Uploads - My Investments | Portfolio Manager | Value Research
left-arrow Go back to My Investments

Add / Upload Investments

Mutual Funds
Stock / ETF tooltip-icon
Upload NPS
PPF
Sovereign Gold Bonds
Bonds & Fixed income
InvITs / REITs

Auto Import through EmailRecommended

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

Import Funds from CAMS / KFinTech / NSDL / CDSL PDF cams-tooltip

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

shield Your information is safe with us

Import Funds from XLS

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

Download Template

Template Downloaded Download Again

Continue to My Investments

Add Funds Manually

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

Upload Trade History From BrokerRecommended

Click Here to know how to download your trade history from your broker.
* Upload your complete trade history for a more comprehensive analysis. *

Alternatively, you can use our template file and manually create your trade history file.
Click Here to download the template.

Template Downloaded Download Again

Import Stock from NSDL / CDSL PDF import-from-cams-karvy-tooltip

Upload your PDF downloaded from the NSDL / CDSL platform.

shield Your information is safe with us

Add Stocks Manually

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

Import from NSDL

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.

Need Help? to know more.

Follow these simple steps to download your NPS statement from NSDL :

  1. Log in to your NSDL account. Enter details under the Subscribers box.
  2. Go to Investment Summary and click on Transaction Statement.
  3. Fill the financial year/quarter and tier. Then click on Generate Statement.
  4. Click on Excel icon to get your statement in XLS format.
  5. To get transaction history for different financial years, repeat steps 3 and 4.
  6. Important: Upload entire NPS history in chronological order for better analysis.

Continue to My Investments

Import from KFintech

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

Need Help? to know more.

Follow these simple steps to download your NPS statement from KFINTECH :

  1. Log in to your KFintech account.
  2. Go to Statement and then to Transaction Statement.
  3. To access your NPS transaction history till date, click on Since Inception and enter the latest date.
  4. Click on Generate Report.
  5. Upload this file below here.

Continue to My Investments

Please Select Your Broker

To download your trade history from ZERODHA, follow these steps:


To download your trade history from Upstox, follow these steps


To download your trade history from Paytm Money, follow these steps:


To download your trade history from Angel One, follow these steps:


To download your trade history from Groww, follow these steps:


To download your trade history from ICICI Direct, follow these steps:


Under HDFC Securities, one need to request their Trade reports from HDFC Securities online portal.


One can follow following steps, to request their trade record.

  • Log in to the HDFC online portal at
    https://ntrade.hdfcsec.com/
  • Click on Reports. broker web shot zoom out img

  • Select Trade details, under the Equity reports section.
  • Select the date range of financial year, you want the trade history for and set Exchange to "ALL". broker web shot zoom out img
  • Click on Export to Excel.
  • You have to repeat step 4 & step 5 to download the trade history for different financial years.
  • You can now upload the downloaded files to our website.

Dear subscriber,

Please download your trade history from your broker and upload it to VRO.

Alternatively, you can manually create your trade history file using our template and then upload it to VRO.

Click Here to download the template.