Multiplier helps you to manage different child accounts of different size. If you need to place same trade in multiple child accounts with different quantity then it is done using multiplier. Here are few examples.
Multiplier: 2 -->
Quantity in Master account: 25. Quantity in Child account: 50
Multiplier: 0.5 --> Quantity in Master account: 50. Quantity in Child account: 25
Make sure, master quantity multiplied with Multiplier results in whole number and not a decimal value. For example: Multiplier 0.33 and master quantity of 75 will result in 24.75 and will give "Invalid Quantity" error.
Off/On Toggle
You can turn off order copying to selected account or all accounts. If you do not want to copy a particular order to few child accounts then you can toggle off those child accounts before placing the order. If you do not want to copy particular order to all child accounts then you can toggle off master account before placing that order.
Regarding Zerodha Authorization
Truecopier now supports Kite accounts which have 2Factor TOTP enabled.
Zerodha has two modes of login as explained below. Zerodha has announced that it will be mandatory to use TOTP from 30th Sep, 2022.
Option 1: TOTP Based Login [Mandatory from 30th Sep, 2022]
1. If you do not have TOTP enabled but you wish to use it. Here is a guide from Zerodha on How to enable TOTP?
2. While adding master/child account, you need to add the secret key that is provided by kite when you enable the TOTP.
3. If you have already enabled TOTP, then you should have this key. Most likely you would have entered in TOTP based apps like Google Authenticator. In case you do not have the key, then you can disable TOTP and re-enable it.
4. Important: Remember to copy the key that is generated during this step (click on Can’t scan? Copy the key link button which can be seen in the image below). This key will not be visible once your TOTP is enabled.
5. While adding master/child account in Truecopier, You need to select "Yes" in "Zerodha TOTP Enabled" field and enter the 32 characters TOTP key copied in above step.
Option 2: Fixed 2FA Pin Based Login
If you have not enabled TOTP in your account then while adding it as master or child account, you need to select "No" in "Zerodha TOTP Enabled" field and enter 6 digits 2FA Pin. Refer Image Below
Regarding Zerodha API Subscription
Zerodha has restrictions; so without API Subscription, Zerodha account can't be added as master account in Truecopier. So, we suggest you to add other brokers' account as master account but still if you have to use Zerodha as master account then you have to subscribe for Zerodha API as mentioned below.
Login and Go to Billing. Pay API Charges using Payment Gateway or link your Zerodha account with sufficient funds.
Go to My apps and create new app.
Select API type "Connect". Enter "Truecopier" in App name and Description. Enter Zerodha Client ID.
In Redirect URL, enter: https://truecopier.in/Dashboard/Callback_Zerodha
Click on Create and app will be created. From App details you can get API Key and API Secret which you need to enter in Truecopier
There's no need to subsribe for API for Zerodha child accounts.
Here are the screenshots.
Regarding Zerodha Logout Issue
Zerodha does not allow parallel logins without API subscription. So, if you add Zerodha as child accounts in Truecopier, it will logout any existing web session on your laptop / desktop whenever an order copies from master account. However Kite Mobile App, allows parallel login along with Truecopier. So Zerodha child accounts can be accessed from Kite Mobile App.
Daily Authorization - Manual / Auto
Select "Manual" if you do not want to disclose credentials for master account. In "Manual" Authorization, In this you need not to enter credentials for master account but you have to generate token only for master account everyday morning before market hours.
"Auto" Authorization is more convenient. Here you need to save credentials and API key. Truecopier will auto gnerate required access tokens to copy trades from master account on daily basis. You need to update credentials or API key in Truecopier as well if you change it in future.
Aliceblue - API Key
You need to get the API Key and save it in Truecopier. Here are the steps.
Login to ant.aliceblueonline.com
Go to Apps. Click on API Key
Here you will get the API Key. If it is not generated yet, you can generate it.
Copy and save this API key in Truecopier while adding master/child accounts.
Here's the screenshot.
Aliceblue - TOTP
To comply with SEBI Guidelines, Aliceblue has released TOTP Authorization. Here are the steps you need to follow.
We need the 32 characters secret totp QR key that is provided by Aliceblue when you enable the TOTP.
If you have already enabled TOTP, then you should have this key. Most likely you would have entered in TOTP based apps like Google Authenticator. In case you do not have the key, then you have to disable and re-enable TOTP as mentioned in image 3 below.
If you do not have TOTP enabled for a particular aliceblue account, Here is a guide from Aliceblue on How to enable TOTP?
Important: Remember to copy the key that is generated during this step (click on Can’t scan? Copy the key link button which can be seen in the image 2 below) . It will be 32 characters key. This key will not be visible once your TOTP is enabled. This key can be used in more than one mobile (Google Authenticator) to generate TOTP to access this account on Aliceblue Web or Aliceblue Mobile App.
Note: Proceed with next steps, only if you have enabled TOTP for an account.
Add/Modify Account added in Truecopier.
Enter your Totp key in the TOTP QR Key field.
Here are the screenshots.
Image 1:
Image 2:
Image 3:
Regarding Account Blocking
Truecopier access master account automatically to monitor the trades to copy them to child accounts.. Same way, when new order is placed or any order is modified in master account then Truecopier access all child account automatically to copy the new trade or to copy the modification. Now, if you enter wrong credentials of master or child account then because Truecopier will try to access it continuously, it will block that trading account. So, here are correct steps if you need to change the credentials of a trading account.
Turn the toggle off for particular account.
Change password of particular account from Broker's interface.
Update new password for that account in Truecopier.
Turn the toggle on for that account.
Zebu(Mynt) - TOTP
While adding Zebu(Mynt) account in Truecopier, You will require TOTP QR Key. You will need this only if you are using TOTP to login to your Zeby(Mynt) account. If you are using PAN / DOB to login to your account then TOTP QR Key is not needed. Here are the steps to get the TOTP QR Key.
This will create your private API Key. Do not share it with anyone.
If you are having multiple Angel Broking accounts, then you need to repeat above registration & Key generation process for each Angel account because each account will have a different API Key.
To view your API Key. Go to menu (My Profile -> My APIs) (see screenshot below)
Here are the screenshots.
Samco - API Subscription
For Samco accounts, you need to subscribe for FREE API from Samco backoffice portal before you can add in Truecopier. Here are the steps.
Check tickbox for terms and conditions and click on "Subscribe for Free"
Here are the screenshots.
Finvasia API Key
For Finvasia accounts, you need to register and get FREE API Key from Finvasia backoffice portal before you can add that account in Truecopier. Here are the steps.
Click on API key Button available on the top right.
Click on "Generate Your API Key". You will get API Key. Add that in Truecopier.
Note: Even though after entering correct API key, If you are getting "Invalid App key" error while adding account in Truecopier, then drop email to apisupport@shoonya.com with your Finvasia login id asking them to enable API access for your account. After getting confirmation from them, try to add that account again in Truecopier.
Here are the screenshots.
Tradejini - TOTP
While adding Tradejini account in Truecopier, You will require TOTP QR Key. You will need this only if you are using TOTP to login to your Zeby(Mynt) account. If you are using PAN / DOB to login to your account then TOTP QR Key is not needed. Here are the steps to get the TOTP QR Key.