I have recently transferred my long (holding since 2008) and some short term holding (of similar stocks) from ICICI demat to Zerodha Demat … however while entering details in zerodha I have put single date for all the holdings (date of latest purchase) and that makes all my holdings tagged as short term in zerodha … how will zerodha systems know short term and long term holdings in this case? Is there a way to update this ? Can I do bulk update of this data from excel or .CSV (as I have this from ICICI account)?
When you transfer shares, currently we don’t allow you to bifurcate it further and say which one was bought when. We had this feature, but was causing a few issues and hence we have taken it down. We will introduce it again. Until then you will have to keep a tab on it yourself.
okie … please do let know when this feature is made available … will be really helpful !!