We have introduced a new feature on the Kite web positions page: Grouping and Filtering of Positions.
Currently, all positions are displayed in a single table and can only be sorted in ascending or descending order. This enhancement enables users to organise and monitor their positions based on underlying instruments and expiry dates, allowing for more effective P&L tracking.
Grouping Options:
- None: This is the default view where all positions are displayed together (similar to current functionality), with the combined P&L shown at the bottom.
- Underlying: Positions are segregated by their underlying instrument and displayed as groups. For example, all NIFTY contracts across different expiries are grouped under “NIFTY 50,” with the corresponding P&L displayed for the group.
- Underlying and Expiry: Positions are organised by both underlying instrument and expiry date. For instance, multiple positions in the same underlying across various expiries are grouped, with P&L calculated accordingly.
Users can also collapse or expand groups as needed to focus on specific positions.
Filtering:
The filter functionality allows users to view positions based on segment, product type, and status (Active, Closed, Long, Short, Overnight). When filters are applied, the P&L reflects only for the selected positions.
Important Notes:
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P&L for each group updates in real-time and is displayed next to the group name.
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Selected preferences are retained until the user manually removes the filter or grouping. A red indicator appears next to the settings icon to remind users of the active preference of the filter.
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Applied grouping and filters reset when switching accounts in the same browser, logging in via incognito mode, or using a different browser.
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Filtering is already available on the mobile app; grouping functionality will be added in the coming days.
This update is currently available for public beta testing at kite-beta.zerodha.com. Following a review period to address any potential issues, we will deploy this feature to the production environment. Please do try this and share your feedback.
