Portfolios, Import & Settings
Add family, bring in existing data, and manage the account.
- 1How do I add a family member's portfolio?Create a separate portfolio for a spouse, child or parent, each with their own PAN.Updated 23 Jul 2026
- 2How do I switch between my portfolios?View one family member's data, or see all of them together.Updated 23 Jul 2026
- 3How do I set up tax clubbing for a minor?Club a minor child's gains into a parent's return under Section 64(1A).Updated 23 Jul 2026
- 4How do I import my holdings from Zerodha?Bring in transactions or a holdings snapshot from a Zerodha Console export.Updated 23 Jul 2026
- 5How do I import a CAMS or KFintech statement?Import mutual-fund transactions from a CAMS or KFintech CAS PDF.Updated 23 Jul 2026
- 6How do I import from any other broker?Import a CSV or Excel from any broker by mapping the columns yourself.Updated 23 Jul 2026
- 7How do I fix a demerger or missing buy history?Resolve import follow-ups: a demerger split, or a sale with no matching buy.Updated 23 Jul 2026
- 8How do I export my data?Download your transactions or holdings as a CSV file.Updated 23 Jul 2026
- 9How do I edit my profile and notifications?Update your name, retirement age, currency and timezone, and choose which emails you get.Updated 23 Jul 2026
- 10How do I clear my data or delete my account?Switch theme, selectively clear data, or delete your account entirely.Updated 23 Jul 2026