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To transition from backtesting to live deployment, you need to connect Kalpi to your existing trading account. We use secure, bank-grade API integrations to sync your data. Kalpi only requests read-only and execution access—we never have the ability to withdraw or transfer your funds.

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How to Connect Your Broker

Connecting takes less than two minutes:
1

Navigate to Integrations

Open your Kalpi profile settings and click on the Broker Connection tab.
2

Select Your Provider

Choose your brokerage from our list of supported institutional and retail partners (e.g., Zerodha, India Bulls).
Create a Virtual Portfolio if you do not want to connect your broker
3

Authorize API Access

You will be redirected to your broker’s official login portal. Enter your credentials and approve the API authorization request.
Couldn’t find your broker? Use the Universal upload feature now!!

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How to Disconnect

You maintain total control over your account. If you ever want to pause live execution or revoke Kalpi’s access:
  1. Return to the Broker Connection tab in your settings.
  2. Locate your active connection.
  3. Click Disconnect Broker. Access is revoked immediately at the API level.
Active Deployments: Disconnecting your broker while you have active baskets running in the Live Strategies dashboard will immediately halt all auto-rebalancing and drift-check executions.