How to use Zerodha Console?

Once you log in to the Zerodha console, you will be able to manage your trading accounts, access reports and perform various administrative functions. Below you will find all the information that will help you use the console:

1. Login: To use Zerodha Console.
2. Dashboard: After logging in, you'll be directed to your Dashboard. Here, you can see an overview of your holdings, account balance, and recent transactions.
3. Funds: You can check your fund balance and transaction history, view your available balance, withdraw funds, add funds, and check your transaction history.
4. Position: Zerodha Console allows you to check Positions in segments (Futures, Commodity and Currency) and holdings (Invested amount, P&L, Present Value).
5. Reports: Generate various types of reports like P&L, Tax P&L, Margin Statement, and more. Check and build various reports such as Creating your reports on trades, P&L, and Tax P&L from the calendar. Download statements such as contract notes, margin statements, annual global statements, invoices, ELSS statements, and dividend statements.
6. Account: Manage your account settings, and change your password, Profile: Update your personal details.
7. Profile: In the "Profile" section, you can update your personal details, including email, mobile number, and other contact information. Change Password: You can change your Zerodha account password in the "Account" section. Check for rewards & referrals, Gift Stocks and more.