Quick Summary: Portfolio Import Zone

The Portfolio Import Zone is a high-privacy utility that allows Indian stock investors to parse their broker-generated CSV files (Zerodha Console or Groww) entirely within their browser. It provides an instant breakdown of asset allocation, unrealized P&L, and estimated LTCG tax liability without uploading your data to any server.

How to use the Portfolio Import Zone

  1. Download Broker CSV

    Export your 'Holdings' or 'P&L' report from your Zerodha or Groww dashboard.

  2. Upload to Tool

    Drag and drop the CSV file into the secure import zone.

  3. Analyze Holdings

    Review the interactive charts showing your portfolio's diversification and performance.

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Regulatory Disclaimer

Last verified May 2026

Nature:Calculator platform and is NOT a SEBI-registered Investment Adviser. All calculations are indicative.

Risk:"Investments in securities market are subject to market risks. Read all related documents carefully before investing."

Consult a SEBI-registered IA or CA for personalised advice.

9 out of 10 traders in F&O incurred net losses (SEBI 2023). Tax estimates based on IT Act 2025. Trezoriq is not liable for financial decisions based on results.