CSV Import Guide

How to Import CSV Trades to Zerroday: Complete Step-by-Step Guide 2026

📊 Import your broker trade history (Zerodha, Upstox, Angel One) to Zerroday via CSV. Get AI-powered analysis on all your trades. Free step-by-step guide with troubleshooting tips!

📅 Jan 28, 2026⏱️ 6 min read

Want to analyze all your broker trades with AI? Import your trade history from Zerodha, Upstox, Angel One, or any broker to Zerroday using CSV files. This guide shows you exactly how, step-by-step! 🚀

✨ Why Import Your Trades?

  • ✅ AI Analysis: Get insights on all your historical trades
  • ✅ Pattern Detection: Identify winning and losing patterns
  • ✅ Risk Analysis: Understand your risk management effectiveness
  • ✅ Performance Tracking: Track win rate, average profit/loss
  • ✅ Strategy Improvement: Learn what works and what doesn't

Step 1: Export CSV from Your Broker 📥

First, you need to export your trade history from your broker. Here's how for major brokers:

📊 Zerodha

  1. Login to Kite web/app
  2. Go to Orders → Order History
  3. Select date range
  4. Click Export → Choose CSV format
  5. Download file

📈 Upstox

  1. Login to Upstox web/app
  2. Go to Orders → Trade History
  3. Select date range
  4. Click Download CSV
  5. Save file to device

🎯 Angel One

  1. Login to Angel One web/app
  2. Go to Reports → Trade Book
  3. Select date range
  4. Click Export → CSV
  5. Download file

💼 Other Brokers

Most brokers have similar export options. Look for:

  • Order History / Trade History
  • Reports / Statements
  • Export / Download option
  • CSV format selection

Step 2: Open Zerroday App 📱

Once you have your CSV file ready:

  1. Open Zerroday app on your phone (Android/iOS)
  2. Navigate to Profile tab (bottom navigation)
  3. Look for "Import Trades" option
  4. Tap on it to open import screen

💡 Pro Tip

Make sure your CSV file is saved in an accessible location (Downloads folder works best). The app will ask for file permissions to access your device storage.

Step 3: Select and Import CSV File 📂

Now the fun part - importing your trades:

  1. Tap "Choose File" or "Select CSV" button
  2. Navigate to your Downloads folder (or wherever you saved the CSV)
  3. Select your trade history CSV file
  4. Wait for import to process (usually takes 10-30 seconds)
  5. You'll see a success message when import completes

✅ What Gets Imported?

  • ✅ All completed trades (buy + sell pairs)
  • ✅ Trade dates and timestamps
  • ✅ Symbols (NIFTY, BANKNIFTY, SENSEX)
  • ✅ Quantities and prices
  • ✅ Trade types (options, futures)
  • ✅ Profit/Loss calculations

Step 4: View and Analyze Your Trades 🤖

After successful import, your trades are ready for AI analysis:

⚠️ Analysis Limits

AI Analysis has limits based on your subscription:

  • Free: 5 analyses/day, 25/week
  • Daily Pass: 25 analyses/day
  • Weekly Pass: 100 analyses/week
  • Monthly Pass: 500 analyses/month

Limits reset based on your plan period. Upgrade to analyze more trades!

  1. Go to AI Analysis tab (main navigation)
  2. Your imported trades will appear in "Completed Trades" list
  3. Select trades you want to analyze (tap to select multiple)
  4. Tap "Analyze" button
  5. Get AI-powered insights on your trading patterns!

🧠 What AI Analysis Shows You

  • 📊 Win Rate: Percentage of profitable trades
  • 💰 Average Profit/Loss: Your typical trade outcome
  • 📈 Best/Worst Trades: Your top performers and mistakes
  • 🎯 Pattern Detection: What strategies work for you
  • ⚠️ Risk Analysis: Position sizing and risk management
  • 💡 Improvement Suggestions: Actionable tips to improve

CSV Format Requirements 📋

Zerroday accepts standard broker CSV formats. Here's what's required:

ColumnRequiredDescription
Trade Date✅ YesDD-MM-YYYY or YYYY-MM-DD format
Symbol✅ YesNIFTY, BANKNIFTY, SENSEX, and their options/futures
Buy/Sell✅ YesB or BUY for buy, S or SELL for sell
Quantity✅ YesNumber of lots/shares
Price✅ YesTrade execution price
Order Type⚠️ OptionalMARKET, LIMIT, etc.

Troubleshooting Common Issues 🔧

❌ Import Failed / No Trades Found

  • Check CSV has required columns (date, symbol, quantity, price)
  • Ensure dates are in correct format (DD-MM-YYYY or YYYY-MM-DD)
  • Remove any empty rows or invalid data
  • Try exporting a smaller date range (last 30 days)
  • Make sure CSV file is not corrupted

⚠️ Some Trades Not Imported

  • Check for incomplete trades (only buy or only sell)
  • Ensure symbol names are valid (no special characters)
  • Verify price and quantity are numeric values
  • Check for duplicate trades (same trade imported twice)

📱 File Permission Denied

  • Grant storage permissions to Zerroday app
  • Move CSV file to Downloads folder
  • Try using file manager to select file
  • Check Android/iOS file access settings

Supported Brokers ✅

Zerroday supports CSV import from all major Indian brokers:

📊
Zerodha
📈
Upstox
🎯
Angel One
💼
Groww
🏦
ICICI Direct
💳
HDFC Securities
📱
Kotak Securities
🌐
All Others

Note: As long as your broker exports trade history as CSV, you can import it to Zerroday. The format is automatically detected and processed.

Best Practices 💡

📅 Regular Imports

Import trades weekly or monthly to keep your analysis up-to-date. This helps track your progress over time.

🎯 Focus on Completed Trades

Only completed trades (buy + sell pairs) are analyzed. Make sure your CSV includes both entry and exit.

📊 Analyze by Strategy

Import trades for specific strategies separately to get focused insights. For example, import only NIFTY options trades.

Ready to Analyze Your Trades? 🚀

Import your broker trades and get AI-powered insights on your trading patterns, win rate, and improvement areas.

Start Free on Zerroday →