StokeONstocks

Brokers

Works with the broker you already use.

Download one file from your broker, upload it in My BookBring in your trades. No broker password.

BrokerStatusFileWhere to find it
ZerodhaReadyTradebook CSV
Steps
  1. console.zerodha.comReportsTradebook
  2. Pick a date range, download the CSV
  3. Upload each file; duplicates are skipped
GrowwReadyOrder history .xlsx
Steps
  1. ProfileReportsStocksOrder history
  2. Upload it as Groww gives it; only executed orders are read
UpstoxReadyTrade report CSV / Excel
Steps
  1. ReportsTradebook, as CSV
  2. Upload it
Angel OneReadyTradesAndCharges
Steps
  1. AccountTrades and chargesDownload trade history
  2. Upload it; F&O rows are listed as skipped for now
CDSL · NSDL CASReadyCAS PDF + password
Steps
  1. Get your consolidated account statement PDF
  2. Upload it with its password (usually PAN in capitals); both are read once, never kept
  3. Holdings only: a CAS has no purchase prices
CAMS · KFintechReadyDetailed CAS PDF
Steps
  1. camsonline.comCAS, detailed, with a password you choose
  2. Upload it with that password; each fund becomes real lots
RobinhoodReadyActivity CSV
Steps
  1. AccountReports and statementsReportsactivity CSV
  2. Upload it
WebullReadyOrder history CSV
Steps
  1. HistoryOrdersexport CSV
  2. Upload it
Interactive BrokersReadyFlex report, or read-only sync
Steps
  1. Client PortalPerformance & ReportsFlex QueriesActivity, with Trades
  2. Upload the CSV/XML, or paste the query ID and a Flex token to sync
  3. The token can only read reports and is stored encrypted
INDmoney (US)Checked with a real fileTransactions report CSV
Steps
  1. Transactions Report, as CSV
  2. Upload it

Ready = built to the broker's published format, not yet tried on a real file. Checked = imported from a real export.

Broker not listed?

Upload it anyway. We’ll learn it.

Three steps, and you stay in control the whole time.

  1. You upload, and say yesTick “learn this layout”. Nothing happens without it.
  2. We learn the layoutOnly the column headings. Your numbers stay hidden.
  3. You check, then keepSee the trades we found. Not right? Say no and it’s gone.
  • Read on our own servers, no outside AI for statements
  • File deleted once you decide, 7 days at most
  • Take the permission back any time in AccountYour data

Questions

More than one broker?

Yes. Import each file into the same book.

Same file twice?

Lots already in your book are skipped.

Email instead of upload?

Yes. The app gives you a private import address; send the CSV to it.

Bring your record in.

Open the app