Convert Positions

Convert a position from intraday to delivery

Curl

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
}'

Python

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())

Node.js

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);
    });

Java

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

<?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;
?>

Python SDK

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)

Node.js SDK

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));
  }
});

Java SDK

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

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
}'

Python

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())

Node.js

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);
    });

Java

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

<?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;
?>

Python SDK

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)

Node.js SDK

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));
  }
});

Java SDK

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();
        }

    }
}