Ability to create different portfolios in Kite

#1

Hi Team,

Please introduce a feature to create different portfolios for different purposes. This way you can buy various stocks based on the theme. e.g. I want to have a core portfolio and a satellite portflio. If I can create and track these portfolios, that would really help me. People can also track their goal based investments then in Kite.

3 Likes
#2

Within Kite will be tough. But we intend to have this facility on our reporting platform Q.

#3

Thanks, that will be an awesome feature to have.

1 Like
#4

Nithin, this would be super helpful…
If we could create upto 5 diff portfolios within Kite by strategy that would be excellent -
for example 1) Core - don’t touch 2) Turn-arounds 3) call-options - users can group their existing holdings by names they choose & when they View their Kite Holdings, it could show subtotals etc…
This would make unnecessary any excel based repetitive work & Kite could be the 1-stop place to see it all, Live…
Please consider !
Thank you

1 Like
#5

Hi, Please consider this feature. It will be very useful.

#6

Could you share the timelines, due to this I am forced to leave Zerodha.

#7

Hi,

I was exactly looking for this feature in Kite 2019 and didn’t find any.

I intend to maintain atleast two portfolios - 1) Long term 2) Regular

But as of now I don’t see any way to achieve this within kite.

Please bring this feature. It will immensely helpful.

Thanks
Mukesh