Download your Zerodha holdings (Console or Kite)
Your stocks, ETFs and Coin funds as one Excel or CSV file, straight from Zerodha.
Get the file
- Sign in to Console
- Open your holdingsPortfolio›Holdings
- Download → XLSX or CSV
ISIN, quantity and average price per holding.
- Open HoldingsHoldings
- 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 →Bring it into Spendly
- Open ImportInvest›Import
- Pick the file typeGroww or broker holdings
- Choose the file
- Check the preview → Save
Anything you already have is updated, not duplicated.
Track your real investments: import your CAS statement once and Spendly shows every fund’s value and XIRR, kept up to date.
Track my investments →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.