I trade on three platforms: ICICI Direct for most Indian equity and all F&O. Axis Securities for a few long-term holdings. And IBKR for US stocks. Three platforms, three logins, three different views of my wealth.
The consolidation
White Stallion AI handles all three. Upload ICICI Direct CSV (it reads "Stock Symbol" + "Company Name" columns). Upload Axis Securities positions (detects "Scrip Code" format). For US stocks on IBKR, use the manual entry or upload the IBKR activity statement.
Result: one unified view showing all 40+ holdings across India and US. The Net Worth tab converts US positions to INR using live exchange rates. Sector allocation spans both markets. Total P&L is consolidated.
Why this matters
Without consolidation, you can't answer basic questions: What's my total net worth? What's my sector concentration across all accounts? Am I over-exposed to any single stock? What's my India vs US allocation?
With White Stallion AI, these answers are one glance away.
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