Broker Export to Insights in Minutes
Trade data upload shouldn't be confusing or slow. Use our simple 3-step wizard for quick data transfer and automatic strategy identification. Get actionable insights in minutes.
How It Works
Add Broker
Configure your broker account (Zerodha, Angel One, Dhan, Upstox, Kotak, etc.)
Upload File
Import CSV or Excel files from your broker. Strategies are identified automatically and assigned in the background.
Complete
Finish setup and view your dashboards. Your data is ready. Start analyzing immediately.
Key Benefits
Faster Onboarding
Only 3 steps to complete setup
Automatic Processing
Strategy identification happens automatically
Guided Experience
Step-by-step guidance for first-time users
Mobile Friendly
Works seamlessly on mobile devices
Works with all major Indian brokers
ZerodhaAngel OneDhanUpstoxKotak+ More
Primarily CSV upload • API integration available for limited brokers