October 26, 20263 min readPnlytic Team

AI Trade Import — Upload Any Broker CSV, Excel or PDF

Elite feature: upload a broker CSV, Excel or PDF and Pnlytic AI maps fills into your trading journal. Dedicated parsers for Zerodha, Groww, Angel One and Dhan.

trading journal
AI import
CSV import
broker

Most trading journals maintain a fixed list of supported brokers. If your broker is not on the list, you are stuck with manual entry or broken spreadsheets.

Pnlytic's AI import reads the file you already export from your broker — CSV, Excel or PDF — and maps executions into a structured journal. Indian brokers with dedicated parsers import faster; everything else goes through the same AI pipeline.

How AI broker import works

Export your trade history from your broker (tradebook, tax P&L, or flex query). In Pnlytic, open Trades → Import, choose your broker or auto-detect, and upload the file.

Dedicated parsers normalize Zerodha, Groww, Angel One and Dhan tradebooks. Other formats run through AI tabular mapping so you are not locked out if you trade globally.

No broker login or API keys — file upload only
FIFO matching builds round-trip trades from fills
Fees and quantities flow into P&L and analytics

Which plan includes import?

Bulk file import is on Elite (unlimited trade logs). The free plan includes 30 trades per month with manual logging, voice notes, and AI order-screenshot fill — no credit card required.

See trading journal pricing for USD and regional prices.

Import FAQ

Do I need Elite for every broker?

Yes — unlimited CSV/Excel/PDF import is an Elite feature. Dedicated parsers and AI import both require Elite.

Which brokers have dedicated parsers?

Zerodha, Groww, Angel One and Dhan. All other brokers use AI mapping on the same upload flow.

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