NEWMeroShare auto-sync is hereSee how →

Import your MeroShare portfolio

Link your account once and your shares come in for you.

MeroShareShares, IPOs and history
TMSTrades from your broker
+
Other sourcesAdd holdings your way
01

Sync from MeroShare

Sign in with your MeroShare details and pick the account to bring in.

  • Shares, IPOs and past trades
  • Sync again any time
  • More than one demat account
02

Upload from TMS

Download a CSV or Excel file from your broker's TMS and upload it.

  • Uses your broker's own export
  • Buys and sells come in together
  • No retyping old trades
03

Then see the full picture

Imported shares get live prices, with profit and tax worked out.

  • Profit after all charges
  • Dividends and bonus shares
  • How your money splits by sector

Questions

Why is my MeroShare portfolio not showing?

This usually happens when your demat or MeroShare account has expired, or your session timed out. Renew the account with your DP if it expired, then sync again in StockYan.

Can I import my trades from TMS?

Yes. Export your trade history from your broker's TMS as a CSV or Excel file, then upload it in StockYan.

Do I need to sync every day?

No. Prices update on their own. Sync again when you buy, sell or receive new IPO or bonus shares.

Smarter investing starts here.

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