Data Import Guide

How to export a statement from each broker, fund registrar and pension account, and what the app does with it.

Import Options Overview

	Statement import	Trade cache file
Where	Import on the Indian Stocks or US Stocks screen, or Import Report on an account's tab	US Stocks → Data Management → Import Trade Cache File
Source	A statement downloaded from your broker	A JSON file exported from this app
Format	The broker's own CSV, XLSX or PDF	The app's JSON format (below)
Use case	Bringing in your trade history, first time or later	Moving one US account's trades between devices
Existing trades	Merged. A trade the account already holds isn't added again	Replaced for that account

Mutual funds, NPS and EPF have their own imports; see Mutual Funds, NPS and EPF. To move everything to a new device, use a full backup instead (You → Backup → Back up now, then Restore from a backup on the other device).

Importing Broker Statements

Use this to bring in your trade history from the statement your broker lets you download. The app recognises the broker from the file's contents. You can select several files at once, such as one per financial year, and they're read together.

Supported Formats

The app accepts .csv, .xlsx, and .xls files. Format is auto-detected based on file content.

The walkthroughs below cover mStock (Trade History and the Sauda Summary Report, with its Portfolio Statement described too), Groww, INDmoney, Fyers and Upstox for Indian equity, and Vested, INDmoney, Morgan Stanley at Work and Fidelity for US stocks. The app also reads Zerodha's tradebook, which has no walkthrough yet.

mStock (Mirae Asset) XLSX Format

Export from: mStock app or website → Trade History report. The file is in .xlsx (Excel) format.

Expected columns:

Trade Date | Exchange | Buy / Sell | Scrip / Contract | Qty | Price | Trade Id

Example rows:

02-04-2026  NSEEQ  Buy  NATCOPHARM-EQ  77  1016.05  405081515
19-03-2026  NSEEQ  Buy  HDFCBANK-EQ    9   801.00  204639352

How to export from mStock (step by step):

Sign in to mStock on the web and open the menu, the three lines at the left-hand end of the top bar.
Choose Trade History, under Intelligent Reports.
Pick the period. mStock offers Current F.Y. and Previous F.Y., so two financial years is the most it will export — take each of them in turn, or set a Custom range inside them.
Click Download.
Choose EXCEL. Download both financial years, then select them together when you import.

File details:

The XLSX file contains metadata rows (company info, client details) at the top — the app skips these automatically
Only the data rows below the "Trade Date" header are parsed
Footer "NOTE:" rows are skipped automatically
Both Buy and Sell trades are imported

No conversion needed. Import the .xlsx file directly — the app handles Excel format natively. No need to convert to CSV first.

Only two financial years are available on this screen. Anything older comes from a different mStock export — the Sauda Summary Report, which is requested by email rather than downloaded. See mStock Sauda Summary Report below for the request and for what arrives.

mStock Sauda Summary Report (CSV)

mStock's second export, and the only record it will hand out for a financial year older than the two Trade History reaches. It is not a download: mStock support email it to you, one .csv per financial year. The app reads that report.

How to request it from mStock (step by step):

Email help@mstock.com from the address registered on your mStock account. mStock sends this report to the account holder's registered address and to nowhere else, so a request from any other address will not produce it.
Ask for the complete transaction report of your account, and say which financial years you need. The years worth asking for are the ones Trade History cannot reach — anything before the current and previous financial year.
Wait for the reply. This is not a download: someone at mStock answers the request, so allow a few days rather than expecting a file straight away.
What comes back is the Sauda Summary Report, one CSV per financial year. Save every attachment as it arrives — there is no need to open or convert them first — then select them all together when you import.

No screenshots here, and none are missing. This report is on no screen in mStock's web app: there is no menu item, no reports page and no Download button that produces it. It is requested by email and it arrives by email, so there is nothing to capture. Every other walkthrough on this page is illustrated because it is a click path — this one is a request.

Keep the files. They are the only copy of that history mStock hands out.

Which of mStock's two exports to use. Trade History for the two financial years it covers — the current and the previous one — where it is the better record: one row per fill, with the time of day and mStock's own Trade Id. For anything older, this report is not the weaker of two options; it is the only record mStock will supply.

File details:

A day's dealing arrives as one line per stock and side. Where you bought or sold the same stock in several fills on one day, this report gives the day's total quantity and its average price as a single row — so a day of seven sells imports as one trade rather than seven, and the times of day are not in the file at all
Brokerage, taxes and the other charges are not imported. The file does carry a charges column, and the app reads it only to check that each row's own quantity, amount and rate agree, then discards it. The price imported is the gross rate you dealt at rather than the net rate after charges — which is what every other import records, and what your contract note shows
Files may be imported more than once, and may overlap Trade History. A transaction the account already holds is not added a second time
Where a year from this report covers a period your Trade History covers only partly, the day's total from this report is what the account keeps: the share count comes out right, and that day's per-fill detail is replaced by the single line

mStock Portfolio Statement (XLSX)

mStock's third export: what the account holds today, one row per stock, with the quantity and what it cost. It has no purchase dates, so after you pick the file the app asks when you bought each holding — the exact day if you know it, or just the month or the year — and you can split a holding into several purchases before anything is saved. There's no step-by-step walkthrough for this export yet.

Expected columns:

Scrip Name | Total Qty | Avg. Buy Price | Invested Value | Previous Close | Current Value | Overall P/L | Unsettled Qty | DP Qty | MTF Qty | Pledge Qty

Import it on its own, not together with trade reports, so the app can ask for those dates
The client details at the top of the file — ID, name and PAN — are not read or stored
A date given as a month or a year is counted from the last day of that period, so a holding is never treated as held longer than it can have been
Where you have them, Trade History and the Sauda Summary Report are the better record: they carry the dates this file leaves out

Groww XLSX Format

Export from: Groww → Reports → Stocks - Order history. The file is in .xlsx (Excel) format.

Expected columns:

Stock name | Symbol | ISIN | Type | Quantity | Value | Exchange | Exchange Order Id | Execution date and time | Order status

How to export from Groww (step by step):

Sign in to Groww on the web and click your profile, the circle at the right-hand end of the top bar.
Choose Reports.
Scroll down to Transactions and choose Stocks - Order history. Take that one rather than Mutual Funds - Order history.
Set From and To to cover your whole history, then click Download. The workbook opens with a line reading "Order history for stocks from" and the range you asked for.

File details:

The workbook opens with a line reading Order history for stocks from <date> to <date> — that is how the app recognises it
Value is the total order value; the app divides it by quantity to get the price per share, so that column has to be present
Only rows whose Order status is Executed are imported — cancelled, rejected and pending orders moved no shares
Groww exports one arbitrary date range rather than fixed periods, so a single file can cover everything

INDmoney XLSX Format (Indian equity)

Export from: INDmoney → your profile → Tax and Other reports → Download Report → Other Reports → INDstocks → Transaction Statement. The file is an Excel workbook, .xlsx or .xls.

How to export from INDmoney (step by step):

Sign in to INDmoney and click your profile. On the web it sits at the bottom of the left sidebar.
Go to Tax and Other reports.
Click Download Report.
Choose Other Reports from the dropdown.
Choose INDstocks. INDmoney reports Indian equity and US stocks separately, so take this one rather than US Stocks.
Scroll to Transaction Statement at the bottom of the page, and download each financial year you have transactions in, then select them all together when you import.

File details:

Only the Equity transactions report sheet is read — that is the sheet name inside the workbook, not the menu wording, which is Transaction Statement
The FNO sheet beside it is ignored, so futures and options trades do not import
Only rows whose Order Status is Executed are imported — cancelled and rejected orders moved no shares
Import the workbook as it downloads — no need to convert it to CSV first

One file per financial year. The statement comes one financial year at a time, so download each year you traded in — you can then select them all together when you import. Start from the year of your first buy, since a sale cannot be matched to a purchase that is not in the files.

Import the empty years too. A year you made no trades in still exports a statement, and importing it is harmless — an empty statement is not a failed export.

Years may be imported more than once. A transaction the account already holds is not added a second time, so fetching the current year again after a few more trades is safe.

Fyers CSV Format

Export from: Fyers Web → Reports → Order Book. Fyers generates it one financial year at a time, back to FY 2019-2020.

How to export from Fyers (step by step):

Sign in to Fyers on the web and click More, at the right-hand end of the top bar.
Choose Reports, under Trading tools.
Choose Order Book, under Transactions — not Trade Book. The Order Book names the stock you traded, where the Trade Book gives only the company name, which the app cannot match to a holding. Orders in it that were cancelled or never filled are skipped for you on import.
Switch the view from Calendar to Table.
Open Preferences, the sliders button beside the financial-year pill at the top right.
On the Date Range tab, choose a financial year and click Generate. Fyers lists them one at a time, back to FY 2019-2020, with a Custom Range at the bottom.
Click Download, in the toolbar to the left of the financial-year pill.
Choose CSV and confirm. Repeat for every financial year you traded in, then select them all together when you import.

Some of these screens show Trade Book in the breadcrumb or in the download dialog: they were captured along that path, and every control they show is the same one the Order Book has. Choose Order Book at step 3 and the rest of the path is identical.

Choose CSV, not PDF. Fyers says so on the download dialog itself: only some columns are available in the PDF, and the ones it drops are the ones an import needs.

One file per financial year. To import your full history, download each year you traded in — starting with the year of your first buy, since a sale cannot be matched to a purchase that is not in the files:

FY 2023 - 2024
FY 2024 - 2025
FY 2025 - 2026
FY 2026 - 2027

The app merges trades automatically — a transaction the account already holds is not added a second time, so overlapping ranges and re-imported years are safe.

Order Book, not Trade Book. The Trade Book beside it on Fyers' Reports page is the more tempting of the two — it is only the trades that filled, at the price they filled at — and it is unusable, for a reason no parser can work around: it carries no instrument identifier at all. Its Name column holds the company, AVENUE SUPERMARTS LIMITED, where the Order Book holds NSE:DMART-EQ.

The Order Book's extra rows are not a drawback. It does list the orders that were cancelled or rejected and moved no shares, but only rows whose Status is Executed are imported, so there is nothing for you to prune first — and the Order Book is the only one of the two reports carrying a Status column for that filter to read. This is the layout the app's dedicated Fyers parser reads, as Fyers writes it today:

Symbol name,Symbol code,Date & Time,Side,Product type,Status,Order type,Qty,Traded price,Limit price,Source,Exchange order ID,OMS order ID

NSE:HDFCBANK-EQ,HDFC BANK LTD,23-01-2024 12:41:51,BUY,Delivery,Executed,Limit,10,"1,432.00","1,432.00",FYERS Trader,="1100000040500546",="250123000100001"

Symbol name holds the stock, such as NSE:HDFCBANK-EQ, and Symbol code holds the company's name. Older downloads have a single Name column holding the stock in place of those two, and they import too.

An Order Book CSV is recognised as Fyers and has its non-executed rows filtered out. A Trade Book CSV is not: its columns are different, so the app asks you to map them, and its only stock column is the company's name. Import the Order Book instead.

Upstox — Trade (XLSX)

Export from: Upstox on the web → More → My Reports → View all → Trade. The file is an Excel workbook, .xlsx or .xls.

How to export from Upstox (step by step):

Sign in to Upstox on the web and click More, to the right of Holdings in the top bar.
Choose My Reports.
Click View all, at the foot of the short list of reports.
Choose Trade, the overview of all your buy and sell orders. Take that one rather than Holdings, which lists what you own now and carries no purchase history.
Set From date and To date to the period you want and click Get report.
For anything more than 3 years back, use Select FY instead and take one financial year at a time. Upstox says so on the page: reports older than 3 years are downloaded by financial year.
Click Download XLSX, not Download PDF, then select every file you downloaded together when you import.

File details:

The workbook carries a single TRADE sheet, with the account's client code, PAN, segment and date range above the table of trades
The file names the company in words and identifies the stock only by a numeric BSE scrip code — even for trades on the NSE. The app looks each code up in NSE's and BSE's public lists of listed stocks, downloaded the first time you import an Upstox file and refreshed by a later import once they are a week old. Each list is fetched whole, so nothing about your holdings is sent. A stock listed only on BSE cannot be priced, and a code neither list has cannot be identified, so both are reported — naming the code and the company — rather than guessed at from the company name. A reported row is a trade that did not import
Import the workbook as it downloads — no need to convert it to CSV first

More than 3 years takes several files. One report covers up to 3 years; past that Upstox hands out one financial year at a time, and it splits equity from the other segments. Start from the date of your first ever buy, since a sale cannot be matched to a purchase that is not in the files.

Ranges may overlap, and the same range may be fetched twice. A transaction the account already holds is not added a second time, so coming back for the current year later is safe.

Zerodha — Tradebook (CSV)

Export from: Zerodha Console → Reports → Tradebook, with the Equity segment, downloaded as CSV. There's no step-by-step walkthrough for Zerodha yet.

Expected columns:

symbol | isin | trade_date | exchange | segment | series | trade_type | auction | quantity | price | trade_id | order_id | order_execution_time

Only equity rows are read. If you download the F&O tradebook by mistake, the app says so and imports nothing
Dates are read as YYYY-MM-DD, DD-MM-YYYY or DD/MM/YYYY, so a file re-saved in Excel still imports

Not yet tested: the columns follow Zerodha's documentation and an open-source importer, not a real export. If your file doesn't import, please share feedback.

Any Other Broker: Map Your Columns

For a broker the app has no reader for, such as Angel One, ICICI Direct, Kotak, Dhan or 5paisa, add the account as Other broker (not listed here), the last choice on the Add Broker sheet, and name it after your broker. Then import its tradebook as a .csv or .xlsx file.

When the app doesn't recognise a file, it asks you what its columns mean instead of guessing. You see your own data while you choose:

The header row. Tap the row that holds the column names. For a CSV, the app picks the separator (comma, semicolon or tab) that splits it best, and you can change it.
The columns. Choose the column for Symbol, Date, Side, Quantity and Price, and any of Time, Trade number, Order number, Exchange, Amount and Segment the file has. Suggestions are shown, and none is used until you accept it.
How stocks are named. NSE symbol, ISIN, BSE scrip code, or company name. ISINs and BSE codes are looked up in the exchanges' public lists. For company names you give each one its NSE symbol yourself, because a wrong match would book trades against the wrong company.
Dates. One format for the whole file, such as DD/MM/YYYY or MM/DD/YYYY, with how your first dates read under it.
Buy or sell. Say what each value in the Side column means (B, Buy, S…), or read the side from the quantity's sign.
Preview. The trades as they'd be recorded, beside your file's own rows, with anything that looks wrong flagged: dates in the future, prices far from the rest, amounts that don't match quantity × price.

Map once. The mapping is kept after the import is confirmed, and every later file with the same columns is read with it, with no questions. Files of one layout selected together are asked about once. A mapping is included in full backups, and you can view, change or delete it under You → Backup → Advanced → Column mappings.

Help us add your broker. On that screen, View and copy shows the mapping as text: your column names and your answers, and none of your trades. Send it with the feedback form and we can write a reader for your broker.

Futures and options rows are declined, and only equity is read. Legacy binary .xls files and CSVs that aren't UTF-8 can't be read yet; re-save them as .xlsx or .csv.

What Gets Imported

Only executed trades are imported. The app skips:

Cancelled or rejected orders
Pending/open orders
Rows with zero quantity or price

After import, a summary dialog shows:

Trades parsed (successfully imported)
Rows skipped (didn't match criteria)
Warnings (partial data, format issues)

US Broker Exports

US stock accounts import the same way, from Import on the US Stocks screen. Everything above still applies: only executed transactions are imported, and a transaction the account already holds is not added a second time, so re-importing a file is safe.

INDmoney reports Indian equity and US stocks as two separate files, so an INDmoney user needs both — the Indian equity statement above and the US report below.

Vested — Transaction History (XLSX)

Export from: Vested → your profile → Transactions → Transaction History, downloaded as XLSX. The file is an Excel workbook with a Trades sheet.

How to export from Vested (step by step) — sign in to Vested on the web, then:

Click your profile, at the top right.
Choose Transactions from the dropdown.
On the Transaction History page, choose Custom under Date Range.
In the calendar, choose the day you opened the account as the start date and today as the end date.
Choose Completed, so the file holds only completed transactions.
Click Download.
Choose XLSX from the dropdown.

File details:

The file needs its Trades section — the columns Date, Time, Name, Ticker, Activity, Quantity and Price
Ranges may overlap. A transaction the account already holds is not added a second time, so a range covering trades you have already imported is safe

Start from the day you opened the account. A sale cannot be matched to a purchase that is not in the file, so a range that begins after your first buy leaves that holding with no cost.

This is the only Vested export the app reads. Vested also offers an account statement as a .pdf, and it cannot be imported: its transaction table gives a cash amount per transaction and no share quantity or price per share, so there is no way to tell how many shares a buy or sell moved. The XLSX carries both, along with the trade times, so same-day buys stay separate. Import a Vested PDF and the app says so rather than guessing.

INDmoney — US stocks transaction report (XLSX)

Export from: INDmoney → your profile → Tax and Other reports → Download Report → Other Reports → US Stocks → Transactions Report → Email Me. The file is an Excel workbook, .xlsx or .xls.

How to export from INDmoney (step by step):

Click your profile, at the bottom of the left sidebar.
Go to Tax and Other reports.
Click Download Report.
Choose Other Reports from the dropdown.
Choose US Stocks.
Choose Transactions Report.
Under Full Report Since Inception, click Email Me.

File details:

The report must contain the transaction table — the columns Stock Name, Stock Symbol, Quantity, Price and Transaction Type. A holdings-only summary has no purchase history to read
Either Excel format works — the older .xls download and the newer .xlsx both import, with no need to convert the file first

The report arrives by email rather than downloading. Check the inbox for the address on your INDmoney account, then import the attachment here.

Take Full Report Since Inception. A report covering a shorter period omits the earlier buys, and a sale cannot be matched to a purchase that is not in the file.

Morgan Stanley at Work — View Savings Plan Fund Details (PDF)

Export from: Morgan Stanley at Work → Portfolio → Shares & Cash Holdings → Transaction View → the stock's details → Print or Save to PDF. The file is a .pdf of the plan's Fund Details page — the ESPP or savings-plan share holding, not the annual tax document.

How to export from Morgan Stanley at Work (step by step):

Open the Morgan Stanley at Work account and click Portfolio, in the top menu.
Under Portfolio, choose Shares & Cash Holdings.
Click Transaction View, then click details beside the stock you hold.
The Fund Details page opens. Click Print or Save to PDF, then import that PDF here.

File details:

This is the ESPP share-holding page, not the annual tax document
Use Print or Save to PDF, the page's own control, so the file carries the table as text. An image capture of the same page has nothing to read
The holdings table is the position after any sales — its lots sum to the Closing Value in the Activity table. So the import reconstructs what you hold now, and past sales are not in it
Take the Fund Details page one stock at a time. The page covers a single plan and ticker, which is why the export names no security beyond its own header
A newer statement replaces that ticker's earlier lots, so lots you have sold drop out. Before any lot is removed you are shown it, and can record it as a sale instead, so its gain counts for tax

Fidelity — View share details (CSV)

Export from: Fidelity NetBenefits → Summary → View Positions & Sell Shares → View share details → Current shares → Export. The file is a .csv of the lots you hold now.

How to export from Fidelity (step by step):

Open the Fidelity account and click the Summary tab.
Under Stock Plan Account, click View Positions & Sell Shares.
Under the share quantity, click View share details.
Under Current shares, click Export, then import the CSV it downloads here.

The app will ask you which ticker these lots belong to. This export never names the stock, so the app cannot work it out from the file. Import one CSV per ticker, and be ready to say which one it is.

File details:

Export in USD. Fidelity can show a stock plan in your local currency, and the figures carry no currency marker, so the app reads them as dollars either way. A local-currency export imports a cost basis wrong by the exchange rate
Current shares are current holdings only: shares you have already sold are not in the file, so it cannot reconstruct past sales
Import a fresh export whenever your shares change. It replaces that ticker's earlier Fidelity lots, so lots you have sold drop out and new vests appear. Before any lot is removed you are shown it, and can record it as a sale instead, so its gain counts for tax
The file names no security, which is why the app asks for the ticker — one CSV per ticker

Mutual Funds, NPS and EPF

These come in as PDF statements, each from its own screen.

Mutual funds — Consolidated Account Statement (CAS PDF)

In the app: Mutual Funds → Import, then pick the CAS PDF you requested from CAMS or KFintech.

The PDF is password-protected. When the app asks, enter the password you set when you requested the statement
The app reads every scheme's holding and extracts the transactions listed under it, then shows a summary of what it found and what it skipped
A detailed statement covering all your years gives the fullest history

NPS — Statement of Holding (PDF)

In the app: Savings & Insurance → NPS → Import. With no NPS recorded yet, tap Add → NPS, which opens the same import.

Sign in to your NPS account with the CRA (enps.nsdl.com or Protean's CRA site), open the Statement of Holding, and save it as a PDF
The app reads your PRAN and your scheme-wise units, NAV and value
Save the PDF without a password; a protected one can't be read

EPF — EPFO Member Passbook (PDF)

In the app: Savings & Insurance → EPF → Import. With no EPF recorded yet, tap Add → EPF, which opens the same import.

Download your Member Passbook PDF from the EPFO passbook portal
The app reads your employee and employer balances and shows them before saving
Importing a newer passbook later updates the same account and tells you how much the balance moved. If its UAN differs from the stored one, the app asks first

Import Trade Cache File

Use this to move one US stock account's trades to another device, from a file the app exported earlier (US Stocks → Data Management → Export Trade Cache). The file is a JSON document with a specific structure. Indian stock accounts don't have this option; use a full backup for them.

Expected Format

{
  "lastFetchedDate": "2026-05-25",
  "trades": [
    {
      "trade_id": "vested_AAPL_2026-01-23 09:45:06_0",
      "tradingsymbol": "AAPL",
      "average_price": 228.50,
      "quantity": 10,
      "transaction_type": "BUY",
      "order_timestamp": "2026-01-23 09:45:06",
      "broker": "vested"
    },
    {
      "trade_id": "vested_MSFT_2026-01-24 10:30:00_1",
      "tradingsymbol": "MSFT",
      "average_price": 415.00,
      "quantity": 5,
      "transaction_type": "SELL",
      "order_timestamp": "2026-01-24 10:30:00",
      "broker": "vested"
    }
  ]
}

Required Fields Per Trade

Field	Type	Description
`trade_id`	String	Unique identifier for the trade
`tradingsymbol`	String	Ticker (e.g., "AAPL")
`quantity`	Number	Number of shares
`average_price`	Number	Price per share, in USD
`transaction_type`	String	"BUY" or "SELL"
`order_timestamp`	String	Date/time of trade
`broker`	String	Source broker, e.g. "vested" or "indmoney"

Optional Fields

Field	Type	Description
`order_id`	String	Broker's order ID
`exchange`	String	Exchange, where the broker reports one
`lastFetchedDate`	String	YYYY-MM-DD the file was last updated (top level, not per trade)

Important: Importing a trade cache file replaces all existing trades for the selected account. To add to what the account already holds, import your broker's statements instead: a trade already there isn't added twice.

When to Use Which

Scenario	Use
First time setting up — want historical trades from broker	Import on Indian Stocks or US Stocks, with your broker's statement
Moving to a new phone — want all data from old phone	Old phone: You → Backup → Back up now. New phone: sign in → You → Backup → Restore from a backup
Adding trades from a broker that doesn't have API access	Import your broker's statement
Restoring from Google Drive or app cloud storage	You → Backup → Restore from a backup
Several statement exports, e.g. one per financial year	Select them all together in one import. Overlaps aren't counted twice
Mutual funds, NPS or EPF	Their own PDF imports

📄 Data Import Guide

Import Options Overview

Importing Broker Statements

Supported Formats

mStock (Mirae Asset) XLSX Format

mStock Sauda Summary Report (CSV)

mStock Portfolio Statement (XLSX)

Groww XLSX Format

INDmoney XLSX Format (Indian equity)

Fyers CSV Format

Upstox — Trade (XLSX)

Zerodha — Tradebook (CSV)

Any Other Broker: Map Your Columns

What Gets Imported

US Broker Exports

Vested — Transaction History (XLSX)

INDmoney — US stocks transaction report (XLSX)

Morgan Stanley at Work — View Savings Plan Fund Details (PDF)

Fidelity — View share details (CSV)

Mutual Funds, NPS and EPF

Mutual funds — Consolidated Account Statement (CAS PDF)

NPS — Statement of Holding (PDF)

EPF — EPFO Member Passbook (PDF)

Import Trade Cache File

Expected Format

Required Fields Per Trade

Optional Fields

When to Use Which

Data Import Guide