Guides
A growing collection of how-to guides and reference notes.
- How to fix the family account invite error on Zerodha
Fix the Zerodha family portfolio invite error on Console and Kite: the invite-doesn't-exist and invalid-user causes, the correct Kite user ID, the 2-hour link, and the re-invite flow.
- How to fix the error when deleting a Zerodha schedule or mandate
Fix the 'Error deleting schedule' or delete-mandate error on Zerodha: the pending instalment dependency, unlinking SIPs first, and the Coin and Console flow.
- How to fix the 'there may be a discrepancy with this stock' message on Kite
The 'there may be a discrepancy with this stock' alert on Kite means the buy average is missing. Update it yourself in Console for off-market transfers, or raise a ticket.
- How to fix NSDL shares not visible on Kite
Shares in an NSDL or other demat are not visible on Kite because Zerodha uses a CDSL demat. The fix is to transfer them into the Zerodha CDSL account.
- How to fix an order stuck in pending or open on Kite
An order stuck in pending or open on Kite is usually waiting for the exchange, an after-market queue, or a limit price not yet hit. Diagnose the status, then modify or cancel it.
- How to fix an intraday position not auto-squared-off
If your intraday MIS or CO position is not auto-squared-off at the Zerodha cut-off, it converts to delivery or NRML overnight. Why it happens and what to do.
- How to fix alerts that got disabled on Kite
Kite auto-disables an alert after a corporate-action price gap over 2 per cent, a derivative expiry, the 365-day validity, or hitting the alert limit. How to diagnose and re-enable.
- How to fix a theoretical-price rejection on Zerodha
Fix the 'place your order around the theoretical price' rejection on illiquid F&O options by using a limit order near fair value within the LPP band, instead of a market order at an extreme price.
- How to fix a sell GTT being rejected on Zerodha
A sell GTT is rejected at trigger when the holding is not free in demat, the quantity has changed, or the CDSL debit is not authorised. Here is how to fix each cause.
- How to fix a market order that executed as a limit on Kite
A market order that appears to execute as a limit on Kite is market price protection capping it to a protected limit within a percentage of the LTP. Re-place to fill the rest.
- How to fix a Kite alert that did not trigger
Diagnose why a Kite alert did not fire: it evaluates on LTP only, a missed tick, the NSE versus BSE LTP mismatch, a disabled or expired alert, and what to check first.
- How to fix a basket that partially executed on Kite
A Kite basket is not atomic, so some legs fill while others reject for margin, price band, or liquidity. Identify the failed legs, fix the cause, and re-place them.
- How to find your GTT orders on Kite (web and app)
Open the GTT tab under Orders on Kite web and the Kite app to see active, triggered, and cancelled GTTs. The triggered order itself moves to the order book.
- How to find the list of scrips where MIS, cover orders or trading is restricted
Zerodha publishes a consolidated scrip-restriction file and the exchanges run GSM, ASM, ESM and T2T lists. Here is where each list lives and how to check before you order.
- How to diagnose why a GTT did not trigger on Kite
A GTT fires on the last traded price during market hours only. Check the LTP against your trigger, missed ticks, and whether the GTT was disabled or expired.
- How to delete or cancel a GTT on Kite
Delete an active GTT from the GTT tab in Kite, in single or in bulk. A partially triggered GTT cannot be deleted there; cancel its resting order from the orders window.
- How to create a stock SIP on Kite
Step-by-step guide to creating a stock SIP on Kite from a basket: build the basket, name the SIP, set the schedule date and time, fund the account, and confirm.
- How to create a BHIM UPI ID for an IPO application
Create a BHIM UPI ID linked to the bank account that holds your IPO funds, on a handle the Zerodha Kite IPO window accepts. Step-by-step, with the rejection rules.
- How to convert an NRML position to MIS on Kite
Step-by-step guide to converting an overnight NRML position to intraday MIS on Zerodha Kite, with the auto-square-off consequence, the exceptions, and how it differs from MIS to CNC.
- How to cancel orders quickly on Kite
How to cancel open and pending orders quickly on Kite, single and quick cancel, the Orders tab, the O keyboard shortcut on web, and cancelling AMOs.
- How to apply for an IPO without UPI on Zerodha Kite
Without UPI, or above the Rs 5 lakh UPI limit, you apply for an IPO through bank ASBA: net banking at your bank, quoting demat depository CDSL and DP name Zerodha, or an offline ASBA form at an SCSB.
- How to apply for an IPO in the HNI category on Zerodha
How to apply above Rs 2 lakh in the HNI/NII category on Zerodha Kite: the UPI ASBA Rs 5 lakh cap, the bank ASBA route above it, manual price, and funding.
- How to apply for an IPO from a minor's account on Zerodha
Apply for an IPO from a minor's Zerodha demat: the guardian-operated account, the minor's own PAN, the one-application-per-PAN rule, and the bank ASBA route.
- How to apply for an InvIT IPO on Zerodha
Apply for an InvIT public issue on Zerodha Kite: where it appears, the NII categorisation, the one-unit trading lot, UPI ASBA, and the SEBI InvIT framework.
- How to apply for a REIT IPO on Zerodha
Apply for a REIT public issue on Zerodha Kite: where it appears, the NII categorisation, the one-unit trading lot, UPI ASBA, and the SEBI REIT framework.
- How the F&O expiry calendar works
How India's F&O expiry calendar works after the 2025 standardisation: NSE contracts expire Tuesday, BSE Thursday, with one weekly index per exchange and holiday shifts.
- How place a GTT on the Kite mobile app
Step-by-step guide to placing a Good Till Triggered (GTT) order on the Zerodha Kite mobile app, covering the in-app flow, single versus OCO, and where GTT lives in the app.
- How long MCX contracts can be held
How long an MCX commodity contract can be held: the expiry cycle, near-month versus far-month, the tender and delivery period, and why positions must be exited or rolled.
- Hindu Undivided Family (HUF) investing
Stub article on Hindu Undivided Family (HUF) investing. A full encyclopedic entry is pending.
- GTT validity rules on Kite
Zerodha GTT orders are valid for one year on equity and only until contract expiry on F&O, then auto-cancel. GTT is broker-stored, not a true exchange order.