Import Angel One Portfolio to StockIQ

Last reviewed: 2026-02-28

Direct answer

Angel One imports work best when contract-note level activity is normalized into dated cash flows before calculating XIRR and projected tax outcomes.

Workflow fit

Best suited for investors who actively rotate positions and need cleaner attribution than headline PnL views.

This page is intentionally broker-specific. The checklist and failure patterns here are built for Angel One statement structures and transaction flow behavior, so you can avoid generic migration advice that misses lot-level and tax-timing accuracy issues.

Supported source formats

  • Back-office contract note CSV
  • DP holding statement
  • CAS PDF export

Pre-import checklist

  1. Collect all trade exports for the same account segment.
  2. Separate equity and derivatives records before upload.
  3. Confirm opening balances for migrated holdings.

Common import issues

  • Bundled brokerage/charges reduce clarity of net cash outflows.
  • Incorrect settlement-date ordering for older records.
  • Missing IPO allotment references in statement exports.

Post-import validation

  1. Validate one short holding and one long holding tax bucket.
  2. Reconcile cashflow totals with broker PnL summary.
  3. Confirm zero-quantity holdings are fully closed in imported view.

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Quality and indexing status

Demand tier: medium. Monthly search estimate: 420. Unique value score: 82. These signals decide whether the route is indexable or kept as support-only guidance.