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Portfolio
Trade Import CSV from your broker
Import your trades via CSV export from your broker
TradEdge does not connect to your broker account. Export your tradebook CSV from your broker's portal and upload it here — we'll auto-detect the broker from the column headers and map the data automatically.
Supported Brokers
Zerodha
Dhan
Fyers
Upstox
Angel One
How to export your tradebook
Zerodha: Console → Reports → Tradebook → Download CSV
Dhan: App → Reports → Tradebook → Download CSV
Fyers: Backoffice → Reports → Trade Book → Export
Upstox: Reports → Tradebook → Download CSV
Angel One: Backoffice → Reports → Trade Book → Export CSV
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Terms
• Self-referrals are not rewarded.
• Each referee qualifies for one reward — subsequent subscriptions from the same referee do not add months.
• Fraudulent or abusive referrals will be reversed without notice.
• Reward is applied automatically within minutes of the referee's first successful payment.
Dhan API
Import from Dhan Tradebook
Dhan App → Reports → Tradebook → Download CSV → Upload below
Zerodha KiteConnect
1
API Key & Secret
2
Login & Token
After login you'll see a "This site can't be reached" page — that's normal.
Copy the full URL from the address bar and paste below.
3
Or paste Access Token directly
Cloudflare Worker URL
Required for all broker sync. Deploy the free worker at workers.cloudflare.com.
TradingView Layout
Your saved TradingView chart layout ID — used for "Open in TV" links. Found in the URL: tradingview.com/chart/LAYOUT_ID/
Telegram Notifications
Get TradEdge alerts directly on Telegram — NEXUS reviews, journal exit signals, MMS pattern alerts and more.
Step 1 · Get your Chat ID
Open Telegram, message @userinfobot and press Start. It replies with your Chat ID — a number like 123456789.
Step 2 · Open the support bot
Open @TradEdge_SupportBot and press Start. This lets the bot send you DMs (one-time consent).
Step 3 · Save your Chat ID below
Your Chat ID is just a number. The Save button writes it directly to your TradEdge account and sends a test DM to verify.
Definedge (RZone)
Daily Session Key
Open Definedge login → After login click "Regenerate Token" → Paste api_session_key below
Live Prices
Not refreshed
CMP via Yahoo Finance (NSE). No API key needed.
Cloud Sync (Supabase)
Not configured
Sync trades across devices via your own Supabase project.
Get URL & key from supabase.com → Project → Settings → API
localStorage: — | Memory: —
AI API Key
Used for trade-idea analysis & journal summaries (admin only).
GitHub Personal Access Token
Required to trigger GitHub Action workflows (MPS Force Update, RRM Scanner, FII/DII, Sector refresh) and write wiki daily notes. Needs repo + workflow scopes. Set once here — syncs across all devices via Supabase.
NSE Symbol Database
Update stock symbols from NSE (~2200+). Auto-updates on refresh.
Subscription Management
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Coupon Management
Create, edit, and deactivate discount coupons for subscription plans. All changes take effect immediately.
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Data Management
Import CSV
Click or drag CSV file