Console Features on WebNotes

Account value vs the performance curve on Zerodha Console

Wed, 01 Jul 2026 00:00:00 +0000

Zerodha Console shows you two very different pictures of the same portfolio, and confusing them is one of the most common reasons investors misread their own results. One is the account value, a rupee figure that tells you what your holdings are worth today. The other is the portfolio performance curve, a percentage line that tells you how well those holdings have grown over time. They answer different questions, they move for different reasons, and reading one when you meant the other leads to the wrong conclusion about your investing. This guide explains what each figure is, how the performance curve is built from a base value and benchmarked against the NIFTY50 , and how to read each without tripping up.

How the buy average is calculated on Zerodha Console

Wed, 01 Jul 2026 00:00:00 +0000

The buy average is the single most important number on your holdings screen, because it decides whether a position shows a profit or a loss and how much capital gains tax you eventually pay. On Zerodha Console the figure is not a simple arithmetic mean of every price you ever paid. It follows a specific accounting method, it deliberately ignores certain trades, and it behaves differently for trade-to-trade scrips. This article explains exactly how Console arrives at your buy average, works through a numerical example, and clears up the two situations that confuse investors most: intraday round-trips and trade-to-trade stocks.

How to update or correct your buy average on Zerodha Console

Wed, 01 Jul 2026 00:00:00 +0000

Most of the time you never touch your buy average. Zerodha computes it automatically from your trades using the FIFO method and adjusts it for corporate actions on its own. There is one situation where Console genuinely cannot work the number out for itself: shares that entered your demat account without a matching buy trade in your Zerodha account, most often shares transferred in from another broker . In that case Console flags a discrepancy and lets you supply the missing purchase details so the cost basis is complete. This guide walks through that correction, the rules Console enforces, and the handling for transferred shares.

Why your mutual fund value differs between the dashboard and the donut on Console

Wed, 01 Jul 2026 00:00:00 +0000

If you hold mutual funds through Zerodha and you have ever looked closely at Console , you may have noticed something odd: the mutual fund value on the account value dashboard does not quite match the value shown in the holdings donut and its profit and loss. It is not a bug, and it is not a rounding quirk. The two figures are simply calculated as of different dates. The dashboard uses a T-2 value that arrives from the depository, while the donut and its P&L use a T-1 value that is one working day more recent. This guide explains exactly why the gap exists, walks through what “T-2” and “T-1” mean in practice, and tells you which number to rely on for which purpose.

Why your Zerodha buy average shows N/A or looks wrong

Wed, 01 Jul 2026 00:00:00 +0000

A buy average that reads “N/A” or looks obviously wrong on your holdings screen is unsettling, because it makes a position look like it has no cost basis or an impossible profit. In almost every case the number is not lost and nothing has gone wrong with your shares. It is a display state that reflects either an adjustment Zerodha is still processing or a cost that was never supplied to it. This article explains the situations that produce an N/A or an incorrect buy average on Zerodha Console , which ones fix themselves, and how to correct the ones that need your input.