How to download your Zerodha holdings as a CSV
Your Zerodha holdings, with quantity and average cost for every stock, can be exported from Console as a CSV in a few clicks. It is a snapshot of what you own today.
What the file contains
Each row is one stock you hold: the symbol, quantity, average cost and the last price when you exported it. It shows your current positions, not the trades that built them.
Holdings or tradebook?
Holdings answers what you own right now. The tradebook lists every buy and sell, which is what you need to see closed trades and their profit. Many people export both.
Using it afterwards
Upload the CSV to the Stock Journal to see your portfolio valued at NSE's closing price each night. Only the symbols, quantities and prices are saved; your client ID and name stay on your device.
Export your holdings
- 01Open ConsoleSign in to Zerodha Console and go to Portfolio › Holdings.
- 02Download the CSVUse the download option at the top right of the holdings table.
- 03Upload itSign in here, open the Stock Journal and choose Upload Zerodha CSV.
Common questions
Does the holdings CSV include sold stocks?
No. It lists only what you hold now. Export the tradebook to see past buys and sells.
Do I need to share my Zerodha password?
No. You download the file yourself and upload it. Arthtome never connects to your Zerodha account.
Can I add stocks from another broker?
Yes. Add any NSE stock by hand with its date, quantity and price.
Ready when you are. It takes about two minutes.
Upload my Zerodha CSVArthtome is not a SEBI-registered Investment Adviser or Research Analyst. Data shown is based on the user's CAS and entries, AMFI's public NAV data and NSE's end-of-day prices. For informational and educational purposes only. No buy/sell recommendation. Past performance is not indicative of future returns.