System Operations

Monitor system health, queue jobs, and manage your broker sessions.

Queue Health

Healthy

Portfolio Sync

34

Rows synced locally

Geo Alerts

5

Stored dynamically

Morning Briefs

1

Stored dynamically

Health Check

Zerodha Broker Integration

Exchange a fresh Kite request token for an access token to sync your portfolio.

Exchange request token

Use a fresh `request_token` from the Kite redirect URL. It expires quickly and can only be exchanged once.

What happens next

  • The server computes the checksum with your app secret.
  • Kite returns the access token and public token.
  • The result is shown below for copy/paste.

Pull current portfolio

Syncs account data

Fetch the latest holdings and positions from your Zerodha Kite account and write them to the portfolio collections.

Uses the current server-side Zerodha access token.Appwrite sync happens in the same job.

Usage notes

This form keeps the Zerodha secret server-side. No bearer token or API secret is exposed to the browser, which keeps the handshake closer to the provider requirements.