Import Zerodha Portfolio to StockIQ

Last reviewed: 2026-02-28

Direct answer

Import Zerodha holdings into StockIQ by normalizing date-wise transactions first, then validating cash-flow chronology before running XIRR and tax-impact checks.

Workflow fit

This workflow is optimized for active investors who need accurate return attribution across staggered buys, partial sells, and reinvested positions.

This page is intentionally broker-specific. The checklist and failure patterns here are built for Zerodha 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
  • Broker contract note CSV
  • Consolidated holding statement

Pre-import checklist

  1. Export statement covering full holding period, not only current FY.
  2. Separate equity deliveries and intraday records before upload.
  3. Confirm dividend entries include settlement dates.

Common import issues

  • Merged line-items for split transactions hide true cash-flow timing.
  • Corporate action adjustments missing from older statement ranges.
  • Contract-note timezone drift causing same-day ordering errors.

Post-import validation

  1. Confirm opening and closing holding quantities match statement totals.
  2. Verify at least three known transactions against broker records.
  3. Run XIRR and compare against manual Excel sample for one symbol.

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Quality and indexing status

Demand tier: high. Monthly search estimate: 1400. Unique value score: 91. These signals decide whether the route is indexable or kept as support-only guidance.