Guides
A growing collection of how-to guides and reference notes.
- How to buy Bank BeES on Zerodha
Step-by-step for buying Nippon India ETF Bank BeES (BANKBEES) on Zerodha. The ETF tracks the Nifty Bank index; covers selection, order placement, and tax.
- How to buy a Nifty 50 ETF on Zerodha
Step-by-step procedure for buying a Nifty 50-tracking ETF on Zerodha Kite. Covers selecting the ETF, placing the order, and the tax / settlement implications.
- How to brand-search on the Kite marketwatch
How to search by brand or parent-company name on the Kite marketwatch when you do not remember the exact NSE/BSE symbol. Covers partial-match, group-company disambiguation, and Indian conglomerates.
- How to add scrips to the Kite marketwatch
Step-by-step procedure for adding equity, F&O, currency, commodity and ETF scrips to a Kite marketwatch on web and on the Kite mobile app. Covers search syntax, exchange selection and watchlist capacity.
- How to add Notes on the Kite marketwatch
How to attach a short text note to a scrip row in the Kite marketwatch, where the note is stored, character limits, and how Notes differ from Alerts and GTT.
- How to add Nifty and BankNifty options to the Kite marketwatch
How to add specific Nifty 50 and BankNifty option strikes to a Kite marketwatch. Covers weekly vs monthly expiry, strike spacing, and the option chain alternative.
- How to add Nifty 50, Sensex and other indices to the Kite marketwatch
How to add NSE and BSE indices (Nifty 50, Sensex, BankNifty, FinNifty, NIFTY IT, NIFTY PSE, NIFTY Bank, India VIX) to a Kite marketwatch. Covers index symbol conventions and the difference between an index and an index derivative.
- How to add MCX F&O contracts to the Kite marketwatch
How to add MCX commodity futures and options (gold, silver, crude oil, natural gas, base metals, agri) to the Kite marketwatch. Covers segment activation, contract conventions and session timings.
- How to add instruments to the marketwatch on Kite
Concise step-by-step for adding any tradable instrument (equity, derivative, currency, commodity, ETF, MF, IPO, G-sec) to a Kite marketwatch on web and on the Kite app.
- How to add F&O contracts to the Kite marketwatch
How to add NSE F&O futures and options contracts (Nifty, BankNifty, FinNifty, MidcapNifty, stock derivatives) to a Kite marketwatch. Covers contract identifier syntax, expiry conventions, and weekly vs monthly contracts.
- How to add BSE F&O contracts to the Kite marketwatch
How to add BSE F&O contracts (Sensex futures, Sensex options, Bankex futures and options) to the Kite marketwatch. Covers BSE F&O symbol conventions and expiry calendar.
- How to add Bharat Bond ETF to the Kite marketwatch
How to add the Bharat Bond ETF series (2025, 2030, 2031, 2032, 2033) to a Kite marketwatch. Covers symbol conventions, ISINs, maturity, and yield-to-maturity considerations.
- How to activate SLB on Zerodha
Step-by-step procedure for activating Securities Lending and Borrowing (SLB) on Zerodha. Covers documentation, eligibility, and the request flow.
- How MTF stocks are sold
When you sell MTF-bought stocks, the loan portion is repaid first from the sale proceeds, then any excess credits to you. Explains the settlement flow.
- How margin penalty is calculated
SEBI's margin shortfall penalty rates: 0.5% to 5% of the shortfall per day depending on the size. Explains the calculation with examples.
- How funds are debited for SGB orders
The funds-debit mechanism for SGB primary tranche bids vs secondary market purchases on Zerodha.
- Holdings value differs between Console and Kite
Why the total holdings value on Zerodha Console can differ from the total on Kite. Covers settlement-stage handling, mutual fund vs equity differences, and reconciliation steps.
- Historical vs live data pricing
Pricing differences for live (WebSocket) vs historical data on Kite Connect. Covers the subscription structure.
- Historical API without Kite Connect access
Can you access Kite Connect historical data without a full subscription? Limited free historical via bhav copy; for API-based, Kite Connect subscription needed.
- Higher margin near expiry
F&O positions face higher margin in the days leading to expiry, especially for stock options with physical settlement. Explains the pre-expiry margin layer and the rationale.
- Hedged positions margin benefit on Zerodha
How hedged F&O positions get reduced SPAN margin on Zerodha. Explains the SPAN engine hedge logic, common hedge structures, and the savings vs naked positions.
- GSM stage 2+ restrictions
Specific restrictions on scrips at GSM stage 2 and above on NSE / BSE. Covers margin, settlement, and trading limitations.
- GSM (Graded Surveillance Measure) on Zerodha
GSM (Graded Surveillance Measure) explained for Zerodha clients. Differs from ASM in focusing on fundamental quality concerns rather than price-volume patterns.
- GoldenPi corporate bonds platform
GoldenPi is a retail-focused platform for corporate bonds in India. Coverage spans AAA to lower-rated issues, perpetual bonds, and NCDs.
- GIFT City Nifty futures via Zerodha
GIFT City Nifty futures are traded on NSE IFSC (the GIFT-IFSC arm of NSE). Status of Zerodha's offering for GIFT-IFSC products and the unique tax/regulatory framework.
- G-Sec taxes on Zerodha
Tax treatment for G-Sec holdings on Zerodha: coupon income taxed at slab rate; capital gains on sale taxed per holding period.
- G-Sec P&L on Console
How Zerodha Console computes and displays profit/loss on G-Sec holdings. Mark-to-market, accrued interest, and realised P&L.
- G-Sec nomenclature
How to read G-Sec names like '7.18 GS 2033'. Decoded: coupon rate, instrument type, and maturity year.
- G-Sec bid cut-off times
Cut-off times for G-Sec, T-Bill, and SDL bids placed via Zerodha. Covers weekly auction days and the time-of-day deadline.
- Free cash meaning on Zerodha
On Zerodha, free cash is the cash available in the trading account that's not locked against open positions. Explains the term and how it differs from total cash.