> ## Documentation Index
> Fetch the complete documentation index at: https://kalpi.ai/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Universal Upload

> Undertake an institutional-quality wealth assessment using a downloaded holdings report.

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.

## How to Use Universal Upload

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

<Frame>
  <img src="https://mintcdn.com/kalpiai/7YmZmsUKnjlom-zm/images/Universal-Uplaod.png?fit=max&auto=format&n=7YmZmsUKnjlom-zm&q=85&s=97364ebc58592920b68346ecc205c59a" alt="Universal Uplaod" width="1388" height="616" data-path="images/Universal-Uplaod.png" />
</Frame>

<Steps>
  <Step title="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)*.
  </Step>

  <Step title="Navigate to Universal Upload">
    In Kalpi, go to **Analyze Your Portfolio** > **Overview & Import** and select **Universal Upload**.
  </Step>

  <Step title="Upload and Analyze">
    Drag and drop your file. Kalpi will automatically parse the data and generate your portfolio diagnosis.
  </Step>
</Steps>

***

## Instructions for Popular Brokers

Here is how to find and download your holdings report from brokers that require manual uploads.

<AccordionGroup>
  <Accordion title="Angel One" icon="arrow-pointer">
    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.

    <video src="https://mintcdn.com/kalpiai/7YmZmsUKnjlom-zm/videos/Angel-One-1.mp4?fit=max&auto=format&n=7YmZmsUKnjlom-zm&q=85&s=db83d0be0c4e3f3066980b0c48d018c4" controls muted data-path="videos/Angel-One-1.mp4" />
  </Accordion>

  <Accordion title="Dhan" icon="arrow-pointer">
    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.
           <video src="https://mintcdn.com/kalpiai/7YmZmsUKnjlom-zm/videos/Dhan-Video.mp4?fit=max&auto=format&n=7YmZmsUKnjlom-zm&q=85&s=b105c3d46b2114a886f958aff8d4e697" controls data-path="videos/Dhan-Video.mp4" />
  </Accordion>

  <Accordion title="IIFL Securities" icon="arrow-pointer">
    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**.

    <video src="https://mintcdn.com/kalpiai/7YmZmsUKnjlom-zm/videos/IIFL-Video.mp4?fit=max&auto=format&n=7YmZmsUKnjlom-zm&q=85&s=f6cfa959418871bda554c4f8c73ed9b2" controls data-path="videos/IIFL-Video.mp4" />
  </Accordion>

  <Accordion title="Motilal Oswal" icon="arrow-pointer">
    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.

    <video src="https://mintcdn.com/kalpiai/7YmZmsUKnjlom-zm/videos/Motilal-Oswaal-Video-1.mp4?fit=max&auto=format&n=7YmZmsUKnjlom-zm&q=85&s=3ecddec0309841b2066a7d0fc8a144ef" controls data-path="videos/Motilal-Oswaal-Video-1.mp4" />
  </Accordion>
</AccordionGroup>

<Tip>
  Having trouble formatting your file? Ensure you haven't altered the default headers provided by your broker before uploading to Kalpi.
</Tip>