<?xml version="1.0" encoding="utf-8" standalone="yes"?><rss version="2.0" xmlns:atom="http://www.w3.org/2005/Atom"><channel><title>Portfolio on WebNotes</title><link>https://v2.webnotes.in/tags/portfolio/</link><description>Recent content in Portfolio on WebNotes</description><generator>Hugo</generator><language>en-IN</language><lastBuildDate>Tue, 12 May 2026 00:00:00 +0000</lastBuildDate><atom:link href="https://v2.webnotes.in/tags/portfolio/index.xml" rel="self" type="application/rss+xml"/><item><title>How to view holdings on Kite vs Console</title><link>https://v2.webnotes.in/how-to-view-holdings-kite-console/</link><pubDate>Tue, 12 May 2026 00:00:00 +0000</pubDate><guid>https://v2.webnotes.in/how-to-view-holdings-kite-console/</guid><description>&lt;p&gt;Equity shares purchased on &lt;a href="https://v2.webnotes.in/kite-zerodha/"&gt;Zerodha Kite&lt;/a&gt; using the CNC product code are held in your &lt;a href="https://v2.webnotes.in/demat-account/"&gt;demat account&lt;/a&gt; at CDSL (Central Depository Services Limited). Both the Kite trading platform and &lt;a href="https://v2.webnotes.in/zerodha-console/"&gt;Zerodha Console&lt;/a&gt; provide views into these holdings, but with different levels of detail and analytical depth. This guide explains how to use both platforms to view your holdings, what each shows, and how they relate to the authoritative demat record at CDSL.&lt;/p&gt;
&lt;aside class="callout callout--key" role="note"&gt;
 &lt;strong class="callout__label"&gt;Prerequisites&lt;/strong&gt;
 &lt;div class="callout__body"&gt;&lt;ul&gt;
&lt;li&gt;At least one settled CNC equity buy in your account (a buy from the current or prior session that has completed T+1 settlement).&lt;/li&gt;
&lt;li&gt;Access to &lt;a href="https://v2.webnotes.in/kite-web/"&gt;Kite web&lt;/a&gt; or the &lt;a href="https://v2.webnotes.in/kite-mobile-app/"&gt;Kite mobile app&lt;/a&gt; for the Kite holdings view.&lt;/li&gt;
&lt;li&gt;Access to &lt;a href="https://console.zerodha.com"&gt;console.zerodha.com&lt;/a&gt; (same Zerodha login) for the Console holdings view.&lt;/li&gt;
&lt;/ul&gt;
&lt;/div&gt;
&lt;/aside&gt;

&lt;h2 id="kite-holdings-real-time-portfolio"&gt;Kite holdings, real-time portfolio&lt;/h2&gt;
&lt;p&gt;The Kite holdings screen provides a live, trading-oriented view of your equity portfolio. It is designed for quick reference during market hours.&lt;/p&gt;</description></item><item><title>Console Holdings report</title><link>https://v2.webnotes.in/console-holdings-report/</link><pubDate>Mon, 11 May 2026 00:00:00 +0000</pubDate><guid>https://v2.webnotes.in/console-holdings-report/</guid><description>&lt;h2 id="overview"&gt;Overview&lt;/h2&gt;
&lt;p&gt;The &lt;strong&gt;Console Holdings report&lt;/strong&gt; is a snapshot of the securities held in a &lt;a href="https://v2.webnotes.in/zerodha/"&gt;Zerodha&lt;/a&gt; client&amp;rsquo;s demat account at a given point in time. It is accessible through &lt;a href="https://v2.webnotes.in/zerodha-console/"&gt;Zerodha Console&lt;/a&gt; and presents the client&amp;rsquo;s equity and ETF portfolio in a structured tabular format, showing quantity, average acquisition cost, current market price, market value, and unrealised gain or loss for each holding.&lt;/p&gt;
&lt;p&gt;The Holdings report draws data from two sources: the depository participant (DP) records maintained by &lt;a href="https://v2.webnotes.in/cdsl/"&gt;CDSL&lt;/a&gt; (or &lt;a href="https://v2.webnotes.in/nsdl/"&gt;NSDL&lt;/a&gt; for accounts opened on the NSDL platform) and the average cost basis computed from the &lt;a href="https://v2.webnotes.in/console-tradebook/"&gt;Tradebook&lt;/a&gt;. The combination produces a portfolio view that is both live (market prices update during trading hours) and historically informed (cost basis is maintained from the date of purchase).&lt;/p&gt;</description></item></channel></rss>