Import Zerodha (Kite)

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Import equity holdings from Zerodha (Kite)

Step 1

Open InvestMates app from Your mobile, Go To Portfolio by clicking on bottom Nav Bar

Step 2

Now Click On Link Your Portfolio Button displayed

Step 3

Click On Stocks from Select the Asset type

Step 4

Choose Zerodha from the set of brokers displayed

Step 5

Wait for Few seconds while you are being redirected to Zerodha broker page

Step 6

Now Give your User Id & Password in the text box displayed & click Login button

Step 7

OTP should be triggered to your registered mobile number , Now Give the OTP as Input in Mobile App Code & click Continue

Step 8

Wait for few Seconds & Click on Continue With Zerodha

Step 9

Your Holdings/Assets will be fetched from Broker & You will able to see all the analytics from InvestMates