Portfolio Review
Upload your holdings CSV from any broker. See your health score, tax opportunities, and the one change that matters most — in under 60 seconds.
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CSV or Excel · Multiple files OK · Zerodha, Groww, HDFC, ICICI, Angel, Dhan, Upstox
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HDFC Securities
Zerodha
Groww
ICICI Direct
HDFC Securities — export CSV
1. Log in → Portfolio → Holdings
2. Look for "Equity Summary Details" or "Export" button
3. Download as CSV → upload here
Zerodha — export CSV
1. Log in to Console (console.zerodha.com)
2. Portfolio → Holdings → Download CSV (top right)
3. Upload the downloaded file here
Groww — export CSV
1. App or web → Portfolio → Stocks or Mutual Funds
2. Tap ••• or Export → Download as CSV or Excel
3. Upload here
ICICI Direct — export CSV
1. Log in → My Portfolio → Portfolio Summary
2. Export → Download Excel/CSV
3. Upload here
What your portfolio reveals
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Holding
Value
Avg cost
Current price
P&L
Signal
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