Comment on Zerodha Educate - webinars for traders

Sujeet commented on 06 Apr 2017, 12:26 PM

Hi Nithin,
I moved to Zerodha recently, and the biggest attraction was the brokerage on equity delivery. However, what I badly miss here is, a consolidated portfolio performance, that is useful for capital gains/loss calculation. I have to painfully go through all the emailed contract notes to figure out the buy and sell prices of all the transaction that I did. Also my previous broker used to send me ONE consolidated pdf at the end of the year, that had the whole financial year’s transactions along with hefty brokerage charged, contract note number, settlement date, etc.. It was very very useful to maintain as a single window document, from tax purpose. I guess the Zerodha backoffice still has a few years to go before reaching there..Any plans of improving it?

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