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Zerodha

Zerodha is an Indian online broker. Export your tradebook as a CSV and import it into Metrifly with the Zerodha preset.

Export your transactions

Section titled “Export your transactions”
  1. Log in to Zerodha Console (console.zerodha.com).
  2. Go to Reports → Tradebook.
  3. Select the Equity segment and a date range (max 365 days).
  4. Click Download and choose CSV.

The file is a CSV.

Import into Metrifly

Section titled “Import into Metrifly”

In the import wizard, choose Zerodha, upload your file, and review the mapping. See CSV Import for the full walkthrough.