How to download your holdings report from Zerodha Console

Zerodha Console, Zerodha's back-office site, lets you download your current holdings as a file.

Steps

1. Sign in to Zerodha Console.
2. Open your holdings under the portfolio section.
3. Download the holdings as Excel or CSV.
4. In VestBook, open Upload and choose the file.

Good to know

• VestBook never needs your Zerodha password. It reads only the file you upload.

Official site: console.zerodha.com. VestBook is not connected to or endorsed by it. All guides.