How to Connect Your Zerodha Account to Porto: Step-by-Step Guide

1. Log into Porto to Start Integration

   Logging into Porto is your first step toward smarter investing. Visit the Porto website or app and enter your account details to access your dashboard.

   Tip: Ensure you have your credentials handy for a smooth login experience.

2. Navigate to Broker Integration

   From your dashboard, head over to "Settings" and select "Broker Integration." This option lets you connect your preferred brokerage account directly to Porto.

   Tip: Bookmark the integration settings page for quick future access.

3. Select Zerodha as Your Broker

   Click on the "Connect Broker" button, then choose "Zerodha" from the dropdown menu. This step directs you seamlessly to Zerodha’s secure login page.

   Tip: Make sure your Zerodha account is active and accessible.

4. Authenticate Your Zerodha Account

   Enter your Zerodha credentials securely to authorize Porto to connect with your account. Approve permissions to ensure smooth integration and complete access to portfolio data.

   Tip: Double-check your credentials before authenticating to avoid errors.

5. Confirm Successful Connection

   Once authenticated, you'll receive an instant confirmation. Your Zerodha account is now fully integrated with Porto, ready to offer powerful insights.

   Tip: Explore your Porto dashboard to confirm your portfolio details are accurately imported.

Benefits of Connecting Zerodha to Porto

• Personalized Insights: AI-driven analytics tailored to your investing habits.

• Real-Time Portfolio Updates: Monitor your portfolio’s performance instantly.

• Smart Alerts: Automated notifications on market changes affecting your portfolio.

Troubleshooting Tips

If you encounter issues while connecting:

• Verify your Zerodha login credentials.

• Ensure stable internet connectivity.

• Reach out to Porto’s customer support for personalized assistance.

Conclusion

Integrating Zerodha with Porto provides you instant access to AI-powered tools, enhancing your investment decisions and portfolio performance. Start maximizing your investment potential today!