Kotak Neo Trading Journal
Journal Kotak Securities and Kotak Neo trades in VEXA. Upload Transaction Statement or Tradebook Excel reports, including separate equity and derivatives files.
Imports from a file you export from your broker.
Your first 14 days are on us. Full Access, no card needed.How VEXA imports your Kotak Neo trades
-
Sign in to Kotak Securities or Kotak Neo, open Reports, and export either the Transaction Statement or Tradebook for your chosen period.
-
Download the report as Excel and keep it unchanged. Kotak can separate equity and derivatives, so export both reports when you trade both segments.
-
Upload each workbook to VEXA from the Kotak broker page. Overlapping periods are deduplicated, so the separate segment files can be uploaded safely.
-
VEXA reads the executions in IST and incorporates the charges reported by Kotak when it reconstructs each completed trade.
Step by step, with screenshots: the Kotak Neo setup guide in the VEXA help centre.
What VEXA does with your Kotak Neo trades
Importing is the boring half. Once your fills are in, VEXA rebuilds each round trip, scores how you traded it, and keeps a record you can actually argue with.
The journal writes itself
Every fill becomes a trade with the entry, exit, size, fees and net result already filled in. Daily, weekly and monthly journals are built from that, so your review starts with reading rather than typing.
A CDI score, updated daily
VEXA grades Confidence, Discipline and Intuition from how you actually traded, not just what you made. It is a patent-pending framework (US App #64/030,397) and the score moves with your activity each day.
Your rules, graded every trading day
Set the limits you want to hold yourself to, like a daily loss cap or a maximum position size, and VEXA marks each day against them so a broken rule is a fact rather than a feeling.
Playbooks that show what works
Tag your setups and VEXA tracks each one across enough trades to say something meaningful about it, instead of leaving you to judge an edge from the last three results.
Patterns you would not catch by eye
VEXA reads your history for repeated behaviour: the hour you tend to give profit back, the size you jump to after a loss, the setup you keep taking when conditions do not suit it.
A coach you can talk to
Ask about a single trade, a bad week, or your last drawdown, by chat or out loud by voice. The answers come from your own imported trades rather than generic advice.
VEXA is an educational tool for reviewing your own trading. It does not provide financial advice, and it never places orders or moves money in your broker account.
Kotak Neo questions, answered
The things people ask before connecting Kotak Neo. If yours is not here, the help centre goes deeper, and you can always ask us directly.
Contact usYes. The same broker entry accepts Kotak Securities and Kotak Neo Transaction Statement and Tradebook layouts.
Kotak may export equity and derivatives separately. Upload both reports if you traded both segments; a valid equity-only report cannot tell VEXA that a separate derivatives report exists.
No. Kotak is a report-upload integration today, so refresh your VEXA journal by exporting and uploading the latest report.
No. Upload the original Excel report. VEXA decodes the workbook directly and preserves its section boundaries for the Kotak parser.
No. Kotak timestamps are read as IST automatically.
Trade somewhere else too?
VEXA connects to every broker in the directory, and each one keeps its own account inside a single journal.
Start Your Journey with VEXA Today
Sign up for VEXA and Transform your trading by mastering your mind, body, and performance — the holistic way.
Your first 14 days are on us. Full Access, no card needed.