Groww, Upstox, Angel One, ICICI Direct, HDFC Securities — every broker exports a slightly different file. Rather than force one format, ProjectionWealth lets you import any CSV or Excel and tell it what each column means.
Upload the file
In Settings → Import Data, set Source → Other Broker (CSV / Excel) and drop your export in. Download your tradebook or order history from your broker in whatever format they give you.
Map the columns
This is the one step that's different: the Map Columns screen shows every column it found with a sample value, and you set Import As for each — Symbol / Name, Trade Date, Quantity, Price, and so on. Anything you don't need, leave as Ignore.
Map Columns — 214 rows detected
Tell us what each column in your file means.
Match each column to a field. The green chips confirm you've mapped everything the import needs.
The required fields
The chips along the bottom are the essentials — Date, Type, Quantity, Symbol or ISIN, and Price or Amount. Once all five are green, Continue to Preview lights up. Tick Remember this mapping and the next file from the same broker maps itself.
Tip: If a preview row looks off, go back and re-check the mapping — a Price column read as Amount is the usual culprit. Fixing the map fixes every row at once.