{"id":146,"date":"2024-08-02T04:58:21","date_gmt":"2024-08-02T04:58:21","guid":{"rendered":"https:\/\/diversiview.online\/partner-directory\/?p=146"},"modified":"2025-06-13T02:10:16","modified_gmt":"2025-06-13T02:10:16","slug":"zerodha","status":"publish","type":"post","link":"https:\/\/diversiview.online\/partner-directory\/zerodha\/","title":{"rendered":"Zerodha"},"content":{"rendered":"\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-1 wp-block-columns-is-layout-flex\" style=\"margin-top:0;margin-bottom:0;padding-top:0;padding-right:0;padding-bottom:0;padding-left:0\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"320\" height=\"320\" src=\"https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/08\/Zerodha-integration-logo-1.png\" alt=\"Zerodha Integration with Diversiview via SnapTrade API\" class=\"wp-image-295\" style=\"width:333px;height:auto\" srcset=\"https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/08\/Zerodha-integration-logo-1.png 320w, https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/08\/Zerodha-integration-logo-1-300x300.png 300w, https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/08\/Zerodha-integration-logo-1-150x150.png 150w\" sizes=\"auto, (max-width: 320px) 100vw, 320px\" \/><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<p><\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-601b3eff0279d3ea0d949d3a9aaad730\" style=\"padding-right:var(--wp--preset--spacing--70);padding-left:var(--wp--preset--spacing--70)\"><strong>Website<\/strong>: <a href=\"https:\/\/zerodha.com\/\">https:\/\/zerodha.com\/<\/a><\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-0d54e182247d4e2b2ad7ddbb18b0ffa1\" style=\"padding-right:var(--wp--preset--spacing--70);padding-left:var(--wp--preset--spacing--70)\"><strong>Affiliation<\/strong>: Integration<\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-0c3be6c71a5047187eeb6b72ef3be409\" style=\"padding-right:var(--wp--preset--spacing--70);padding-left:var(--wp--preset--spacing--70)\"><strong>Description<\/strong>: Zerodha is India&#8217;s largest online discount broker, offering a range of investment products and platforms. Known for its technology-driven approach, Zerodha caters to both retail and institutional investors with a focus on simplicity and affordability.<\/p>\n<\/div>\n<\/div>\n\n\n\n<h1 class=\"wp-block-heading has-black-color has-text-color has-link-color has-large-font-size wp-elements-a8ffafd14c2e33168e685043be25cd5f\" style=\"font-style:normal;font-weight:400\">Import Your Portfolio from Zerodha<\/h1>\n\n\n\n<h2 class=\"wp-block-heading has-ast-global-color-0-color has-text-color has-link-color wp-elements-eb88a0b74f98abcac1fb7ea95671a13a\" style=\"font-size:25px\"><strong>1. Access the Portfolio Entry Section:<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list has-ast-global-color-8-color has-text-color has-link-color wp-elements-1a03231dfd7394581da209d2c3fe8ccb\">\n<li>From your Diversiview dashboard, select the Zerodha logo in the \u201cImport From Your Platform\/Broker\u201d section. If choosing this method, skip to step 3.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-37-1024x576.png\" alt=\"Getting started with Diversiview import your portfolio from Zerodha.\" class=\"wp-image-522\" style=\"width:700px\" srcset=\"https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-37-1024x576.png 1024w, https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-37-300x169.png 300w, https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-37-768x432.png 768w, https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-37.png 1366w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:1px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-text-align-center has-ast-global-color-8-color has-text-color has-link-color wp-elements-73dfe9f2ad199abf44de6bf7523ab0c6\">Or<\/p>\n\n\n\n<ul class=\"wp-block-list has-ast-global-color-8-color has-text-color has-link-color wp-elements-f5bd80cb0b0b07f7fb7a7484e2beea80\">\n<li>From your Diversiview dashboard, locate and click <img loading=\"lazy\" decoding=\"async\" width=\"120\" height=\"37\" class=\"wp-image-506\" style=\"width: 120px;\" src=\"https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/08\/New-Portfolio-button-in-Diversiview.png\" alt=\"New portfolio button in Diversiview\"> on the top right-hand corner of the webpage. This will take you to the New Portfolio page.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1366\" height=\"768\" src=\"https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/08\/Create-a-new-portfolio-to-analyse-and-optimise-in-Diversiview.png\" alt=\"Create a new portfolio to analyse and optimise in Diversiview.\" class=\"wp-image-508\" style=\"width:700px\" srcset=\"https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/08\/Create-a-new-portfolio-to-analyse-and-optimise-in-Diversiview.png 1366w, https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/08\/Create-a-new-portfolio-to-analyse-and-optimise-in-Diversiview-300x169.png 300w, https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/08\/Create-a-new-portfolio-to-analyse-and-optimise-in-Diversiview-1024x576.png 1024w, https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/08\/Create-a-new-portfolio-to-analyse-and-optimise-in-Diversiview-768x432.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/figure>\n\n\n\n<div style=\"height:21px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading has-ast-global-color-0-color has-text-color has-link-color wp-elements-595d9433233c3f11f4194bdc9cb74bfc\" style=\"font-size:25px\"><strong>2. Select your Broker:<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list has-ast-global-color-8-color has-text-color has-link-color wp-elements-7de8af5ced71a88ab3c1c494a594745c\">\n<li>Select the &#8220;Import from a Broker&#8221; tab and click <img loading=\"lazy\" decoding=\"async\" width=\"110\" height=\"35\" class=\"wp-image-511\" style=\"width: 110px;\" src=\"https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/11\/Link-broker-button-in-Diversiview.png\" alt=\"Link broker button in Diversiview.\"> and choose &#8220;Zerodha&#8221;. For a full list of integrated brokers, <a href=\"https:\/\/diversiview.online\/blog\/connecting-your-brokerage-account-with-snaptrade-on-diversiview\/\">click here<\/a>.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/05\/19-1024x576.png\" alt=\"Getting started with Diversiview link Zerodha.\" class=\"wp-image-62\" style=\"width:700px\"\/><\/figure>\n\n\n\n<div style=\"height:21px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading has-ast-global-color-0-color has-text-color has-link-color wp-elements-998533208eea1017a69f96fb569a9b74\" style=\"font-size:25px\"><strong>3. Connect your Zerodha Account:<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list has-ast-global-color-8-color has-text-color has-link-color wp-elements-55147be7b76f7b0483d865ee55c99574\">\n<li>After picking Zerodha, select <img loading=\"lazy\" decoding=\"async\" width=\"110\" height=\"30\" class=\"wp-image-512\" style=\"width: 110px;\" src=\"https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/11\/Connect-button-in-Diversiview.png\" alt=\"Connect button in Diversiview\">. You will be redirected to complete an authentication process. Click \u201cContinue\u201d and log in to your Zerodha account using your credentials.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-36-1024x576.png\" alt=\"Getting started with Diversiview connect your Zerodha account and complete the authentication process\" class=\"wp-image-513\" style=\"width:700px\" srcset=\"https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-36-1024x576.png 1024w, https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-36-300x169.png 300w, https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-36-768x432.png 768w, https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-36.png 1366w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/08\/Getting-started-with-Diversiview-use-SnapTrade-to-connect-to-Zerodha-1-1024x576.png\" alt=\"Getting started with Diversiview use SnapTrade to connect to Zerodha.\" class=\"wp-image-425\" style=\"width:700px\" srcset=\"https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/08\/Getting-started-with-Diversiview-use-SnapTrade-to-connect-to-Zerodha-1-1024x576.png 1024w, https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/08\/Getting-started-with-Diversiview-use-SnapTrade-to-connect-to-Zerodha-1-300x169.png 300w, https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/08\/Getting-started-with-Diversiview-use-SnapTrade-to-connect-to-Zerodha-1-768x432.png 768w, https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/08\/Getting-started-with-Diversiview-use-SnapTrade-to-connect-to-Zerodha-1.png 1366w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:21px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading has-ast-global-color-0-color has-text-color has-link-color wp-elements-25a0df440a9427b91c45ef002901b46e\" style=\"font-size:25px\"><strong>4. Import Your Portfolio:<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list has-ast-global-color-8-color has-text-color has-link-color wp-elements-2d4cfbeb205cc1d9e26c5f0fa69e1a78\">\n<li>Once your login details are accepted, you&#8217;ll receive a prompt stating \u2018Connection Complete.\u2019 Click on the yellow \u2018Go Back to Lensell\u2019 button to return to the New Portfolio page.<\/li>\n\n\n\n<li>Your Zerodha account is now connected. In the new drop-down menu, choose the account you wish to import. Click on the green \u2018Load Holdings\u2019 button, and your securities with their weightings will be automatically populated.<\/li>\n\n\n\n<li>You can analyse portfolios of up to 25 investments for 5 credit points or you can analyse larger portfolios (maximum 40 investments) for 10 credit points.<\/li>\n<\/ul>\n\n\n\n<div style=\"height:21px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading has-ast-global-color-0-color has-text-color has-link-color wp-elements-e7606c10a5b05bfee20c275126397a38\" style=\"font-size:25px\"><strong>5. Adding Another Broker (Optional):<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list has-ast-global-color-8-color has-text-color has-link-color wp-elements-4d006f8e066b502155e1bc481c7fa31f\">\n<li>Under the drop-down menu where you select your account, click on &#8216;Revoke Access to Zerodha&#8217;. Revoking access ensures a clean slate for adding a new brokerage. Once access is revoked, simply repeat the process from Step 3 with a different brokerage.<\/li>\n<\/ul>\n\n\n\n<div style=\"height:21px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading has-ast-global-color-0-color has-text-color has-link-color wp-elements-b2a78d91a1f3bbde5cc0b089d003e19d\" style=\"font-size:25px\"><strong>6. Analyse Your Portfolio:<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list has-ast-global-color-8-color has-text-color has-link-color wp-elements-8cea463257a3122b78020eca1f1186fd\">\n<li>After importing your portfolio, click the blue &#8220;Analyse Portfolio&#8221; button. You will be redirected back to your dashboard whilst Diversiview analyses your portfolio.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/05\/22-1024x576.png\" alt=\"Getting started with Diversiview analyse your portfolio imported from your portfolio or broker.\" class=\"wp-image-65\" style=\"width:700px\"\/><\/figure>\n\n\n\n<div style=\"height:21px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading has-ast-global-color-0-color has-text-color has-link-color wp-elements-4e4b52e7be3f1d4072b682b89dc9b930\" style=\"font-size:25px\"><strong>7. View Your Analysis Report:<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list has-ast-global-color-8-color has-text-color has-link-color wp-elements-06cd40a74592916374c2b9ecaa7d2bf6\">\n<li>Within a few minutes, your personalised portfolio analysis report will be ready for viewing on your Diversiview dashboard. This report offers valuable insights into your portfolio&#8217;s asset allocation, risk profile, and potential areas for improvement.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/05\/23-1024x576.png\" alt=\"Getting started with Diversiview review your Portfolio Analysis Report.\" class=\"wp-image-66\" style=\"width:700px\"\/><\/figure>\n\n\n\n<div style=\"height:21px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-ast-global-color-8-color has-text-color has-link-color wp-elements-f222ecd9adc1e94f88dad10e07cfb3fc\">By following these steps and exploring the additional resources provided, you&#8217;ll be well on your way to making informed investment decisions.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Website: https:\/\/zerodha.com\/ Affiliation: Integration Description: Zerodha is India&#8217;s largest online discount broker, offering a range of investment products and platforms. [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_seopress_robots_primary_cat":"none","_seopress_titles_title":"Diversiview Integration | Zerodha - Stock and MF Analysis","_seopress_titles_desc":"Link your Zerodha account to Diversiview and import your Indian stocks & Mutual Funds for comprehensive portfolio optimization and portfolio performance analysis.","_seopress_robots_index":"","site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"disabled","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[6,36],"tags":[8,9,16,15],"class_list":["post-146","post","type-post","status-publish","format-standard","hentry","category-broker","category-integration","tag-broker","tag-integration","tag-portfolio","tag-zerodha"],"_links":{"self":[{"href":"https:\/\/diversiview.online\/partner-directory\/wp-json\/wp\/v2\/posts\/146","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/diversiview.online\/partner-directory\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/diversiview.online\/partner-directory\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/diversiview.online\/partner-directory\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/diversiview.online\/partner-directory\/wp-json\/wp\/v2\/comments?post=146"}],"version-history":[{"count":17,"href":"https:\/\/diversiview.online\/partner-directory\/wp-json\/wp\/v2\/posts\/146\/revisions"}],"predecessor-version":[{"id":560,"href":"https:\/\/diversiview.online\/partner-directory\/wp-json\/wp\/v2\/posts\/146\/revisions\/560"}],"wp:attachment":[{"href":"https:\/\/diversiview.online\/partner-directory\/wp-json\/wp\/v2\/media?parent=146"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/diversiview.online\/partner-directory\/wp-json\/wp\/v2\/categories?post=146"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/diversiview.online\/partner-directory\/wp-json\/wp\/v2\/tags?post=146"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}