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