Agent skill

Upstox

Upstox API v2: portfolio, market data, orders, P&L (Indian F&O)

Apache-2.0Auto-check passedBusiness, Finance & HR

Install Upstox

skills CLI

$ npx skills add taracodlabs/aiden --skill upstox -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI

$ gh skill install taracodlabs/aiden upstox --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy

$ git clone --depth 1 https://github.com/taracodlabs/aiden.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/upstox .claude/skills/upstox && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Paste into Claude Code

Install the "upstox" agent skill from https://github.com/taracodlabs/aiden/tree/main/skills/upstox into .claude/skills/upstox/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "upstox", then confirm the skill loads.

Claude Code copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.

$skill-installer

$skill-installer install https://github.com/taracodlabs/aiden/tree/main/skills/upstox

Type this inside Codex. $skill-installer <name> installs a curated skill from openai/skills. The installer writes to $CODEX_HOME/skills (default ~/.codex/skills). Restart Codex if the skill does not show up.

skills CLI

$ npx skills add taracodlabs/aiden --skill upstox -a codex

Project install goes to .agents/skills/; add -g for ~/.codex/skills/.

GitHub CLI

$ gh skill install taracodlabs/aiden upstox --agent codex

Project scope by default (.agents/skills/); add --scope user for a personal install.

Manual copy

$ git clone --depth 1 https://github.com/taracodlabs/aiden.git skills-src && mkdir -p .agents/skills && cp -r skills-src/skills/upstox .agents/skills/upstox && rm -rf skills-src

Use ~/.agents/skills/ instead of .agents/skills for a personal install.

Codex skills documentation · loads skills from .agents/skills/

Paste into Codex

Install the "upstox" agent skill from https://github.com/taracodlabs/aiden/tree/main/skills/upstox into .agents/skills/upstox/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "upstox", then confirm the skill loads.

Codex copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.

skills CLI

$ npx skills add taracodlabs/aiden --skill upstox -a cursor

Project install goes to .agents/skills/; add -g for ~/.cursor/skills/.

GitHub CLI

$ gh skill install taracodlabs/aiden upstox --agent cursor

Project scope by default (.agents/skills/); add --scope user for a personal install.

Manual copy

$ git clone --depth 1 https://github.com/taracodlabs/aiden.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/skills/upstox .cursor/skills/upstox && rm -rf skills-src

Use ~/.cursor/skills/ instead of .cursor/skills for a personal install.

Cursor skills documentation · loads skills from .cursor/skills/, .agents/skills/, .claude/skills/, .codex/skills/

Paste into Cursor

Install the "upstox" agent skill from https://github.com/taracodlabs/aiden/tree/main/skills/upstox into .cursor/skills/upstox/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "upstox", then confirm the skill loads.

Cursor copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.

gemini skills install

$ gemini skills install https://github.com/taracodlabs/aiden.git --path skills/upstox

--scope user (default) or --scope workspace; --path is the subfolder of the repo that holds the skill; --consent skips the security confirmation prompt.

skills CLI

$ npx skills add taracodlabs/aiden --skill upstox -a gemini-cli

Project install goes to .agents/skills/; add -g for ~/.gemini/skills/.

GitHub CLI

$ gh skill install taracodlabs/aiden upstox --agent gemini-cli

Project scope by default (.agents/skills/); add --scope user for a personal install.

Manual copy

$ git clone --depth 1 https://github.com/taracodlabs/aiden.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/skills/upstox .gemini/skills/upstox && rm -rf skills-src

Use ~/.gemini/skills/ instead of .gemini/skills for a personal install, then run /skills reload.

Gemini CLI skills documentation · loads skills from .gemini/skills/, .agents/skills/

Paste into Gemini CLI

Install the "upstox" agent skill from https://github.com/taracodlabs/aiden/tree/main/skills/upstox into .gemini/skills/upstox/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "upstox", then confirm the skill loads.

Gemini CLI copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.

GitHub CLI

$ gh skill install taracodlabs/aiden upstox

Installs for Copilot at project scope by default; add --scope user for a personal install. Preview a skill first with gh skill preview. Needs GitHub CLI 2.90.0 or later (public preview).

skills CLI

$ npx skills add taracodlabs/aiden --skill upstox -a github-copilot

Project install goes to .agents/skills/; add -g for ~/.copilot/skills/.

Manual copy

$ git clone --depth 1 https://github.com/taracodlabs/aiden.git skills-src && mkdir -p .github/skills && cp -r skills-src/skills/upstox .github/skills/upstox && rm -rf skills-src

Use ~/.copilot/skills/ instead of .github/skills for a personal install. Commit .github/skills so cloud agent and code review can use it.

GitHub Copilot skills documentation · loads skills from .github/skills/, .claude/skills/, .agents/skills/

Paste into GitHub Copilot

Install the "upstox" agent skill from https://github.com/taracodlabs/aiden/tree/main/skills/upstox into .github/skills/upstox/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "upstox", then confirm the skill loads.

GitHub Copilot copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.

skills CLI

$ npx skills add taracodlabs/aiden --skill upstox -a opencode

OpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.

GitHub CLI

$ gh skill install taracodlabs/aiden upstox --agent opencode

Project scope by default (.agents/skills/); add --scope user for a personal install.

Manual copy

$ git clone --depth 1 https://github.com/taracodlabs/aiden.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/skills/upstox .opencode/skills/upstox && rm -rf skills-src

Use ~/.config/opencode/skills/ instead of .opencode/skills for a personal install.

OpenCode skills documentation · loads skills from .opencode/skills/, .claude/skills/, .agents/skills/

Paste into OpenCode

Install the "upstox" agent skill from https://github.com/taracodlabs/aiden/tree/main/skills/upstox into .opencode/skills/upstox/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "upstox", then confirm the skill loads.

OpenCode copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.

Facts

Skill name: upstox
GitHub stars: 851
Token cost: ~926 tokens
SKILL.md length: 222 words
Files: 2
Skills in repo: 63
Repo updated: Sep 13, 2026
First seen: Oct 7, 2026
Licence: Apache-2.0

At a glance

Upstox API v2: portfolio, market data, orders, P&L (Indian F&O)

Tasks that involve Stock and market analysis
SKILL.md covers When to Use, How to Use, Examples and Cautions
Reaches api.upstox.com; needs UPSTOX_TOKEN

What it does

Upstox is an agent skill from taracodlabs/aiden. Upstox API v2: portfolio, market data, orders, P&L (Indian F&O)

Its SKILL.md is about 930 tokens, which your agent loads only when the skill is triggered. The skill folder holds 1 other file (for example `skill.json`).

It sits in Business, Finance & HR, covering Stock and market analysis. The repository describes itself as: Aiden — an autonomous AI agent and work engine built solo. It can operate your browser, terminal, files, apps, APIs, skills and tools, remember context, recover from failures… The licence is Apache-2.0.

When your agent uses it

Tasks that involve Stock and market analysis

Example prompts

“/upstox”

Requirements

A credential in UPSTOX_TOKEN

What it can do on your machine

Read from SKILL.md and the folder at commit 3704204. It shows what the files ask for, not the result of running them.

Tool permissions
Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.
From allowed-tools in the SKILL.md frontmatter.
Runs code
No scripts in the folder and no shell commands in SKILL.md (its code samples are powershell).
From the folder's file list and the shell code blocks in SKILL.md.
Network
Hosts in commands or code, which the agent is likely to contact:
- api.upstox.com
From URLs in SKILL.md, links to its own repository left out.
Credentials
Names these keys or tokens, usually read from environment variables:
- UPSTOX_TOKEN
From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

Upstox loads about 926 tokens when it runs. Until then it costs about 18 tokens; SKILL.md has 222 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it: ~18
When it runs · the whole SKILL.md, loaded when a task matches: ~926

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

The full file from taracodlabs/aiden at commit 3704204, republished under its Apache-2.0 licence (© taracodlabs). 222 words, ~926 tokens.

Download SKILL.mdSave it as .claude/skills/upstox/SKILL.md (or your agent's skills folder). This skill also uses 1 other file; get the full folder from GitHub.

name: upstox
description: Upstox API v2: portfolio, market data, orders, P&L (Indian F&O)
category: india
version: 1.0.0
tags: upstox, broker, india, trading, orders, portfolio, equity, fno, market
license: Apache-2.0

Upstox

Access your Upstox brokerage account via the Upstox API v2 — live quotes, holdings, positions, order placement, and margin data. Requires Upstox API credentials.

When to Use

User wants to check Upstox portfolio holdings or positions
User asks for live market quotes on NSE/BSE instruments
User wants to place, modify, or cancel an Upstox order
User asks about today's P&L, order book, or trade history
User wants margin or funds information

How to Use

Set up credentials

powershell

$env:UPSTOX_TOKEN = "your_access_token"   # Bearer token from OAuth flow
$baseUrl = "https://api.upstox.com/v2"
$headers = @{
  "Authorization" = "Bearer $env:UPSTOX_TOKEN"
  "Accept"        = "application/json"
}

Get holdings

powershell

$resp = Invoke-RestMethod -Uri "$baseUrl/portfolio/long-term-holdings" -Headers $headers
$resp.data | Select-Object tradingsymbol, quantity, average_price, last_price,
  @{N='PnL';E={[math]::Round(($_.last_price - $_.average_price)*$_.quantity,2)}}

Get short-term positions (intraday / F&O)

powershell

$resp = Invoke-RestMethod -Uri "$baseUrl/portfolio/short-term-positions" -Headers $headers
$resp.data | Select-Object tradingsymbol, quantity, average_price, last_price, pnl, product

Get live market quote

powershell

$instrument = "NSE_EQ|INE009A01021"   # INFOSYS ISIN-based instrument key
$resp = Invoke-RestMethod -Uri "$baseUrl/market-quote/quotes?instrument_key=$instrument" -Headers $headers
$resp.data | Select-Object last_price, net_change, volume, ohlc

Get funds and margin

powershell

$resp = Invoke-RestMethod -Uri "$baseUrl/user/get-funds-and-margin" -Headers $headers
$resp.data | Select-Object equity

Place a market order

powershell

$order = @{
  quantity         = 1
  product          = "D"        # D = delivery, I = intraday
  validity         = "DAY"
  price            = 0
  tag              = "aiden"
  instrument_token = "NSE_EQ|INE009A01021"
  order_type       = "MARKET"
  transaction_type = "BUY"
  disclosed_quantity = 0
  trigger_price    = 0
  is_amo           = $false
} | ConvertTo-Json

$resp = Invoke-RestMethod -Uri "$baseUrl/order/place" -Method POST `
  -Headers ($headers + @{"Content-Type"="application/json"}) -Body $order
Write-Host "Order ID: $($resp.data.order_id)"

Get order book

powershell

$resp = Invoke-RestMethod -Uri "$baseUrl/order/retrieve-all" -Headers $headers
$resp.data | Select-Object order_id, tradingsymbol, transaction_type,
  quantity, price, status, order_timestamp |
  Sort-Object order_timestamp -Descending

Examples

"Show my Upstox portfolio" → Fetch long-term holdings, calculate unrealized P&L per position, sum total.

"What's the live price of Reliance?" → Use instrument key NSE_EQ|INE002A01018 and fetch /market-quote/quotes.

"Place a buy order for 5 shares of TCS" → POST to /order/place with instrument key for TCS, qty 5, product D, order_type MARKET — confirm first.

Cautions

Access tokens expire after 24 hours — regenerate via Upstox OAuth flow each trading day
Instrument keys use the format EXCHANGE|ISIN — look up via Upstox instruments CSV download
Always confirm order parameters with the user before calling the place order endpoint
Use product I (intraday) only if you intend to square off before 3:20 PM IST — auto square-off applies
F&O instruments require appropriate margin — check funds before placing F&O orders

Files

SKILL.md and 1 other file in skills/upstox of taracodlabs/aiden.

SKILL.md
skill.json

Open the folder on GitHubat commit 3704204

Compare with similar skills

Upstox next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

Upstox compared with similar skills
Skill	Stars	Used in	Tokens	Auto-check	Licence	Repo updated
Upstox this skilltaracodlabs/aiden	851	—	~926	Automated safety check: Pass	Apache-2.0	26 days ago
Stock APIzhangxiangliang/stock-api	2k	—	~507	Automated safety check: Pass	MIT	today
Tushare Datazillionare/zillionare	321	2 repos	~2.3k	Automated safety check: Pass	None	yesterday
Tradingview MCPatilaahmettaner/tradingview-mcp	5k	—	~1.3k	Automated safety check: Pass	MIT	2 days ago
Digital Oraclekomako-workshop/digital-oracle	875	—	~5.9k	Automated safety check: Pass	MIT	2 mo ago
Longbridge Researchhelsome/folio	270	3 repos	~2.1k	Automated safety check: Pass	MIT	6 days ago

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Questions about Upstox

What does Upstox do?

Upstox API v2: portfolio, market data, orders, P&L (Indian F&O). Upstox is an agent skill from taracodlabs/aiden.

When should I use Upstox?

Upstox fits situations like: tasks that involve Stock and market analysis.

How do I install Upstox in Claude Code?

Run `npx skills add taracodlabs/aiden --skill upstox -a claude-code`. Or copy the skill folder (skills/upstox in taracodlabs/aiden) into .claude/skills/upstox in your project. Claude Code loads it when a task matches its description.

How do I install Upstox in Codex?

Run `npx skills add taracodlabs/aiden --skill upstox -a codex`. Or copy the skill folder (skills/upstox in taracodlabs/aiden) into .agents/skills/upstox in your project. Codex loads it when a task matches its description.

Can I use Upstox in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add taracodlabs/aiden --skill upstox -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/upstox, .gemini/skills/upstox, .github/skills/upstox and .opencode/skills/upstox in your project.

What does Upstox need to run?

Going by SKILL.md and its folder, Upstox needs credentials named UPSTOX_TOKEN. Our summary lists: A credential in UPSTOX_TOKEN.

Does Upstox access the network?

SKILL.md names 1 domain. In commands or code: api.upstox.com; the agent is likely to contact it when it follows the instructions. This is read from the text; nothing was executed.

Is Upstox safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.

What licence does Upstox use?

Upstox is published under the Apache-2.0 licence (declared in SKILL.md). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Upstox use?

About 926 tokens (SKILL.md is roughly 3.7k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.

What are the alternatives to Upstox?

Skills that share tags, products or a category with Upstox: Stock API (zhangxiangliang/stock-api, 2k stars), Tushare Data (zillionare/zillionare, 321 stars), Tradingview MCP (atilaahmettaner/tradingview-mcp, 5k stars) and Digital Oracle (komako-workshop/digital-oracle, 875 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Upstox?

taracodlabs (a GitHub organization) maintains it in taracodlabs/aiden, which has 851 GitHub stars. The repository holds 63 skills in this directory. The repository was last updated on September 13, 2026.

Source: taracodlabs/aiden on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.

Install Upstox

Facts

At a glance

What it does

When your agent uses it

Example prompts

Requirements

What it can do on your machine

Tool permissions

Runs code

Network

Credentials

Context cost

Safety

SKILL.md

Upstox

When to Use

How to Use

Set up credentials

Get holdings

Get short-term positions (intraday / F&O)

Get live market quote

Get funds and margin

Place a market order

Get order book

Examples

Cautions

Files

Compare with similar skills

Similar skills

More from taracodlabs/aiden

Related

Questions about Upstox