Import Center

Sign in to Upstox to pull your holdings and equity trades directly. Trades already imported from files are skipped, and everything new arrives as pending so you can review it before it affects tax numbers. Your Upstox login is used once for this sync and not stored. Upstox shares up to 3 financial years of trades; upload tradebook files for anything older.

Connect your Gmail (read-only) to pull Zerodha's daily "Combined Equity Contract Note" emails (your buys and sells) and the monthly demat statement (your full month-end share balances). Only emails received after the date below are read. PDFs are unlocked in your browser with your PAN — it is never saved or sent anywhere. Everything arrives as pending for review; anything you already imported is skipped.

Sign in to connect Gmail.

1. Request a CAS from CAMS / KFintech (choose “Detailed”, full date range) — it arrives by email from donotreply@camsonline.com.
2. Enter the password you chose when requesting it. It stays on this device and is never saved.
3. Pick the PDF, or fetch it straight from Gmail. New transactions land in Pending Review.

The MF Central Excel report still works in the upload area above. Fund values update daily from the official AMFI NAV list.

Finds Groww emails with a “Holdings statement for stocks” Excel attachment and imports each one as a holdings snapshot (one per date, repeats skipped). Uses the Gmail connection from the Zerodha card. You can also drop the Excel file in the upload area above.

Finds emails from donotreply@marwadigroup.in with a DP holding statement or sauda (trade) report PDF. Holdings become one snapshot per date; sauda trades already in the app are skipped, so overlapping 3-month reports are safe to import. Only stock rows are read — your name, address, PAN, phone, email and nominee are ignored. You can also drop the PDF in the upload area above.

Finds emails from transactions@transactions.indmoney.com with US stock order or holdings reports. Orders already in the app are skipped, so overlapping reports are safe; holdings become one snapshot per date. Everything goes to Pending Review. You can also drop the file above.