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How to Import Zerodha Trade History

Overview​

Import your Zerodha trading history via CSV or auto-sync.

Steps​

  1. Connect Zerodha account (if not done)
  2. Go to Settings > Accounts
  3. Click three dots on Zerodha account
  4. Select "Sync Historical Trades"
  5. Choose date range (up to 3 months)
  6. Click "Import"
  7. Wait for completion

Method 2: CSV Import​

1. Export from Zerodha Console​

  1. Login to Kite Console (console.zerodha.com)
  2. Go to Reports > Tradebook
  3. Select date range
  4. Click "Download"
  5. Save CSV file

2. Import to Tradelyser​

  1. Go to Trades or Accounts
  2. Click "Import Trades"
  3. Select "Zerodha" as broker
  4. Upload CSV file
  5. Preview trades
  6. Click "Import"

Success!​

Zerodha trades imported successfully.

Zerodha CSV Format​

✅ Tradebook format supported
✅ P&L report compatible
✅ Order history processable

What Gets Imported​

  • All executed trades
  • Entry and exit details
  • Quantities and prices
  • Brokerage charges
  • Segment info (EQ, F&O)

Quick Tips​

  • Use auto-sync for real-time
  • CSV for historical data
  • Can combine both methods
  • Verify after import

Next Steps​

Troubleshooting​

Format error? Use official Zerodha export
Missing trades? Check date range
Need help? Contact support@tradelyser.com

Common mistakes​

  • Uploading a tax P&L report instead of the tradebook export Zerodha provides for journals.
  • Overlapping CSV history with live connect Zerodha sync and creating duplicates.
  • Choosing a date range that excludes partial expiry weeks you still trade actively.
  • Forgetting to import both equity and F&O segments when you run a combined book.

After import, reconcile counts with Console → Reports, then enable ongoing sync for new sessions.

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