Google Spreadsheets

Quick Start Guide

OpenAlgo ExcelSheets

Step 1: Clone the Template Spreadsheet

1. Open the OpenAlgo Trading Template

2. Click "File" > "Make a copy" to create a duplicate of the spreadsheet.

3. In the "Make a copy" dialog, enter a name for your copy of the spreadsheet, such as "My OpenAlgo Trading Sheet".

4. Ensure the "Folder" is set to your desired location, such as "My Drive".

5. Click the "Make a copy" button to create the new spreadsheet.

Step 2: Configure API Settings

1. Open the cloned spreadsheet

2. Go to Extensions > AppScript editor

3. Locate these lines in the script:

4. var apikey = "<your-openalgo-apikey>";
   var hostServer = "https://your-ngrok-domain.ngrok-free.app"; 

5. Replace with your OpenAlgo credentials:

   • apikey: Your unique OpenAlgo API key

   • HostSefver: Your Custom Domain or Free Ngrok Domain where OpenAlgo is hosted

Spreadsheet Structure

The template contains two main sheets:

• PlaceOrder: For entering trade details

• Logs: Automatic logging of trade orders

PlaceOrder Sheet Columns

Column	Description	Example
C3	Exchange	NSE, BSE, NFO, MCX, CDS
D3	OpenAlgo Symbol	INFY, RELIANCE
E3	Action	BUY/SELL
F3	Price Type	MARKET/LIMIT/SL/SL-M
G3	Total Quantity	100
H3	Price	1500.50 (for LIMIT/STOP)
I3	Trigger Price	1480.00 (for STOP)
J3	Split Size	0 - No SplitOrder Specific Number - Send Split order with split size quantity
K3	Product Type	INTRADAY/DELIVERY

Split Order Functionality

• Split Size 0: Entire quantity in one order

• Split Size > 0: Multiple orders of specified size

Execution

1. Fill in trade details in the PlaceOrder sheet

2. Press the PlaceOrder function

3. Check response in cell C9

4. View detailed logs in the Logs sheet

function openalgo() {
  var apikey = "<your-openalgo-apikey>"; // Replace with your OpenAlgo API key
  var hostServer = "https://your-ngrok-domain.ngrok-free.app"; // REPLACE WITH YOUR HOST SERVER
  
  var baseUrl = hostServer + "/api/v1/splitorder"; // Constructed base URL

  
  // Fetching parameters from the active sheet
  var strategy = "Google Sheet";
  var exchange = SpreadsheetApp.getActiveSheet().getRange('C3').getValue();
  var symbol = SpreadsheetApp.getActiveSheet().getRange('D3').getValue();
  var action = SpreadsheetApp.getActiveSheet().getRange('E3').getValue();
  var pricetype = SpreadsheetApp.getActiveSheet().getRange('F3').getValue();
  var quantity = SpreadsheetApp.getActiveSheet().getRange('G3').getValue().toString();
  var price = SpreadsheetApp.getActiveSheet().getRange('H3').getValue().toString();
  var trigger_price = SpreadsheetApp.getActiveSheet().getRange('I3').getValue().toString();
  var splitsize = SpreadsheetApp.getActiveSheet().getRange('J3').getValue().toString();
  var product = SpreadsheetApp.getActiveSheet().getRange('K3').getValue();

  // Modify payload based on splitsize
  var payload = {
    "apikey": apikey,
    "strategy": strategy,
    "exchange": exchange,
    "symbol": symbol,
    "action": action,
    "quantity": splitsize === "0" ? quantity : quantity,
    "splitsize": splitsize === "0" ? quantity : splitsize,
    "pricetype": pricetype,
    "product": product,
    "price": price,
    "trigger_price": trigger_price
  };

  Logger.log("Request Payload: " + JSON.stringify(payload)); // Log request payload

  // Sending the split order request
  var response = sendSplitOrder(baseUrl, payload);

  // Format the response for frontend
  var formattedResponse = formatResponse(response);

  Logger.log("Formatted Response: " + formattedResponse); // Log formatted response

  // Update the response in the sheet with formatted response
  SpreadsheetApp.getActiveSpreadsheet().getSheetByName("PlaceOrder").getRange('C9').setValue(formattedResponse);
  
  // Log order details
  logSplitOrder(response, strategy, exchange, symbol, action, pricetype, quantity, product, price, trigger_price);

  return formattedResponse;
}

function formatResponse(response) {
  try {
    var parsedResponse = JSON.parse(response);
    
    // If response is successful
    if (parsedResponse.status === "success") {
      var results = parsedResponse.results;
      
      // Format the response for frontend display
      var formattedLines = [
        "Order Placement Status: " + parsedResponse.status.toUpperCase(),
        "Total Orders: " + results.length
      ];
      
      // Add details for each order
      results.forEach(function(order, index) {
        formattedLines.push(
          "Order " + (index + 1) + ":",
          "  Order ID: " + order.orderid,
          "  Quantity: " + order.quantity,
          "  Status: " + order.status
        );
      });
      
      return formattedLines.join("\n");
    } else {
      // Handle error response
      return "Order Placement Failed:\n" + 
             "Error Status: " + parsedResponse.status + "\n" +
             "Error Message: " + (parsedResponse.message || "Unknown error");
    }
  } catch (e) {
    // Handle parsing error
    return "Error Formatting Response:\n" + e.message;
  }
}

function sendSplitOrder(url, payload) {
  try {
    var options = {
      'method': 'post',
      'contentType': 'application/json',
      'payload': JSON.stringify(payload)
    };

    var result = UrlFetchApp.fetch(url, options);
    return result.getContentText();
  } catch (e) {
    Logger.log("Error sending split order: " + e.message);
    return JSON.stringify({
      status: "error",
      message: e.message
    });
  }
}

function logSplitOrder(response, strategy, exchange, symbol, action, pricetype, quantity, product, price, trigger_price) {
  try {
    var parsedResponse = JSON.parse(response);
    if (parsedResponse.status === "success") {
      var results = parsedResponse.results;
      var sheet = SpreadsheetApp.getActiveSpreadsheet().getSheetByName("Logs");

      results.forEach(function(order) {
        var row = [
          strategy,
          exchange,
          symbol,
          action,
          pricetype,
          quantity,
          product,
          order.orderid,
          order.quantity,
          order.status,
          price,
          trigger_price,
          new Date()
        ];
        sheet.appendRow(row);
      });
    } else {
      Logger.log("Error in response: " + response);
    }
  } catch (e) {
    Logger.log("Error logging split order: " + e.message);
  }
}

function clearLogs() {
  var sheet = SpreadsheetApp.getActiveSpreadsheet().getSheetByName("Logs");
  var lastRow = sheet.getLastRow();
  if (lastRow > 1) {
    sheet.getRange(2, 1, lastRow - 1, sheet.getLastColumn()).clearContent();
  }
}

Troubleshooting

Common Issues

1. API Key Invalid

   • Verify key in OpenAlgo dashboard

   • Check network connectivity

   • Ensure API key has trading permissions

2. Host URL Incorrect

   • Confirm exact URL from OpenAlgo platform

   • Check for any trailing slashes

   • Verify ngrok or custom endpoint

3. Permissions

   • Accept Google Sheets script permissions

   • Verify API key authorization

Security Notes

• Keep API key confidential

• Use secure, unique API keys

• Regularly rotate credentials

• Monitor trading activities