Grouping of stocks

[Chander_Shekhar]

Can we group our stocks in our holding in zerodha?
For example I can group the stocks i have bought for ahort term , mid term or long term and watch the progress directly instead of looking them individually in all stocks section.

[Bhuvan]

We’re working on it. Will take some time.

[Nakul]

Hey @Chander_Shekhar, we’re working on a tagging mechanism on Console that can be used for this. We’ll have a few pre-defined tags and an option for you to create your own tags such as long term, short term, speculative, news based, etc that can be used to tag each of your trades. Based on these tags, you’ll further be able to filter out your holdings and track them separately on Kite and Console.

This is one of the features our teach team is working on for Console v2. You’ll be notified once we are ready with this.

[Prayag]

Until Zerodha releases this feature officially, you can instead use an userscript created by @Amit_Rana1 which allows one to tag stocks in the Holding tab (and even see consolidated P/L for stocks with a specific tag)

Added features for options traders

Hi, I recently creating a simple ‘userscript’ for managing stocks and yesterday added some features for managing Options. You can read more about earlier post here: Simple chrome plugin for kite and see the plugin here: https://github.com/amit0rana/betterKite For option traders: You can group options under strategies Quickly see p&l of selected or grouped positions Mark trades as reference trades For stock holding: Tag and filter stocks based on category. Only see the stocks which are in …

Personally, I use it with another userscript created by @VarunAgw (requires a little tweak to make the two userscripts work together)

I have written many Tampermonkey based browsers scripts in the past to work efficiently with Zerodha Kite. I am sharing some of them with the community today, hoping they help others too

First of all, I would like to warn everyone about the risk involved. Unless you trust me or can read and verify the code yourself, you shouldn’t blindly install them as these scripts can be very dangerous. Second, the code is provided without any guarantee. I am not responsible for any problem that might arise because of it. Current functionalities of the scripts: Auto-fill order quantity by clicking on the amount you want for the order. i.e. 50K worth of share. Hide squared off position …

Both these userscripts together enhance the Kite web’s functionality/user experience greatly.

[_satya]

@nithin @siva Its been over 8 months since you said you would allow grouping in Kite. I hope this is extended to positions as well as holdings. This is one feature that would be invaluable for options traders as then we can group strikes based on the strategy taken. If a guy like Amit Rana, being a single coder, can make a plugin that provides this functionality abeit a little crudely , your team of coders could surely come up with this much faster

[siva]

@_satya

Its been over 8 months since you said you would allow grouping in Kite

On our list to do, there are many regulatory changes happening and due to covid few things are pushed back.

[_satya]

Any ETA on it though?

[siva]

Nope.

[pawan332]

@Prayag @Amit_Rana1 How to use it, it will be helpfull if some one can describe . I had downloaded the TemperMonkey Extension but not able to use this script for stock labeling

[Amit_Rana1]

Once you install the tool, you will see a + button next to the stock. Use it to add group.

Group dropdown will show on top

read more here: betterOptionsTrading/betterKite.md at master · amit0rana/betterOptionsTrading · GitHub

Oh by the way, you have to install betterKite script after you install tamper monkey

[rkparida]

When can we get this feature. It is a must to have feature.
I’d suggest along with tagging please provision OnClick of the tag to list out all the scrips of that group/tag in the portfolio. It would be great if this could have been planned as Grouped tabs/sections.

[Shiva_Guru]

Any updates on grouping feature, need to group stocks by LT, ST, growth etc.
Desperately needed.

Is this feature on your roadmap? latest update please

[nag.501]

Soon I am going to release a chrome extension for categorizing the holdings. Stay tuned.

[MohammedFaisal]

@Shiva_Guru

Any updates on grouping feature, need to group stocks by LT, ST, growth etc.
Desperately needed.

Is this feature on your roadmap? latest update please

Hi @Shiva_Guru,

We plan to allow grouping of stocks on Kite holdings both on the basis of user tags as well as system generated tags for short term, long term, etc