Import a broker's holdings export (Zerodha/Groww/Kite style CSV: instrument, quantity, average cost, optionally LTP) into an investment account. Each row becomes a holding plus one 'buy' lot at the average cost dated as_of, so cost basis and P/L work from day one. Existing holdings (same symbol) are skipped unless replace=true. Dry-run unless commit=true.
Connector
Destructive
OAuth