Step 1: Decide on an automation path
You can automate Zerodha via Streak (no-code, Zerodha's own tool), via a third-party strategy marketplace like Tradetron, via your own Python + Kite Connect code, or via a managed service like Sleeping Trade. Each path starts with the same underlying step: enabling Kite Connect API.
Step 2: Enable Kite Connect
Log in to Zerodha. Go to developers.kite.trade. Pay the ₹2,000/month API fee. This fee is paid directly to Zerodha, not to any third-party platform. Your app will be provisioned within minutes of payment confirmation.
Step 3: Create an app
In the Kite developer console, create a new app. Note the API key and API secret — these are credentials for the automation layer. The secret in particular should be treated like a password.
Step 4: Connect to your automation platform
For Sleeping Trade, paste the API key and secret into your dashboard. For other platforms, follow their connect flow. In all cases, the platform uses OAuth-style token generation — your Zerodha login credentials are never shared.
Step 5: Daily token renewal
Kite Connect tokens expire daily — a SEBI-driven security model. Most platforms handle renewal automatically. On Sleeping Trade, you refresh the token once per trading day (takes 30 seconds on your phone) or we do it for you, depending on plan.
Step 6: Verify your first trade
Once connected, your first automated trade will appear in your Zerodha Console / Kite web exactly like any manual trade — with timestamps, order IDs, and a full audit trail. If it doesn't, something's broken; pause and debug before continuing.
Things to watch out for
Never share the API secret. Enable trade-only scope, not read-write-trade if the platform doesn't need full access. Monitor the first few days of live trading closely — rare edge cases surface early, not later.
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