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If your broker doesn’t support direct API integration yet, you can still leverage Kalpi’s powerful portfolio analysis tools. The Universal Upload feature allows you to upload your holdings report directly to track your multi-platform assets.

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How to Use Universal Upload

Watch the quick screen recording below to see how easy it is to upload your holdings data into Kalpi.
Universal Uplaod
1

Download your Holdings Report

Log into your broker’s platform and export your current holdings as a CSV or Excel file. (See broker-specific instructions below).
2

Navigate to Universal Upload

In Kalpi, go to Analyze Your Portfolio > Overview & Import and select Universal Upload.
3

Upload and Analyze

Drag and drop your file. Kalpi will automatically parse the data and generate your portfolio diagnosis.
Here is how to find and download your holdings report from brokers that require manual uploads.
  1. Tap the Account icon at the bottom right corner.
  2. Scroll to ‘Reports and Statement’ and tap Download Reports.
  3. Under the ‘Others’ section, select Combined Portfolio Statement.
  4. Set Portfolio Type to Self and ensure format is set to .XLSX.
  5. Tap DOWNLOAD to save the statement to your device.
  1. Tap your profile icon in the top left header to open Statements & Reports.
  2. Tap on Holding Summary.
  3. Tap the Email Holding Summary button at the bottom to send the report directly to your registered email address.
  1. Select All Reports from the dashboard menu.
  2. Expand Portfolio Summaries and choose Tracker/Unrealized.
  3. Select Cash under Products and choose your desired date range.
  4. Select Excel under Format.
  5. Tap Download Report.
  1. Tap your Profile icon at the top left and select Reports.
  2. Expand Portfolio and select Holding Summary - All Assets.
  3. Choose your desired duration and tap Get Reports.
  4. The report will be delivered to your registered email address within 24 hours.
Having trouble formatting your file? Ensure you haven’t altered the default headers provided by your broker before uploading to Kalpi.