The Best Zerodha Portfolio Tracker: 50+ Features Beyond Console
Your money stays at Zerodha. Stock Unlock adds the analytics layer for smarter portfolio decisions.
No credit card required. Works with Demat and Trading accounts.
Common Portfolio Workflow Gaps for Zerodha Investors
These are common analytics and reporting workflows investors often want beyond standard brokerage views.
Console is web-only - no mobile app for back-office
Zerodha Console (the back-office/reporting portal) has no mobile app. You can only access your detailed reports, tax P&L, and account statements from a web browser. Stock Unlock offers full-featured iOS and Android apps with complete portfolio analytics on the go.
XIRR visibility can vary by holding duration context
Zerodha's support documentation notes that XIRR can appear as a dash in some less-than-one-year holding scenarios. Many investors want additional return views while positions are still early. Stock Unlock provides multiple return methodologies so you can evaluate results from several angles.
Corporate-action adjustments can be hard to audit quickly
Bonus issues, stock splits, and mergers can make cost-basis validation harder across broker views. Stock Unlock centralizes holdings and transactions with consistent analytics so you can review performance in one workflow.
Dividend planning often needs deeper forward analysis
Brokerage dividend views are useful for account records, but income-focused investors often want deeper forecasts and trend analysis in one place. Stock Unlock provides forward dividend projections and long-run dividend history for portfolio planning.
Daily monitoring can still involve multiple views
When markets are active, many investors want quick movement checks alongside broader portfolio context. Stock Unlock is designed to keep performance, holdings, and allocation analysis in a single workflow.
Research organization can outgrow default watchlist workflows
Active researchers often want more flexibility for organizing ideas by sector, strategy, or portfolio role. Stock Unlock complements brokerage tooling with additional portfolio-level analysis and tracking workflows.
Keep Zerodha. Upgrade Your Investment Workflow.
Trade and custody stay at Zerodha. Stock Unlock adds portfolio health, dividend forecasting, and investment discovery in one place.
Zerodha handles brokerage execution
- Orders, fills, custody, and cash movement remain at Zerodha.
- You keep your existing Zerodha account workflows.
- Stock Unlock is not a brokerage.
Stock Unlock handles portfolio intelligence
- Portfolio health diagnostics and Stock Scores across holdings.
- Dividend forecasting with forward income visibility.
- Investment discovery with powerful screening workflows.
Stock Unlock vs Zerodha's Native Tools
See What You Get
Real product screenshots, not mock-ups. What you see is what you get.
Dividend Income: Past, Present, Future
Zerodha shows basic dividend data. We show you the complete picture: 12 months of projections, past payment history, growth trends, and sustainability analysis.
- 12-month forward projections by month
- 35+ years of dividend history per stock
- Dividend growth trends year-over-year
- All-time dividend payout history chart
- Payout ratio and sustainability scores
- And more in the live demo →
True Performance Tracking
Zerodha's Console shows basic XIRR but lacks advanced performance metrics. We give you 7 different return calculation methods for free during your 15-day trial. See how your portfolio actually performed, accounting for the timing of your deposits and withdrawals.
- Time-weighted return (compare against benchmarks fairly)
- Money-weighted return (see your actual dollar gains)
- Returns with and without dividends reinvested
- And more in the live demo →
Portfolio Health at a Glance
Most imported holdings in your Zerodha account get a Stock Score: visual indicators across 7 categories. Spot overvalued stocks, dividend risks, and quality issues before they become problems.
- Valuation, Profitability, Financial Health, Growth
- Dividends, Management, Analyst consensus
- Green is good, red means look closer
- And more in the live demo →
Every Portfolio Feature You Need
50+ portfolio features across 6 tabs. Here's what's included.
AI Portfolio Analysis
LLM-generated analysis of your portfolio with investment insights and recommendations.
Events Calendar
Earnings releases, dividend payments, ex-dividend dates, SEC filings, your transactions.
Combined Portfolio View
Merge multiple portfolios into one unified view. See total net worth across your linked accounts.
Copy & Test Scenarios
Duplicate portfolios and make edits to test different investment scenarios.
Sample Portfolios
Create demo portfolios with historical transactions to backtest strategies.
Portfolio Wrapped
Annual year-in-review with your best performers, trading stats, and highlights.
6 Diversification Views
Asset, industry, country, currency, exchange, and market cap breakdowns.
25+ Table Columns
Configurable position table with mini charts, scores, gains, and 12+ financial metrics.
Portfolio Metrics Widget
Weighted averages for P/E, dividend yield, ROE, margins, and more.
Insider Trading Activity
See when executives buy or sell shares in companies you own.
Position Notes
Add notes to any position. Remember why you bought and your thesis.
Multi-Currency Support
Track positions in different currencies with automatic conversion.
Track Your Zerodha Portfolio on Mobile
Stock Unlock brings advanced analytics that complement Zerodha's core brokerage tools. Check your portfolio, dividend income, and Stock Scores from your phone. Native apps for iOS and Android with full feature parity.
Mobile app - Portfolio
How It Works (And What It Costs)
Unlike most platforms that make you pay before connecting, we let you try everything first.
Create a free account
Sign up with your email. No credit card required. You immediately get access to our free tier: watchlists, limited stock analysis, and manual portfolio tracking.
Connect Zerodha for free
Click "Connect Brokerage" and select Zerodha. You'll authenticate securely via SnapTrade. Your credentials never touch our servers. This is free to do.
Get 15 days of automatic syncing
Your holdings, transactions, and dividends sync automatically for 15 days. Full access to all features. See exactly what you'd get as a paying subscriber.
Your data stays with you forever
After 15 days, automatic syncing pauses, but your portfolio data stays. You can continue tracking manually for free, or upgrade to Pro ($9/month) to keep auto-sync running.
Why We Do It This Way
Most portfolio trackers want your credit card before you connect a brokerage. We're confident enough in our product that we flip that model. Connect first, see the value, then decide if it's worth $9/month to you. We have a 30-day money-back guarantee too.
"Zerodha's Kite is great for trading, but their analytics are basic. Stock Unlock gives me IRR calculations, dividend forecasting, and a combined view across all my brokerages - features Kite and Console don't have."- Zerodha investor & Stock Unlock user
Secure, Read-Only Access
Stock Unlock connects to Zerodha through SnapTrade, a financial data aggregator trusted by investment platforms worldwide.
Credentials never touch our servers
You authenticate through SnapTrade's secure flow. We only receive read-only connection access needed for portfolio data.
We can't trade or move money
Stock Unlock can only view your holdings and transactions. We cannot execute trades or transfer funds.
Disconnect anytime
Revoke access from your Stock Unlock settings or directly from Zerodha's third-party permissions.
Full transaction history
Compared with some aggregator connections that may limit history windows, SnapTrade is designed to provide deeper historical imports for Zerodha account connections.
Frequently Asked Questions
Does Stock Unlock work with my Zerodha accounts?
Is it safe to connect my Zerodha account?
What's free vs. paid?
Can I track Zerodha alongside other brokerages?
How often does my Zerodha portfolio sync?
Is Stock Unlock a brokerage?
Can I disconnect my Zerodha account later?
What if I don't want to connect my brokerage?
Does Stock Unlock show IRR that Zerodha Kite doesn't display?
Also Have Accounts at Other Brokerages?
Stock Unlock connects to 30+ brokerages. Track everything in one place.
Ready to Get More From Your Zerodha Portfolio?
Join thousands of investors using Stock Unlock to track performance, forecast dividends, and make better decisions. Connect Zerodha free. Keep your data forever.
Connect Zerodha FreeNo credit card required. 30-day money-back guarantee on paid plans.