No export needed
Connect your broker
Paste an access token from your broker account and we pull your trades directly. Add up to five accounts and they are audited as one book. Prefer not to share a token? Upload the tradebook file instead; it is the same audit.
What we do with your token, exactly
- What we call: the broker's trade-history endpoint only (Dhan
/v2/trades, Upstox/v2/charges/historical-trades, Zerodha/trades). Nothing else. There is no order, position or funds call anywhere in this service. - What the token can do elsewhere: a Dhan or Zerodha access token is the same credential their trading APIs use, so treat it as you would a password: generate it for this audit, revoke it afterwards (Dhan: My Profile → DhanHQ APIs; Zerodha: it expires daily). Upstox tokens from a developer app carry the scopes that app was given.
- Where it goes: it is held in memory for the one request that fetches your trades, then discarded. It is not written to disk, not logged, not included in error reports, and never shown back on any page.
- What stays: your trades stay in memory for an hour so you can re-grade the report with your strategy names, then they are gone. Download the report if you want to keep it.