Step 1: Open Zerodha Console – Click on the below link
Link to open – https://console.zerodha.com/
Step 2: In Menu Click on Portfolio -> Holdings
Step 3: Select Date as on the last date of the financial year
– For example for the financial year 2024-2025, last date is i.e, 31-Mar-2025
Step 4: Click on the arrow as shown below to fetch the data
Step 5: Click on Download XLSX as shown below to download the report MS-Excel format
