1.3. Loading Your Tradebook
We have a tradebook file. Now let's give it to Tradestory and see what comes back. We'll use our example, the demo tradebook from Zerodha, and you can follow the same steps with your own file.
Opening the Tradebooks Screen
On the left of every Tradestory screen is the menu. On a phone, the menu is hidden behind the ☰ button at the top. The menu's second group is Load, and the first item in that group is Tradebooks. Open it.
The Tradebooks screen is where every file you give Tradestory arrives. On a new account it shows a line listing the fourteen supported brokers, an area for your files, and not much else yet.
Uploading the File
Drag the file from your computer onto the box marked Drop tradebook files here or click to browse. You can also click the box and choose the file from a list.
Tradestory now looks inside the file to work out which broker it came from. A short list appears, headed Confirm broker type for each file, with your file's name and the broker it found. For our example, that broker is Zerodha. If Tradestory cannot tell, the broker shows as — select broker —; pick your broker from that list yourself. You can add several files here before going on, from one broker or from several.
When the broker is right, choose Upload 1 file into Default. The button names the portfolio the trades will go into, which on a new account is Default.
What Tradestory Tells You
After a moment, Tradestory reports what it did. For our example, the report reads:
- Loaded into Default
- 650 new trade rows added (650 parsed total)
Parsed means read from the file; added means new to Tradestory. The two match on a first upload. When you upload a file that overlaps one you gave earlier, the report also says how many rows were skipped as already present. Tradestory keeps one copy of each trade, so uploading the same period twice from the same report adds nothing twice.
The report ends with the line Prices refreshed in background. Prices for the companies in your trades take a short while to arrive, and the figures that depend on them fill in when they do.
Some brokers list a company by its name in their tradebook. Tradestory matches most names to
their stock symbol on its own. Any name it cannot match appears in a list headed Symbol
resolution, where you type the symbol, such as SUZLON, and confirm it. Our Zerodha example
lists symbols directly, so this list stays empty for us.
The Screen After Loading
Figure 1-1 shows the Tradebooks screen once our example is loaded.
Tradebooks
Upload broker tradebooks to ingest your trades.
tradebook-*.csv- Console → Reports → Tradebook
- Set date range from the “Download From” date above to today
- Download as CSV
Also supported: Groww · Angel One · ShareKhan · Mstocks (Mirae Asset) · ICICI Direct · Fyers · Upstox · INDmoney · HDFC Securities · Motilal Oswal · Dhan · Kotak Securities · PhillipCapital
Upload files
Drop tradebook files here or click to browse
Multiple files at onceUploads
1 file| Date | Files | Broker | Trades | |
|---|---|---|---|---|
| 26 Sept 2026 | tradebookDEMO1234EQ.csv | zerodha | 650 | × |
Let's read it from the top. Zerodha now has a card of its own, since Tradestory holds trades from it. The card shows:
- Trades in DB: how many Zerodha trades Tradestory now holds, 650 for our example.
- Latest trade: the date of the most recent of them, 25 September 2026.
- Download from: the day after the latest trade. When you next download a tradebook from Zerodha, starting from this date picks up exactly the trades Tradestory has not seen yet.
- How to download: the steps from section 1.2, kept here for when you need them.
The brokers you haven't loaded yet are listed beneath the card as Also supported. Lower down, under Uploads, every upload is listed with its date, file, broker and number of trades. If you ever load the wrong file, the ✕ at the end of its row removes the trades that upload added, once you confirm. One thing to know before you do: if another upload covered some of the same trades, Tradestory kept only one copy, so those trades go too. Uploading that other file again puts them back. The confirmation message says the same.
Seeing Your Positions
Now open Dashboard → Current Positions from the menu. It shows a table of positions: 24 of them for our example, one row for each company still held. The 207 positions that were bought and fully sold again are under Past Positions.
Each row has a good deal in it, and Chapter 4 goes through it column by column. For now, it is enough that the trades from the file have become positions on the screen.
Summary
You've made a good start. In this chapter we:
- asked for an invitation and signed in with Google,
- exported a tradebook, covering the whole history, from a broker,
- loaded it on the Tradebooks screen, read the report, and saw our positions appear.
Every later chapter builds on this one step. In Chapter 2, we take a first walk through the rest of Tradestory using the positions we've just loaded.