A suggestion for Console Holdings

[rupeshmandal]

@nithin The new Console Holdings is really good. It has some great insights.
I have a small request though:- Can it also show the script/ MF wise percentage allocation of the total portfolio?

E.g. If I have two MF in my Equity MF holding with total 10k invested as under, it would show the % allocation too:-

UTI Nifty Next 50 | Rs 6000 | 60% of Equity MF holding.
UTI Nifty 50 | Rs 4000 | 40% of Equity MF holding.

and so on, which would help us understand what % of the total investments is allocated to which MF or script.

[nithin]

@rupeshmandal

The new Console Holdings is really good. It has some great insights.
I have a small request though:- Can it also show the script/ MF wise percentage allocation of the total portfolio?

E.g. If I have two MF in my Equity MF holding with total 10k invested as under, it would show the % allocation too:-

UTI Nifty Next 50 | Rs 6000 | 60% of Equity MF holding.
UTI Nifty 50 | Rs 4000 | 40% of Equity MF holding.

and so on, which would help us understand what % of the total investments is allocated to which MF or script.

@Nakul let us speak about it tomorrow.

[Nataraj_Mandal]

Please make user interface like kfinkart app of karvy where asset allocation between debt and equity can be seen percentage wise.

[nithin]

Have you seen the new holdings visualization on Console?

https://console.zerodha.com/portfolio/holdings

The visualization gives you an option to visualize sector and stock exposure using the underlying stocks of the mutual funds you own as well.

We will announce this with a post on how to use this feature in the next couple of days.

[nithin]

@rupeshmandal

The new Console Holdings is really good. It has some great insights.
I have a small request though:- Can it also show the script/ MF wise percentage allocation of the total portfolio?

E.g. If I have two MF in my Equity MF holding with total 10k invested as under, it would show the % allocation too:-

UTI Nifty Next 50 | Rs 6000 | 60% of Equity MF holding.
UTI Nifty 50 | Rs 4000 | 40% of Equity MF holding.

and so on, which would help us understand what % of the total investments is allocated to which MF or script.

We couldn’t really incorporate what you asked on the donut chart. But we have added a weight section on the table. So when you select Equity MF in filter, it shows % weightage.

[rupeshmandal]

Thanks @nithin and team for the consideration.
The “% weight” column is good enough for representation. Pie chart is not important for it. That is an add on.

But I have an observation. The %weight column is visible only when I choose equity MF. Shouldn’t it be for universal holding as well as when I apply filters?

E.g. if I have invested in Reliance, when entire holding is selected (without any filters) it would show %weight of Reliance wrt to the entire holding amount.

Now, when I choose Equity as filter, it would show %weight of Reliance amongst the Equity shares only (it would not consider Equity MF, Debt, Gold etc in the total holding).

Similarly, if I have a UTI Nifty MF, and no filter is applied, it would show %weight of UTI Nifty MF wrt to entire holding.

And when I filter as Equity MF, it would show the %weight of UTI Nifty MF amongst the equity MF holdings.

Let me know your thoughts on the above.

[rupeshmandal]

@nithin didn’t hear from you on adding “% Weight” column for all whether you apply a filter or not.

Also, I suspect the download as excel button has a glitch. The downloaded excel file is not showing holdings as per the filter you choose. Please get it checked. Thanks.

[nithin]

@rupeshmandal

@nithin didn’t hear from you on adding “% Weight” column for all whether you apply a filter or not.

Also, I suspect the download as excel button has a glitch. The downloaded excel file is not showing holdings as per the filter you choose. Please get it checked. Thanks.

@rupeshmandal

Thanks @nithin and team for the consideration.
The “% weight” column is good enough for representation. Pie chart is not important for it. That is an add on.

But I have an observation. The %weight column is visible only when I choose equity MF. Shouldn’t it be for universal holding as well as when I apply filters?

E.g. if I have invested in Reliance, when entire holding is selected (without any filters) it would show %weight of Reliance wrt to the entire holding amount.

Now, when I choose Equity as filter, it would show %weight of Reliance amongst the Equity shares only (it would not consider Equity MF, Debt, Gold etc in the total holding).

Similarly, if I have a UTI Nifty MF, and no filter is applied, it would show %weight of UTI Nifty MF wrt to entire holding.

And when I filter as Equity MF, it would show the %weight of UTI Nifty MF amongst the equity MF holdings.

Let me know your thoughts on the above.

@Nakul can you check on these.

[rupeshmandal]

@nithin

@Nakul can you check on these.

Hi @Nakul, did you look into it?

[Nakul]

Hey @rupeshmandal, we’re working on this. There are a few other aspects that needs to be handled for this to work seamlessly. We should have it up in a few days.