Get your investments out of any app
Pick what you hold. Each guide is one short flow, and the file is read on your phone.
Good to know
Look for a “Holdings” or “Portfolio” report and download it as Excel or CSV.
A fund or coin you already have is updated, not duplicated. Importing the same file twice changes nothing.
Bring it into Spendly
- Open ImportInvest›Import
- Pick the file type
CAS statement, holdings report or Binance.
- Choose the file
- Check the preview → Save
Anything you already have is updated, not duplicated.
Questions
Can I track Groww, Zerodha and Binance investments in one place?
Yes. Export a file from each app (or one CAS for all your mutual funds) and import them into Spendly. Prices then update live from market data.
Does importing need my broker password or an API key?
No. You download the report yourself and pick the file. Spendly never asks for your broker or exchange login.
Is my statement uploaded or read by AI?
No. The file is opened and read on your phone. It is never uploaded or stored, no AI reads it, and a PDF password is not kept. Only fund names, units, amounts and dates are saved, after you see a preview.