Thread by @zerodhaonline

Console is the central dashboard for viewing your account details, downloading various reports like tax P&L, fund statements & also insights on your portfolio.

Console also has some really cool features and tools, and a lot of people don’t know about them.

🧵A thread

On the holdings tab, you can get insights on your portfolio exposure by asset class, sectors, and market cap. This can be quite helpful to keep an eye on portfolio concentration risk and also when you have to rebalance your portfolio back to your target allocation.

You can check the age of your holdings. This makes it easier for you to figure out the Short-term capital gains tax (STCG) and Long-term capital gains (LTCG) impact when you sell your holdings.

A dividend report for your holdings.

To get better at trading and investing, you need to do more of what works and less of what doesn’t. With tags, you can add a reason for all your trades and track the performance. You can also use tags to set goals for your investments.
zerodha.com/z-connect/cons…

One big reason why traders lose money is overtrading. If you're going through a bad trading phase or aren’t in the right mental space, it might be a good idea to take a break from trading. You can use the Kill Switch to disable trading in your account.
support.zerodha.com/category/conso…

If you help and monitor the investments of your family, you don’t have to use multiple browsers and log in to multiple accounts separately. You can use the family accounts feature on Console to track the consolidated holdings after explicit authorization.
zerodha.com/z-connect/cons…

In case you didn’t know, you can gift stocks and bonds on Console. So the next time you’re having a tough time picking a gift for a friend, just send them a blue chip stock instead. A gift that keeps on giving.
zerodha.com/gift

As of Sep 2021, there was over ₹82,000 Cr of unclaimed money across Banks, MFs, Demats, LIC policies, etc. Adding a nominee makes things less complicated for your loved ones in case of unforeseen events. It takes just a few minutes, and it's fully online.
zerodha.com/z-connect/cons…

A lot of companies take retail and minority shareholders for granted. This is because just 1-2 lakh retail investors vote on shareholder proposals. In order to encourage more people to vote, we've made this simple on Console.
support.zerodha.com/category/conso…

If you have created SIPs for stocks and ETFs on Kite, you can also create a mandate on Console to automatically transfer funds to your Zerodha account every month to automate this.
support.zerodha.com/category/funds…

Your chartered accountant (CA) might ask for contract notes when filing your taxes. Downloading individual contracts is a pain, so we’ve made this easy for you. You can download contract notes for one year at a time.
zerodha.com/z-connect/trad…

You can pledge your eligible holdings on Console to get margin benefits when trading.
support.zerodha.com/category/conso…

If you are holding stocks undergoing corporate actions such as a buyback/takeover/delisting/OFS, you can place an order for these on Console.

You can refer friends and family to Zerodha and earn 300 reward points on every successful referral. These points can be used to subscribe to Zerodha’s paid partner products such as Smallcase, Sensibull, and Streak.

Also, earn 10% of the brokerage generated by referrals, which can be withdrawn to the bank account.
zerodha.com/refer