Zerodha Tradebook Import
Download the tradebook CSV from Zerodha Console and upload it. You see a preview first. Nothing changes until you confirm, and rows that don't add up are flagged, not guessed.
Pre-launch - Indian Equity Investors
Know what your portfolio is doing. Actually.
Upload your Zerodha tradebook. Levyspan rebuilds every holding, applies splits, bonuses and demergers, and shows what you really made on everything you sold. Your notes on why you bought sit right beside it.
Realised P&L
₹1,12,480
23 closed positions
Invested cost
₹6,85,200
12 open holdings
Largest holding
21%
by invested cost
| Holding | Qty | Avg Cost | Note |
|---|---|---|---|
| RELIANCE | 36 | 1,205 | Bonus 1:1 applied |
| ITC | 120 | 398 | Demerger applied |
| INFY | 32 | 1,428 | Journal note linked |
What's in it
Your data. Finally readable.
Levyspan doesn't tell you what to buy or sell. It takes the trades you already made and makes sure you can actually read them.
Corporate Actions, Handled
Splits, bonuses and demergers adjust your quantity and average cost when the records back it up. When they don't, Levyspan asks you instead of guessing.
Holdings You Can Check
Every stock with what it actually cost you, matched first in, first out for each demat account. Closed positions show their return and how long you held.
Returns Without the Spin
Realised profit in rupees comes first. XIRR only appears for holds of a year or more, so a 16-day trade never pretends to be 400% a year.
Investment Journal
One line on why you bought. Link it to the trade, set a date to review it, and find out later whether it played out for the reason you gave.
Private, and Yours to Delete
Upload only. No broker password, no access to your email. Your data is never public or sold for advertising, and you can delete your account and everything in it.
Returns
What you actually made. Shown honestly.
Most apps lead with one big percentage. Levyspan leads with rupees, shows how long you held, and tells you when a number can't be worked out yet instead of quietly filling in a zero.
Realised P&L
Before charges
₹1,12,480
From 23 positions you fully sold, matched lot by lot against what you paid.
Closed: TCS
Held 2y 3m
+31.4%
Held for more than a year, so Pro adds an annualised number too: 12.9% XIRR.
Closed: WIPRO
Held 16 days
+8.0%
Under a year, so no annualised figure. Just what happened.
AnalyticsPRO
Analytics that shows its working.
Every number comes from your own trades or from numbers you type in. No market predictions, no stock opinions.
My Results
What your investments actually earned, by financial year and lifetime, with an "explain this number" on every figure that shows the trades behind it.
Exposure
How much depends on a few stocks, by invested cost. Pick a holding and a fall you want to test, and see the impact in rupees. Your scenario, not a forecast.
What-if Lab
Type your own monthly amount, step-ups, withdrawals, inflation and return. Change one thing at a time and see what moves. The assumptions print with every result.
Goal Tracking
Every rupee. With a reason.
Name a goal, what it costs today and when you need it. Levyspan shows what it will cost by then, and whether the money you set aside is ahead of today's checkpoint. Every number uses your inputs and shows its date.
Goals from your own moneySet aside shares from your portfolio, or money you keep elsewhere: FD, PPF, EPF, NPS, gold, property. Typed in, never linked. A share or a rupee counts for one goal, never two.
Today's checkpointAhead, slightly behind or behind, with the numbers behind it: money set aside, saving, return and time.
A quick monthly check-inEach month, see what your trades added against your plan, update what you keep elsewhere, and mark milestones as they arrive.
What-if cardsPROBonus, job break, big expense, market fall, a faster cost rise. Stack up to three, compare two scenarios, and set a return for each holding yourself. Add a volatility figure to see a range, labelled a simulation, not a forecast.
Pretend tradesPROAdd a buy or sell you are considering and see how the goal's finish month and concentration change. Nothing is placed.
Change anything later. Every edit shows before and after, and a deleted goal can be restored for 30 days.
GOALExample
Child's EducationTarget Jun 2034
Target₹41.3L (₹20L today, rising 10% a year)
Goal money₹11.2L values you entered, 31 Oct
Today's checkpoint₹10.4L
StatusAhead of checkpoint
This month₹18,000 against a ₹15,000 plan
Milestone25% reached
Investment Journal
Think clearly. With your own record.
Write down why you buy, sell or hold, so you can check your reasoning later instead of rewriting it from memory.
Notes linked to tradesPick the stock and the trade from your tradebook. The note stays attached to it in Holdings.
Review datesPROSet a date to come back. When it arrives, answer one question: did it play out for the reason you gave?
Patterns from your own answersPROCounts from the tags and review answers you chose. Private to you. Levyspan never labels you.
Yours to exportPRODownload every note as a CSV whenever you want.
JOURNAL NOTE14 Feb 2025
INFYBOUGHT 18 - from tradebook
"Third buy this year. Adding only from salary, never from the emergency fund. If I feel like selling after a bad week, read this first."
REVIEWEDPlayed out for the reason I gave
How it works
From import to insight in minutes
Download your tradebook
In Zerodha Console, open Reports, then Tradebook. Choose Equity and a date range, and download the CSV.
Upload and check the preview
Levyspan shows what it found before anything is saved. Rows it can't match are flagged for you to look at.
Read your real numbers
Holdings, realised returns, holding periods and concentration, all worked out from your own trades.
Write down the why
Add a line to the Journal when you buy or sell. Future you will want it.
Pricing
The number is free. The why is ₹149 a month.
Start on Free with no card. Move to Pro when you want the working behind your numbers, and the what-ifs. If Free is all you need, stay on it.
Free
What happened
₹0
No card needed
- One demat account, from your Zerodha tradebook
- Holdings with splits, bonuses and demergers applied
- What you made on everything you sold, in rupees
- Return and days held on each closed position
- Concentration by invested cost
- One goal, with today's checkpoint and monthly check-ins
- A limited number of Journal notes
Pro*
Why, and what if
₹149
per month. Cancel any time.
- Everything in Free, across all your demat accounts
- Explain this number: the trades and formula behind every figure
- Your results by financial year and lifetime
- XIRR on holds of a year or more
- Exposure: pick a fall, see the impact in rupees
- What-if Lab: change one assumption, see what moves
- Unlimited goals, with what-if cards, pretend trades, stress tests and ranges
- Unlimited Journal notes, with review dates, patterns and CSV export
How Levyspan makes money:
Pro subscriptions. We sell no stocks or funds, earn no commission on your trades, and your data is not sold for advertising. So nothing on these screens is trying to move you into a product.
Levyspan does not place trades or withdraw funds. Delete your account and data any time, on either plan.
* Features may change. Prices may change with prior notice. You will see the confirmed price before you pay.
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