importer for indian broker zerodha

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kprab...@gmail.com

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Aug 9, 2020, 3:45:18 PM8/9/20
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Dear Martin and other contributors,

Thank you so much for the excellent software package Beancount.

After struggling with multiple portfolio software and wasting some money and a lot of time on the way, i have finally got some realistic hope of viewing my entire portfolio in a single piece of software accurately.

I have no programming background, but your explanations everywhere are really useful.

I've modified your csv importer for utrade  in a rather crude way to make it work for the Indian broker Zerodha.
I have also used Matt Terwilliger's importer importers-chase.py  to make an  importer for an India based Bank ICICIBank. His original script is here.. https://gist.github.com/mterwill

I'm sharing it in here so that others may easily find it and make use of it.


I earlier found a importer for Zerodha here at https://github.com/swapi/beancount-utils. It can import xml formatted Contract Note. Since contract notes are issued based on per trading day, the above importer for tradebook can help import large number of transactions at one go...

I request members to suggest improvements. I have started learning python and hope to contribute better in future..

Thank you once again.

Cheers,
Prabu Anand K
 





Ghanashyam Prabhu

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Aug 9, 2020, 4:09:04 PM8/9/20
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Wow! I started working on the exact same thing yesterday, guess going to finish that anyway since it provides me for some learning experience with python. 
Thanks Anand for the reference, probably will end up using your importer :=) 

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kprab...@gmail.com

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Jan 24, 2025, 12:06:07 PM1/24/25
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Hi,

Importers for some of the Indian banks and brokers have been updated to use beangulp i.e Beancount v3.x. 


I'm sharing the link again here hoping that it may help people new to python/beancount to learn and create their own importers. Thanks again to the team for providing an excellent software.

Regards,
Prabu

Martin Blais

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Jan 24, 2025, 3:43:25 PM1/24/25
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Thanks for sharing; added to contribs doc.


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