Portfolio
Holdings
- Where can I see my purchased shares on Console?
- Why are the purchased shares not displayed on Kite and Console?
- Why is the buy average for some shares shown as N/A?
- Why is the buy average price of some purchased shares incorrect?
- Why are split shares not visible in the holdings?
- What is portfolio XIRR, and how can it be viewed?
- What is a holdings report and how do I download it?
- How to access Stock Insights and Timeline from the Kite app?
- What are Stock Insights and how do I view them?
- How is my buy average affected when I sell shares from holdings and buy them back on the same day?
- Where does the maturity amount get credited once the Sovereign Gold Bond(SGB) matures?
- How can I add multiple trades for shares transferred to my Zerodha account?
- Where can I obtain the certificate of holding for SGBs?
- How to calculate buy average when you sell and buy T2T stocks on the same day?
- Why is it not possible to fix the discrepancies for some holdings on Console?
- How to update the buy average on Console?
- Why do mutual fund values differ in the account curve and donut chart on Console dashboard?
- What is Timeline feature on Console?
- How is the buy average calculated in Console?
- What is the difference between the Account value curve and the Portfolio performance curve?
- What is the performance curve on Console?
- Can I redeem my Sovereign Gold Bond (SGB) before maturity?
- What is XIRR and how to check it in Zerodha?
- What are Sovereign Gold Bonds (SGBs)?
- How are funds debited for SGB orders?
Pledging
- What is pledging and how to pledge securities to get collateral margin?
- Does Zerodha provide collateral margins for trading by pledging bank Fixed Deposits (FD)?
- How to pledge securities to get collateral margin?
- Will Zerodha provide margin on liquid funds?
- How to unpledge securities?
- Terms of Service for pledging
- How safe is it to pledge the securities with Zerodha?
- Can Sovereign Gold Bonds (SGB's) be pledged as collateral to get collateral margin at Zerodha?
- Does Zerodha provide margin on holdings, and what can I use the collateral margin for?
- Can I sell pledged securities instantly without placing an unpledge request?
- Why can regular plans be pledged but not direct plans of the same mutual fund scheme?
- Why can’t some holdings be pledged?
- Which stocks and mutual funds can be pledged with Zerodha for collateral margins?
- Why is my collateral margin reduced when I sell holdings?
- How do I authorise my pledge request on CDSL's portal?
- Can I buy options using collateral margin?
- Why am I unable to sell my pledged holdings in the post-market session and in the auction market?
Statement
- Why are holdings categorised under Safekeep balance in SOH?
- What is the Statement Of Holdings (SOH)?
- How to view the historical F&O positions?
- What is Annual Global Statement(AGS) and how to download it?
- What is Consolidated Account Statement (CAS) and how to download it?
- How to check how many demat accounts I have?
- What is a Statement Of Transaction (SOT), and how to understand it?
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