Instead of just one portfolio, can I have facility to have multiple portfolio.
Like
a. Short Term
b. Long Term
c. Tracking position.
d. Momentum.
A stock scrip can be present in multiple portfolio.
Eg. I may have INFY in long term. But I want to trade small quantity in short term also.
Also one can easily move holdings from one portfolio to another.
This will be very helpful.
Then you prior shares of investment PF will get sold first, because of FIFO.
It anyway happens. Also that is user lookout.
We can still have default full view for those who find it confusing.
FIFO is for tax purpose also, so look is fine, but we will be selling investment shares and shares bought for trading will be added to the existing shares and average price will also get changed.
For that there can be “unallocated” portfolio. Where any purchase will reside first. and then user can move it as per his wish. User will also feel happy doing it 
Brokers can provide user interface, if you are talking about that. They cannot frame the tax rules.
Even I want such interfaces, I can segregate my stocks into different sections.
Yes user interface only. not asking to change any tax-rule.
But yes i agree it is little complicated due to tax-rule, the view will puzzle few users who may not be aware.
There is selection choice for stocks in Kite and Smallcase, so I think they can create one for users’ stocks too.
Is this possible?
To work around the tax angle, one can use multiple Demat. Then while accounting you have to be consistent with what you follow.
Multiple Demat accounts = multiple brokers.
I too interested in this feature, is there any plan for zerodha to make this feature?
This is something we are working on. @mohitmehra will update closer to when we do the testing etc. Please allow us some time, difficult to share a timeline for this.
we need grouping feature. where we can add and name the group and move stocks into group we want.
aka tagging, which was removed
Hello Dinesh,
I’m excited to hear this,
I’ve been looking forward to such a feature since many months,
Is it possible to elaborate on how this feature would work, and how it can help us.
Thanks,
Srihari
+91 9686705081
The feature is mostly used by clients who’d want to keep separate Demat accounts for long term and short term portfolio. Also to keep trading activity and investing activity separate for tax computation. Do check your use case in detail also before deciding on this.
Hello Brother.
Thanks for the response.
We have 3-4 portfolio like below :
Sometimes, Some of stocks will be in multiple portfolio.
Right now, All the stocks are merged in 1 single demat at Zerodha, and we’re tracking it individually by Basket Feature in Zerodha.
So, We were thinking if One could offer to open multiple demat at one broker, or multiple portfolio view in 1 demat. (Grouping)
Is the feature already available at Zerodha?
If yes, how can I avail it?
Thanks again.
Regards
Srihari Bhandarkar
We’ll be offering the secondary demat feature soon, we’ll update here once its ready.
Hi, is there any further update on this. Hope to use this feature before the year ends!!
Hey, just final leg of internal testing. We’ll announce this soon.
How is it possible sir? I read somewhere that we can only hold one demat account in one broker.