Guides
A growing collection of how-to guides and reference notes.
- Indicative yield on G-Secs
What the indicative yield shown on Zerodha Bids window means and how it differs from the cut-off yield at auction.
- Illiquid stocks SEBI rules
SEBI's rules for trading illiquid stocks: periodic call auction, T2T settlement, higher margin. Explains the framework and trader implications.
- How Zerodha AMC differs from regular AMCs
Zerodha Fund House is a passive-only AMC. Differs from regular AMCs in cost structure, product range, and distribution model.
- How to verify penalty passed to exchange
How to verify that a margin penalty charged on your Zerodha account was indeed passed to the exchange / SEBI, not retained by the broker. Audit-trail check.
- How to verify collateral details on Zerodha
Step-by-step for verifying pledged collateral details on Zerodha Console. Covers what to check, where to find it, and reconciliation with Kite funds.
- How to update the Kite app for new marketwatch features
How to update the Zerodha Kite mobile app so that new marketwatch features (250-instrument cap, redesigned overview, pin, Notes) become available. Covers Play Store, App Store and APK install paths.
- How to transfer funds to cover margin shortfalls
Step-by-step for transferring funds to your Zerodha trading account to cover a margin shortfall. Covers UPI, IMPS, NEFT speed.
- How to track previous auction trades on Console
How to find your historical auction trades on Zerodha Console. Covers the trades report, charges statement, and reconciliation with the daily auction outcomes.
- How to toggle net change between percentage and absolute on Kite
How to switch the Kite Holdings net change column between percentage and absolute (rupees) views. Covers both Kite web and the Kite mobile app.
- How to short sell delivery via SLB
Step-by-step for short-selling delivery via SLB on Zerodha. Borrow shares first, then sell. Covers the flow and risk considerations.
- How to search stocks, ETFs, mutual funds, IPOs and G-secs on Kite
Cross-segment search guide for Kite: how to find equity stocks, ETFs, mutual fund schemes (Coin), IPO subscription windows, and government securities (G-secs and SDLs) on the Zerodha platform.
- How to search Sovereign Gold Bonds on Kite
How to find Sovereign Gold Bond (SGB) tranches in the Kite marketwatch search, add them to a watchlist, and read the price quoted on the secondary market vs the RBI issue price.
- How to save marketwatch settings on Kite
How marketwatch settings on Kite persist across sessions and devices, what is saved automatically, and what needs explicit action. Covers watchlist sync, column choices, and the lack of one-click export.
- How to rename a watchlist on the Kite app
How to rename a marketwatch watchlist tab on the Kite mobile app (Android and iOS). Covers the long-press flow, character limits, and sync to Kite web.
- How to regenerate CDSL T-PIN
Step-by-step procedure for regenerating a CDSL T-PIN when the original is forgotten or needs renewal. Covers CDSL myeasi flow, identity verification, and confirmation.
- How to recover a forgotten CDSL T-PIN on Zerodha
Step-by-step procedure for recovering a forgotten CDSL T-PIN if you cannot complete a Zerodha sell order. Covers regeneration via CDSL myeasi, Zerodha support paths, and the offline option.
- How to quick-exit holdings and positions on Kite
How to bulk exit multiple holdings or positions on Kite using the Quick exit feature. Covers single-row exits, multi-select bulk exits, and the order placement flow.
- How to pin a stock or index to the top of the Kite marketwatch
How to pin a stock or index to the top of any Kite marketwatch tab so it stays visible regardless of scroll. Covers pinning syntax, reordering, and the Nifty/BankNifty default at the very top.
- How to order at different price points using the column view on Kite
How to use the depth-side column view on Kite to place limit orders at different price levels by clicking specific bid or ask quantities. Faster than typing prices into the order ticket.
- How to look up your Zerodha client ID
Step-by-step procedure for finding your Zerodha client ID (User ID) when you've forgotten it. Covers Console profile lookup, email retrieval, and SMS recovery.
- How to lend pledged shares via SLB
Can you lend pledged shares via SLB? Typically no; pledged shares are encumbered. Explains the framework and workarounds.
- How to group and filter positions on Kite
How to group positions by segment or strategy on the Kite Positions tab and how to filter to specific subsets (intraday only, F&O only, open only).
- How to get invoice for Kite Connect subscription
Step-by-step for retrieving the GST invoice for your Kite Connect subscription payment. Useful for tax / business expense deduction.
- How to generate CDSL T-PIN on Zerodha
Step-by-step procedure for generating a CDSL T-PIN for a new Zerodha demat account, or for a client who never set up T-PIN at onboarding. Covers CDSL myeasi flow.
- How to fix the Positions tab showing profit when buy avg is greater than LTP on Kite
Why the Kite Positions tab can show a positive P&L even when the average price seems higher than the LTP. Explains short-position math, sign convention, and how to read the display correctly.
- How to fix the Order book showing dates instead of quantity on Kite
Troubleshooting an unusual display issue where the Kite order book column shows dates rather than quantity values. Covers column shift, browser zoom, and rendering glitches.
- How to fix texts or numbers overlapping on the Kite marketwatch
Troubleshooting overlapping text or numbers on the Kite marketwatch (LTP overlapping volume, scrip name overlapping change column). Covers browser zoom, font size, app build, and density toggle.
- How to fix smallcase and Kite holdings mismatch with filters
Why your smallcase portfolio view and the underlying Kite holdings can show different stocks or quantities when filters are applied. Covers display filters, settled vs unsettled quantities, and how to reconcile.
- How to fix Pinned overview resets to Nifty on Kite
When the top-of-marketwatch overview strip on Kite keeps reverting to Nifty 50 after you switch to Sensex or BankNifty, this guide walks through the causes and workarounds.
- How to fix negative balance after a market order
A market order at adverse pricing can produce a negative balance in your trading account. Explains the cause (slippage, illiquid scrip) and the fix steps.