Multiple account management

Manage multiple trading accounts from one dashboard

Connect every demat account you run – at any broker – to one browser screen. Place one order across a group, see live P&L, positions and margin for each account, and square off everything in one click.

Get started in four steps

  1. Sign up

    Create your account – free trial included.

  2. Connect accounts

    Add each broker account, or send clients a link to connect their own.

  3. Group them

    Make groups for self, family or strategy sets.

  4. Trade once

    Place, modify or square off across the group from one screen.

One screen instead of ten broker logins

Single order placement

Place or modify one order across many accounts in one action.

Live portfolio sync

Real-time P&L, open positions, orders, trades and margin per account and per group.

One-click actions

Modify, cancel, convert or square off across every account at once.

Link Sharing Demat Connection

Clients add their own broker accounts and refresh their own tokens. No passwords or PINs shared.

Rejection reasons

See exactly why an order failed in any account – low margin, price band, permissions.

Works on any device

Cloud-based, so it runs on mobile, tablet, laptop or desktop. No VPS.

Connect only accounts you own or are authorised to operate.

Any broker

Every account, every broker, one screen

Mix accounts from any of the supported brokers in one dashboard and one group.

Multiple account management questions

What is multiple account management?

Multiple account management lets you connect many broker accounts to one browser dashboard, group them, and place, modify, convert or square off one order across all accounts in the group, with live P&L, positions and margin for each account.

Multiple account management

When I use a group in the bridge or Order Manager, which accounts get the order?

When a group is selected in the JSON Bridge, Custom Bridge or Order Manager, orders are placed only in the child accounts of that group. The master account is used only for copy trading, where its own orders are the source.

Can clients connect their own broker accounts without sharing passwords?

Yes. With Link Sharing Demat Connection you send a link; your client registers, adds their own broker account and refreshes their own token. Their account then appears on your side as a user account you can add to groups, bridges or the Order Manager, without them sharing broker IDs, passwords or PINs.

Do I need a VPS or any software installation?

No. AlgoDelta runs fully in the cloud and in your browser. There is no VPS to rent and no desktop software to keep running for copy trading, bridges or the Order Manager.

Does AlgoDelta have a mobile app?

AlgoDelta is cloud-based and runs in any browser, so it works on mobile phones, tablets, laptops and desktops without installing anything. You can also keep placing master orders from your broker's own mobile app.

Can I use one static IP for all my accounts?

You can use the same static IP across different brokers. For several accounts at the same broker, each account needs its own static IP – for example 10 Kotak accounts need 10 static IPs.

Do I need to log in to my broker every day?

It depends on the broker. Angel One, Kotak Securities (static IP), Zerodha without API, Groww, IIFL, Definedge, JM Financial and several others need no daily login, and Dhan supports a one-click token refresh. Brokers such as Upstox, FYERS, Flattrade, Shoonya and Zerodha with API expire tokens daily, so you re-authorise before market open.

Login rules by broker

Start copying trades in minutes

Create an account, connect your broker and try every feature on the free trial. No software to install.

AlgoDelta is a pure technology platform. It is not a stockbroker, investment adviser, research analyst or portfolio manager, does not hold client funds or securities, and does not provide tips, recommendations, profit-making systems or assured returns. Trading in securities and derivatives involves risk of loss. You are responsible for your own trading decisions. Risk disclosure.