Feature Request - Filter & Group Holdings in Kite

[ManadayM]

I have been using Kite (web) since 2017 but I badly need a feature to filter and group my holdings. The reason is my different holdings are for different purpose and time-horizons.

I know there’s a tag feature that is not helpful as it is a part of Console not Kite platform where I can see realtime changes during the market hours.

It would be great if Zerodha provides a way to group holdings in a tabbed UI. Maybe we can have a default tab that lists “All” holdings and then user should be able to create a new tab and add holding stocks/securities that he/she wants to track under that tab.

I see similar threads on different forums where people wish to have identical feature - Ref. Reddit - Dive into anything.

Thanks.

[Meher_Smaran]

Hi @ManadayM

@ManadayM

it is a part of Console not Kite platform where I can see realtime changes during the market hours.

You can view the live ticks on console as well.

@ManadayM

It would be great if Zerodha provides a way to group holdings in a tabbed UI. Maybe we can have a default tab that lists “All” holdings and then user should be able to create a new tab and add holding stocks/securities that he/she wants to track under that tab.

This is on our to-do list. Thanks for the valuable feedback Will keep you updated on this.

[ManadayM]

Thank you for your reply @Meher_Smaran.

@Meher_Smaran

You can view the live ticks on console as well.

Noted, but still that’s less useful as people won’t be able trade from Console. Hope you’re getting my point.

@Meher_Smaran

This is on our to-do list. Thanks for the valuable feedback Will keep you updated on this.

Great, many thanks. Hope to see it in reality.

[ManadayM]

Hi @Meher_Smaran ,

It’s been 2 years. I have been using Zerodha and AngelOne simultaneously and I have to accept AngelOne has delivered far more helpful features on their Web platform and Mobile App.

This feature is extremely useful to focus holding stocks by groups. AngelOne has released this feature lately and it has been damn useful. Just to give you one real-world scenario where I have some holdings as technical trades, some as long term, some as growth stocks, etc.

Attaching a sample screenshot from my AngelOne account.

Hope you won’t ignore this time!

Thanks

[siva]

@ManadayM

This feature is extremely useful to focus holding stocks by groups.

We will do this in coming days, will take some more time though.

[pratiksonigara]

Hi @siva, @Neelesh,
When can we expect this feature in Kite Holdings UI?

[siva]

@pratiksonigara

When can we expect this feature in Kite Holdings UI?

No ETA we can give as of now but basic grouping based on asset class and long term /short term should come in a quarter or two.