Can Zerodha build a feature such that we can segregate holdings across different portfolios in scrip names and also quantity.
Eg.
Long Term portfolio will have
Infosys - Qty 100
Nestle - Qty 10
Short term portfolio
Infosys - Qty 50
Airtel - Qty 10
Basically Totally Infosys I have 150. So I can divide that as per my wish.
disclaimer: name of the portfolio or scrips name is just for example. and not a buy/sell recommendations.
Yes, we are working on this, should come soon on console.
console means also kite web?
No, in our back office.
I would wish to see in kite web. Real time.
Currently I run Long term and short term strategy. I sometime have same stocks in both the strategy. currently kite web shows total quantity and not segregated quantity. Find it tough and have to maintain my portfolio somewhere else - yahoo finance. Entry exit is so tough there.
I wish Zerodha provide a feature that I can just allocate my holdings to different portfolios.
Yes, i too agree. This feature is very important. the way we have watchlist with tabs we shall have similar tab for portfolio. This would help to segegrate the stocks in the respective buckets like Long Term, Short Term , Recommended by X etc…
Dear Zerodha,
I too want this feature as it is difficult to segregate and understand a stock’s performance when I transact the same stock under swing trading strategy and add by SIP.
Else firstly pls sub-categorise in existing portfolio by providing option to custom name and color.
Can you pls let us know an update on this.
Thanks,
BJD
Currently you can use tags, check this. If you want to segregate within stock for like based on your goal then we are working on it, it will come on console and will take some time.