Our import feature allows you to directly import trades from the various brokers integrated with us and automatically calculate the tax liability. 

However, since HDFC Securities is NOT integrated with us, you will not be able to directly import your trades. You can use the Quicko template to import trades from a broker not integrated with us. 

All that you have to do is, map the trades from the HDFC Securities in the pre-formatted Excel sheet (i.e., Quicko Template) and upload it on Quicko.

To import your trades from HDFC Securities

Step 1: Download the Tax P&L from HDFC Securities

  • Login to your HDFC Securities account
  • Navigate to Portfolio > Statement > Capital Gains from the top nav
  • Select the necessary filters and such as FY, Asset type & Detail
  • Click on Submit
  • To download the report, click on Export Excel in the top right corner

Step 2: Map the transactions onto the Quicko template

Step 3: Upload the Quicko template on Quicko

Note: Imported trades will be seen under the tag of 'Others'

Here's a detailed article to Download the Tax P&L report from HDFC Securities.