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Holdings
- Where can the purchased shares be seen 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?
- How to track the dividends of the stock holdings?
- What does T1 above the shares I've bought in Zerodha Kite mean?
- Why are the bonus shares not visible in the holdings even though the company has issued it?
- Why are split shares not visible in the holdings?
- What are Sovereign Gold Bonds (SGBs)?
- What is portfolio XIRR, and how can it be viewed?
- How are funds debited for SGB orders?
- What is XIRR and how to check it in Zerodha?
- How to access Stock Insights and Timeline from the Kite app?
- What is Timeline feature on Console?
- What are Stock Insights, and how to view them?
- How to update the buy average on Console?
- How is the buy average calculated in Console?
- Is it possible to encash the Sovereign Gold Bond (SGB) at any time, including through premature redemption?
- How is the buy average affected when shares from holdings are sold and bought back on the same day?
- Where does the maturity amount get credited once the Sovereign Gold Bond(SGB) matures?
- How can multiple trades for shares transferred to the Zerodha account be added?
- Where can the certificate of holding for SGBs be obtained?
- What is a holding report and how to download it?
- What would be the buy average if T2T stocks are sold from the holdings and bought again on the same day?
- Why is it not possible to fix the discrepancies for some holdings on Console?
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Pledging
- Does Zerodha provide collateral margins for trading by pledging bank Fixed Deposits (FD)?
- Will Zerodha provide margin on liquid funds?
- What is pledging, and how does it work?
- Does Zerodha provide margin on holdings, and what can the collateral margin be used for?
- Can Sovereign Gold Bonds (SGB's) be pledged as collateral to get collateral margin at Zerodha?
- How to pledge securities to get collateral margin?
- How to unpledge instruments?
- Why can regular plans be pledged but not direct plans of the same mutual fund scheme?
- Which stocks and mutual funds can be pledged with Zerodha for collateral margins?
- How safe is it to pledge the securities with Zerodha?
- Why is the collateral margin reduced when the holdings are sold?
- Why can’t some holdings be pledged?
- Can pledged instruments be instantly sold without placing an unpledge request?
- How do I authorise my pledge request on CDSL's portal?
- Why was the position squared off after the pledged holdings were sold?
- Terms of Service for pledging
- Why are clients unable to sell their pledged holdings in the post-market session and in the auction market?
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Statement
- Why are some holdings in the Statement of Holdings (SOH) categorised under 'Safekeep balance' while others are under 'Free balance,' and how can they be moved from 'Safekeep balance' to 'Free balance'?
- What is a Statement Of Transaction (SOT), and how to understand it?
- What is Consolidated Account Statement (CAS) and how to download it?
- What is Annual Global Statement(AGS) and how to download it?
- How to view the historical F&O positions?
- What is the Statement Of Holdings (SOH)?
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