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Before you upload
STEP 2 OF 4 · YOUR DATA
Sign in first
Importing a statement needs an account — it's where the Lab portfolio and this consent record live. Sign in and we'll bring you right back.
How we handle your statement
What it contains
Your PAN, folio numbers and transaction history.
Why we need it
Only to build the Lab portfolio you're asking for — nothing else.
How it's processed
The PDF and its password are sent over an encrypted connection to our parsing provider and discarded right after parsing. Where possible we decrypt the PDF ourselves first, so the password never leaves our servers.
What we keep
Only the resulting portfolio rows (funds, amounts, dates). Your PAN and identity are never saved to your profile.
How to withdraw
Delete the imported portfolio or the funds, or your account, any time.
Please confirm
I agree to ZMoney+ processing my statement for this import, as described above. *
This statement is mine, or I have the investor's consent to use it here. *
This is an educational simulation, not investment advice. The imported portfolio lives only in the Lab.
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