Import Upstox Portfolio to StockIQ

Last reviewed: 2026-02-28

Direct answer

For Upstox imports, the highest-accuracy path is statement cleanup, transaction de-duplication, and post-import XIRR/tax reconciliation before taking portfolio actions.

Workflow fit

Built for investors with mixed SIP and lump-sum positions who need one clean view for returns and tax planning.

This page is intentionally broker-specific. The checklist and failure patterns here are built for Upstox 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
  • Tradebook CSV export
  • PnL report export

Pre-import checklist

  1. Include historical date range from first transaction.
  2. Tag bonus/split records separately before upload.
  3. Check if any manual journal entries exist in the source statement.

Common import issues

  • Duplicate sell entries from merged tradebook exports.
  • FIFO assumptions mismatch when partial exits are grouped incorrectly.
  • Missing purchase timestamps for older migrated holdings.

Post-import validation

  1. Compare realized gain totals against one broker report.
  2. Validate tax bucket split for LTCG vs STCG.
  3. Check unrealized positions against latest holding statement.

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Quality and indexing status

Demand tier: high. Monthly search estimate: 960. Unique value score: 87. These signals decide whether the route is indexable or kept as support-only guidance.