Import Groww Portfolio to StockIQ

Last reviewed: 2026-02-28

Direct answer

Import Groww data into StockIQ when you need better post-tax planning depth; verify transaction chronology first, then run XIRR and capital-gains scenario checks.

Workflow fit

Designed for investors moving from execution-first apps to planning-first analytics with transparent assumptions.

This page is intentionally broker-specific. The checklist and failure patterns here are built for Groww 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

  • CAS PDF export
  • Statement PDF
  • Trade history CSV

Pre-import checklist

  1. Export both holdings and transaction statements for the same period.
  2. Retain redemption entries to preserve tax lot timing.
  3. Mark one-off cash credits so they are not treated as gains.

Common import issues

  • Holdings-only imports lose entry-date context for tax calculations.
  • Dividend reinvestment is often omitted in quick exports.
  • Partial-switch transactions can be represented as net values only.

Post-import validation

  1. Reconcile top 5 holdings quantity and average price.
  2. Validate one closed position's realized gain calculation end-to-end.
  3. Run post-tax comparison before rebalancing decisions.

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Need a tool-fit comparison before migrating? Groww Alternative

Quality and indexing status

Demand tier: high. Monthly search estimate: 890. Unique value score: 85. These signals decide whether the route is indexable or kept as support-only guidance.