br>UDAPI1061 - The price is required<br>UDAPI1062 - The transaction_type is required<br> UDAPI1063 - The product is required<br> UDAPI1064 - The quantity cannot be zero<br>UDAPI1065 - The price cannot be zero<br>UDAPI1059 - The instrument_token is of invalid format
content:
application/json:
schema:
$ref: '#/components/schemas/ApiGatewayErrorResponse'
'500':
description: Internal Server Error
content:
'*/*':
schema:
$ref: '#/components/schemas/ApiGatewayErrorResponse'
'403':
description: Forbidden
content:
'*/*':
schema:
$ref: '#/components/schemas/ApiGatewayErrorResponse'
'423':
description: Locked
content:
'*/*':
schema:
$ref: '#/components/schemas/ApiGatewayErrorResponse'
'422':
description: Unprocessable Entity
content:
'*/*':
schema:
$ref: '#/components/schemas/ApiGatewayErrorResponse'
'429':
description: Too Many Requests
content:
'*/*':
schema:
$ref: '#/components/schemas/ApiGatewayErrorResponse'
'200':
description: Successful
content:
application/json:
schema:
$ref: '#/components/schemas/GetBrokerageResponse'
security:
- OAUTH2: []
components:
schemas:
Margin:
type: object
properties:
span_margin:
type: number
format: double
description: Upfront margin mandatory by exchange for derivatives trade applicable on only FNO trade
readOnly: true
exposure_margin:
type: number
format: double
description: Based on ELM percentage values provided by exchange, applicable on only FNO trade
readOnly: true
equity_margin:
type: number
format: double
description: Margin applicable for any equity trade
readOnly: true
net_buy_premium:
type: number
format: double
description: Option premium required.
readOnly: true
additional_margin:
type: number
format: double
description: Application margin applicable on MCX FNO trade for certain commodities
readOnly: true
total_margin:
type: number
format: double
description: Total margin required for the basket
readOnly: true
tender_margin:
type: number
format: double
description: Tender margin
readOnly: true
BrokerageWrapperData:
type: object
properties:
charges:
$ref: '#/components/schemas/BrokerageData'
description: Response data for charges details
GetBrokerageResponse:
type: object
properties:
status:
type: string
enum:
- success
- error
- partial_success
data:
$ref: '#/components/schemas/BrokerageWrapperData'
description: Response data for brokerage
MarginData:
type: object
properties:
margins:
type: array
description: Response data for instrument margin details
items:
$ref: '#/components/schemas/Margin'
readOnly: true
required_margin:
type: number
format: double
description: Total margin required to execute the orders
readOnly: true
final_margin:
type: number
format: double
description: Total margin after margin benefit
readOnly: true
MarginRequest:
type: object
properties:
instruments:
type: array
description: instruments
example:
- instrument_key: NSE_EQ|INE669E01016
quantity: 2
transaction_type: BUY
product: D
- instrument_key: NSE_EQ|INE848E01016
quantity: 5
transaction_type: BUY
product: D
items:
$ref: '#/components/schemas/Instrument'
required:
- instruments
BrokerageTaxes:
type: object
properties:
gst:
type: number
format: float
description: GST charges
stt:
type: number
format: float
description: STT charges
stamp_duty:
type: number
format: float
description: Stamp duty charges
OtherTaxes:
type: object
properties:
transaction:
type: number
format: float
description: Transaction charges
clearing:
type: number
format: float
description: Clearing charges
ipft:
type: number
format: float
description: IPF charges
sebi_turnover:
type: number
format: float
description: SEBI turnover charges
PostMarginResponse:
type: object
properties:
status:
type: string
enum:
- success
- error
- partial_success
data:
$ref: '#/components/schemas/MarginData'
description: Response data for margin
Instrument:
type: object
properties:
instrument_key:
type: string
description: Instrument Key of the Instrument
example: NSE_EQ|INE848E01016
pattern: ^(?:NSE_EQ|NSE_FO|NCD_FO|BSE_EQ|BSE_FO|BCD_FO|MCX_FO|NSE_INDEX|BSE_INDEX|MCX_INDEX|NSE_COM|GLOBAL_INDEX|GLOBAL_INDICATOR)\|[\w ^]+(,(?:NSE_EQ|NSE_FO|NCD_FO|BSE_EQ|BSE_FO|BCD_FO|MCX_FO|NSE_INDEX|BSE_INDEX|MCX_INDEX|NSE_COM|GLOBAL_INDEX|GLOBAL_INDICATOR)\|[\w ^]+)*?$
quantity:
type: integer
format: int32
description: Quantity of the instrument to buy or sell for margin calculation
example: 1
minimum: 1
product:
type: string
description: Product with which the order is to be placed
example: D
transaction_type:
type: string
description: Indicates whether its a BUY or SELL order
example: BUY
price:
type: number
format: double
description: price
example: 123.9
minimum: 0
required:
- instrument_key
- product
- quantity
- transaction_type
BrokerageData:
type: object
properties:
total:
type: number
format: float
description: Total charges for the order
readOnly: true
brokerage:
type: number
format: float
description: Brokerage charges for the order
readOnly: true
taxes:
$ref: '#/components/schemas/BrokerageTaxes'
description: Taxes levied on order
readOnly: true
otherTaxes:
$ref: '#/components/schemas/OtherTaxes'
deprecated: true
description: Other charges levied
readOnly: true
dpPlan:
$ref: '#/components/schemas/DpPlan'
deprecated: true
description: DP charges related information
readOnly: true
other_charges:
$ref: '#/components/schemas/OtherTaxes'
dp_plan:
$ref: '#/components/schemas/DpPlan'
DpPlan:
type: object
properties:
name:
type: string
description: Name
min_expense:
type: number
format: float
description: Minimum expense charges
Problem:
type: object
properties:
errorCode:
type: string
deprecated: true
description: Unique code for the error state
message:
type: string
description: Verbose message for the error state
propertyPath:
type: string
deprecated: true
description: Path to property failing validation
invalidValue:
deprecated: true
description: Invalid value for the property failing validation
error_code:
type: string
property_path:
type: string
invalid_value: {}
ApiGatewayErrorResponse:
type: object
properties:
status:
type: string
enum:
- success
- error
- partial_success
errors:
type: array
items:
$ref: '#/components/schemas/Problem'
securitySchemes:
OAUTH2:
type: oauth2
scheme: BEARER
flows:
authorizationCode:
authorizationUrl: https://api-v2.upstox.com/v2/login/authorization/dialog
tokenUrl: https://api-v2.upstox.com/v2/login/authorization/token
scopes:
read: Read access
write: Write access