Zerodha Portfolio Tracker
Unlock Deeper Insights from Your Zerodha Portfolio
Zerodha is India's largest discount broker, known for pioneering low-cost trading with their Kite platform and Coin for mutual funds.
When Does an External Tracker Add Value?
Console provides trade reports but lacks portfolio-level analytics and benchmarking
AllInvestView provides portfolio-wide performance metrics, benchmark comparisons, and time-weighted returns for your Zerodha holdings.
No way to see consolidated view across Zerodha and other brokers or asset types
AllInvestView combines your Zerodha portfolio with holdings at any other broker for a complete financial picture.
Dividend tracking and income projection tools are not available
AllInvestView tracks all your dividends with calendar views, yield-on-cost metrics, and forward income projections.
What You Unlock with AllInvestView
Monte Carlo Simulation
Simulate 1,000+ future scenarios. See the probability of hitting your financial goals.
Efficient Frontier
Find your optimal portfolio allocation using Markowitz mean-variance optimization.
Correlation Matrix
Visualize how your holdings move together. Identify diversification gaps at a glance.
Tax Reports
Capital gains reports for 14+ countries. FIFO, LIFO, specific ID, and average cost methods.
Dividend Calendar
Track every payment, project future income, and monitor yield-on-cost over time.
Options Greeks
Track Delta, Gamma, Theta, Vega, and Rho with visual payoff diagrams.
AI Assistant
Ask anything about your portfolio. Get instant analysis powered by AI.
Quick Allocation View
See asset, sector, country, and currency breakdown in one visual dashboard.
Zerodha vs AllInvestView — Feature Comparison
See what Zerodha's built-in tools offer versus what AllInvestView adds to your investment workflow.
| Feature | Zerodha Built-in | + AllInvestView |
|---|---|---|
| Performance Analytics | Console with basic P&L and tradebook reports | True IRR/XIRR, time-weighted & money-weighted returns, benchmark comparison |
| Tax Reporting | Basic capital gains tax P&L report | Full capital gains report with FIFO/LIFO/specific ID, wash sale detection, 14+ country support |
| Dividend Tracking | Not available | Calendar view, income projections, yield-on-cost, ex-date alerts |
| Multi-Broker View | Not available | Consolidate all brokers in one unified dashboard |
| Risk Analytics | Not available | Monte Carlo simulation, Efficient Frontier, VaR, Sharpe/Sortino Ratios |
| Sector Analysis | Basic sector display per stock | Full sector and geographic allocation breakdown with visual charts |
| Correlation Analysis | Not available | Full correlation matrix with diversification heatmap |
See Your Entire Portfolio at a Glance
Get the complete picture of your Zerodha investments with intuitive visualizations that show exactly where your money is allocated.
- Asset allocation by type, sector, and geography
- Real-time valuations in your preferred currency
- Performance attribution by holding
- Concentration risk indicators
Analytics That Actually Matter
Go beyond simple percentage gains. Understand your true risk-adjusted performance with institutional-quality metrics.
- Money-weighted returns (IRR/XIRR)
- Efficient Frontier optimization
- Correlation matrix across holdings
- Sharpe ratio and volatility metrics
Master Your Dividend Income
Track every dividend from your Zerodha holdings. Know exactly when payments arrive and how your income is growing.
- Automatic dividend detection and tracking
- Calendar view of upcoming payments
- Yield on cost calculations
- Annual income projections
Tax Reports in One Click
Generate capital gains reports for your Zerodha portfolio instantly. Supports 14+ countries with multiple cost basis methods.
- FIFO, LIFO, specific identification, and average cost
- Automatic wash sale detection
- Short-term vs long-term capital gains split
- Export as PDF or CSV for tax filing
Every Holding, One Clean Table
See all your Zerodha positions with real-time prices, sparkline trends, and instant P&L — exactly the view your broker doesn't give you.
- Company logos, real-time prices, and sparklines
- Cost basis, market value, and unrealized P&L
- Sort and filter by any column
- Multi-broker holdings in one unified table
Indian Market Portfolio Tracking
Track your Zerodha NSE and BSE holdings with INR as base currency.
Zerodha
Auto-Sync Available
About Zerodha
How to Import Your Zerodha Portfolio
Getting your Zerodha data into AllInvestView takes less than 2 minutes. Here's how:
Export from Zerodha
In Zerodha Console, go to Reports > Tradebook and download your trades as CSV.
Upload to AllInvestView
Use our smart CSV importer that automatically maps Zerodha's format. No manual column matching needed.
Track Everything
Instantly see your full portfolio with real-time prices, dividends, and performance metrics.
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Track All Your Brokers Together
Got investments at multiple brokers? AllInvestView consolidates everything into one view:
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Zerodha Portfolio Tracking FAQ
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