Import

Everything stays on this machine in a local SQLite file (data/portfolio.db).

1. Equity holdings (Kite)

Kite → Portfolio → Holdings → Download (CSV). Replaces your current holdings; each upload is kept as a snapshot.

Drop a file or click to choose.csv

2. Tradebook (Console) · for XIRR, lots & benchmark

console.zerodha.com → Reports → Tradebook → Equity → pick a date range → download CSV. Upload one file per year (FY) back to your first trade; duplicates are ignored.

Drop a file or click to choose.csv

3. Mutual funds (Coin)

Coin → Holdings → Download, or Console → Portfolio → Holdings → Mutual funds → Download CSV. NAVs are fetched from AMFI daily.

Drop a file or click to choose.csv

4. Fund portfolio disclosure (optional)

For an exact look-through of a mutual fund (or to override an ETF's index estimate), download the fund's monthly portfolio Excel from the AMC website and upload it here.

Drop a file or click to choose.xlsx / .xls / .csv

Symbol mapping

Prices come from Yahoo Finance as SYMBOL.NS. If a symbol doesn't resolve (shown as "CSV price" on the dashboard), map it to the right Yahoo ticker (e.g. NSDL → NSDL.BO). Symbols missing on NSE are retried on BSE automatically.

Import history

No imports yet.

Done importing? Go to the dashboard.