Currently we have only ledger statement which shows current balance adjusting for all debits and credits in trading account. There is no way to figure out, how much cash was sent to Zerodha and how much was taken out (net including quarterly settlement) and was the net gains (not based on equity/F&O etc, but purely based on cash).
This will highlight to users on what is their net return in Zerodha as a platform along with XIRR. Is there anything in pipeline for this @ShubhS9
@pmahesh84 Hi, as you mentioned, one can currently view payin and payout details in the account value curve on the Console or download the ledger statement to filter for pay-ins and payouts, requiring some manual calculations. However, we will discuss this with the team and look into improvements. Thanks
Thanks for your response. This is very much required. Without this, no one can say what is my return in market as a whole so far. This XIRR will help in determining if the time spent in market is worth or not.
P&L is available for Equity and F&O which gives net realised gains post all charges which is good, but will need a combined XIRR based on cash flow. Kindly consider this feature and implement the same in near future.
Net cash deployed
Net cash withdrawn
Portfolio value as a whole
Dates of deployment
Dates of withdrawal
I understand that this is not a straightforward calculation and will need a detailed brainstorming in tech team to identify all scenarios and a way to find net XIRR.