To get your historical Equity trades from ICICI direct, you can download year-wise trade book reports from your online ICICI portal.
Follow the steps below to request your ICICI trade book report for each financial year:
- Login to your online ICICIdirect portal at the following link:
- Once you have logged in using the link above, you can request your trade book report financial year-wise.
Select the Period (one financial year at a time), and leave the other options unchanged.
For example: To request a report for FY 21-22, select the Start Date as 01/04/2021 and End Date as 31/03/2022.
Then click View.
- You can then download the report in CSV format.
- Repeat Steps 2 and 3 for every Financial Year of data that you wish to download.
- Once you have downloaded the year-wise reports, come back to MProfit.
Import your trade report files using the template: ICICIdirect - Trade Book (EQ)