AlphaQuark integrates with Upstox to enable SEBI-registered Research Analysts and RIAs to execute model portfolio rebalancing trades across their clients Upstox accounts. Upstox is backed by marquee investors including Ratan Tata and Tiger Global, and has become especially popular with millennial traders through its Upstox Pro platform. When an advisor updates a model portfolio on AlphaQuark, the platform calculates the exact buy and sell orders required for each client based on their current Upstox holdings versus the target allocation. Clients who have linked their Upstox demat and trading accounts to the AlphaQuark platform can review the recommended trades and execute them with a single click, without needing to log into Upstox Pro separately. The integration supports equity delivery orders for model portfolio rebalancing. Order status is tracked in real-time, and clients receive notifications via Telegram, WhatsApp, or email once their trades are placed. AlphaQuark maintains a complete audit trail of all trades executed through Upstox, including order timestamps, execution prices, and quantities, ensuring full SEBI compliance documentation. For Research Analysts managing clients across multiple brokers, Upstox is one of more than ten integrated brokers on the AlphaQuark platform. Advisors can serve clients regardless of which broker they use, with unified portfolio tracking and performance analytics across all broker accounts. The multi-broker approach means advisors never need to turn away subscribers because of their broker preference.
Clients link their Upstox accounts to AlphaQuark through secure API authentication. When an advisor triggers a model portfolio rebalance, the platform calculates per-client trades and sends orders directly to Upstox for execution. No manual order entry required.
One-click trade execution for model portfolio rebalancing, real-time order status tracking, automated client notifications, complete SEBI audit trail documentation, and unified portfolio analytics across Upstox and other broker accounts.
AlphaQuark integrates with 10+ Indian stock brokers including Zerodha, Angel One, 5Paisa, Groww, and Dhan. Advisors can manage clients across all brokers from a single dashboard, with unified rebalancing and performance tracking.