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Import trades from PL Capital

Upload a PL Portfolio Tracker Transaction History or Prabhudas Lilladher Client Trade Summary report without converting the original .xls file.

Same on every platform Updated
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What this does

Brings PL Capital and Prabhudas Lilladher trades into VEXA from Transaction History or Client Trade Summary.

Before you start

  • PL Capital is a file-import connection today; it does not sync automatically.
  • Upload the original .xls file unchanged.
  • Some PL reports are HTML documents with an .xls filename. VEXA recognises that from the file contents.
  • The report may omit exact execution times and itemised charges. VEXA does not invent facts that are absent.

Steps

Same on every platform

  1. Open PL Portfolio Tracker or the Prabhudas Lilladher reports area.
  2. Export Transaction History or Client Trade Summary for the required period.
  3. Keep the original .xls file unchanged.
  4. In VEXA, choose PL Capital and upload the report.
  5. Compare the import count and one completed trade with the source report.

If it doesn’t work

  • The .xls file looks like a web page. Upload it as-is. Do not open and resave it in Excel.
  • No trades were found. Confirm that you exported Transaction History or Client Trade Summary for a period containing executions.
  • Times or charges are missing. Check whether the original report includes them. VEXA preserves missing fields rather than guessing.
  • The chart is blank. Indian-symbol chart coverage is separate from broker import and does not mean the executions failed.

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

Still stuck? Email support@vexatrade.ai.