If you already trade on Zerodha, you don't have to retype your history. Export a file from Zerodha Console and drop it into Settings → Import Data: WealthGamma reads it and fills in your holdings for you.
Set the source and type
Choose Source → Zerodha (Console), then pick your Import Type:
- Transactions (Tradebook CSV): your full buy/sell history, the most complete option.
- Holdings Snapshot (XLSX): just what you hold today, if you don't need the trade history.
Import Data
Bring in what you already own from your broker or fund house.
Drop your file here, or browse
CSV only · Max 10MB
How to export from Zerodha
Console → Reports → Tradebook → Select dates → Download CSV
Pick the source and type, choose which portfolio it lands in, then drop the file. The helper shows the exact export path.
Get the file from Zerodha
The How to export from Zerodha helper spells out the path: Console → Reports → Tradebook → Select dates → Download CSV. For a holdings snapshot it's Console → Portfolio → Holdings → Download XLSX.
Preview, then confirm
Pick the Portfolio the data belongs to, drop the file, and hit Preview. You'll see exactly what will be added before anything is saved, then Confirm Import commits it.
Tip: Export the full-range tradebook, not just this year's. The more complete your buy history, the more accurate your average cost, XIRR and capital-gains tax.
Rebuilding history after ET Portfolio was removed? Start with theET Portfolio alternative guide.