Convert Positions

API to convert your intraday positions into delivery trades or your margin trades into cash and carry, and vice versa. Position would be converted only if the required margin is available. Delivery holdings can be converted to Intraday positions only if it is purchased on the same day before the auto square off timing. Only simple order can be converted from Intraday to delivery, Special orders like CO cannot be converted from intraday to delivery.

Request

curl --location --request PUT 'https://api.upstox.com/v2/portfolio/convert-position' \
--header 'Content-Type: application/json' \
--header 'Accept: application/json' \
--header 'Authorization: Bearer {your_access_token}' \
--data '{
  "instrument_token": "NSE_EQ|INE528G01035",
  "new_product": "D",
  "old_product": "I",
  "transaction_type": "BUY",
  "quantity": 1
}'

For additional samples in various languages, please refer to the Sample code section on this page.

Request Body

Name	Required	Type	Description
instrument_token	true	string	Key of the instrument. For the regex pattern applicable to this field, see the Field Pattern Appendix.
new_product	true	string	Indicates the new product to use for the convert positions. Possible values: `I`, `D`.
old_product	true	string	Indicates the old product to use for the convert positions. Possible values: `I`, `D`.
transaction_type	true	string	Indicates whether its a buy(b) or sell(s) order. Possible values: `BUY`, `SELL`.
quantity	true	int32	Quantity with which the position to convert

Responses

Response Body

{
  "status": "success",
  "data": {
    "status": "complete"
  }
}

Name	Type	Description
status	string	A string indicating the outcome of the request. Typically `success` for successful operations.
data	object	Response data for convert position request
data.status	string	Status message for convert position request

Error codes

Error code	Description
UDAPI1033	Get position data failed - There was an issue retrieving the position data.
UDAPI1034	Positions unavailable for given user id - No positions were found for the specified user ID.
UDAPI1035	Positions unavailable for given instrument key or product - No positions match the provided instrument key or product details.

Sample Code

Convert a position from intraday to delivery

curl --location --request PUT 'https://api.upstox.com/v2/portfolio/convert-position' \
--header 'Content-Type: application/json' \
--header 'Accept: application/json' \
--header 'Authorization: Bearer {your_access_token}' \
--data '{
  "instrument_token": "NSE_EQ|INE528G01035",
  "new_product": "D",
  "old_product": "I",
  "transaction_type": "BUY",
  "quantity": 1
}'

import requests

url = 'https://api.upstox.com/v2/portfolio/convert-position'
headers = {
    'Content-Type': 'application/json',
    'Accept': 'application/json',
    'Authorization': 'Bearer {your_access_token}',  # Replace {your_access_token} with your actual access token
}

data = {
    "instrument_token": "NSE_EQ|INE528G01035",
    "new_product": "D",
    "old_product": "I",
    "transaction_type": "BUY",
    "quantity": 1
}

response = requests.put(url, headers=headers, json=data)

print(response.status_code)
print(response.json())

const axios = require('axios');

const url = 'https://api.upstox.com/v2/portfolio/convert-position';
const headers = {
    'Content-Type': 'application/json',
    'Accept': 'application/json',
    'Authorization': 'Bearer {your_access_token}', // Replace {your_access_token} with your actual access token
};

const data = {
    "instrument_token": "NSE_EQ|INE528G01035",
    "new_product": "D",
    "old_product": "I",
    "transaction_type": "BUY",
    "quantity": 1
};

axios.put(url, data, { headers })
    .then(response => {
        console.log('Status Code:', response.status);
        console.log('Response Data:', response.data);
    })
    .catch(error => {
        console.error('Error:', error.message);
    });

import java.net.URI;
import java.net.http.HttpClient;
import java.net.http.HttpRequest;
import java.net.http.HttpResponse;
import java.nio.charset.StandardCharsets;

public class Main {

    public static void main(String[] args) {
        try {
            String url = "https://api.upstox.com/v2/portfolio/convert-position";

            // Building the request payload
            String payload = "{\n" +
                    "  \"instrument_token\": \"NSE_EQ|INE528G01035\",\n" +
                    "  \"new_product\": \"D\",\n" +
                    "  \"old_product\": \"I\",\n" +
                    "  \"transaction_type\": \"BUY\",\n" +
                    "  \"quantity\": 1\n" +
                    "}";

            // Replace {your_access_token} with your actual access token
            String accessToken = "{your_access_token}";

            HttpRequest request = HttpRequest.newBuilder()
                    .uri(URI.create(url))
                    .header("Content-Type", "application/json")
                    .header("Accept", "application/json")
                    .header("Authorization", "Bearer " + accessToken)
                    .method("PUT", HttpRequest.BodyPublishers.ofString(payload, StandardCharsets.UTF_8))
                    .build();

            HttpClient client = HttpClient.newHttpClient();
            HttpResponse<String> response = client.send(request, HttpResponse.BodyHandlers.ofString());

            // Reading the response
            int responseCode = response.statusCode();
            System.out.println("Response Code: " + responseCode);

            // Printing the response body
            System.out.println("Response Body: " + response.body());

        } catch (Exception e) {
            e.printStackTrace();
        }
    }
}

<?php

$url = 'https://api.upstox.com/v2/portfolio/convert-position';

// Replace {your_access_token} with your actual access token
$accessToken = '{your_access_token}';

$headers = [
    'Content-Type: application/json',
    'Accept: application/json',
    'Authorization: Bearer ' . $accessToken,
];

$data = [
    "instrument_token" => "NSE_EQ|INE528G01035",
    "new_product" => "D",
    "old_product" => "I",
    "transaction_type" => "BUY",
    "quantity" => 1
];

$ch = curl_init();

curl_setopt($ch, CURLOPT_URL, $url);
curl_setopt($ch, CURLOPT_RETURNTRANSFER, true);
curl_setopt($ch, CURLOPT_CUSTOMREQUEST, "PUT");
curl_setopt($ch, CURLOPT_HTTPHEADER, $headers);
curl_setopt($ch, CURLOPT_POSTFIELDS, json_encode($data));

$response = curl_exec($ch);
$httpCode = curl_getinfo($ch, CURLINFO_HTTP_CODE);

curl_close($ch);

// Output the response code and body
echo "Response Code: " . $httpCode . PHP_EOL;
echo "Response Body: " . $response . PHP_EOL;
?>

import upstox_client
from upstox_client.rest import ApiException

configuration = upstox_client.Configuration()
configuration.access_token = '{your_access_token}'

api_instance = upstox_client.PortfolioApi(upstox_client.ApiClient(configuration))
body = upstox_client.ConvertPositionRequest(instrument_token= "NSE_EQ|INE528G01035",quantity=1,new_product="D",old_product="I",transaction_type="BUY")
api_version = '2.0'

try:
    # Convert Positions
    api_response = api_instance.convert_positions(body, api_version)
    print(api_response)
except ApiException as e:
    print("Exception when calling PortfolioApi->convert_positions: %s\n" % e)

let UpstoxClient = require('upstox-js-sdk');
let defaultClient = UpstoxClient.ApiClient.instance;

// Configure OAuth2 access token for authorization: OAUTH2
let OAUTH2 = defaultClient.authentications['OAUTH2'];
OAUTH2.accessToken = '{your_access_token}';

let apiInstance = new UpstoxClient.PortfolioApi();
let body = new UpstoxClient.ConvertPositionRequest("NSE_EQ|INE528G01035",UpstoxClient.ConvertPositionRequest.NewProductEnum.D,UpstoxClient.ConvertPositionRequest.OldProductEnum.I,UpstoxClient.ConvertPositionRequest.TransactionTypeEnum.BUY,1); // ConvertPositionRequest | 
let apiVersion = "2.0"; // String | API Version Header

apiInstance.convertPositions(body, apiVersion, (error, data, response) => {
  if (error) {
    console.error(error);
  } else {
    console.log('API called successfully. Returned data: ' + JSON.stringify(data));
  }
});

import com.upstox.ApiClient;
import com.upstox.ApiException;
import com.upstox.Configuration;
import com.upstox.api.ConvertPositionRequest;
import com.upstox.api.ConvertPositionResponse;
import com.upstox.auth.*;
import io.swagger.client.api.PortfolioApi;

public class Main {
    public static void main(String[] args) {
        ApiClient defaultClient = Configuration.getDefaultApiClient();

        OAuth OAUTH2 = (OAuth) defaultClient.getAuthentication("OAUTH2");
        OAUTH2.setAccessToken("{your_access_token}");

        PortfolioApi apiInstance = new PortfolioApi();
        ConvertPositionRequest body = new ConvertPositionRequest();
        body.setInstrumentToken("NSE_EQ|INE528G01035");
        body.setNewProduct(ConvertPositionRequest.NewProductEnum.D);
        body.setOldProduct(ConvertPositionRequest.OldProductEnum.I);
        body.setQuantity(2);
        body.setTransactionType(ConvertPositionRequest.TransactionTypeEnum.BUY);
        String apiVersion = "2.0";
        try {
            ConvertPositionResponse result = apiInstance.convertPositions(body, apiVersion);
            System.out.println(result);
        } catch (ApiException e) {
            System.err.println("Exception when calling PortfolioApi#convertPositions");
            e.printStackTrace();
        }

    }
}

Convert a position from delivery to intraday

curl --location --request PUT 'https://api.upstox.com/v2/portfolio/convert-position' \
--header 'Content-Type: application/json' \
--header 'Accept: application/json' \
--header 'Authorization: Bearer {your_access_token}' \
--data '{
  "instrument_token": "NSE_EQ|INE528G01035",
  "new_product": "I",
  "old_product": "D",
  "transaction_type": "BUY",
  "quantity": 1
}'

import requests

url = 'https://api.upstox.com/v2/portfolio/convert-position'
headers = {
    'Content-Type': 'application/json',
    'Accept': 'application/json',
    'Authorization': 'Bearer {your_access_token}',  # Replace {your_access_token} with your actual access token
}

data = {
    "instrument_token": "NSE_EQ|INE528G01035",
    "new_product": "I",
    "old_product": "D",
    "transaction_type": "BUY",
    "quantity": 1
}

response = requests.put(url, headers=headers, json=data)

print(response.status_code)
print(response.json())

const axios = require('axios');

const url = 'https://api.upstox.com/v2/portfolio/convert-position';
const headers = {
    'Content-Type': 'application/json',
    'Accept': 'application/json',
    'Authorization': 'Bearer {your_access_token}', // Replace {your_access_token} with your actual access token
};

const data = {
    "instrument_token": "NSE_EQ|INE528G01035",
    "new_product": "I",
    "old_product": "D",
    "transaction_type": "BUY",
    "quantity": 1
};

axios.put(url, data, { headers })
    .then(response => {
        console.log('Status Code:', response.status);
        console.log('Response Data:', response.data);
    })
    .catch(error => {
        console.error('Error:', error.message);
    });

import java.net.URI;
import java.net.http.HttpClient;
import java.net.http.HttpRequest;
import java.net.http.HttpResponse;
import java.nio.charset.StandardCharsets;

public class Main {

    public static void main(String[] args) {
        try {
            String url = "https://api.upstox.com/v2/portfolio/convert-position";

            // Building the request payload
            String payload = "{\n" +
                    "  \"instrument_token\": \"NSE_EQ|INE528G01035\",\n" +
                    "  \"new_product\": \"I\",\n" +
                    "  \"old_product\": \"D\",\n" +
                    "  \"transaction_type\": \"BUY\",\n" +
                    "  \"quantity\": 1\n" +
                    "}";

            // Replace {your_access_token} with your actual access token
            String accessToken = "{your_access_token}";

            HttpRequest request = HttpRequest.newBuilder()
                    .uri(URI.create(url))
                    .header("Content-Type", "application/json")
                    .header("Accept", "application/json")
                    .header("Authorization", "Bearer " + accessToken)
                    .method("PUT", HttpRequest.BodyPublishers.ofString(payload, StandardCharsets.UTF_8))
                    .build();

            HttpClient client = HttpClient.newHttpClient();
            HttpResponse<String> response = client.send(request, HttpResponse.BodyHandlers.ofString());

            // Reading the response
            int responseCode = response.statusCode();
            System.out.println("Response Code: " + responseCode);

            // Printing the response body
            System.out.println("Response Body: " + response.body());

        } catch (Exception e) {
            e.printStackTrace();
        }
    }
}

<?php

$url = 'https://api.upstox.com/v2/portfolio/convert-position';

// Replace {your_access_token} with your actual access token
$accessToken = '{your_access_token}';

$headers = [
    'Content-Type: application/json',
    'Accept: application/json',
    'Authorization: Bearer ' . $accessToken,
];

$data = [
    "instrument_token" => "NSE_EQ|INE528G01035",
    "new_product" => "I",
    "old_product" => "D",
    "transaction_type" => "BUY",
    "quantity" => 1
];

$ch = curl_init();

curl_setopt($ch, CURLOPT_URL, $url);
curl_setopt($ch, CURLOPT_RETURNTRANSFER, true);
curl_setopt($ch, CURLOPT_CUSTOMREQUEST, "PUT");
curl_setopt($ch, CURLOPT_HTTPHEADER, $headers);
curl_setopt($ch, CURLOPT_POSTFIELDS, json_encode($data));

$response = curl_exec($ch);
$httpCode = curl_getinfo($ch, CURLINFO_HTTP_CODE);

curl_close($ch);

// Output the response code and body
echo "Response Code: " . $httpCode . PHP_EOL;
echo "Response Body: " . $response . PHP_EOL;
?>

import upstox_client
from upstox_client.rest import ApiException

configuration = upstox_client.Configuration()
configuration.access_token = '{your_access_token}'

api_instance = upstox_client.PortfolioApi(upstox_client.ApiClient(configuration))
body = upstox_client.ConvertPositionRequest(instrument_token= "NSE_EQ|INE528G01035",quantity=1,new_product="I",old_product="D",transaction_type="BUY")
api_version = '2.0'

try:
    # Convert Positions
    api_response = api_instance.convert_positions(body, api_version)
    print(api_response)
except ApiException as e:
    print("Exception when calling PortfolioApi->convert_positions: %s\n" % e)

let UpstoxClient = require('upstox-js-sdk');
let defaultClient = UpstoxClient.ApiClient.instance;

// Configure OAuth2 access token for authorization: OAUTH2
let OAUTH2 = defaultClient.authentications['OAUTH2'];
OAUTH2.accessToken = '{your_access_token}';

let apiInstance = new UpstoxClient.PortfolioApi();
let body = new UpstoxClient.ConvertPositionRequest("NSE_EQ|INE528G01035",UpstoxClient.ConvertPositionRequest.NewProductEnum.I,UpstoxClient.ConvertPositionRequest.OldProductEnum.D,UpstoxClient.ConvertPositionRequest.TransactionTypeEnum.BUY,1); // ConvertPositionRequest | 
let apiVersion = "2.0"; // String | API Version Header

apiInstance.convertPositions(body, apiVersion, (error, data, response) => {
  if (error) {
    console.error(error);
  } else {
    console.log('API called successfully. Returned data: ' + JSON.stringify(data));
  }
});

import com.upstox.ApiClient;
import com.upstox.ApiException;
import com.upstox.Configuration;
import com.upstox.api.ConvertPositionRequest;
import com.upstox.api.ConvertPositionResponse;
import com.upstox.auth.*;
import io.swagger.client.api.PortfolioApi;

public class Main {
    public static void main(String[] args) {
        ApiClient defaultClient = Configuration.getDefaultApiClient();

        OAuth OAUTH2 = (OAuth) defaultClient.getAuthentication("OAUTH2");
        OAUTH2.setAccessToken("{your_access_token}");

        PortfolioApi apiInstance = new PortfolioApi();
        ConvertPositionRequest body = new ConvertPositionRequest();
        body.setInstrumentToken("NSE_EQ|INE528G01035");
        body.setNewProduct(ConvertPositionRequest.NewProductEnum.I);
        body.setOldProduct(ConvertPositionRequest.OldProductEnum.D);
        body.setQuantity(2);
        body.setTransactionType(ConvertPositionRequest.TransactionTypeEnum.BUY);
        String apiVersion = "2.0";
        try {
            ConvertPositionResponse result = apiInstance.convertPositions(body, apiVersion);
            System.out.println(result);
        } catch (ApiException e) {
            System.err.println("Exception when calling PortfolioApi#convertPositions");
            e.printStackTrace();
        }

    }
}