<?xml version="1.0" encoding="utf-8" standalone="yes"?><rss version="2.0" xmlns:atom="http://www.w3.org/2005/Atom"><channel><title>Portfolio Reporting on WebNotes</title><link>https://v2.webnotes.in/tags/portfolio-reporting/</link><description>Recent content in Portfolio Reporting on WebNotes</description><generator>Hugo</generator><language>en-IN</language><lastBuildDate>Mon, 11 May 2026 00:00:00 +0000</lastBuildDate><atom:link href="https://v2.webnotes.in/tags/portfolio-reporting/index.xml" rel="self" type="application/rss+xml"/><item><title>Zerodha Console</title><link>https://v2.webnotes.in/zerodha-console/</link><pubDate>Mon, 11 May 2026 00:00:00 +0000</pubDate><guid>https://v2.webnotes.in/zerodha-console/</guid><description>&lt;p&gt;&lt;strong&gt;Zerodha Console&lt;/strong&gt; is the back-office and portfolio-reporting portal operated by &lt;a href="https://v2.webnotes.in/zerodha/"&gt;Zerodha&lt;/a&gt;, India&amp;rsquo;s largest stockbroker by active client count, and is accessible at console.zerodha.com. Console provides &lt;a href="https://v2.webnotes.in/zerodha/"&gt;Zerodha&lt;/a&gt; clients with a consolidated view of their trading history, ledger statements, tax profit-and-loss reports, &lt;a href="https://v2.webnotes.in/demat-account/"&gt;demat account&lt;/a&gt; statements, and account management functions. It serves as the administrative complement to &lt;a href="https://v2.webnotes.in/kite-zerodha/"&gt;Kite&lt;/a&gt;, which is Zerodha&amp;rsquo;s order-execution interface.&lt;/p&gt;
&lt;p&gt;Console aggregates data across all segments in which a client trades, including NSE and BSE equities, equity futures and options, currency derivatives, commodity derivatives (MCX and NCDEX), and direct mutual fund units held through &lt;a href="https://v2.webnotes.in/zerodha-coin/"&gt;Zerodha Coin&lt;/a&gt;. The portal generates documents required for Indian income tax filing: the tradewise profit-and-loss report, the capital gains report covering both short-term and long-term gains, the F&amp;amp;O turnover statement for tax audit determination, and the full contract note archive going back to account opening.&lt;/p&gt;</description></item></channel></rss>