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From Zerodha CSV to Full Portfolio Intelligence in 2 Minutes

4 min read · April 2026 · White Stallion AI

If you trade with multiple brokers, you know the pain. Each broker shows only their positions. There's no single view of your total portfolio, sector allocation, or overall P&L.

10 brokers, one upload

White Stallion AI auto-detects CSV formats from 10 Indian brokers: ICICI Direct, Zerodha, Groww, Angel One, Upstox, Kotak Securities, HDFC Securities, SBI Securities, Motilal Oswal, and Dhan. Plus manual entry for any broker.

The magic is in the auto-detection. You don't select your broker — just drag and drop any CSV. The app reads the column headers and identifies the format automatically. ICICI Direct uses "Stock Symbol" + "Company Name". Zerodha uses "tradingsymbol". Groww uses "Symbol" + "Instrument". Each is handled differently.

For ICICI Direct users: The app handles ICICI's abbreviated symbols (IDECEL → IDEA, COALIN → COALINDIA, TIINDI → TIINDIA) using a built-in SYMBOL_MAP of 100+ mappings. No manual correction needed.

What you get after upload

Unified portfolio view with all holdings sorted by value. Sector allocation across all brokers. Consolidated P&L with unrealized gains/losses. Win/loss ratio and portfolio concentration analysis. And a Health Score that evaluates your combined portfolio health.

Upload takes 2 minutes. The insight you get would take hours to compile manually.

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