Get Fund And Margin

Get equity and commodity funds

Curl

curl --location 'https://api.upstox.com/v2/user/get-funds-and-margin' \
--header 'Accept: application/json' \
--header 'Authorization: Bearer {your_access_token}'

Python

import requests

url = 'https://api.upstox.com/v2/user/get-funds-and-margin'

headers = {
    'Accept': 'application/json',
    'Authorization': 'Bearer {your_access_token}'
}

response = requests.get(url, headers=headers)

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

Node.js

const axios = require('axios');

const url = 'https://api.upstox.com/v2/user/get-funds-and-margin';

const headers = {
  'Accept': 'application/json',
  'Authorization': 'Bearer {your_access_token}'
};

axios.get(url, { headers })
  .then(response => {
    console.log(response.status);
    console.log(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;

public class Main {

    public static void main(String[] args) {
        String url = "https://api.upstox.com/v2/user/get-funds-and-margin";
        String acceptHeader = "application/json";
        String authorizationHeader = "Bearer {your_access_token}";

        HttpClient httpClient = HttpClient.newHttpClient();

        HttpRequest request = HttpRequest.newBuilder()
                .uri(URI.create(url))
                .header("Accept", acceptHeader)
                .header("Authorization", authorizationHeader)
                .GET()
                .build();

        try {
            HttpResponse<String> response = httpClient.send(request, HttpResponse.BodyHandlers.ofString());

            System.out.println("Status Code: " + response.statusCode());
            System.out.println("Response Body: " + response.body());
        } catch (Exception e) {
            System.err.println("Error: " + e.getMessage());
        }
    }
}

PHP

<?php

$url = 'https://api.upstox.com/v2/user/get-funds-and-margin';
$acceptHeader = 'application/json';
$authorizationHeader = 'Bearer {your_access_token}';

$ch = curl_init($url);
curl_setopt($ch, CURLOPT_RETURNTRANSFER, true);
curl_setopt($ch, CURLOPT_HTTPHEADER, array(
    'Accept: ' . $acceptHeader,
    'Authorization: ' . $authorizationHeader,
));

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

curl_close($ch);

echo "Status Code: " . $status_code . 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_version = '2.0'

api_instance = upstox_client.UserApi(upstox_client.ApiClient(configuration))

try:
    # Get User Fund And Margin
    api_response = api_instance.get_user_fund_margin(api_version)
    print(api_response)
except ApiException as e:
    print("Exception when calling UserApi->get_user_fund_margin: %s\n" % e)

Node.js SDK

let UpstoxClient = require('upstox-js-sdk');
let defaultClient = UpstoxClient.ApiClient.instance;
var OAUTH2 = defaultClient.authentications['OAUTH2'];
OAUTH2.accessToken = "{your_access_token}";
let apiInstance = new UpstoxClient.UserApi();
let apiVersion = "2.0"; 

apiInstance.getUserFundMargin(apiVersion, null, (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.GetUserFundMarginResponse;
import com.upstox.auth.*;
import io.swagger.client.api.UserApi;
public class Main {
    public static void main(String[] args) {
        ApiClient defaultClient = Configuration.getDefaultApiClient();

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

        UserApi apiInstance = new UserApi();
        String apiVersion = "2.0"; // String | API Version Header
        String segment = ""; 
        try {
            GetUserFundMarginResponse result = apiInstance.getUserFundMargin(apiVersion, segment);
            System.out.println(result);
        } catch (ApiException e) {
            System.err.println("Exception when calling UserApi#getUserFundMargin");
            e.printStackTrace();
        }
    }
}

Get equity funds

Curl

curl --location 'https://api.upstox.com/v2/user/get-funds-and-margin?segment=SEC' \
--header 'Accept: application/json' \
--header 'Authorization: Bearer {your_access_token}'

Python

import requests

url = 'https://api.upstox.com/v2/user/get-funds-and-margin?segment=SEC'

headers = {
    'Accept': 'application/json',
    'Authorization': 'Bearer {your_access_token}'
}

response = requests.get(url, headers=headers)

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

Node.js

const axios = require('axios');

const url = 'https://api.upstox.com/v2/user/get-funds-and-margin?segment=SEC';

const headers = {
  'Accept': 'application/json',
  'Authorization': 'Bearer {your_access_token}'
};

axios.get(url, { headers })
  .then(response => {
    console.log(response.status);
    console.log(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;

public class Main {

    public static void main(String[] args) {
        String url = "https://api.upstox.com/v2/user/get-funds-and-margin?segment=SEC";
        String acceptHeader = "application/json";
        String authorizationHeader = "Bearer {your_access_token}";

        HttpClient httpClient = HttpClient.newHttpClient();

        HttpRequest request = HttpRequest.newBuilder()
                .uri(URI.create(url))
                .header("Accept", acceptHeader)
                .header("Authorization", authorizationHeader)
                .GET()
                .build();

        try {
            HttpResponse<String> response = httpClient.send(request, HttpResponse.BodyHandlers.ofString());

            System.out.println("Status Code: " + response.statusCode());
            System.out.println("Response Body: " + response.body());
        } catch (Exception e) {
            System.err.println("Error: " + e.getMessage());
        }
    }
}

PHP

<?php

$url = 'https://api.upstox.com/v2/user/get-funds-and-margin?segment=SEC';
$acceptHeader = 'application/json';
$authorizationHeader = 'Bearer {your_access_token}';

$ch = curl_init($url);
curl_setopt($ch, CURLOPT_RETURNTRANSFER, true);
curl_setopt($ch, CURLOPT_HTTPHEADER, array(
    'Accept: ' . $acceptHeader,
    'Authorization: ' . $authorizationHeader,
));

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

curl_close($ch);

echo "Status Code: " . $status_code . 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_version = '2.0'

api_instance = upstox_client.UserApi(upstox_client.ApiClient(configuration))
segment = 'SEC'
try:
    # Get User Fund And Margin
    api_response = api_instance.get_user_fund_margin(api_version, segment=segment)
    print(api_response)
except ApiException as e:
    print("Exception when calling UserApi->get_user_fund_margin: %s\n" % e)

Node.js SDK

let UpstoxClient = require('upstox-js-sdk');
let defaultClient = UpstoxClient.ApiClient.instance;
var OAUTH2 = defaultClient.authentications['OAUTH2'];
OAUTH2.accessToken = "{your_access_token}";
let apiInstance = new UpstoxClient.UserApi();
let apiVersion = "2.0"; 
let opts = { 
  'segment': "SEC"  
};
apiInstance.getUserFundMargin(apiVersion, opts, (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.GetUserFundMarginResponse;
import com.upstox.auth.*;
import io.swagger.client.api.UserApi;
public class Main {
    public static void main(String[] args) {
        ApiClient defaultClient = Configuration.getDefaultApiClient();

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

        UserApi apiInstance = new UserApi();
        String apiVersion = "2.0"; // String | API Version Header
        String segment = "SEC"; // String |
        try {
            GetUserFundMarginResponse result = apiInstance.getUserFundMargin(apiVersion, segment);
            System.out.println(result);
        } catch (ApiException e) {
            System.err.println("Exception when calling UserApi#getUserFundMargin");
            e.printStackTrace();
        }
    }
}

Get commodity funds

Curl

curl --location 'https://api.upstox.com/v2/user/get-funds-and-margin?segment=COM' \
--header 'Accept: application/json' \
--header 'Authorization: Bearer {your_access_token}'

Python

import requests

url = 'https://api.upstox.com/v2/user/get-funds-and-margin?segment=COM'

headers = {
    'Accept': 'application/json',
    'Authorization': 'Bearer {your_access_token}'
}

response = requests.get(url, headers=headers)

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

Node.js

const axios = require('axios');

const url = 'https://api.upstox.com/v2/user/get-funds-and-margin?segment=COM';

const headers = {
  'Accept': 'application/json',
  'Authorization': 'Bearer {your_access_token}'
};

axios.get(url, { headers })
  .then(response => {
    console.log(response.status);
    console.log(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;

public class Main {

    public static void main(String[] args) {
        String url = "https://api.upstox.com/v2/user/get-funds-and-margin?segment=COM";
        String acceptHeader = "application/json";
        String authorizationHeader = "Bearer {your_access_token}";

        HttpClient httpClient = HttpClient.newHttpClient();

        HttpRequest request = HttpRequest.newBuilder()
                .uri(URI.create(url))
                .header("Accept", acceptHeader)
                .header("Authorization", authorizationHeader)
                .GET()
                .build();

        try {
            HttpResponse<String> response = httpClient.send(request, HttpResponse.BodyHandlers.ofString());

            System.out.println("Status Code: " + response.statusCode());
            System.out.println("Response Body: " + response.body());
        } catch (Exception e) {
            System.err.println("Error: " + e.getMessage());
        }
    }
}

PHP

<?php

$url = 'https://api.upstox.com/v2/user/get-funds-and-margin?segment=COM';
$acceptHeader = 'application/json';
$authorizationHeader = 'Bearer {your_access_token}';

$ch = curl_init($url);
curl_setopt($ch, CURLOPT_RETURNTRANSFER, true);
curl_setopt($ch, CURLOPT_HTTPHEADER, array(
    'Accept: ' . $acceptHeader,
    'Authorization: ' . $authorizationHeader,
));

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

curl_close($ch);

echo "Status Code: " . $status_code . 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_version = '2.0'

api_instance = upstox_client.UserApi(upstox_client.ApiClient(configuration))
segment = 'COM'
try:
    # Get User Fund And Margin
    api_response = api_instance.get_user_fund_margin(api_version, segment=segment)
    print(api_response)
except ApiException as e:
    print("Exception when calling UserApi->get_user_fund_margin: %s\n" % e)

Node.js SDK

let UpstoxClient = require('upstox-js-sdk');
let defaultClient = UpstoxClient.ApiClient.instance;
var OAUTH2 = defaultClient.authentications['OAUTH2'];
OAUTH2.accessToken = "{your_access_token}";
let apiInstance = new UpstoxClient.UserApi();
let apiVersion = "2.0"; 
let opts = { 
  'segment': "COM"  
};
apiInstance.getUserFundMargin(apiVersion, opts, (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.GetUserFundMarginResponse;
import com.upstox.auth.*;
import io.swagger.client.api.UserApi;
public class Main {
    public static void main(String[] args) {
        ApiClient defaultClient = Configuration.getDefaultApiClient();

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

        UserApi apiInstance = new UserApi();
        String apiVersion = "2.0"; // String | API Version Header
        String segment = "COM"; // String |
        try {
            GetUserFundMarginResponse result = apiInstance.getUserFundMargin(apiVersion, segment);
            System.out.println(result);
        } catch (ApiException e) {
            System.err.println("Exception when calling UserApi#getUserFundMargin");
            e.printStackTrace();
        }
    }
}