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Import trades from Angel One

Upload an Angel One Trade History or Sauda Summary Excel report. VEXA reads the executions, IST timestamps and itemised Indian-market charges.

Same on every platform Updated
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What this does

Brings Angel One stocks and derivatives into VEXA from the original Excel report.

Before you start

  • Angel One is a file-import connection today; it does not sync automatically.
  • Use Trade History or Sauda Summary.
  • Do not use Funds Statement. It is a cash ledger, not an execution report.
  • Leave the Excel workbook unchanged.
  • Times are read as IST automatically.

Steps

Same on every platform

  1. In Angel One, open Account/Profile, then Trades and charges.
  2. Choose Trade History or Sauda Summary.
  3. Set the date range you want to journal.
  4. Download the Excel report.
  5. In VEXA, choose Angel One and upload the original workbook.
  6. Compare the result count and one trade’s net profit with Angel One.

Charges

VEXA combines the charges reported by Angel One, including brokerage, GST, STT, SEBI turnover fees, exchange charges, stamp duty, IPFT and other itemised costs. Profit is therefore net rather than gross.

If it doesn’t work

  • No trades were found. Confirm that you exported Trade History or Sauda Summary for a period containing trades.
  • The file is a Funds Statement. Export a trade report instead.
  • A segment is missing. Check whether Angel One produced separate reports for the markets you traded and upload each one.
  • The chart is blank. Indian-symbol market-data coverage is separate from broker import; the executions and calculations can still be correct.

Related

Upload a statement or CSV Where the upload area is on each device, which file types VEXA accepts, and what happens while the import is running. Understand your import results What every line of the import result panel means, including the two success messages that read like failures. Some of my trades are missing Part of your history imported and part did not. Almost always the export covered less than you thought, or your broker splits its history across several files. Import trades from Upstox Upstox exports a tradebook per segment and reaches three financial years. Its automatic sync is not switched on, and its tokens expire daily anyway.

Still stuck? Email support@vexatrade.ai.