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Appendix B. Download Your Broker Tradebook

This appendix shows where each broker keeps its tradebook and the file type to choose. For how much history to download, see Exporting Your Tradebook.

Download Your Angel One Tradebook​

Open Angel One Web → Reports → Trade History. Set the date range and download the file. The file type is Excel (.xlsx).

Download Your Dhan Tradebook​

Open Reports → Trade Book in the Dhan app or website. Set the date range and download the file. The file type is CSV.

The file includes futures and options trades. Tradestory reads the equity trades and leaves the rest.

Download Your Fyers Tradebook​

Open Fyers Web → My Account → Reports → Tradebook. Set the date range and download the file. The file type is CSV.

Download Your Groww Tradebook​

Open Stocks → Orders in the Groww app or website, then choose Export. Set the date range and download the file. The file type is Excel (.xlsx).

Download Your HDFC Securities Tradebook​

Open HDFC Securities Web → Reports → Equity Trade Report. Set the date range and download the file. The file type is Excel (.xlsx).

Download Your ICICI Direct Tradebook​

Open ICICI Direct Web → Accounts → Transaction Statement, with "Equity" selected. Set the date range and download the file. The file type is CSV.

Download Your INDmoney Tradebook​

Open Stocks → Reports → Transactions Report in the INDmoney app or website. Set the date range and download the file. The file type is Excel (.xlsx).

The file includes futures and options trades. Tradestory reads the equity trades and leaves the rest.

Download Your Kotak Securities Tradebook​

Open Kotak Neo Web → Reports → Tradebook (Equity). Set the date range and download the file. The file type is Excel (.xlsx) or CSV.

Download Your Motilal Oswal Tradebook​

Open Reports → Transactions / Trade Book in the Motilal Oswal (Rise) app or website. Set the date range and download the file. The file type is Excel (.xlsx) or CSV.

Either file type works. For any one period, upload one of the two and leave the other aside, since Tradestory reads them as separate records.

Download Your Mstocks Tradebook​

Open Reports → Trade History in the Mstocks app or website. Set the date range and download the file. The file type is Excel (.xlsx).

Download Your PhillipCapital Tradebook​

Open PhillipCapital Web → Reports → Trade Report. Set the date range and download the file. The file type is Excel (.xlsx).

PhillipCapital has two similar reports. Choose the one called Trade Report.

Download Your ShareKhan Tradebook​

Open Reports → Equity Trade Report in ShareKhan Trade Tiger or on the website. Set the date range and download the file. The file type is Excel (.xlsx).

Download Your Upstox Tradebook​

Open Account → Reports → Tradebook in the Upstox app or website. Set the date range and download the file. The file type is Excel (.xlsx).

Download Your Zerodha Tradebook​

Open Console → Reports → Tradebook. Set the date range and download the file. The file type is CSV.