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Tutorial or Blog post on importing the trade logs from supported brokers

Feature Request

Please make a tutorial / blog post on how to import the trades from supported brokers. There are many types of Statements & Reports available in the broker’s dashboard (ledger statement, P&L statement, contract note, funds summary, ledger summary, tax report, holding summary, etc) so which report needs to be downloaded and how to import it is really confusing. Also, my broker (Dhan) do not give provision of downloading the files in csv or xml format; instead it emails it in pdf format. But your trade import page do not accept pdf imports. How to import in this case? Please suggest. Thank you.

Posted by Nikita Dhangar ·
3 comments

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Comments3

  • journalplus

    Team•

    Aug 5, 2025

    Hi @Nikita Dhangar

    Thanks for bringing this up.

    We are planning to create a detailed YouTube video that will explain everything about JournalPlus, including how to import trades from each supported broker, which reports to use, and how to handle cases like Dhan where the report comes in PDF.

    That should clear all confusion. Stay tuned. It's coming soon.

    • deepshilpak

      •

      Aug 9, 2025

      Till detailed YouTube video comes what we can do ?

      • journalplus

        Team•

        Aug 9, 2025

        Hello Sir,

        Thank you for your email. Here are the steps to import.

        1. On the trade logs page, click "Import Trades" button. It's at the top right.

        2.Download the trade history as CSV from Dhan reports and upload the CSV and press next.

        3. You will be able be able to import all the trades to trade log

        Please let me know if you face any issues.