Holdings breakdown
Portfolio allocation by sleeve ยท market value
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Trade history
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Upload Zerodha tradebook CSV
Download from console.zerodha.com โ Reports โ Tradebook โ Export CSV. Upload one year at a time.
Groww holdings
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Stocks Holdings Statement XLSX
Groww app โ Profile โ Statements โ Holdings Statement โ Export
MF Statement PDF
CAMS detailed statement ยท or ยท KFIN/CAMS Consolidated Account Summary โ auto-detected
XIRR calculator
Select a holding and date range to calculate your annualised return