How It Works
Calculate your portfolio XIRR in 4 simple steps. Takes less than 5 minutes.
Download Your Ledger
Export your trading ledger from your broker's website. For Zerodha, use the direct link below — just set the date range and download CSV. For Groww, download PDF statements for each year. For Fyers, use the direct link below — select the financial year, generate and download CSV.
✦ Tip: Select the full date range — from your first investment till today — for accurate results.
Upload Files
Upload your ledger files to the calculator. You can upload multiple files at once — from the same broker or different brokers. Files from the same account (PAN) are automatically combined.
✦ Your files are processed securely and never stored on our servers.
Enter Current Values
Enter the current market value of your holdings as of today — not what you originally invested. Also enter available cash in the account. Separate fields appear for each account.
✦ Find today's holdings value on your broker's app under Portfolio or Positions. Do not enter the amount you invested.
Get Your XIRR
View detailed analysis with XIRR calculation, Nifty 50 benchmark comparison, and all key metrics. Download a professional PDF report for your records or tax filing.
✦ PDF reports are perfect for sharing with financial advisors or CAs.
Broker-Specific Guides
Zerodha
CSV Format
Open Zerodha Statement → (logs in automatically if you're signed in)
Select All Segments as category
Set date range — from your first investment till today
Click the blue arrow → then click the CSV link
File type: CSV
Password: Not required
Fyers
CSV Format
Open Fyers Ledger → (logs in automatically if you're signed in)
Select the Financial Year
Click Generate
Click Download CSV
Repeat for all years from first investment till today
File type: CSV
Password: Not required
Download one CSV per year for the full period
Groww
PDF Format · Password: your PAN (uppercase)
Open Groww Reports → (logs in automatically if you're signed in)
Scroll to Transactions → Groww Balance Statement
Choose format: select PDF (not Excel)
Set date range → click Download
All transactions in one file
As of Feb 2026, only available from 1 Apr 2023 in-app. For earlier history, contact Groww support via chat or email.
Open Groww Balance → (logs in automatically if you're signed in)
Click All Transactions
Click Download statement button (top right)
Select date range (max 1 year) → click Download
Repeat for all years from first investment till today
Download one PDF per year — repeat for each year separately
Ready to Get Started?
Follow the steps above and calculate your true portfolio XIRR now.
Calculate Free