Zerodha Portfolio (Kite+Coin)

A Raycast extension to view your Zerodha portfolio — stocks from Kite and mutual funds from Coin — right from your launcher.

What it does

Open Raycast, search for "Zerodha Portfolio", and see your:

Stocks (Kite)

• Holdings — your long-term investments with current value and P&L
• Positions — open intraday/F&O positions
• Today's Orders — status of orders placed today
• Margins — available funds and net equity

Mutual Funds (Coin)

• MF Holdings — your mutual fund investments with returns
• Active SIPs — running SIPs with next instalment date
• Recent MF Orders — latest purchase/redemption orders

Use the dropdown at the top-right to switch between Stocks and Mutual Funds.

How login works

Zerodha's OAuth costs Rs. 2000/mo, so this extension logs you in directly via Zerodha's API instead.

1. Enter your User ID, Password, and TOTP code (from your authenticator app)
2. The extension authenticates with Zerodha and gets a session token
3. This token is stored locally and lasts until 6 AM IST the next day
4. You'll need to log in once per day when the token expires

Remember User ID — check this to have your User ID auto-filled on the next login. Only the User ID is saved locally. Your password and TOTP are never stored anywhere.

Show/Hide Password — press Option+E on Mac or Alt+E on Windows to toggle password visibility.

Privacy

• Your credentials go directly to Zerodha's servers — never to any third-party
• Only the session token (and optionally your User ID) is stored locally
• Portfolio data is cached locally so you can see your last-known data even when the session expires
• No data is collected, tracked, or sent anywhere else