As a trader managing multiple strategies—such as Smallcase, ETF investing, momentum trading, and swing trading—I find it challenging to track the performance of each strategy independently in the live market.
Currently, the Kite platform allows filtering into just two categories: Smallcase and Kite holdings. While helpful, this limited filtering doesn’t cater to traders who manage diverse strategies with unique stock constituents.
Zerodha already has a “Tag” feature that lets users categorize stocks, but there’s no option to filter based on these tags. Introducing a Tag-Based Filtering feature would allow traders to:
- Quickly view and track the live performance of stocks grouped under specific strategies or tags (e.g., Swing Trading, Momentum Investing).
- Gain clarity on how individual strategies perform without mixing data with unrelated holdings.
This enhancement would simplify portfolio management for strategy-based traders and add immense value to the user experience on Kite.
I hope the Zerodha team considers implementing this feature. Thank you!