15+
Brokers Supported9 Fields
CSV Format< 2 Min
Import Time100%
ValidationWhether you're switching from Groww, Upstox, 5paisa, or any other broker, Trade Gheware's CSV import feature lets you bring your entire portfolio in minutes. This comprehensive guide covers everything from exporting data from your current broker to successfully importing it into Trade Gheware.
Why Use CSV Import?
- Non-Zerodha Users: Perfect for investors using Groww, Upstox, 5paisa, Angel One, HDFC Securities
- Multiple Brokers: Consolidate portfolios from different brokers in one place
- Manual Tracking: Track off-market investments, unlisted shares, or custom assets
- Bulk Operations: Import hundreds of stocks at once instead of manual entry
What is Trade Gheware's CSV Format?
Trade Gheware uses a standardized 9-field CSV format that's flexible enough to accommodate data from any broker while maintaining consistency for portfolio analysis.
Complete CSV Template
symbol,companyName,exchange,assetType,quantity,averagePrice,currency,purchaseDate,notes
RELIANCE,Reliance Industries Ltd,NSE,EQUITY,100,2500.50,INR,2024-01-15,Initial purchase
TCS,Tata Consultancy Services,NSE,EQUITY,50,3200.00,INR,2024-02-20,
INFY,Infosys Ltd,NSE,EQUITY,75,1450.25,INR,2024-03-10,Long term holdField Specifications
| Field Name | Required | Description | Example | Default Value |
|---|---|---|---|---|
| symbol | Required | Stock ticker symbol | RELIANCE, TCS, INFY | - |
| companyName | Required | Full company name | Reliance Industries Ltd | - |
| quantity | Required | Number of shares | 100, 50.5 | - |
| averagePrice | Required | Average purchase price | 2500.50 | - |
| exchange | Optional | Stock exchange | NSE, BSE | NSE |
| assetType | Optional | Type of asset | EQUITY, ETF | EQUITY |
| currency | Optional | Currency code | INR, USD | INR |
| purchaseDate | Optional | Purchase date (YYYY-MM-DD) | 2024-01-15 | null |
| notes | Optional | Personal notes | Long term hold | empty |
How to Import Your Portfolio Step-by-Step?
Step 1 Export Portfolio from Your Broker
Each broker has a different export process:
- Login to Groww web platform
- Go to Stocks → Holdings
- Click on "Download" icon (top-right)
- Select "Download as CSV"
- File downloads as "groww_portfolio_YYYYMMDD.csv"
- Login to Upstox Pro Web
- Navigate to Portfolio → Holdings
- Click "Export" button
- Choose CSV format
- File downloads as "holdings.csv"
- Login to 5paisa trading terminal
- Go to Reports → Holdings Report
- Click "Export to Excel"
- Save Excel as CSV format
Screenshot: Groww portfolio export page
Step 2 Download Trade Gheware Template
Get the official CSV template from Trade Gheware:
- Login to Trade Gheware
- Navigate to Portfolio → Import Assets
- Click "Download Template" button
- Save file as "assets_template.csv"
Screenshot: Download template button in Trade Gheware
Step 3 Map Your Broker's CSV to Trade Gheware Format
Mapping Examples:
| Broker Field | → | Trade Gheware Field | Notes |
|---|---|---|---|
| Groww Mapping: | |||
| Symbol | → | symbol | Direct mapping |
| Company | → | companyName | Direct mapping |
| Qty | → | quantity | Direct mapping |
| Avg Cost | → | averagePrice | Direct mapping |
| - | → | exchange | Add "NSE" (default) |
=CONCATENATE(A2,",",B2,",NSE,EQUITY,",C2,",",D2,",INR,,"")
Step 4 Upload Your CSV File
Trade Gheware offers two upload methods:
Drag & Drop
- Open Trade Gheware Import page
- Drag your CSV file
- Drop in the upload zone
File Picker
- Click "Choose File" button
- Select your CSV file
- Click "Open"
Screenshot: CSV preview table with validation badges
Step 5 Review Validation Results
Trade Gheware automatically validates each row:
- ✓ Green Badge - Valid row, ready to import
- ✗ Red Badge - Invalid row with specific errors
Common Validation Errors:
| Error Message | Solution |
|---|---|
symbol missing |
Add stock symbol (e.g., RELIANCE, TCS) |
company name missing |
Add full company name |
invalid quantity |
Ensure quantity is a valid number |
invalid price |
Check average price is numeric |
Step 6 Import Valid Rows
Once validation is complete:
- Review the summary (e.g., "15 valid rows, 2 invalid rows")
- Fix invalid rows if needed, or proceed with valid rows only
- Click "Import Portfolio" button
- Watch the progress indicator
- View success message with import count
Screenshot: Import success message
How to Handle Large Portfolios (100+ Stocks)?
Before Import
- Clean data in Excel first
- Remove duplicate entries
- Standardize company names
- Verify all symbols are correct
- Sort by symbol for easy review
During Import
- Split into 50-stock batches
- Import sector-wise
- Test with 5-10 stocks first
- Use stable internet connection
- Keep backup of original CSV
Performance Tip
For portfolios with 500+ stocks, consider splitting into multiple CSV files by sector (Banking, IT, Pharma, etc.) for better organization and faster processing.
How to Convert Excel Files to CSV?
Using Microsoft Excel:
- Open your Excel file (.xlsx or .xls)
- Go to File → Save As
- Choose location to save
- In "Save as type" dropdown, select "CSV (Comma delimited) (*.csv)"
- Click Save
- If prompted about multiple sheets, click "OK" (only active sheet will be saved)
- If prompted about features, click "Yes" to keep CSV format
Using Google Sheets:
- Open your spreadsheet in Google Sheets
- Go to File → Download
- Select "Comma-separated values (.csv)"
- File downloads automatically
- Dates are in YYYY-MM-DD format
- Remove all formulas (copy and paste values only)
- No merged cells
- No special formatting or colors
- Save with UTF-8 encoding for special characters
How to Handle Special Characters in Company Names?
Indian company names often contain special characters like &, Ltd., brackets, and hyphens. Here's how to handle them:
| Issue | Example | Solution |
|---|---|---|
| Ampersand (&) | L&T, M&M | Keep as is - Trade Gheware handles it |
| Commas in name | ABC Ltd, Mumbai | Enclose in double quotes: "ABC Ltd, Mumbai" |
| Quotes in name | Ram's Company | Use double quotes or escape: Ram''s |
| Unicode characters | ₹, é, ñ | Save CSV with UTF-8 encoding |
| Long company names | Very Long Company Name... | Use official NSE/BSE name |
Ready to Import Your Portfolio?
Join thousands of investors who've successfully imported their portfolios to Trade Gheware
Frequently Asked Questions
What CSV format does Trade Gheware support for portfolio import?
Trade Gheware supports a 9-field CSV format with headers: symbol, companyName, exchange, assetType, quantity, averagePrice, currency, purchaseDate, and notes. Required fields are symbol, companyName, quantity, and averagePrice. Optional fields have default values (exchange: NSE, assetType: EQUITY, currency: INR).
Which brokers can I import portfolio data from?
You can import portfolio data from any Indian broker that provides CSV export including Groww, Upstox, 5paisa, ICICI Direct, Angel One, HDFC Securities, Sharekhan, and others. You'll need to map your broker's CSV format to Trade Gheware's format.
What happens if my CSV has validation errors?
Trade Gheware validates each row and shows specific error messages like 'symbol missing' or 'invalid quantity'. Valid rows get a green badge while invalid rows show red badges with error details. You can fix errors and re-upload or import only the valid rows.
Can I import large portfolios with 100+ stocks?
Yes, Trade Gheware can handle portfolios with hundreds of stocks. The system processes imports in batches with progress indicators. For best results with large portfolios, ensure your CSV is properly formatted and consider splitting extremely large files (500+ stocks) into smaller batches.
How do I convert Excel files to CSV for import?
Open your Excel file, go to File > Save As, choose 'CSV (Comma delimited)' as the file type, and save. Ensure dates are formatted as YYYY-MM-DD and remove any special formatting or formulas before saving as CSV.
What date format should I use in the CSV file?
Use the ISO 8601 date format: YYYY-MM-DD (e.g., 2024-01-15). This is the standard format that Trade Gheware expects for the purchaseDate field. The field is optional, so you can leave it blank if purchase dates aren't available.
Can I update existing holdings via CSV import?
The CSV import creates new asset entries. To update existing holdings, you'll need to either delete the old entries first or use the manual edit feature in the portfolio section. Trade Gheware treats each import as adding new positions.
Is there a file size limit for CSV uploads?
There's no specific file size limit in Trade Gheware, but browser limitations apply (typically 50-100MB). Most portfolio CSVs are under 1MB even with hundreds of stocks. For extremely large files, split them into multiple smaller CSVs.
How do I handle special characters in company names?
Use UTF-8 encoding for your CSV file to preserve special characters. Avoid using commas within company names as they're CSV delimiters. If needed, enclose the entire company name in double quotes.
Summary: Master CSV Portfolio Import
CSV import is the fastest way to bring your portfolio from any broker into Trade Gheware. With support for all major Indian brokers and a flexible 9-field format, you can import hundreds of stocks in minutes.
Key Takeaways:
- ✅ Use the official 9-field CSV template for best results
- ✅ Only 4 fields are required: symbol, companyName, quantity, averagePrice
- ✅ Trade Gheware validates every row before import
- ✅ Drag-and-drop or file picker upload options
- ✅ Supports portfolios from Groww, Upstox, 5paisa, and 15+ brokers
- ✅ Handle large portfolios by splitting into batches
- ✅ UTF-8 encoding preserves special characters
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