Uploads - My Investments | Portfolio Manager | Value Research

Go back to My Investments

Add / Upload Investments

Mutual Funds

Stock / ETF

Sovereign Gold Bonds

Bonds & Fixed income

Auto Import through EmailRecommended

Fetch your transactions from CAMS / KARVY
Use the email ID entered while making investments. This method reduces chances of errors.

Auto Import from MF Central

Directly import CAS from MF Central using your PAN and mobile number.

PAN

Mobile Number

Import Funds from CAMS / KFinTech / NSDL / CDSL PDF

Upload your PDF downloaded from the CAMS / KFinTech / NSDL / CDSL platform.

Import Funds from XLS

Use our template and upload your transactions in the appropriate format.

To portfolio

Download Template

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Add Funds Manually

Select a list of funds you want to add and enter their individual transactions.

Import Stock from XLSRecommended

Use our template and upload your transactions in the appropriate format.

To portfolio

Template Downloaded Download Again

Import using Broker (snapshot only)

Import your broker holdings securely by logging in to your broker account.

5paisa

Alice Blue

Angel Broking

Trustline

Upstox

Zerodha

Select my Broker

Import Stock from NSDL / CDSL PDF

Upload your PDF downloaded from the NSDL / CDSL platform.

Add Stocks Manually

Select a list of stocks you want to add and enter their individual transactions.

Import NPS from XLS

Login to your NSDL account and go to the Transaction Statement page. You can download transactions for one financial year at a time from here. Upload the transactions file here.