14 sources, one review queue
Most traders don’t have one broker’s worth of trades to journal — they have a Zerodha F&O account, a Binance spot wallet from two years ago, maybe an MT5 demo they graduated off of. PnL Book imports directly from 14 sources across three groups: the Indian brokers Zerodha, Groww, Upstox, Fyers, Angel One and Dhan; the crypto exchanges Binance, Bybit and Coinbase; and the global and prop-firm platforms MetaTrader 4, MetaTrader 5, cTrader, DXtrade and TradeLocker. Every one of them lands the same way — a review queue you check before anything saves, with duplicate fills flagged and low-confidence fields highlighted.
File, API or screenshot — whichever the broker actually gives you
The import method depends on what each broker exposes. Zerodha, Groww, Upstox, Fyers and Angel One all publish a downloadable tradebook or trade report, so those come in as a straight file upload. Zerodha, Upstox, Fyers and Dhan also support API sync, so once connected, new trades arrive on their own with no file to dig up — Upstox backfills up to 3 financial years automatically, and Dhan, which has no tradebook export at all, relies on API sync as its only file-free path in. Every platform without a clean export — MT4, MT5, cTrader, DXtrade and TradeLocker — instead exports a history/statement file you upload, with AI screenshot import as the fallback on mobile or any screen an export doesn’t cover.
A quirk worth knowing: not every broker formats a symbol the same way
Zerodha’s Console export keeps the option or futures symbol exactly as its exchange feed writes it — raw. Upstox and Angel One, by contrast, normalise the symbol format before it ever reaches your download. It’s a small thing, but it’s exactly the kind of broker-specific detail that breaks a naive CSV importer, and it’s why PnL Book’s parser is written per-broker rather than assuming one universal format will fit all six Indian brokers. Zerodha, Upstox and Dhan each have their own import walkthrough with the exact export steps for that broker’s UI.
Not on the list? That’s what screenshots are for
Fourteen direct sources will never cover every broker or exchange a trader has ever used. For anything else — a broker that changed its export format, a platform you only opened once, an exchange with no CSV at all — a screenshot of the positions, orders or P&L screen reads into the same journal, the same review queue, the same FIFO round-trip pairing. Nothing about the file source changes what happens after it’s imported: your analytics, tagged mistakes and weekly review treat a screenshot-imported trade and a Console CSV trade identically.
Frequently asked questions
Which brokers and platforms can I import from?
Fourteen direct sources: the Indian brokers Zerodha, Groww, Upstox, Fyers, Angel One and Dhan; the crypto exchanges Binance, Bybit and Coinbase; and the global/prop platforms MetaTrader 4, MetaTrader 5, cTrader, DXtrade and TradeLocker. On top of that, AI screenshot import reads a positions, orders or P&L screen from any broker or platform, so an account outside that list still has a path in.
Zerodha and Upstox handle symbols differently — does that break anything?
No, but it's worth knowing: Zerodha's Console export stores the option/futures symbol exactly as its exchange feed does, while Upstox and Angel One normalise the symbol format before you download it. PnL Book's parser accounts for each broker's own convention, so trades from either come in correctly paired regardless of which raw format the broker used.
What if my broker or exchange isn't on the list?
Upload a screenshot of its positions, orders or P&L screen instead. AI reads the symbols, fills and timestamps off the pixels — there's no connector to maintain, so a platform PnL Book has never seen still works on day one.
Is anything saved automatically when I import?
No. Every source — file, API sync or screenshot — lands in a review queue first. Fields the parser wasn't confident about are highlighted and duplicate fills are flagged; nothing is written to your journal until you review the rows and commit.