Ubuntu (No Custom Domain)

This tutorial covers how to install openalgo in Ubuntu server without any custom domain configurtion

Prerequisites

System Requirements

Ubuntu Server (22.04 LTS or later recommended)
Minimum 0.5GB RAM
Clean installation recommended

# Example - ip address is xx.xx.xx.xx and broker is flattrade

http://xx.xx.xx.xx/flattrade/callback

Broker Setup (Required)

Obtain your broker's API credentials as per the openalgo documentation:
- API Key
- API Secret
Prepare the Redirection URL as per your ip address and broker name

# Connect to your Ubuntu server via SSH
# example ssh [email protected]

ssh user@your_server_ip

Open the Nano Editor

nano install.sh

Save this file under Install.sh

#!/bin/bash

# Colors for output
RED='\033[0;31m'
GREEN='\033[0;32m'
BLUE='\033[0;34m'
YELLOW='\033[1;33m'
NC='\033[0m' # No Color

# OpenAlgo Installation Banner
echo -e "${BLUE}"
echo "  ██████╗ ██████╗ ███████╗███╗   ██╗ █████╗ ██╗      ██████╗  ██████╗ "
echo " ██╔═══██╗██╔══██╗██╔════╝████╗  ██║██╔══██╗██║     ██╔════╝ ██╔═══██╗"
echo " ██║   ██║██████╔╝███████╗██╔██╗ ██║███████║██║     ██║  ███╗██║   ██║"
echo " ██║   ██║██╔═══╝ ██╔══╝  ██║╚██╗██║██╔══██║██║     ██║   ██║██║   ██║"
echo " ╚██████╔╝██╗     ███████╗██║ ╚████║██║  ██║███████╗╚██████╔╝╚██████╔╝"
echo "  ╚═════╝ ╚═╝     ╚══════╝╚═╝  ╚═══╝╚═╝  ╚═╝╚══════╝ ╚═════╝  ╚═════╝ "      
echo "                                                                        "
echo -e "${NC}"
echo -e "${YELLOW}Simple HTTP Installation (No Nginx)${NC}"
echo ""

# Create logs directory
SCRIPT_DIR="$( cd "$( dirname "${BASH_SOURCE[0]}" )" && pwd )"
LOGS_DIR="$SCRIPT_DIR/logs"
mkdir -p "$LOGS_DIR"

# Log file
TIMESTAMP=$(date +%Y%m%d_%H%M%S)
LOG_FILE="$LOGS_DIR/install_${TIMESTAMP}.log"

# Function to log messages
log_message() {
    local message="$1"
    local color="$2"
    echo -e "${color}${message}${NC}" | tee -a "$LOG_FILE"
}

# Function to check status
check_status() {
    if [ $? -ne 0 ]; then
        log_message "Error: $1" "$RED"
        exit 1
    fi
}

# Function to generate random hex
generate_hex() {
    python3 -c "import secrets; print(secrets.token_hex(32))"
}

# Function to validate broker
validate_broker() {
    local broker=$1
    local valid_brokers="fivepaisa,fivepaisaxts,aliceblue,angel,compositedge,dhan,dhan_sandbox,firstock,flattrade,fyers,groww,iifl,kotak,jainam,jainampro,paytm,pocketful,shoonya,tradejini,upstox,wisdom,zebu,zerodha"
    if [[ $valid_brokers == *"$broker"* ]]; then
        return 0
    else
        return 1
    fi
}

# Function to check XTS broker
is_xts_broker() {
    local broker=$1
    local xts_brokers="fivepaisaxts,compositedge,iifl,jainam,jainampro,wisdom"
    if [[ $xts_brokers == *"$broker"* ]]; then
        return 0
    else
        return 1
    fi
}

# Function to wait for apt locks to be released
wait_for_apt() {
    while sudo fuser /var/lib/dpkg/lock-frontend >/dev/null 2>&1 || sudo fuser /var/lib/apt/lists/lock >/dev/null 2>&1; do
        log_message "Waiting for other package managers to finish..." "$YELLOW"
        sleep 5
    done
}

# Function to check timezone
check_timezone() {
    current_tz=$(timedatectl | grep "Time zone" | awk '{print $3}')
    log_message "Current timezone: $current_tz" "$BLUE"
    
    if [[ "$current_tz" == "Asia/Kolkata" ]]; then
        log_message "Server is already set to IST timezone." "$GREEN"
        return 0
    fi
    
    log_message "Server is not set to IST timezone." "$YELLOW"
    read -p "Would you like to change the timezone to IST? (y/n): " change_tz
    if [[ $change_tz =~ ^[Yy]$ ]]; then
        log_message "Changing timezone to IST..." "$BLUE"
        sudo timedatectl set-timezone Asia/Kolkata
        check_status "Failed to change timezone"
        log_message "Timezone successfully changed to IST" "$GREEN"
    else
        log_message "Keeping current timezone: $current_tz" "$YELLOW"
    fi
}

# Get server IP
SERVER_IP=$(ip -4 addr show | grep -oP '(?<=inet\s)\d+(\.\d+){3}' | grep -v '127.0.0.1' | head -n1)
if [ -z "$SERVER_IP" ]; then
    log_message "Could not detect server IP automatically" "$YELLOW"
    read -p "Please enter your server IP address: " SERVER_IP
fi

# Start logging
log_message "Starting OpenAlgo Simple HTTP installation" "$BLUE"
log_message "Server IP: $SERVER_IP" "$BLUE"
log_message "----------------------------------------" "$BLUE"

# Check timezone before proceeding
check_timezone

# Get broker configuration FIRST
log_message "\nOpenAlgo Configuration" "$BLUE"
log_message "----------------------------------------" "$BLUE"

# Get broker name
while true; do
    log_message "\nValid brokers: fivepaisa,fivepaisaxts,aliceblue,angel,compositedge,dhan,dhan_sandbox,firstock,flattrade,fyers,groww,iifl,kotak,jainam,jainampro,paytm,pocketful,shoonya,tradejini,upstox,wisdom,zebu,zerodha" "$BLUE"
    read -p "Enter your broker name: " BROKER_NAME
    if validate_broker "$BROKER_NAME"; then
        break
    else
        log_message "Invalid broker name. Please choose from the list above." "$RED"
    fi
done

# Show redirect URL
log_message "\nRedirect URL for broker developer portal:" "$YELLOW"
log_message "http://$SERVER_IP/$BROKER_NAME/callback" "$GREEN"
log_message "\nPlease use this URL in your broker's developer portal to generate API credentials." "$BLUE"
log_message "Once you have the credentials, you can proceed with the installation." "$BLUE"
echo ""

# Get API credentials
read -p "Enter your broker API key: " BROKER_API_KEY
read -p "Enter your broker API secret: " BROKER_API_SECRET

if [ -z "$BROKER_API_KEY" ] || [ -z "$BROKER_API_SECRET" ]; then
    log_message "Error: Broker API credentials are required" "$RED"
    exit 1
fi

# Check for XTS broker
BROKER_API_KEY_MARKET=""
BROKER_API_SECRET_MARKET=""
if is_xts_broker "$BROKER_NAME"; then
    log_message "\nThis broker ($BROKER_NAME) is XTS API-based and requires additional market data credentials." "$YELLOW"
    read -p "Enter your broker market data API key: " BROKER_API_KEY_MARKET
    read -p "Enter your broker market data API secret: " BROKER_API_SECRET_MARKET
    
    if [ -z "$BROKER_API_KEY_MARKET" ] || [ -z "$BROKER_API_SECRET_MARKET" ]; then
        log_message "Error: Market data API credentials are required for XTS-based brokers" "$RED"
        exit 1
    fi
fi

# Generate keys
APP_KEY=$(generate_hex)
API_KEY_PEPPER=$(generate_hex)

# Now proceed with installation
log_message "\nStarting OpenAlgo installation..." "$YELLOW"

# Basic security setup
log_message "\nApplying basic security settings..." "$BLUE"

# Wait for any running package managers to finish
wait_for_apt

# Update system
log_message "Updating system packages..." "$BLUE"
sudo apt-get update && sudo apt-get upgrade -y
check_status "Failed to update system"

# Install essential packages
log_message "Installing essential packages..." "$BLUE"
wait_for_apt
sudo apt-get install -y python3 python3-venv python3-pip python3-full git ufw fail2ban snapd software-properties-common
check_status "Failed to install packages"

# Install uv using snap for faster package installation
log_message "Installing uv package manager..." "$BLUE"
wait_for_apt
sudo snap install astral-uv --classic
check_status "Failed to install uv"

# Configure UFW firewall
log_message "Setting up firewall..." "$BLUE"
sudo ufw default deny incoming
sudo ufw default allow outgoing
sudo ufw allow ssh
sudo ufw allow 80/tcp
sudo ufw --force enable
check_status "Failed to configure firewall"

# Basic fail2ban configuration
log_message "Configuring fail2ban..." "$BLUE"
cat << EOF | sudo tee /etc/fail2ban/jail.local
[DEFAULT]
bantime = 3600
findtime = 600
maxretry = 5

[sshd]
enabled = true
port = ssh
filter = sshd
logpath = /var/log/auth.log
maxretry = 3
EOF

sudo systemctl restart fail2ban
check_status "Failed to configure fail2ban"

# Installation paths
BASE_PATH="/var/python/openalgo"
VENV_PATH="$BASE_PATH/venv"
SERVICE_NAME="openalgo"

# Check existing installation
if [ -d "$BASE_PATH" ]; then
    log_message "Warning: OpenAlgo already installed at $BASE_PATH" "$YELLOW"
    read -p "Remove existing installation? (y/n): " remove_choice
    if [[ $remove_choice =~ ^[Yy]$ ]]; then
        log_message "Removing existing installation..." "$BLUE"
        sudo systemctl stop $SERVICE_NAME 2>/dev/null
        sudo systemctl disable $SERVICE_NAME 2>/dev/null
        sudo rm -rf "$BASE_PATH"
    else
        log_message "Installation aborted" "$RED"
        exit 1
    fi
fi

# Create directory structure
log_message "\nCreating installation directory..." "$BLUE"
sudo mkdir -p /var/python
sudo mkdir -p $BASE_PATH
check_status "Failed to create directory"

# Clone repository
log_message "Cloning OpenAlgo repository..." "$BLUE"
sudo git clone https://github.com/marketcalls/openalgo.git $BASE_PATH
check_status "Failed to clone repository"

# Create virtual environment using uv
log_message "Creating Python virtual environment with uv..." "$BLUE"
sudo uv venv $VENV_PATH
check_status "Failed to create virtual environment"

# Install dependencies using uv (much faster)
log_message "Installing Python dependencies with uv..." "$BLUE"
ACTIVATE_CMD="source $VENV_PATH/bin/activate"
sudo bash -c "$ACTIVATE_CMD && uv pip install -r $BASE_PATH/requirements-nginx.txt"
check_status "Failed to install dependencies"

# Ensure gunicorn and eventlet are installed
log_message "Ensuring gunicorn and eventlet are installed..." "$BLUE"
sudo bash -c "$ACTIVATE_CMD && uv pip install gunicorn eventlet"
check_status "Failed to install gunicorn/eventlet"

# Configure .env file
log_message "Configuring environment..." "$BLUE"
sudo cp $BASE_PATH/.sample.env $BASE_PATH/.env
sudo sed -i "s|YOUR_BROKER_API_KEY|$BROKER_API_KEY|g" $BASE_PATH/.env
sudo sed -i "s|YOUR_BROKER_API_SECRET|$BROKER_API_SECRET|g" $BASE_PATH/.env

# Update market data credentials for XTS
if is_xts_broker "$BROKER_NAME"; then
    sudo sed -i "s|YOUR_BROKER_MARKET_API_KEY|$BROKER_API_KEY_MARKET|g" $BASE_PATH/.env
    sudo sed -i "s|YOUR_BROKER_MARKET_API_SECRET|$BROKER_API_SECRET_MARKET|g" $BASE_PATH/.env
fi

sudo sed -i "s|http://127.0.0.1:5000|http://$SERVER_IP|g" $BASE_PATH/.env
sudo sed -i "s|<broker>|$BROKER_NAME|g" $BASE_PATH/.env
sudo sed -i "s|3daa0403ce2501ee7432b75bf100048e3cf510d63d2754f952e93d88bf07ea84|$APP_KEY|g" $BASE_PATH/.env
sudo sed -i "s|a25d94718479b170c16278e321ea6c989358bf499a658fd20c90033cef8ce772|$API_KEY_PEPPER|g" $BASE_PATH/.env
check_status "Failed to configure environment"

# Create systemd service
log_message "Creating systemd service..." "$BLUE"
sudo tee /etc/systemd/system/$SERVICE_NAME.service > /dev/null << EOL
[Unit]
Description=OpenAlgo Trading Platform
After=network.target

[Service]
Type=exec
User=www-data
Group=www-data
WorkingDirectory=$BASE_PATH
Environment="PATH=$VENV_PATH/bin"
ExecStart=$VENV_PATH/bin/gunicorn --worker-class eventlet -w 1 --bind 0.0.0.0:80 --timeout 120 app:app
Restart=always
RestartSec=5
StandardOutput=journal
StandardError=journal

[Install]
WantedBy=multi-user.target
EOL
check_status "Failed to create service"

# Create required directories
log_message "Creating required directories..." "$BLUE"
sudo mkdir -p $BASE_PATH/db
sudo mkdir -p $BASE_PATH/tmp

# Set correct permissions
log_message "Setting permissions..." "$BLUE"

# Set ownership to www-data (web server user)
sudo chown -R www-data:www-data $BASE_PATH
sudo chmod -R 755 $BASE_PATH

# Ensure virtual environment has correct permissions
sudo chown -R www-data:www-data $VENV_PATH
sudo chmod -R 755 $VENV_PATH

# Grant capability to bind to port 80
log_message "Granting permission to bind to port 80..." "$BLUE"
# Find the real python executable (not symlink)
REAL_PYTHON=$(readlink -f $VENV_PATH/bin/python3)
sudo setcap 'cap_net_bind_service=+ep' $REAL_PYTHON
check_status "Failed to set port binding capability"

# Verify permissions
log_message "Verifying permissions..." "$BLUE"
ls -la $BASE_PATH
check_status "Failed to set permissions"

# Start service
log_message "Starting OpenAlgo service..." "$BLUE"
sudo systemctl daemon-reload
sudo systemctl enable $SERVICE_NAME
sudo systemctl start $SERVICE_NAME
check_status "Failed to start service"

# Wait for service to start
sleep 3

# Check if service is running
if sudo systemctl is-active --quiet $SERVICE_NAME; then
    log_message "\nOpenAlgo is running successfully!" "$GREEN"
else
    log_message "\nWarning: Service may not have started properly" "$YELLOW"
    log_message "Check logs with: sudo journalctl -u $SERVICE_NAME -n 50" "$YELLOW"
fi

# Installation complete
log_message "\n========================================" "$GREEN"
log_message "Installation Complete!" "$GREEN"
log_message "========================================" "$GREEN"

log_message "\nAccess Details:" "$YELLOW"
log_message "URL: http://$SERVER_IP" "$GREEN"
log_message "Broker: $BROKER_NAME" "$GREEN"
log_message "Installation: $BASE_PATH" "$GREEN"

log_message "\nSecurity Status:" "$YELLOW"
log_message "✓ Firewall: Enabled (SSH + HTTP)" "$GREEN"
log_message "✓ Fail2ban: Active (SSH protection)" "$GREEN"
log_message "✓ Service: Running as isolated systemd unit" "$GREEN"

log_message "\nUseful Commands:" "$YELLOW"
log_message "View logs: sudo journalctl -u $SERVICE_NAME -f" "$BLUE"
log_message "Restart: sudo systemctl restart $SERVICE_NAME" "$BLUE"
log_message "Status: sudo systemctl status $SERVICE_NAME" "$BLUE"
log_message "Firewall: sudo ufw status" "$BLUE"
log_message "Fail2ban: sudo fail2ban-client status sshd" "$BLUE"

log_message "\nRecommendations:" "$YELLOW"
log_message "1. Test the installation by visiting http://$SERVER_IP" "$BLUE"
log_message "2. Monitor logs for any errors" "$BLUE"
log_message "3. Consider using a reverse proxy for production" "$BLUE"
log_message "4. Set up regular backups of $BASE_PATH/db" "$BLUE"

log_message "\nLog saved to: $LOG_FILE" "$GREEN"

Installation Steps

# Make the script executable
chmod +x install.sh

# Execute the installation script
sudo ./install.sh

The script will interactively prompt you for:

Broker selection
Broker API credentials

The installation process will:

Install required packages
Configure Nginx
Set up the OpenAlgo application
Create systemd service with unique name based on domain and broker

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Prerequisites

System Requirements

Broker Setup (Required)

Login to the Ubuntu Server

Installation Steps