Goal based grouping of Mutual funds on Coin

Hi Zerodha Team,

Can we have some kind of groupings for our mutual fund portfolios or funds so that we can group few funds as investments say for New Car , Education etc and we can have some goal based investing and understand whether we are on track for the same …


We are working on something on these lines.


Thank you…Waiting for it…

Any updates on when we can expect this feature ?

Even i wanted to ask exact same feature!!

I cannot believe Zerodha needs 1 year to build one feature?? lol :smiley:

Maybe you guys should open source the code so community can support :slight_smile:

Please built this as soon as possible.

You guys ROCK!!!


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An year into this…Is the new goal based tagging feature anywhere to be seen ?

@Bhuvan @nithin Any updates on this feature ?

Just wondering if coin platform is given any preference from zerodha looking at the features getting dropped for the same. This is a long waited one and basis for goal based investing. Seriously considering to stop MFs on coin and switch over to someother platform.

There were bunch of regulatory changes and uncertainties about the way mutual fund transactions were supposed to processed. So we had stopped rolling our feature updates. But in the next couple of weeks we’ll start rolling out updates :slight_smile: It’ll be worth it.

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Hope it’s in some weeks timeframe and not another year.

Anything planned for rollout ?

@Bhuvan when can we expect ? Any timelines?

@Bhuvan Any update here ? I have been waiting for almost 1 year now for this feature. The whole point of mutual fund is to be able to map the funds with the long term goals. Why can’t this feature be prioritised ?

Please give a timeline for this. This is so frustrating to not be able to track funds and only getting to know the absolute returns which makes absolute no sense given I given various kinds of funds in my portfolio and expections and timelines for each is different.

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Dont expect this for another two years…SEBI has changed lot of things again , they will say we have put updates on hold… This year’s only update is watchlist I believe…

Start using Value Research for ur goal based tracking…Pretty nice thing they have…

We’re working on this, just give us a little more time and we’ll have an update.

Any updates on this. Currently, the dashboard or UI of the coin platform is very plain and not many additional features are provided. I have to manually search about MF’s on platforms like Kuvera, PayTm money, and Groww to get much user-friendly information without going through the scheme document. I think these additional features can be easily implemented in this platform too elevating the value proposition.

Currently, I’m using coin as it provides me a connected back office with Kite, and easy tracking.

Working on it, will take some more time.

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can you provide a definitive timeline here, so that we don’t bother asking you again and again. OR if it is too much delayed then we can think of trying other platforms as well.

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@siva I too agree on getting a definitive timeline for the same. This is one of the most important feature for mutual fund i.e to tie the mutual fund with the goals.
Please please provide a timeline or a directional sense as we have been hearing some non definitive answer for long time now
If there are any major challenges kindly consider listing out the same to your customers so that we can get to know if this is even possible in coin or not.

Hope you will come back with something positive as soon as possible.

There have been many regulatory changes this year constantly which we are coping up with hence few things got delayed, as said we are working on our coin web once it is completed we should pick new features based on our priority list.

Again don’t look at your priority list…Give priority to what customers are requesting…This is requested from 2-3 years I believe…