Automated Zerodha Portfolio Snapshots
Every evening after market close, WebRun opens Zerodha Kite, reads your holdings, quantities, average cost and day change, appends a dated row per position to a Google Sheet, and posts a short portfolio summary to your Microsoft Teams channel.
How do I log my Zerodha portfolio to a spreadsheet every day?
WebRun opens Zerodha Kite after market close each weekday, reads every holding with its quantity, average cost, price and P&L, and appends a dated row per position to your Google Sheet. It then posts your portfolio value, the day's change, and the biggest movers to Microsoft Teams.
- A dated portfolio history builds up in your own sheet
- The day's biggest movers reach Teams without you opening Kite
- Zerodha access stays read-only, so no order can be placed
Built for retail investors · family offices · finance teams · portfolio trackers
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
kite.zerodha.comin a real browser with your saved login - no setup, no API keys. -
1
Zerodha - read holdings and day P&L
zerodha.com
WebRun opens Zerodha to read holdings and day P&L. - Open Kite and go to the Holdings view
- Capture each instrument with its quantity, average cost, last traded price, day change, and overall P&L
- Note the portfolio total and the day's net change
Done when Every open holding has been read with its cost, price, and P&L.
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2
Google Sheets - append the dated snapshot
google.com
WebRun opens Google Sheets to append the dated snapshot. - Open your portfolio tracker sheet
- Append one dated row per holding with quantity, average cost, price, and P&L
- Add a totals row for the day so the running chart stays accurate
Done when Today's snapshot is appended and the totals row is updated.
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3
Microsoft Teams - post the evening summary
microsoft.com
WebRun opens Microsoft Teams to post the evening summary. - Post the portfolio value, the day's net change, and the three biggest movers
- Call out any position that moved more than your set percentage
- Link to the updated Google Sheet
Done when Tonight's portfolio summary is in your Teams channel.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Can it place or modify trades?
No. This workflow is read-only inside Zerodha. WebRun opens the Holdings view, copies the numbers, and never touches the order window, so nothing can be bought, sold, or cancelled.
Where does the history live?
In your own Google Sheet. Each run appends dated rows rather than overwriting, so you build a day-by-day record you can chart or hand to your accountant.
What happens on market holidays?
It reads the same holdings and records an unchanged snapshot, or you can set the run to weekdays that the exchange is open so quiet days are skipped.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.