Console tags (beta): Trading journal & tracking goals

@siva-reddy when you download .CSV file of your holding, should it also contain the respective tags in a column?

@Nakul Can you.

Thanks @TheGouda,
Your support team called me and had a live session with one of your executive and shown the issue to him. Hope its resolved soon :grinning:

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It’s tricky to show the tags in the downloaded CSV for each trade’s breakdown. The tags will show up only on the UI currently.

@Nakul @TheGouda,
I’ve found new bugs. Have updated ticket # 20210202410967 with screenshots.

  1. A NFO Mutual Fund I hold where I didn’t make any further investment can’t be tagged.
  2. Save button is not visible properly. And it gets stuck in the bottom of the screen. You have to do 90% screen to see the button and click.
  3. Tags are not showing in mobile view. When the Console is visited from within Kite App.
  4. A bond I hold which is not listed in the secondary market can’t be tagged.

Please look into these.

Yup, we’ll look into this.

Is it possible to add additional tags like NIFTY, BANK NIFTY in Positions page of Kite mobile. That would be really helpful for filtering the trades

@Nakul @TheGouda reporting a new bug, found today:
Tags are getting removed automatically without me doing anything. Shared screenshot on ticket 20210202410967.

@rupeshmandal this shouldn’t have happened. We are investigating what has happened here. We’ll give you an update on the ticket.

Why so many errors on almost every tab of console ? @siva-reddy . Have been observing this for a long time since console has been updated but even after so many days, it has not been resolved yet. Pls look into this asap.

Screenshot 2021-03-23 230627

Noted.

There was an issue last night during our backend processes which is why you would have got these errors. This shouldn’t be happening now.

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Lost all tags again… Happening too often … When you folks are planning to move it away from beta ? Its not usable at all and I feel pointless in creating, maintaining tags. Also cant delete the tags as well. Will wait till its properly fixed and released.

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@dexter007 We are able to see all the 54 tags you have added in your account in our backend. We are debugging this to find out why it might not be displaying to you. Can you please share more details by raising a ticket? It’ll help if you can provide us a screenshot of your holding and P&L page.

I also lost the tags partially. Retagged.

@Nakul @TheGouda New bug found: Unable to tag SDL in my holding. Updated ticket 20210202410967.

Hey @Nakul, when can we expect this to go live? Tag based filtering would be an awesome feature! Thanks!

Likely, this week only we will announce on console for all, kite will take some more time.

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I also find Tag Analytics quite interesting. But getting there is a chore. Is it possible to have a dedicated button/section on the holdings page (Just like there is for TicketTape insights), instead having to go the ā€œStock -> Options-> View Breakdown/tags -> Analyse Tagsā€ route?

Just saw that the Portfolio tab now has the Tags option in there. Thanks, guys!

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