When you integrate your Zerodha account with Quicko’s modules like Save, File, or Investments, relevant trade data will be imported automatically. Keep reading to find out what type of data gets imported.
File / Save
Capital Gains
Under Capital Gains, these trades will be fetched:
- Equity: Delivery based Stocks & Exchange Traded funds , Mutual Funds
- Debt: Delivery based Exchange Traded funds & Mutual Funds
- Other: Delivery based Exchange Traded funds & Mutual Funds
If you're importing trades from both Zerodha and MF Central, make sure to reconcile your Mutual Fund entries to avoid duplication.
Business & Profession
Under Business & Profession, these trades will be fetched:
- Equity: Intraday stocks & Exchange traded funds, Futures, Options
- Debt: Intraday Exchange traded funds
- Currency: Futures, Options
- Commodity: Futures, Options
Investments
You will be able to import all types of trades mentioned above. Trades for both current and previous financial years will be fetched here.
To learn how to connect your apps under the investments module, click here.Still need help?
Raise a ticket to get in touch with us.
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