Capabilities

What Margin
does

01

Get your records in

Your broker exports are read and cross-checked, so cost, gains and returns rest on trades that agree with your demat account.

Guides for this stage

Holdings & Trades

Upload CSV or Excel from four brokerages, or from any other broker through a generic layout. Several files from several accounts are merged for you.

ZerodhaGrowwUpstoxAngelOneGeneric CSV
Read the guide

Dividends

Recorded a financial year at a time, and counted as cash returned on the ex-date so they are not left out of your return.

Read the guide

Funds & Net Investment

Upload the funds statement to see money in, money out, what you are net invested, and the money-weighted return on it.

Read the guide

Consistency Check

Reconciles what your tradebook says you should hold against what the demat file says you do, and names the splits and bonuses that fell inside a holding period and were never recorded.

Read the guide
NSEBSE

Every stock on both exchanges is covered. Prices come from the exchange bhavcopy at the close, so every quote is end of day, and Margin shows you the date of the one you are reading.

Organise and track

Stock Lists & Watchlists

Group stocks into sectors, themes or a screen you ran elsewhere, then ask any analysis of the whole list instead of one name.

Notes per Stock

Keep rich text against each stock, and a note against each valuation recording what you were underwriting at the time.

Stock Tags

Label by sector, conviction or anything you define, then filter and analyse by the label.

Stocks of Interest

Track what you do not hold yet, with price anchors on it, beside what you do.