Classifying profit/loss of Stocks and bonds separately in KIte

General
1

In Kite, the listing shows Stocks as well as bonds that i had bought.

Often, I found myself wanting to know the profits/losses only from Stocks. There did not seem to be a good way to get that in Kite/Console

A quick way seems to be that bonds start with numbers and stocks dont.
This is what I did on my Mac.

  1. In the Kite Holdings page, Download the table (as a csv)
  2. Open the csv in the Numbers App,
  3. Add a new column and on its cells , apply the below function
IF(   OR(     NOT(ISERROR(SEARCH("0", A3,start-pos))),     NOT(ISERROR(SEARCH("1", A3,start-pos))),     NOT(ISERROR(SEARCH("2", A3,start-pos))),     NOT(ISERROR(SEARCH("3", A3,start-pos))),     NOT(ISERROR(SEARCH("4", A3,start-pos))),     NOT(ISERROR(SEARCH("5", A3,start-pos))),     NOT(ISERROR(SEARCH("6", A3,start-pos))),     NOT(ISERROR(SEARCH("7", A3,start-pos))),     NOT(ISERROR(SEARCH("8", A3,start-pos))),     NOT(ISERROR(SEARCH("9", A3,start-pos)))   ),   "Bond",   "Stock" )

Drag the same rule for every row . This ensures that the column gets populated with “Bond”/“Stock” as the case may be
4) Apply a regular filter on this new column to match on Bond/Stock

Please share if there Is any other better way to figure this out

1 Like
2

We have plans to give filter soon to distinguish bonds/tefs to stocks on kite. @TheGouda FYI

1 Like
3

Thanks for sharing this workaround. I’ve also been looking for a simple way to separate stocks and bonds in Kite. A built-in filter would definitely make things easier, good to know it’s in the pipeline. Looking forward to that update.