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UNIVEST API INTEGRATION GUIDE
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Reach Univest Portfolio Holdings, Analyst Calls & Trade Alerts Through Authorized API Access
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INTRODUCTION
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Univest: Stocks, F&O & Invest has grown into one of India's more widely used stock-advisory
platforms, combining SEBI-registered research recommendations, an integrated broker, a live
portfolio tracker, and multi-channel trade alerts in a single app. For fintech teams, wealth
dashboards, CRM builders, and signal-driven trading tools, the real value isn't in using the
Univest app itself — it's in reaching the data behind it in a structured, repeatable, and
authorized way.
This guide explains what a Univest API integration can realistically expose: portfolio
holdings, analyst buy/sell/hold calls, live P&L, subscription state, and order history —
and how that data can be mapped into your own systems through consent-based access routes,
including the RBI Account Aggregator network for regulated securities holdings.
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SUPPORTED API FEATURES
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✓ Portfolio holdings retrieval — quantity, average price, and Buy/Sell/Hold rating per instrument
✓ Live P&L access — real-time position and aggregate performance data, including Scalper Mode feeds
✓ Analyst recommendation extraction — instrument, segment, entry band, target, stop-loss and horizon
✓ Trade alert ingestion — push, WhatsApp and Telegram signals normalized into one event stream
✓ Subscription and entitlement state — plan tier, expiry, and access-level checks
✓ Order history reconciliation — matching broker executions against the advice that triggered them
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USE CASES & APPLICATIONS
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[1] Wealth Management & Portfolio Dashboards
• Mirror a user's Univest holdings into a consolidated multi-broker wealth view
• Combine demat positions with other asset classes for a single net-worth picture
• Feed live P&L into client-facing reporting tools
[2] Signal & Copy-Trading Pipelines
• Ingest analyst calls (entry, target, stop-loss) as structured trading signals
• Drive automated alerting or copy-signal systems from the research feed
• Deduplicate alerts across push, WhatsApp and Telegram channels using a single call ID
[3] CRM & Client Relationship Tools
• Sync subscription tier and plan expiry into onboarding and renewal workflows
• Match profile and KYC fields for identity verification and account linking
• Trigger entitlement-based messaging as clients upgrade or downgrade plans
[4] Compliance, Risk & Reconciliation Systems
• Reconcile broker order history against the analyst recommendation that prompted it
• Keep advisory data and execution data as separate, auditable object types
• Support data-minimized, consent-scoped logging aligned with SEBI record-keeping rules
[5] Research & Analytics Aggregation
• Pull Buy/Sell/Hold ratings as a distinct, trackable attribute over time
• Combine Univest's research output with data from other advisory or screener apps
• Build historical archives of analyst calls for backtesting and performance review
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BENEFITS & ADVANTAGES
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✓ Consent-based, authorized access — no scraping, no unauthorized credential sharing
✓ Clean separation between advisory data and broker execution data
✓ Optional Account Aggregator route for regulator-backed, consent-driven securities data
✓ Structured, normalized schema — no duplicate records on call updates or exits
✓ Automated tests against recorded fixtures catch field changes before they break your pipeline
✓ Fast turnaround — most integrations delivered in one to two weeks
✓ Flexible delivery — runnable source code or a pay-per-call hosted API, your choice
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SUBSCRIPTION PLANS
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Two straightforward engagement options are available:
[1] Source-code delivery — starting at $300, billed only after delivery and successful
testing against your own account. Includes runnable source, OpenAPI specification,
automated tests, and interface documentation.
[2] Pay-per-call hosted API — no upfront fee; the integration runs as callable endpoints
and you pay only for the calls you make.
Both paths include onboarding support, access setup, and compliance guidance scoped to
SEBI's research-analyst and consent-handling requirements.
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CONCLUSION
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Univest sits at the intersection of stock advisory and broking, which means integrating
with it properly requires respecting two distinct data layers — research calls and trade
executions — rather than flattening them into one. Done right, an authorized Univest API
integration unlocks portfolio syncing, signal automation, CRM entitlement logic, and
compliant reconciliation, all without compromising on consent or data accuracy.
If you're building a product that needs reliable access to Univest holdings, analyst
recommendations, P&L, or alerts, the fastest path is a scoped, authorized integration
built specifically around how the app structures its data.
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Learn more and start your integration:
https://openbankingstudio.com/univest-stocks-fo-invest.html
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