Zerodha Portfolio Tracker: Import Guide to DonkyCapital
Zerodha is India's largest discount broker — but its built-in Kite and Console views are limited for long-term portfolio analytics. This guide shows you how to export your Zerodha tradebook as a CSV and import it into DonkyCapital to get professional-grade analytics: real TWR returns, dividend tracking, benchmark comparison and multi-broker consolidation.
TL;DR
- ▸Export: go to console.zerodha.com → Reports → Tradebook → select date range → Download XLSX.
- ▸Import: upload the XLSX file to DonkyCapital — transactions are matched and parsed automatically.
- ▸Dashboard: see your real TWR return, P&L, dividends and asset allocation in one view.
- ▸Multi-broker: consolidate Zerodha with other brokers in one unified portfolio.
Zerodha's Kite and Console give you basic P&L and holdings views, but they don't calculate Time-Weighted Return, compare your performance to a global benchmark, or show a dividend calendar. DonkyCapital fills this gap by importing your Zerodha CSV and adding the professional analytical layer you need.
What Does Zerodha Export?
Zerodha Console lets you download a Tradebook XLSX covering your complete transaction history:
- Stock and ETF purchases and sales with dates and execution prices
- Dividend receipts and corporate actions
- Complete trade history across all segments
Zerodha's Tradebook XLSX is your complete trading record — and DonkyCapital reads it directly, no manual entry needed.
Why Use DonkyCapital with Zerodha?
DonkyCapital adds the analytical layer that Zerodha's tools do not provide:
- True Time-Weighted Return (TWR): your real performance isolated from cash flows
- Benchmark comparison: compare your portfolio against MSCI World, Nifty 50 or a custom index
- Dividend calendar: see upcoming dividend payments and track income growth year by year
- Multi-broker consolidation: combine Zerodha with other brokers in one unified view
- AI Portfolio Analysis: get automated insights on concentration risk and diversification
- Privacy-first: no Zerodha login required — just upload the CSV file
Step 1: Export Your Tradebook XLSX from Zerodha Console
- Log in to console.zerodha.com
- Go to Reports → Tradebook
- Select the date range covering your full trading history
- Click Download to get the XLSX file
Tip: select the widest possible date range to export your full history in one file. If Zerodha limits the range, export multiple files — DonkyCapital handles multiple imports.
Step 2: Import the CSV into DonkyCapital
- Log in to app.donkycapital.com
- Go to Portfolio → Import
- Select Zerodha as the source broker
- Upload the XLSX file you downloaded from Console
- DonkyCapital parses all transactions automatically — review and confirm
You can import multiple XLSX files to cover different date ranges. DonkyCapital deduplicates transactions automatically.
Step 3: Set Up Your Dashboard
- After import, all Zerodha transactions appear in your DonkyCapital portfolio
- Add a benchmark (e.g. Nifty 50 or MSCI World ETF) to compare your performance
- Enable the Dividend Calendar widget to track upcoming payments
- If you use other brokers, import them too — DonkyCapital consolidates everything in one Net Worth view
- Enable AI Portfolio Analysis to get personalised insights
Privacy note: DonkyCapital never asks for your Zerodha login credentials. All data is imported via XLSX only — your broker account stays completely private.
Frequently Asked Questions: Zerodha & DonkyCapital
Does DonkyCapital support Zerodha's Tradebook format?
Yes. DonkyCapital reads Zerodha's Tradebook CSV directly, parsing buy and sell transactions, dates, quantities and execution prices automatically.
Can I import multiple Zerodha CSV files at once?
Yes. You can upload multiple XLSX files covering different date ranges. DonkyCapital merges them chronologically and removes duplicate transactions automatically.
Does DonkyCapital need my Zerodha login?
No. DonkyCapital works entirely via CSV import — no Zerodha username, password or API key is ever required. Your account remains completely private.
Can I combine Zerodha with other brokers in DonkyCapital?
Yes. DonkyCapital is designed for multi-broker investors. Import from Zerodha and any other supported broker — all consolidated into one unified portfolio view.
What assets does Zerodha Tradebook cover?
Zerodha's Tradebook covers equity trades (NSE/BSE), ETFs, and other instruments traded through Kite. Options and futures trades are also included in the export.
How often should I update my Zerodha data in DonkyCapital?
Export a new XLSX from Zerodha Console whenever you want to sync recent transactions — monthly is sufficient for most investors. DonkyCapital will deduplicate any overlapping records.
Ready to analyse your Zerodha portfolio professionally?
DonkyCapital is in Early Access. Import your Zerodha transactions, add benchmarks and get AI-powered insights — all in one private dashboard.
Import Zerodha to DonkyCapital FreeNo credit card. No Zerodha login required.