{"id":3268,"date":"2014-07-11T20:04:43","date_gmt":"2014-07-11T14:34:43","guid":{"rendered":"http:\/\/zerodha.com\/z-connect\/?p=3268"},"modified":"2024-02-02T15:34:15","modified_gmt":"2024-02-02T10:04:15","slug":"intro-to-q-next-generation-backoffice-system","status":"publish","type":"post","link":"https:\/\/zerodha.com\/z-connect\/general\/intro-to-q-next-generation-backoffice-system","title":{"rendered":"Intro to &#8220;Q&#8221; &#8211; next generation backoffice system"},"content":{"rendered":"<p>Traders,<\/p>\n<p>&#8220;<a href=\"https:\/\/q.zerodha.com\/\">Q<\/a>&#8221; is our new reporting\/backoffice tool built to be your next generation &#8211; trading journal and financial assistant. Some features on the first release other than the fact that it works on all browsers \ud83d\ude42 are<\/p>\n<h3>Summary of your account shown using a donut chart<\/h3>\n<div id=\"attachment_5900\" style=\"width: 780px\" class=\"wp-caption alignnone\"><a href=\"https:\/\/zerodha.com\/z-connect\/wp-content\/uploads\/2014\/07\/Q-image-1-.png\" rel=\"attachment wp-att-5900\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-5900\" class=\"size-large wp-image-5900\" src=\"https:\/\/zerodha.com\/z-connect\/wp-content\/uploads\/2014\/07\/Q-image-1--1024x710.png\" alt=\"Account Summary\" width=\"770\" height=\"534\" srcset=\"https:\/\/zerodha.com\/z-connect\/wp-content\/uploads\/2014\/07\/Q-image-1--1024x710.png 1024w, https:\/\/zerodha.com\/z-connect\/wp-content\/uploads\/2014\/07\/Q-image-1--300x208.png 300w, https:\/\/zerodha.com\/z-connect\/wp-content\/uploads\/2014\/07\/Q-image-1--768x533.png 768w, https:\/\/zerodha.com\/z-connect\/wp-content\/uploads\/2014\/07\/Q-image-1--216x150.png 216w, https:\/\/zerodha.com\/z-connect\/wp-content\/uploads\/2014\/07\/Q-image-1-.png 1440w\" sizes=\"auto, (max-width: 770px) 100vw, 770px\" \/><\/a><p id=\"caption-attachment-5900\" class=\"wp-caption-text\">Account Summary<\/p><\/div>\n<h3>Funds page to place\/track withdrawal requests<\/h3>\n<div id=\"attachment_5901\" style=\"width: 1031px\" class=\"wp-caption alignnone\"><a href=\"https:\/\/zerodha.com\/z-connect\/wp-content\/uploads\/2014\/07\/Q_-_Screenshot_2.jpg\" rel=\"attachment wp-att-5901\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-5901\" class=\"size-full wp-image-5901\" src=\"https:\/\/zerodha.com\/z-connect\/wp-content\/uploads\/2014\/07\/Q_-_Screenshot_2.jpg\" alt=\"Funds Page\" width=\"1021\" height=\"754\" srcset=\"https:\/\/zerodha.com\/z-connect\/wp-content\/uploads\/2014\/07\/Q_-_Screenshot_2.jpg 1021w, https:\/\/zerodha.com\/z-connect\/wp-content\/uploads\/2014\/07\/Q_-_Screenshot_2-300x222.jpg 300w, https:\/\/zerodha.com\/z-connect\/wp-content\/uploads\/2014\/07\/Q_-_Screenshot_2-768x567.jpg 768w\" sizes=\"auto, (max-width: 1021px) 100vw, 1021px\" \/><\/a><p id=\"caption-attachment-5901\" class=\"wp-caption-text\">Funds Page<\/p><\/div>\n<h3>Portfolio to track your average buying price and current unrealized profits of holdings, pledged holdings, and open positions<\/h3>\n<p>You can even enter buying price of stocks which were transferred to your Zerodha demat account from your other demat accounts to help track your portfolio better and in generating capital gain reports for filing your tax returns.<\/p>\n<div id=\"attachment_5907\" style=\"width: 910px\" class=\"wp-caption alignnone\"><a href=\"https:\/\/zerodha.com\/z-connect\/wp-content\/uploads\/2014\/07\/Screenshot-3.png\" rel=\"attachment wp-att-5907\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-5907\" class=\"size-full wp-image-5907\" src=\"https:\/\/zerodha.com\/z-connect\/wp-content\/uploads\/2014\/07\/Screenshot-3.png\" alt=\"Holdings\" width=\"900\" height=\"550\" srcset=\"https:\/\/zerodha.com\/z-connect\/wp-content\/uploads\/2014\/07\/Screenshot-3.png 900w, https:\/\/zerodha.com\/z-connect\/wp-content\/uploads\/2014\/07\/Screenshot-3-300x183.png 300w, https:\/\/zerodha.com\/z-connect\/wp-content\/uploads\/2014\/07\/Screenshot-3-768x469.png 768w\" sizes=\"auto, (max-width: 900px) 100vw, 900px\" \/><\/a><p id=\"caption-attachment-5907\" class=\"wp-caption-text\">Holdings<\/p><\/div>\n<h3>Check your historical open positions and also download all reports if required to an excel.<\/h3>\n<div id=\"attachment_3281\" style=\"width: 942px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/zerodha.com\/z-connect\/wp-content\/uploads\/2014\/07\/open.gif\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-3281\" class=\"wp-image-3281 size-full\" src=\"https:\/\/zerodha.com\/z-connect\/wp-content\/uploads\/2014\/07\/open.gif\" alt=\"open\" width=\"932\" height=\"492\" \/><\/a><p id=\"caption-attachment-3281\" class=\"wp-caption-text\">Open Positions<\/p><\/div>\n<h3>Refer friends, track leads\u00a0and withdraw sharing using the wallet<\/h3>\n<div id=\"attachment_5902\" style=\"width: 942px\" class=\"wp-caption alignnone\"><a href=\"https:\/\/zerodha.com\/z-connect\/wp-content\/uploads\/2014\/07\/screen-shot-5.png\" rel=\"attachment wp-att-5902\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-5902\" class=\"size-full wp-image-5902\" src=\"https:\/\/zerodha.com\/z-connect\/wp-content\/uploads\/2014\/07\/screen-shot-5.png\" alt=\"Refer and Track\" width=\"932\" height=\"589\" srcset=\"https:\/\/zerodha.com\/z-connect\/wp-content\/uploads\/2014\/07\/screen-shot-5.png 932w, https:\/\/zerodha.com\/z-connect\/wp-content\/uploads\/2014\/07\/screen-shot-5-300x190.png 300w, https:\/\/zerodha.com\/z-connect\/wp-content\/uploads\/2014\/07\/screen-shot-5-768x485.png 768w\" sizes=\"auto, (max-width: 932px) 100vw, 932px\" \/><\/a><p id=\"caption-attachment-5902\" class=\"wp-caption-text\">Refer and Track<\/p><\/div>\n<div id=\"attachment_5903\" style=\"width: 576px\" class=\"wp-caption alignnone\"><a href=\"https:\/\/zerodha.com\/z-connect\/wp-content\/uploads\/2014\/07\/screen-shot-6.png\" rel=\"attachment wp-att-5903\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-5903\" class=\"size-full wp-image-5903\" src=\"https:\/\/zerodha.com\/z-connect\/wp-content\/uploads\/2014\/07\/screen-shot-6.png\" alt=\"Wallet\" width=\"566\" height=\"660\" srcset=\"https:\/\/zerodha.com\/z-connect\/wp-content\/uploads\/2014\/07\/screen-shot-6.png 566w, https:\/\/zerodha.com\/z-connect\/wp-content\/uploads\/2014\/07\/screen-shot-6-257x300.png 257w\" sizes=\"auto, (max-width: 566px) 100vw, 566px\" \/><\/a><p id=\"caption-attachment-5903\" class=\"wp-caption-text\">Wallet<\/p><\/div>\n<h3>60 day challenge &#8211; Start,\u00a0Win, Claim your brokerage refund &amp; winner certificate<\/h3>\n<div id=\"attachment_5904\" style=\"width: 925px\" class=\"wp-caption alignnone\"><a href=\"https:\/\/zerodha.com\/z-connect\/wp-content\/uploads\/2014\/07\/screenshot-7.png\" rel=\"attachment wp-att-5904\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-5904\" class=\"size-full wp-image-5904\" src=\"https:\/\/zerodha.com\/z-connect\/wp-content\/uploads\/2014\/07\/screenshot-7.png\" alt=\"60 Day Challenge\" width=\"915\" height=\"718\" srcset=\"https:\/\/zerodha.com\/z-connect\/wp-content\/uploads\/2014\/07\/screenshot-7.png 915w, https:\/\/zerodha.com\/z-connect\/wp-content\/uploads\/2014\/07\/screenshot-7-300x235.png 300w, https:\/\/zerodha.com\/z-connect\/wp-content\/uploads\/2014\/07\/screenshot-7-768x603.png 768w\" sizes=\"auto, (max-width: 915px) 100vw, 915px\" \/><\/a><p id=\"caption-attachment-5904\" class=\"wp-caption-text\">60 Day Challenge<\/p><\/div>\n<h3>Tradebook with heatmap to better visualize your trading activity<\/h3>\n<div id=\"attachment_3288\" style=\"width: 818px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/zerodha.com\/z-connect\/wp-content\/uploads\/2014\/07\/heatmap.gif\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-3288\" class=\"wp-image-3288 size-full\" src=\"https:\/\/zerodha.com\/z-connect\/wp-content\/uploads\/2014\/07\/heatmap.gif\" alt=\"heatmap\" width=\"808\" height=\"496\" \/><\/a><p id=\"caption-attachment-3288\" class=\"wp-caption-text\">Tradebook with heatmap<\/p><\/div>\n<h3>P&amp;L Statements: A<span style=\"color: #262626;\">bsolute &amp; Indicative statements. Q is the only reporting tool in India to provide both reports<\/span><\/h3>\n<div id=\"attachment_5909\" style=\"width: 915px\" class=\"wp-caption alignnone\"><a href=\"https:\/\/zerodha.com\/z-connect\/wp-content\/uploads\/2014\/07\/PNL-1.gif\" rel=\"attachment wp-att-5909\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-5909\" class=\"size-full wp-image-5909\" src=\"https:\/\/zerodha.com\/z-connect\/wp-content\/uploads\/2014\/07\/PNL-1.gif\" alt=\"P&amp;L\" width=\"905\" height=\"701\" \/><\/a><p id=\"caption-attachment-5909\" class=\"wp-caption-text\">P&amp;L<\/p><\/div>\n<h3>Complete tax ready P&amp;L with calculation of turnover and breakdown of capital gain. Moreover, easily downloadable Excel report for you to send across to the CA.\u00a0<span style=\"color: #262626;\">If you have tax related queries,<\/span>\u00a0please visit our popular post\u00a0&#8220;<a href=\"https:\/\/zerodha.com\/z-connect\/traders-zone\/taxation-for-traders\/taxation-simplified\">Taxation Simplified<\/a>&#8221; or visit &#8220;<a href=\"tradingqna.com\">Trading Q&amp;A<\/a>&#8220;.<\/h3>\n<div id=\"attachment_5905\" style=\"width: 536px\" class=\"wp-caption alignnone\"><a href=\"https:\/\/zerodha.com\/z-connect\/wp-content\/uploads\/2014\/07\/screen-shot-8.png\" rel=\"attachment wp-att-5905\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-5905\" class=\"size-large wp-image-5905\" src=\"https:\/\/zerodha.com\/z-connect\/wp-content\/uploads\/2014\/07\/screen-shot-8-526x1024.png\" alt=\"Tax P&amp;L\" width=\"526\" height=\"1024\" srcset=\"https:\/\/zerodha.com\/z-connect\/wp-content\/uploads\/2014\/07\/screen-shot-8-526x1024.png 526w, https:\/\/zerodha.com\/z-connect\/wp-content\/uploads\/2014\/07\/screen-shot-8-154x300.png 154w, https:\/\/zerodha.com\/z-connect\/wp-content\/uploads\/2014\/07\/screen-shot-8-768x1494.png 768w, https:\/\/zerodha.com\/z-connect\/wp-content\/uploads\/2014\/07\/screen-shot-8.png 788w\" sizes=\"auto, (max-width: 526px) 100vw, 526px\" \/><\/a><p id=\"caption-attachment-5905\" class=\"wp-caption-text\">Tax P&amp;L<\/p><\/div>\n<p><span style=\"color: #262626;\">This is just a start to\u00a0\u201c<a href=\"https:\/\/q.zerodha.com\/\">Q<\/a>\u201d<\/span><span style=\"color: #262626;\">. Soon, we will be adding advanced analytics and reporting that will help improve your odds of winning by analyzing your past trading behavior. If there are any reports that you need specifically, do feel free to either request it here or ask us over e-mail.\u00a0<\/span><\/p>\n<p><a href=\"https:\/\/q.zerodha.com\/\">Click here to login and get started.<\/a><\/p>\n<p>&nbsp;<\/p>\n<p>Happy Trading,<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Traders, &#8220;Q&#8221; is our new reporting\/backoffice tool built to be your next generation &#8211; trading journal and financial assistant. Some features on the first release other than the fact that it works on all browsers \ud83d\ude42 are Summary of your account shown using a donut chart Funds page to place\/track withdrawal requests Portfolio to track [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":3270,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[531],"tags":[313,311,312],"class_list":["post-3268","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-general","tag-analytics","tag-q","tag-reporting"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v23.5 (Yoast SEO v26.6) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Intro to &quot;Q&quot; - next generation backoffice system &#8211; Z-Connect by Zerodha<\/title>\n<meta name=\"description\" content=\"Traders, &quot;Q&quot; is our new reporting\/backoffice tool built to be your next generation - trading journal and financial assistant. 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