pl integrate small pointers on a candlestick chart—indicating user transactions with red for buys and green for sells, along with hover details. This is my suggestion as a non serious stock market dabbler (there are a lot many of my kind)
Plot open and executed orders directly on the chart in ChartIQ (e.g., buy/sell markers appear at the price levels where trades were placed).
One-Click Activation: A big, friendly “Show My Trades” button next to the stock chart—none of that buried-in-menus nonsense. Casual users won’t hunt for features; it’s got to be obvious.
This provides
Visual Clarity: Seeing your trades overlaid on the chart would instantly contextualize your decisions against price action. Red (buy) and green (sell) markers would make it easy to spot entry/exit points relative to trends or patterns.
Behavioral Insight: It could help traders reflect on their strategies—e.g., “I bought here during a peak, maybe I chased momentum,” or “I sold too early before this breakout.”
User Experience: Hovering for details (quantity, exact time, P&L for that trade) would streamline analysis without needing to cross-reference the trade book or order history separately.
Some advanced trading platforms (e.g., Thinkorswim by TD Ameritrade or Interactive Brokers’ Trader Workstation) offer similar features, where users can overlay their trade history on charts.
This is suggested for desktop-based UI only and not for mobile
Advantages for small investors
Memory Aid: Infrequent traders forget why or when they acted. Seeing “I bought HDFC Bank on June 4 when the Sensex tanked” jogs the memory—“Right, I thought it was a bargain!”—and builds confidence.
Learning Curve: Amateurs learn by doing, not studying. Visualizing trades against price action (and the Sensex) teaches patterns over time—did you buy high and sell low too often? It’s a gentle nudge to improve without preaching.
Emotional Connection: Casual investors aren’t in it for the grind; they want to feel smart about their sporadic bets. Seeing a green dot at a peak with “+₹2,000 profit” is a small win that keeps them engaged.
Zerodha (or similar platforms) should market this as “Your Trading Story” for casual users. Picture this: You log in, pick ITC, hit “Show My Trades,” and see your 3 buys and 2 sells from 2024 as dots, with the Sensex humming in the background. Hover over a red dot—“Bought 15 shares @ ₹450 on 03/09/24, Sensex: 74,500”—and you remember hearing about a dividend rumor. It’s not just data; it’s your journey, made visual.
For you and other amateurs, I’d focus it on reflection—use it to look back every few months and see if your Sensex-tied gut calls paid off. It’s less about tweaking trades daily and more about feeling in control of your occasional dips into the market. Does that vibe with how you’d use it?
Currently, on ChartIQ, you can view buy and sell executed orders on the chart for the same day. Displaying historical trades presents challenges, as it would require fetching past order data with each chart interaction. Additionally, displaying only executed orders without associated P&L may not provide much meaningful insight, and incorporating P&L data would further increase complexity. Considering these challenges, we need to evaluate whether this aligns with broader user needs. Thanks for your feedback; your feedback is noted.
The point about need to fetch historical data is noted but
The suggestion is for Web interface only and the trend chart shows one share for a specific duration reducing the data size.
associated P&L can be a simple calculation done on hover
Don’t see a big deal in doing this. I am a very occasional investor / player - trying to see the trade performance is a big challenge. A lot of small users who dabble infrequently in the share market will really appreciate
Firstly I would like to thank and appreciate what Zerodha has been doing with continual improvement towards varsity education and kite features.
I too vote for this feature requirement.
I do practice swing / position trading and SIP as well. To be Frank, it is hard to remember when and how much we transacted any stock.
Hence I suggest "Every buy / sell qty should be highlighted (as mentioned below), with optional / custom trend line, on respective date and price in the chart which helps us to understand our trading / investment trend / style across time vs. Price movements."
SIP - Buy transaction - marker shape 1 with fill colour 1 SIP - Sell transaction - marker shape 1 with fill colour 2 Non-SIP - Buy transaction - marker shape 2 with fill colour 1 Non-SIP - Sell transaction - marker shape 2 with fill colour 2
This feature will be more welcoming by all users as it visualises our transactions in the stock price chart.
This won’t be coming on kite, we will to do this on console and will take sometime.
The more data we add on charts the more time it will take to load charts, this will slow down chart opening considerably.
I f you really want to learn you can mark your trade levels with drawings on charts and save them, when you load chart next time you can see markings accordingly, I know this involves some work but that is best alternative solution available for now.