Import ICICI Direct Portfolio to StockIQ

Last reviewed: 2026-02-28

Direct answer

For ICICI Direct portfolios, use full-period statement exports and verify ledger-date consistency to get reliable XIRR and capital gains projections in StockIQ.

Workflow fit

Focused on users consolidating legacy holdings where date and lot integrity directly affects tax decisions.

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

  • Consolidated account statement
  • Ledger CSV
  • Portfolio statement PDF

Pre-import checklist

  1. Export full historical period including migrated holdings.
  2. Capture corporate action entries before normalization.
  3. Cross-check that ISIN identifiers are preserved in export.

Common import issues

  • Legacy holdings may be missing acquisition-date context.
  • Dividend credits and bonus issues are often on separate reports.
  • Symbol rename history can break naive import mapping.

Post-import validation

  1. Check at least two legacy lots for correct acquisition date.
  2. Validate realized gains against broker tax report sample.
  3. Run a tax-aware exit scenario on one long-term and one short-term lot.

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Quality and indexing status

Demand tier: medium. Monthly search estimate: 360. Unique value score: 80. These signals decide whether the route is indexable or kept as support-only guidance.