PORTFOLIO OVERVIEW
Your portfolio
Waiting for portfolio data…
Account breakdown Charges, sales & performance
Current Holdings
Live accounting view from saved transactions
| Company | Qty | Avg. Price | Current | Value | P&L | Allocation |
|---|
No holdings yetAdd funds, then record your first Zerodha purchase.
BOKER ACCOUNTING
Account Entries
Live trading data comes from Zerodha automatically. Use this page for CNC accounting records, older entries or corrections.
Add transaction details
No matching entries. Add a buy or sell entry, or change your search.
MY ZERODHA PORTFOLIO
Holdings
Quantity bought, buy rate, current rate and profit or loss for each holding.
Total portfolio₹0.00Waiting for Zerodha sync
Invested₹0.00
Total Profit / Loss₹0.00
Buy dates appear when you have recorded a BUY in Boker; older Zerodha holdings may not include a purchase date.
No Zerodha holdings loadedOpen Investment & More, connect Zerodha, then return here and press Sync Zerodha.
Boker accounting holdings Manual/FIFO records
PRICE TARGET WATCH
Target Alerts
Set an alert for a holding or another NSE/BSE share.
Choose one of your Zerodha holdings. Boker checks its account price while this page is open.
No target alertsChoose My Holdings or ＋ Add Other Share above, then set a price.
SETUP & OFFICIAL MARKET DATA
Setup & Live Prices
Configure the private price connection and receive current holdings prices.
ZERODHA CONNECTION
Checking connection…
BOKER keeps the API secret inside your free Cloudflare Worker.
- Last successful refresh
- Never
- Price mode
- Auto-refresh every 5 minutes
Zerodha access expires daily at about 6:00 AM IST. Reconnect once each trading day, then BOKER can refresh automatically during that session.
Received Prices
Automatic records from Zerodha
| Symbol | Exchange | Current | Prev. close | Updated |
|---|
No automatic prices yetConnect Zerodha and refresh after recording a purchase.
ZERODHA • AUTO SYNC
Simple Intraday
Boker automatically collects cash, holdings, positions, orders and trades from Zerodha while this page is open. You place the actual order in Kite.
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Checking Zerodha connection…Cash • Holdings • Positions • Orders • Trades
ONE SCREEN TO WATCH
Trade Setup
Choose a Zerodha instrument. Live Auto Watch runs only when the connected Kite API plan provides market-data quotes; otherwise Boker uses account price for planning only.
CURRENT SETUPWAITING
No quote yet
WAIT
Sync Zerodha and choose an instrument.
ENTRY • STOP • QUANTITY • TARGETS
Simple Trade Plan
Quantity is capped by your Zerodha cash and maximum-loss setting. This is a planning limit, not an instruction to trade.
Quick distance
Entry—
Stop Loss—
Max Qty—
Planned Amount—
Target 1—
Target 2—
Target 3—
Max Planned Loss—
Waiting for a fresh Zerodha quote.
Market details OHLC, volume, bid/ask context
LTP—
Day Open—
Day High—
Day Low—
Prev. Close—
Volume—
Buy Qty—
Sell Qty—
Boker uses official Zerodha quote data only when your Kite API plan permits it. On the Personal/free plan, account data still syncs but live quotes and candle signals are unavailable.
Risk GuardSet once, then leave it closedSet limits
Boker does not place orders automatically and does not bypass Zerodha RMS or margin checks.
Today’s PositionsAutomatic from Zerodha0
No day positionsToday's open or completed Zerodha positions will appear here.
Zerodha HoldingsAutomatic broker holdings0
No Zerodha holdings returnedRecent buys can still appear under Today’s Positions or Trades until Zerodha reports them as holdings.
Today’s OrdersAutomatic from Zerodha0
No orders todayOrders placed in Zerodha will appear automatically.
Today’s TradesExecuted fills from Zerodha0
No executed trades todayCompleted fills will appear automatically.
Important: “Near-live” means Boker is polling the official quote endpoint while this screen is open. If data becomes delayed, stale, or the market is closed, the plan is marked accordingly. Very small targets can be affected by spread, slippage and charges.
INVESTMENT & ACCOUNT
Investment & More
Portfolio totals, sold shares, Zerodha connection and maintenance tools in one place.
Checking…Checking connection
Sold Shares
Completed sales and final ₹ profit/loss.
No sold shares recordedCompleted Boker sales will appear here.
Other tools
Use these only when needed.
CAPITAL ACCOUNT
Funds Ledger
Record money added to or withdrawn from the investment account.
Add funds entry
Funds History
Net funds: ₹0.00
| Date | Type | Amount | Notes |
|---|
No funds entriesRecord the amount transferred for investing.
AUDIT TRAIL
Transaction History
Every manually recorded purchase and sale.
Buy entries
Sell entries
No transactions recordedAdd your first completed Zerodha trade.
COMPLETED SALES
Sold Shares
FIFO cost, final profit or loss and average holding period for every sale.
| Sold Date | Company | Qty | Sell Price | Matched Cost | Net Received | Charges | Profit / Loss | Return | Days Held |
|---|
No completed salesSold shares will remain here permanently in your records.
DATA SAFETY
Backup & Export
Download independent copies of your investment records.
Complete JSON Backup
Restore-ready copy of transactions, funds, automatic prices and settings.
Restore Full Backup
Restore a supported BOKER JSON backup after validation.
All Data CSV
Spreadsheet-friendly export of purchases, sales, funds and prices.
Portfolio Report
Print the current dashboard or save it as a PDF from your browser.
BOKER App Icons
Download the logo and mobile/PWA icon pack used by this software.
Important: BOKER is a personal record and monitoring application. Zerodha contract notes and tax reports remain the official source for reconciliation and filing.