How to connect Zerodha Kite to excel?
Short Answer
As Zerodha Kite is a mobile platform, you cannot connect it directly to Excel. To do so you will have to use Zerodha Pi, which is a web platform that runs on your PC. You can connect Pi to excel by following some basic steps.
Detailed Answer
Zerodha Kite
Zerodha is India’s largest Stockbroker formed in 2010. It has the largest client base of 25 lakh active clients and is one of the fastest-growing stockbroking platforms in India.
Kite is the mobile application provided by Zerodha. Kite is one of the most advanced mobile platform in which you can trade and invest in stocks, options, futures as well commodities. Kite is provided for free to every individual who has an account in Zerodha. There are no extra charges for the platform.
How to connect Zerodha Kite to Excel?
As Kite is a Mobile application that runs on a smartphone, you cannot directly connect the platform to Excel. To connect your Zerodha account in Excel, you will have to use the Pi platform. Zerodha Pi is an application that runs on a PC and you can export and import your data directly on Excel.
You can export stock data as well as your profit and loss reports to Excel using Zerodha Pi. To do so, you will have to download the application, log in to it using your ID & Password. Once you do so, you will have to select all the files that you want to export and click “Ctrl+E”. With this, you can directly connect Pi to an Excel sheet.
Once to carry out the steps, an excel file will automatically open with all the data in it. You can use it to do whatever you like to do with the data.
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To login Zerodha Kite, you have to enter your Login ID and password. Before that, you must have a demat and trading account with Zerodha to have complete access to its stock trading platform.
Zerodha is Indias largest discount broker in terms of the trading volume. Here you can create your own wishlist on the Kite application. The kite application is the trading terminal provided by Zerodha which is free to all its clients. The following steps can be followed to add the stocks to your watchlist.