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Portfolios, Import & Settings

How do I import from any other broker?

Import a CSV or Excel from any broker by mapping the columns yourself.

Updated 23 Jul 2026

Groww, Upstox, Angel One, ICICI Direct, HDFC Securities. Every broker exports a slightly different file. Rather than force one format, WealthGamma lets you import any CSV or Excel and tell it what each column means.

Coming from ET Portfolio? The tracker was removed in June 2026. Readhow to move your ET Portfolio data to WealthGammafirst; the mapping below is the last step.

Upload the file

In Settings → Import Data, set Source → Other Broker (CSV / Excel) and drop your export in. Download your tradebook or order history from your broker in whatever format they give you.

Map the columns

This is the one step that's different: the Map Columns screen shows every column it found with a sample value, and you set Import As for each: Symbol / Name, Trade Date, Quantity, Price, and so on. Anything you don't need, leave as Ignore.

Match each column to a field. The green chips confirm you've mapped everything the import needs.

The required fields

The chips along the bottom are the essentials: Date, Type, Quantity, Symbol or ISIN, and Price or Amount. Once all five are green, Continue to Preview lights up. Tick Remember this mapping and the next file from the same broker maps itself.

Tip: If a preview row looks off, go back and re-check the mapping. A Price column read as Amount is the usual culprit. Fixing the map fixes every row at once.

Do this on your real portfolio

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