How to Download Tradebook from
Zerodha, Groww & Angel One (2024)

Before you can calculate your capital gains tax, you need your tradebook — a CSV file of all your stock transactions for the financial year. Here's exactly where to find it in each broker's platform.

Zerodha (Kite)

1. 1 Log in to console.zerodha.com
2. 2 Go to Reports → Tradebook
3. 3 Select the financial year (e.g. FY 2023-24: April 2023 to March 2024)
4. 4 Click Download CSV
5. 5 Upload the downloaded file to LotSight

Groww

1. 6 Log in to groww.in → tap your profile icon
2. 7 Go to Reports → P&L Statement
3. 8 Select financial year range
4. 9 Click Download (CSV format)
5. 10 Upload to LotSight — select "Groww" as broker

Angel One (Angel Broking)

1. 11 Log in to smartapi.angelbroking.com or the Angel One app
2. 12 Navigate to Reports → Trade Book
3. 13 Set the date range for the full financial year
4. 14 Select Export → CSV
5. 15 Upload to LotSight — select "Angel One" as broker

Upstox

1. 16 Log in to upstox.com
2. 17 Go to Reports → Ledger / Tradebook
3. 18 Choose the FY date range
4. 19 Click Download → CSV
5. 20 Upload to LotSight — select "Upstox" as broker

Tips for a clean upload

• Always download the full financial year (April 1 to March 31)
• If you traded across multiple financial years, download each FY separately
• Don't modify the CSV — LotSight reads the broker's exact format
• For multiple demat accounts, upload each separately — LotSight will merge them
• If you have both NSE and BSE trades, they will be in the same file from most brokers