Feature Request - Holdings (Family)

[rushabht]

Dear Zerodha Team,

It would be great if you can add two features to the holdings section. Let’s say i am logged into the master account and all family accounts are linked to it, I would like to:

1. Download a consolidated excel sheet of all the holdings and it would be great if we can get details account wise as well
2. Include both primary and secondary demat account wise now that the secondary demat account feature has rolled out

Thanks

[siva]

@rushabht

• Download a consolidated excel sheet of all the holdings and it would be great if we can get details account wise as well
• Include both primary and secondary demat account wise now that the secondary demat account feature has rolled out

@TheGouda @Ruchi_Porwal

[TheGouda]

@rushabht

• Download a consolidated excel sheet of all the holdings and it would be great if we can get details account wise as well
• Include both primary and secondary demat account wise now that the secondary demat account feature has rolled out

Thanks for the feedback. We’ll check these.

[rushabht]

Hi, just wanted to follow up on this. Having a feature like this can be very helpful for people who have their family accounts on Zerodha.

[rushabht]

Hi @TheGouda a gentle reminder on this. Customers who have all their family accounts with Zerodha will find it useful to get a consolidated portfolio snapshot of the whole family.