Multi-Broker Portfolio Aggregator & AI Health Diagnostic

Current Portfolio Value

₹14,82,650

+₹16,420 (+1.12%) Today

Total Invested Capital

₹11,35,000

Principal Cash Deployed

Total Realized & Unrealized P&L

+₹3,47,650

+30.63% Absolute Gain

Portfolio XIRR / Compounding

26.4%

Beating Nifty 50 by +11.2%

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AI Portfolio Health Doctor & Risk Audit

Deep Institutional Diagnostic • Balance Sheet Moats • Risk Flags

HEALTH SCORE: 84 / 100 • STRONG COMPOUNDER

🟢 Green Flags (What's Working)

🔴 Red Flags (Critical Vulnerabilities)

💡 Actionable Next Steps

Consolidated Holdings (All Linked Brokers)

Showing 6 Holdings across 3 Brokerages

Stock & Company	Broker Source	Qty	Avg Buy (₹)	LTP (₹)	Current Value (₹)	Total P&L	Sector	Action

📖 Step-by-Step Broker Statement Export & Import Guide

Exact click-paths to export your authentic stock statement from any Indian depository or broker.

🟦 Zerodha Console Holdings Export

Open your web browser and navigate to console.zerodha.com. Sign in using your Zerodha Kite User ID, password, and 6-digit App Code / TOTP.

Open Portfolio > Holdings

In the top horizontal menu bar, click on the Portfolio tab, then select Holdings from the drop-down options.

Download CSV / XLSX

Look for the download icon (arrow pointing down) on the top-right corner above your holdings table. Click it and select Download CSV or Excel.

Import to The Bull Print

Click "Import Broker CSV" at the top of this page, drag & drop the downloaded Zerodha file, and your real holdings will aggregate in 1 second!

🟩 Groww Stocks Holdings Statement

Open Groww Web or App

Navigate to Profile > Reports

Click on your Profile Picture (Avatar) in the top-right corner. In the dropdown, select Reports.

Export Holdings Report

Under the Stocks tab, locate Holdings Report. Click Download (it saves as a CSV/Excel file directly to your downloads folder).

Upload & Analyze

Drag and drop that statement into the Statement Import modal. All your equities, quantities, and buy prices will be auto-parsed.

🟧 DhanHQ Portfolio Export

Go to web.dhan.co and scan the QR code using your Dhan mobile app or log in with credentials.

Go to Portfolio > Holdings

Click on Portfolio in the left/top sidebar, then click on the Holdings tab.

Click 'Export to CSV'

Click the table action icon labeled Export or Download CSV. (Alternatively, generate an API token via DhanHQ for real-time streaming).

Import & Cross-Audit

Select the Dhan CSV in The Bull Print to merge with Zerodha and Groww portfolios seamlessly into one unified view.

🟪 Upstox Pro Statement Export

Open pro.upstox.com or launch the Upstox app. Complete login with OTP/PIN.

Account > Reports

Click on your Account tab at the bottom/top navigation, then click on Reports & P&L.

Download Holdings Statement

Select Holdings Report, choose current valuation date, and click Export to CSV.

Import to The Bull Print

Upload your statement. Upstox tickers will be automatically mapped to NSE symbols and audited by the AI diagnostic engine.

🟥 Angel One Holdings Export

Visit angelone.in or use the Angel One SuperApp. Authenticate with your client code and MPIN.

Open Portfolio Section

Click on Portfolio in the bottom/top navigation bar and click on All Holdings.

Download Statement

Tap the Download icon located near the total portfolio valuation to export the CSV/Excel sheet.

Import or Use SmartAPI

Drag and drop the statement here, or use the "Direct Broker API" tab to plug in your Angel One SmartAPI client code for live websocket pricing.

🏛️ CDSL / NSDL Consolidated Account Statement (CAS)

Visit Depository Portal

Go to the official depository e-CAS website at cdslindia.com or nsdl.co.in.

Generate e-CAS Statement

Click on e-CAS. Enter your 16-digit Demat Account BO ID (CDSL) or DP ID + Client ID (NSDL), PAN, and DOB. Verify the SMS OTP.

Unlock & Download Statement

Download your monthly e-CAS PDF or Excel sheet. (The standard default password is your 10-character PAN in uppercase, e.g. ABCDE1234F).

Import Cross-Depository Portfolio

Upload your CAS here to instantly audit all your demat shares across every single Indian broker in one single shot!

🛡️

Can We Import a User's Portfolio by Simply Asking for Their 16-Digit Demat Account Number?

Regulatory Reality (SEBI & Depository Compliance): Under SEBI cybersecurity regulations and CDSL/NSDL Depository bylaws, NO website or third party can pull holdings simply by typing in a bare 16-digit Demat ID without authentic user consent. If any platform could inspect your holdings with just an account number, anyone with your demat ID could snoop on your private financial net worth.

The Legitimate Solution: SEBI-Approved Account Aggregator (AA) Framework: India’s Reserve Bank of India (RBI) and SEBI have established the regulated Account Aggregator (AA) ecosystem (such as Setu, Finvu, and OneMoney).

1. Enter Demat ID / Mobile

User inputs their 16-digit BO ID or registered Aadhaar mobile.

2. Direct Depository OTP

An official, cryptographically signed OTP is sent by CDSL/NSDL to the registered mobile.

3. Instant Encrypted Sync

Upon entering the OTP, live holdings are securely fetched with zero manual CSV exports!

Consolidated Multi-Broker Portfolio & AI Health Diagnostic

AI Portfolio Health Doctor & Risk Audit

Consolidated Holdings (All Linked Brokers)

📖 Step-by-Step Broker Statement Export & Import Guide

Can We Import a User's Portfolio by Simply Asking for Their 16-Digit Demat Account Number?

Link Broker Account & Holdings

Real-Time Event & Price Alerts