Upstox Portfolio Rebalancing Automation

@chandankandar007

As a seasoned software engineer with over 13 years of experience, I am confident in my ability to build the exact solution you are looking for. Having worked on a variety of robust and scalable projects involving API integrations, automated systems, and back-end development, I understand the intricacies involved in building a tool like yours. My skill set, including Python, ensures I'm capable of effectively using the Upstox API to develop a tailored rebalancing automation script for your portfolio. Your project must-have's - a clean code architecture with comprehensive documentation that allows you to easily edit weights on your holdings via a CSV or Google Sheet - are well within my area of expertise. Not only will I guarantee an error-free code that handles API failures gracefully, but also provide automatic email or Telegram summaries to keep you up-to-date. Furthermore, I follow a structured and disciplined approach towards coding while keeping in mind scalability and module design—traits that will be crucial while developing your solution. My commitment to delivering quality work has earned me a stellar reputation with clients and I intend to continue providing the same level of dedication for this project. In conclusion, my extensive experience, technical competence, and adherence to professional standards makes me the perfect candidate for this job.

@nsinfosoftwebapp

I have 8+ years of experience in Laravel, CodeIgniter, and PHP development. I have built multiple CRM systems, APIs, and eCommerce platforms. I am available to discuss your project and start immediately, ensuring that we bring your ideas to life with precision and efficiency. Technical Skills Backend Development: PHP Frameworks: Laravel, CodeIgniter, CakePHP RESTful APIs and Backend Optimization Frontend & Full-Stack Development: MERN Stack: React.js, Node.js Ionic for Hybrid Mobile Apps CMS Expertise: WordPress: Custom Themes, Plugins, and Optimizations

@chiragardeshna

Hi there, Strong alignment with this project comes from experience building Python-based trading automations with API integrations and portfolio management logic. Clear understanding of the requirement to fetch holdings, evaluate drift or schedule triggers, calculate rebalancing trades, and execute via Upstox API with logging and alerts. Hands-on expertise with Python, REST APIs, and automation ensures reliable execution, error handling, and clean, maintainable code. Risk is minimized through structured validation, retry mechanisms, and clear logging with notification support. Available to start immediately—happy to discuss approach or share similar work. Recent work: https://www.freelancer.com/u/chiragardeshna Regards Chirag

@malkesh3m

⭐ Hello there, My availability is immediate. I read your project post on Python Developer for Upstox Portfolio Rebalancing Automation. We are experienced full-stack Python developers with skill sets in - Python, Django, Flask, FastAPI, Jupyter Notebook, Selenium, Data Visualization, ETL - React, JavaScript, jQuery, TypeScript, NextJS, React Native - NodeJS, ExpressJS - Web App Development, Data Science, Web/API Scrapping - API Development, Authentication, Authorization - SQLAlchemy, PostegresDB, MySQL, SQLite, SQLServer, Datasets - Web hosting, Docker, Azure, AWS, GPC, Digital Ocean, GoDaddy, Web Hosting - Python Libraries: NumPy, pandas, scikit-learn, tensorflow, etc. Please send a message So we can quickly discuss your project and proceed further. I am looking forward to hearing from you. Thanks

@ffulb

Your 3% drift trigger and Monday 9:30 schedule combo is smart - catches both gradual allocation creep and ensures regular maintenance. I'll build this as a Python script that reads your target weights from CSV/Sheets, calculates exact buy/sell quantities accounting for Upstox's fractional limits and fees, then executes through their API with proper error handling and retry logic. Built similar automation recently - an MT5 trading bot with configurable risk management and a trading platform QA system that tracked 76 trades with full execution audit. Both handled API failures gracefully and logged everything for review. You can see the details at ffulb.com. Ready to start once I can access your Upstox API credentials and preferred data source setup to confirm the integration approach. Should be straightforward but want to verify the API endpoints first.

@Hemantt841

Automating portfolio rebalancing via the Upstox API demands precision in handling real-time data and executing trades while respecting user-defined constraints. This project’s focus on maintaining target weights through scheduled checks and market triggers reflects a clear need for a robust, reliable script that integrates seamlessly with portfolio data sources and executes trades efficiently. Ensuring the system adapts to fractional trading limits and brokerage fees while providing timely notifications is critical for effective portfolio management. The approach involves developing a modular Python 3.10+ script that interfaces directly with the Upstox API, fetching holdings and target allocations from a flexible CSV or Google Sheet input. The rebalancing logic will incorporate scheduled and event-driven triggers, calculating exact trade quantities with consideration for cash availability and trading constraints. API interactions will be designed to handle errors gracefully, including automated retries and detailed logging. Notifications will be sent through user-preferred channels like email or Telegram, ensuring transparency and real-time updates. Deliverables include clean, well-documented code, a requirements file for dependencies, and a concise README for straightforward deployment in a virtual environment. Committed to delivering a high-quality, maintainable solution, the final product will run end-to-end on your machine with minimal setup, providing clear console outputs and daily summaries to keep you informed. The script’s architecture prioritizes reliability and user configurability, empowering you to manage your portfolio confidently and efficiently. Let’s connect to discuss any specific preferences or additional features you envision to ensure the tool fully meets your portfolio management needs

@Sahyadri96

Completed projects till now 1) Python + DhanAPI +Excel + VBA option scalping strategy 2) Python 21 EMA and 9 EMA crossover strategy on DhanAPI 3) Google sheet + FyersAPI trading 4) Google sheet + Algomojo + Upstox 5) Tradetron Banknifty option scalping strategy 6) Excel 2600 NSE 10 years data 7) Copytrading using python 8) Tradetron Supertrend + MACD Crossover Strategy 9) Dhan option chain with Greeks in Google spreadsheet via Google Appscript 10) Backtesting of Nifty options for wait and trade strategy 11) Trigger orders for Dhan Nifty options 12) Shoonya API:- Wait and trade strategy 13) Tradetron: RSI + ADX + EMA strategy 14) Python Moving avarage channel trading Algo 15) Kotak Neo: Turtle scalping strategy for options 16) Fyers Filtered option chain in Excel I can deliver any project in Trading. Readymade setups for Python available