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.
Please authenticate to join the conversation.
In Review
Feature Request
8 months ago

Nikita Dhangar
Get notified by email when there are changes.
In Review
Feature Request
8 months ago

Nikita Dhangar
Get notified by email when there are changes.