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Learn what's good, bad and ugly about your investments

Import your investment details from the official statements and get a complete analysis.

Mutual fund

Auto Import through CAMS/KARVY

Enter the email you have filled in while investing

Upload CAMS/ KARVY PDF

OR

OR

Choose NSDL/ CDSL / CAMS / KARVY CAS pdf only.

Upload MS Excel File

Download Template to upload your statement

  

Stocks

Upload MS Excel File

Download Template to upload your statement

  

Import using Broker (snapshot only)

OR

Five paisa

5paisa

Alice Blue

Alice Blue

Angel broking

Angel Broking

Trustline

Trustline

Upstox

Upstox

Zerodha

Zerodha

Import

NPS

Upload MS Excel File

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.

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