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Portfolio

Holdings
  1. Where can the purchased shares be seen on Console?
  2. Why are the purchased shares not displayed on Kite and Console?
  3. Why is the buy average for some shares shown as N/A?
  4. Why is the buy average price of some purchased shares incorrect?
  5. What does T1 above the shares I've bought in Zerodha Kite mean?
  6. How to track the dividends of the stock holdings?
  7. Why are the bonus shares not visible in the holdings even though the company has issued it?
  8. Why are split shares not visible in the holdings?
  9. What is XIRR and how to check it in Zerodha?
  10. Is it possible to encash the Sovereign Gold Bond (SGB) at any time, including through premature redemption?
  11. What is the performance curve on Console?
  12. What is the difference between the Account value curve and the Portfolio performance curve?
  13. How is the buy average calculated in Console?
  14. How are funds debited for SGB orders?
  15. What is Timeline feature on Console?
  16. Why do mutual fund values differ in the account curve and donut chart on Console dashboard?
  17. What are Sovereign Gold Bonds (SGBs)?
  18. How to update the buy average on Console?
  19. Why is it not possible to fix the discrepancies for some holdings on Console?
  20. What would be the buy average if T2T stocks are sold from the holdings and bought again on the same day?
  21. Where can the certificate of holding for SGBs be obtained?
  22. How can multiple trades for shares transferred to the Zerodha account be added?
  23. Where does the maturity amount get credited once the Sovereign Gold Bond(SGB) matures?
  24. How is the buy average affected when shares from holdings are sold and bought back on the same day?
  25. What are Stock Insights, and how to view them?
  26. How to access Stock Insights and Timeline from the Kite app?
  27. What is a holding report and how to download it?
  28. What is portfolio XIRR, and how can it be viewed?

Pledging
  1. What is pledging, and how does it work?
  2. Does Zerodha provide collateral margins for trading by pledging bank Fixed Deposits (FD)?
  3. How to pledge securities to get collateral margin?
  4. Will Zerodha provide margin on liquid funds?
  5. How to unpledge securities?
  6. Terms of Service for pledging
  7. How safe is it to pledge the securities with Zerodha?
  8. Does Zerodha provide margin on holdings, and what can the collateral margin be used for?
  9. Can Sovereign Gold Bonds (SGB's) be pledged as collateral to get collateral margin at Zerodha?
  10. Can I buy options using collateral margin?
  11. How do I authorise my pledge request on CDSL's portal?
  12. Why are clients unable to sell their pledged holdings in the post-market session and in the auction market?
  13. Can pledged securities be instantly sold without placing an unpledge request?
  14. Why is the collateral margin reduced when the holdings are sold?
  15. Which stocks and mutual funds can be pledged with Zerodha for collateral margins?
  16. Why can’t some holdings be pledged?
  17. Why can regular plans be pledged but not direct plans of the same mutual fund scheme?

Statement
  1. What is a Statement Of Transaction (SOT), and how to understand it?
  2. How to check how many demat accounts I have?
  3. What is Consolidated Account Statement (CAS) and how to download it?
  4. What is Annual Global Statement(AGS) and how to download it?
  5. How to view the historical F&O positions?
  6. What is the Statement Of Holdings (SOH)?
  7. 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'?

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