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In 2018, Zerodha has launched its back-office central reporting dashboard, called Console. It is a central dashboard for your Zerodha account that provides in-depth reporting and analytics for your trades and investments. The platform is embedded with multiple features i.e. portfolio insights, trade history, P&L reports, tax-ready reports, online IPO applications using UPI, and many more. It is accessible through the Kite platform. Scroll down the page further to get more information on Zerodha Console review 2022including charges, features, login process, how to use Console, pros, cons, and more.
Zerodha is the most popular broker in terms of broking charges. Talking about Console, the reporting dashboard for your Zerodha account is Free and is levied with zero charges. It means users can view complete portfolio holdings & positions, and get different types of reports and statements on Console at 0 fees.
Report | Meaning |
---|---|
Tradebook | As the name suggests, it provides details of all the trading transactions across segments. A user just has to select the segment and date range to view all the trades. |
P&L | It provides a summary of all the profits made and losses incurred on the trades. Users can select the date and segments to check historical P&L. P&L Heatmap is also available on the Console. |
Tax P&L | This report specifies the amount of tax payable on all the profits made through trading. |
Zerodha customers canapply for IPO online using UPI on the Console back-office platform. Here is the process on how to invest in IPO through Console:
Console web is accessible through Kite web as well as Kite Mobile App. Here is the simple process on how to log in with the Zerodha Console? Thus, Zerodha Console doesn’t require any separate login ID/user ID and password.
The Console Zerodha platform facilitates the withdrawal of funds from your trading account. The Console allows online funds withdrawal or payout upto the withdrawable limit. Log in to the Console, go to the “Funds” tab, and proceed with withdraw option to withdraw funds from your Zerodha Trading Account.
The digital broking firm has not yet launched the Console app for users. Users can only access Console over the web by login into their Zerodha account on the Kite trading platform.
It doesn’t matter whether you access Console through Kite web or Kite Mobile App, the Console web platform will be accessible only on any of the supported browsers i.e. Chrome, Safari, etc. it is not yet available in the mobile app version.
Central reporting dashboard of Zerodha account, Console is the best back-office platform to allow users to check their complete portfolio summary, view positions, get trade book & P&L reports, download contract notes, and apply for IPOs. It is a free reporting dashboard that is not charged with any fee. However, the only weakness is that the discount broker has not yet provided Console mobile app and is only available in the web version.
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Zerodha Zpin is a 4-digit unique numerical ID or support code for every Zerodha client, available on Console.
Steps to find Zerodha Zpin on Console:
Console is the Zerodha’s backoffice reporting platform that provides all types of reports and analytics of trading and investment activities. The platform provides multidimensional insights of your trades and portfolio, in-depth portfolio breakdowns, P&L statements, tax-ready reports, etc.
The console is the back office platform by Zerodha at where clients can access and download various reports such as portfolio holdings, positions, transaction reports, profit & loss, and others.
To log in with the console, follow these steps;
Zerodha provides an online fund withdrawal facility to its customers through its console back office platform. You can withdraw money for free.
Steps to withdraw funds from Zerodha account on Console:
Yes, Console is an absolutely free back-office portal for Zerodha clients. Users can get analytical reports for their trades and investment, view complete portfolio, check portfolio holdings & positions, portfolio breakdown, and download trade book, P&L, and tax P&L reports on the Console Zerodha for free.
In 2014, Zerodha has launched its back-office platform for the first time called Zerodha Q where all the reports were available but later in 2018, the broker has replaced the Q platform by introducing its latest back-office reporting dashboard Console with multiple features. The platform is an updated back-office tool to access reports like tradebook, ledger, P&L, online IPO investment, and get complete portfolio holdings information.
The console is Zerodha’s latest cost-effective back-office platform to enable users to track all their trades, P&L, and check all the debits and credits of funds in their account statement. It is the best platform due to the following reasons;
Any Zerodha client can check the historical P&L summary of their trade transactions on the Console through following below process;
Contract note for all the segments i.e. equity, currency, and commodity are available on the Zerodha Console from where users can download it.
Steps to get the contract Note in Zerodha Console:
Tradebook provides a complete summary of all the trade transaction details on Console. It can be downloaded in an excel spreadsheet as well as CSV format. Here is the process to download the Zerodha trade book on Console:
In November 2020, Zerodha has taken another initiative by launching a stock gifting platform on Console where users can gift stocks, ETFs (Exchange Traded Funds), and gold bonds to their friends, family members, and loved ones.
Steps to gift stocks in Zerodha on Console:
Zerodha has launched a new Tag trade feature on the Console dashboard reporting tool to allow users to tag the reason for trading in a portfolio holding or position. Here are the steps to use the Tag feature on Zerodha Console;
A contract note in Zerodha is a legal record of all the transactions. It represents complete details of all the transactions for a particular period including date, price, time, quantity or no. of shares traded, etc.
Zerodha sends an electronic copy of the combined contract note for all the trades including equity trading on BSE and NSE, equity F&O trading, and currency trading and a separate contract note is sent for the commodity (MCX) segment. Contract note is password-protected document. Enter your PAN card number to access it.
Recently in April 2023, Zerodha has introduced virtual contract note on Kite that displays the charges for all the orders placed during the market hours. You can check it in the “Orders” tab on Zerodha Kite.
Zerodha users can add or link their family members' account with their account. Here is the process;