What is Zerodha Q or Console
Today we will learn about ‘Zerodha Console’. Earlier it was known as ‘Zerodha Q’. Zerodha back-office Platform also known as Console, is the platform offered by Zerodha.
This Platform offers various highlights and points of interest to the dealers; for example, merchants can view without much of a stretch spot finance move and withdrawal demand on this.
Traders can download or get to various trading reports, for example, charge reports and profit and loss reports. It is a practical Platform, so it tends to be picked by any of the Traders with least capital.
It is effortless to work, so even invoice traders or traders having the least specific information can likewise work this effectively.
Far-reaching subtleties of each stock from the day it is bought or sold can without much of a stretch look at through the “CONSOLE”.
Setting up a method of Zerodha Q back office or CONSOLE” is additionally very simple. Traders can even download contract notes and edge explanation on this Platform.
Different analytical tools, for example, trade book heatmap and P&L heatmap, is available on this Platform. Through the option Dashboard available on Zerodha,
traders can see graphical details of their exchanging account. Traders can even quickly get to intraday outlines to follow the price development of their stocks.
How to login in Zerodha Q/Console
“Q Zerodha” refers to the Zerodha Back Office in the year 2014. Its working for you as a financial assistant. In the wake of upgrading the client experience of “Q Zerodha” in 2018, the back office named as “Zerodha Console”.
At the point when you attempt to open the old connection q.zerodha.com, it will naturally divert to the console.zerodha.com, that is the new official connect to login to the back office administration portal of Zerodha.
No need for any registration procedure on Q by Zerodha. You can utilize your Zerodha Kite login details to login Zerodha Back office dashboard effectively.
Follow these steps given below to effectively sign in to your Zerodha Back Office (Zerodha Q login) account easily.
Step 1: Open console.zerodha.com .
Step 2: Click on the “Login with Zerodha Kite” button.
Step 3: Enter your “CLIENT ID” and “Password” carefully and click on the login button.
Step 4: Enter your “Z PIN” and press Continue button.
After that. As you click, you will see a dashboard of ‘Zerodha console’.
Zerodha Q/Zerodha Console Features
In the wake of opening your Backoffice or console, you will get various tools, for example, Home, Funds, Portfolio, Profile, and so on. We should have a brisk take a gander at the itemized descriptions of the referenced tools.
1. Dashboard :
In the home segment or dashboard, you can experience your equity-commodity account an incentive alongside subtleties.
Other than this, it shows the accessible balance of the account. You may click the add funds alternative directly to include the fund in your account.
2. Portfolio:
Portfolio choice incorporates open position, holdings, IPO and corporate actions. From here, you can look at the whole condition of your account, including current status and holdings.
I. Positions: Here, you can see both your current open positions and historical positions on Once you do, you’ll have the option to choose the segment where you need to see your open positions.
Here, in the position area, you can see both your current open positions and official positions from here.
The current position shows the present proclamation of the account while the chronicled place introduces the past data of your announcement.
On the off chance that you need to consider your to be as on a specific date, select the individual segment like Futures and Options, Currency or Commodity.
At that point, you can pick the date and Snap-On ‘View’. You can likewise download the rundown of your positions as an Excel record.
II. Holdings: You can check all the offers you’ve acquired and are holding on Console by tapping on ‘Portfolio’ and choosing ‘Holdings’ You will have the option to see the rundown of all stocks you hang on this page.
In the event that you need to check stocks you hung on a particular date; this should be possible by choosing a date. You can likewise look for specific stocks,
hold by composing the content name in the search bar. One can likewise filter one’s property by long haul (holding period > 1 year), swore and discrepant possessions.
III. IPOs: In IPOs, you can see your all instrument, from start date to end date. And you can see here price range and minimum qty. Apart from this, there is an option for place bid, if you want then you can use it.
IV. Corporate Actions:
3. Reports:
Report area can lead you to various huge parts of your account. This includes P&L or Profit and Loss Statement, Tradebook, Tax P&L (profit and loss), Contract note, Margin statement or MS, AGS or Annual Global Statement.
The report segment generally displays the overall profit and loss statement of the account. It provides a clear statement about annual and periodical profit loss statement details. You can download the report from that point.
I. Trade book: Simply click on ‘Reports’ and select ‘Tradebook’. You will have the option to see your trades just as the trade book heat-map.
Presently, select the particular segment and the date go in which you need to see your trades.
As should be obvious ‘View’ “alternative is there and you Cal likewise select the dates and segment to see the trades you’ve taken.
II. Profit & Loss: In Profit & Loss section, you will track your Profit or Loss with a specific range of dates manually entered.
III. Tax Profit & Loss: Under the area ‘Reports’ pick the ‘Tax P&L’ choice. Here, select the Financial year and the money related Quarter for which you need to see the tax P&L report and afterwards click on ‘View’.
You may pick the area for which you need the report, by tapping on the specific tabs. Subsequent to scrolling down the page, one can likewise observe the choice where he can ‘Download’ his Tax P&L report for all segments as a spreadsheet.
IV. Tax-loss harvesting: On the Console, Zerodha has a tax loss harvesting report. This allows you to check whether there is a tax loss harvesting opportunity in the record.
It additionally drills down all property alongside undiscovered losses for one to sell and decrease one’s acknowledged capital increases and consequently one’s taxes for this monetary year.
When sold, before the day’s over the tax-loss harvesting report will get refreshed.
V. 60-day Challenge: The 60-Day Challenge is a remarkable movement by Zerodha to ask their traders to be logically revolved around their trading.
The fundamental motivation behind the challenge is to exchange gainfully more than 60 trading days. When you start, throughout the following 60 trading days on the off chance that you are Net beneficial,
at that point you will be pronounced as a champ and ensured as a gainful dealer. By the expression “net productive” we mean benefits in the wake of paying all financier, charges and other mentioned charges..
VI. Download Statements: From that point, you can download your financial summary as PDF, XML, XLSX. trade type can be Contract note, BuyBack, Takeover, OFS, Delisting, and so on.
The financial summary can be as Contract Note, Margin statement and Annual Global statement. It covers all the segments here.
4. Fund:
Fund This is one of the most imperative segments of the Console. The Fund segment comprises of everything about your fund move.
It incorporates four subsections, overview, statement, interest statement and Bank mandates.
I. Overview: This is a critical section; from here, you can see your all Equity balance and Commodity balance. And you can apply for Withdrawal your fund. Apart from this, you can see your recent withdrawals statement.
II. Statement: Next, go to the statement division. There, by putting class, date go, you will get the entire credit and charge and net moved and withdrawal measure of your record.
III. Interest Statement: The next area is the Interest statement segment. The primary confinement is here, and you can ready to see max 30 days interest statement.
The interest statement is an itemized summary of the day-wise interest charges for the charge balance on a particular day for a given time frame.
IV. Bank mandates: An emanate permits you to plan programmed fund moves from your bank account to your exchanging account for your ventures, mutual fund SIPs, and so on.
You need to enlist an eMandate with your bank before you can charge funds. This is a onetime process. It might take as long as five days for your bank to activate the mandate.
5. My Profile:
I. Personal: Profile area gives all of you your details and Zerodha record details.
II. Bank: You can see all the bank details you submitted while opening the Zerodha Demat and trading account in the Zerodha office.
III. Demat: From here, you can view your demat account information.
IV. Financial Proofs: Financial information’s alongside proofs are required to be assessed by Brokers on an occasional premise, to permit customers to keep exchanging the subordinate’s portion,
according to Exchange rules. So, you must Upload and confirm your financial salary evidence.
V. User Upload: In user upload section, you can upload your Aadhar card, pan card, photo and your signature to secure your account.
6. Rewards and Referrals:
You can earn 300 rewards point from here if you refer a friend and they open an account in zerodha.
7. Logout:
And the last logout, here you can logout from zerodha account.
Console Zerodha App
Not available app facility
Conclusion:
Back-office Platform otherwise called zerodha console or zerodha q is the Platform recently launched by Zerodha. It is the essential dashboard account where the traders are entranced with the different highlights, for example, traders can analyze various exchanging related movement reports, for example, tax reports or P&L report.
FAQs of Zerodha Console
What is Zerodha Console?
The Console is the back office stage for your Zerodha account. It’s the focal dashboard where you can put withdrawal demands monitor credits and charges in your trading account using your account statement view and track your portfolio of positions, stocks and mutual funds and much more.
How can I get Zerodha Statement?
First of all, you have to login zerodha console then go to “Report section” and then select download option from the drop-down, after that you select trading category (Equity, Commodity, FNO etc.) and Date range. And last you have to click on download statement button.
How can I download P&L from Zerodha?
First, you sing into console.zerodha.com then click on ‘Reports’ option then select ‘P&L’ when the page opens up, select the ‘segment.’ for which you need to know the profit and loss for, starting from the drop. When your P&L loads, you can download your P&L as a spreadsheet.
How can I withdraw money from Zerodha?
You can put a withdrawal demand by signing into Console and click on the ‘Funds’ tab and select ‘Overview’. And then you have to Enter the amount you need to Withdrawal in the ‘Withdrawal Amount’ field and click on proceed.
What is Zerodha Back office?
In zerodha Console, Backoffice is Platform that offers the dashboard where you can put Withdrawal demands monitor credits and charges in your trading account by means of your account statement view and track your portfolio of positions, stocks and mutual funds and much more.
How to use Zerodha back office?
This is very simple to use, First of all, go to console.zerodha.com and then login with your ‘client id’ and ‘password’ then you have to put your ‘z pin’ then click on ‘continue’ then again you will see the dashboard of console zerodha. Then you can use everything.
