Comment on ZT-View Holdings

sandeep commented on 04 Nov 2016, 02:50 PM


I have recently shifted my demat holdings to zerodha account. two queries,

1) portfolio update is bit tedious as in, it is manual. I cannot use a simple excel sheet with old holdings (scrip, buy date, price) & upload simply to update portfolio. some of my entries went wrong in discrepancy and I have to raise ticket to remove those entries & then I will update again manually.
2) Help with how to capture stock split information in portfolio as I do not have exact price of split. there are two stocks like these kajaria & exclerx. How can I update portfolio.

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