Read-only portfolio

Understand your Zerodha holdings, without trading access.

Arthalekh imports holdings and net positions from Zerodha, then labels broker values, assumptions, and missing history clearly. It never places, changes, or cancels orders.

What we access

Your Zerodha holdings and net positions. We do not request trading actions, place orders, create GTTs, or share broker data publicly.

A broker session expires daily. You can disconnect at any time; disconnecting revokes the stored session and deletes this portfolio connection.

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Calculation and data policy

Broker data is imported from Zerodha and timestamped. “Reference value” is quantity multiplied by Zerodha's returned price at that import; it is never labelled live. Average-price return is only shown when both a broker average price and reference price exist. An average price is not a complete tax-lot or transfer history, so returns can be incomplete after transfers, off-market activity, or unresolved corporate actions.

Corporate-action and dividend analysis is not yet reconciled against this broker snapshot. When that coverage is added, it will use Arthalekh sources and be labelled separately from broker data. No tax calculation or tax advice is provided.