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Drop this month's Zerodha files Belal · Suraiya · Vicky
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Drop broker holdings files here
Or click to choose. Quantities, new positions and exits are picked up automatically. Tracked assets (crypto, foreign, SoA, bank) are never touched by an import.
Foreign currencies auto-convert to ₹ using live FX.
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Add a class if something doesn't fit. New classes appear in the instrument form and the allocation planner. A class can only be deleted when no holdings use it.