Import holdings and connect a broker

There are two ways to bring your holdings into DocStoX: upload a file you export from your broker, or connect your broker account so DocStoX reads it directly. Both are read-only. Neither can place, modify or cancel an order.

Connect a broker#

From Import on your portfolio, choose Connect your broker. You sign in on your broker's own website, not on DocStoX, so DocStoX never sees your password.

Connecting is read-only: DocStoX can read your holdings and past trades, and cannot place, modify or cancel any order.

Once connected, your account appears under Connected brokers with its sync status. From there you can:

• Sync now: pull the latest holdings and trades immediately.
• Disconnect: DocStoX deletes the stored token. Transactions already imported are kept.

If DocStoX finds a difference between what your broker reports and what your DocStoX ledger holds for a symbol, it shows you the difference and a likely reason, usually that an older trade is missing from what was imported. It never silently overwrites your trade history to match the broker's snapshot, because your recorded trades are what every tax and return figure is computed from.

Upload a statement#

From Import, choose Upload a statement. Export a holdings or tradebook file from your broker as CSV or XLSX, then upload it. DocStoX detects the broker automatically and maps the columns for you, no manual matching needed.

As long as your file has these three columns, under whatever names your broker uses, it will import:

• a stock symbol,
• a quantity,
• a price.

PDF statements cannot be read. Export as CSV or Excel instead.

1. 1

   Export from your broker#

   Use your broker's holdings or tradebook export, not a PDF contract note.

2. 2

   Upload the file#

   On the portfolio page, go to Import and choose Upload a statement.

3. 3

   Check what came in#

   Review the imported rows on the Transactions section, and remove any that duplicated.

What DocStoX reads from your file#

Symbol, quantity and average cost for each position. Where your file also has trade dates, fees and broker, DocStoX keeps those on the transaction too, because that is what makes XIRR and the FIFO capital-gains report accurate. A file without real trade dates still imports, but the equity curve will note that its history is estimated.

Positions are shown at average cost, one row per symbol, but every individual transaction stays in your ledger underneath.

Formats DocStoX recognises#

The import guide at /portfolio/import-guide has step-by-step export instructions for Zerodha, Groww, Upstox, Angel One, ICICI Direct, Dhan, Kotak, Motilal Oswal, 5paisa, Paytm Money, Fyers and Sharekhan. Any broker works even if it is not listed there: export your holdings as CSV or XLSX with a symbol, quantity and price column, and upload it.

If you see "couldn't read any holdings", the file is usually a PDF or is missing one of the three required columns. Re-export as CSV or Excel, and for Angel One choose the unmasked file.

Brokers you can connect directly#

Broker connect is available for: Zerodha, Groww, Upstox, Angel One, Dhan, 5paisa, Sharekhan, Motilal Oswal, Fyers, Axis Direct and mStock. DocStoX shows every broker on the roadmap on the connect screen, even ones not yet switched on, so you can see what is coming rather than concluding your broker is unsupported.