Beginner

Mastering Zerodha Console for Portfolio Tracking

A hands-on walkthrough of Zerodha Console, the reporting and portfolio-tracking dashboard that sits behind every Zerodha demat account. Written for first-time demat holders, salaried professionals, homemakers, retirees, and students who already have a Zerodha account and want to actually understand what Console is showing them, rather than just glancing at a profit or loss number. Covers reading Holdings correctly, the difference between Positions and Holdings, tracking mutual funds through Coin, how corporate actions like bonuses and splits show up in your reports, and using the Tax P&L report at return-filing time. No prior trading or accounting background assumed.

Zerodha ConsolePortfolio TrackingHoldings vs PositionsTax P&L Report
MODULES
3
DURATION
4 Hours
TRACK
Stock Market Basics

What You'll Master

Navigate Console's dashboard and find the report you need without hunting around
Read Holdings correctly: invested value, current value, day change, and overall returns
Tell Positions and Holdings apart, and know which one to check for what
Track mutual fund investments through Coin alongside your equity holdings
Recognise how bonuses, splits, and dividends show up in your Console reports
Pull and read the Tax P&L report for capital gains at ITR time
Access Level
LEARNER
Everything included
Full Text Playbooks
Actionable Exercises
Mobile Reading Mode
Lifetime Updates

Curriculum Breakdown