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Paste any mix of ISIN, NSE/BSE symbol, NSE/BSE code, or company name — one per line. Case-insensitive; “Ltd” and “Limited” match the same.
One line per holding: identifier (company name, ISIN, or NSE/BSE symbol or code), then optionally a tab, comma or semicolon + quantity. Paste one client, press Add client, repeat — or upload an .xlsx with one sheet per client (sheet name = client name). Importing a name that already has a sheet replaces that sheet. Everything is saved automatically in this browser only — nothing ever leaves your machine.
Applied to every sheet; re-uploading replaces. Saved in this browser only — never sent anywhere.