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.
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
When will this feature be available in Kite. I want to bifurcate between short-term and long-term portfolios? Currently I can see Smallcase in the holdings drop-down, but I do not want to use smallcase just for segregating my holdings. Please suggest.
Hey Guys, You can check inuvest.tech. It’s a algo trading platform, but the way it is designed is to monitor performance at portfolio levels. So you can have the same stock in different portfolio’s, even though your broker account would say consolidated holding, but in it’s dashboard, it would be segregated to your portfolio’s. I am not sure how many of you trade using technicals, but I think a manual order placing function can be added at ease.
Is this facility available for seperating the stocks into multiple portfolios…
Please do not confuse this with small-case. We shall deal with small-case concept separately.
This is a must have feature ! Just like Kotak has multiple virtual accounts for transaction tracking/ separation.
As of now i need to keep multiple accounts with different brokers just to keep portfolios separate
We will be announcing tagging feature on console this week, one can tag portfolio according to their goal,strategy or anything they wish. Our plan is to bring tagging on to kite