Download your Zerodha holdings (Console or Kite)

Your stocks, ETFs and Coin funds as one Excel or CSV file, straight from Zerodha.

⏱ 1 minute💸 Free📊 XLSX or CSV💻 Browser or app

1Get the file

Consoleconsole.zerodha.com
Best — includes ISIN
  1. Sign in to Console
  2. Open your holdings
    PortfolioHoldings
  3. Download → XLSX or CSV

    ISIN, quantity and average price per holding.

Kitekite.zerodha.com
  1. Open Holdings
    Holdings
  2. Tap the download link → CSV

    Instrument, quantity, average cost, last price.

💡 Coin mutual funds with every SIP date? The CAS statement covers them — use it instead for exact returns.

CAS guide →

2Bring it into Spendly

In SpendlyPhone or browser
  1. Open Import
    InvestImport
  2. Pick the file type
    Groww or broker holdings
  3. Choose the file
  4. Check the preview → Save

    Anything you already have is updated, not duplicated.

🔒 Read on your phone☁️ Never uploaded or stored🤖 No AI reads it

Questions

How do I download my holdings from Zerodha?

On console.zerodha.com go to Portfolio → Holdings → Download and choose XLSX or CSV. On Kite, the Holdings page has a download link that exports a CSV.

Console or Kite — which file is better?

Console. Its file includes each holding’s ISIN, which makes matching exact.

Does importing need my Zerodha password or an API key?

No. You download the file yourself and pick it. Spendly never asks for your broker login.

Related

Track it for real — free.

Banks, cards, bills, EMIs, goals and every investment in one app, with the one number that matters: what’s safe to spend.

Start using Spendly →

No bank login · no card · works in any browser