Introducing Grouping and Filter of positions on Kite-beta.zerodha.com

[DhanushK]

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:

1. 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.

2. 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.

3. 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:

• P&L for each group updates in real-time and is displayed next to the group name.

• 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.
  

• Applied grouping and filters reset when switching accounts in the same browser, logging in via incognito mode, or using a different browser.

• 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.

[DhanushK]

This update has now been rolled out to live and is accessible to all Kite web users on kite.zerodha.com.

@DhanushK

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.

The applied filter will be cleared the next day and can be applied again, if needed. However, the grouping preference is remembered.

[srikanthkaramsetty]

@DhanushK

grouping functionality will be added in the coming days.

Why Zerodha wont launch the feature at the same time across all platforms for our convenience and adaptability?

[abhijeet1]

Feature vanished now?

[DhanushK]

@srikanthkaramsetty

Why Zerodha wont launch the feature at the same time across all platforms for our convenience and adaptability?

Web deployments are instant; we can push changes to the live environment and make them available to all users. If any issues arise, reverting is straightforward.
In contrast, app releases require a version update and can only be rolled out in phases. Additionally, the underlying architecture for the same feature can differ between web and app platforms.

[DhanushK]

@abhijeet1

Feature vanished now?

We are working on this and should be available by tomorrow. Apologies for the inconvenience.

[dtyxg]

hi @DhanushK

Why don’t you guys display the underlying’s price beside the name (highlighted in yellow)

It would be better right ? Instead of adding all the position’s underlying in watchlist

[DhanushK]

@dtyxg

Why don’t you guys display the underlying’s price beside the name (highlighted in yellow)

It’s in our list of things to do; we will include this in the next phase.

[mynk]

Can we have a multi word “Advance filter” in the search box? The search shows up nothing if I search for more than one word.
For eg, if I want to search for “nifty CE” in my positions, I can only look up “nifty” or “CE”.
I would also like to have specific filters for “CE” “PE” and “FUT”. Say if I want to check how my calls are performing, typing CE in search brings up all my calls along with other scrips that have the letters “ce” in them - Relian’ce’
Also, it’ll be great if we can quickly exit multiple positions quickly using the exit button on the positions page. I’m unable to do so for stock options, despite the feature being made specifically for stock options. Market orders allowed in stock options if ordered through watchlist, but not through positions exit.
Say I’m long HDFCBANK CE 920, 930, 940 and short 950, 960 and 970 CE. Call spreads. HDFCBANK opens gap up to Rs 1000.
I would love to exit all 6 positions at the click of a button ASAP. After “market protection” rolling out, I should be able to quickly exit stock options directly by typing HDFC CE - SELECT ALL - EXIT.
I had earlier requested this in the relevant thread as well, no luck so far.

[mynk]

New Features on the Order Window: Order Slicing, Market Protection & More!

Can we have market protection feature enabled in market orders for trading in stock options done through Alert Triggered Orders and the EXIT button in the Positions tab? This would be tremendously helpful when exiting multi-leg stock derivative positions, especially to avoid heavy slippages. Currently, modifying orders takes multiple keystrokes, which often leads to delays and poor fills. Market protection would make exits faster, safer, and far more efficient. If I could add one more request…

Here’s the earlier request.

[DhanushK]

Thanks for sharing your feedback. We will add this to our list of things To-do.

[bharat1080]

DAY option is missing in web version. I know there is a separate day tab but when we sold overnight position it shows negative value in quality and P&L keeps changing.

In app it shows 0 quantity for overnight position once we existed.

Can you add DAY option in filter in kite web.

[bharat1080]

MIS does not show if I have NRML buy order.

[dtyxg]

Yes, understood.
That is the reason I deleted the post.

[dtyxg]

@DhanushK

Can you add expand all option beside positions ??
It is tedious, at least for me to expand each multiple times a day

or am I asking for too much

[DhanushK]

@dtyxg

Can you add expand all option beside positions ??
It is tedious, at least for me to expand each multiple times a day

We will look into the possibilities of adding the expand all option on the web. This will also be implemented on the app, which is currently WIP.

[dtyxg]

@DhanushK

possibilities of adding the expand all option on the web

Come on literally took 15 min to vibe code

I have zero knowledge abt coding ; in fact my major is MECHANICAL ENGINEERING

Sadly, will stop asking ZERODHA to add new features. The development time is close to ∞

[dtyxg]

@BB789 @meshridharan

Do you need the extension code ?

[cvs]

@dtyxg

Come on literally took 15 min to vibe code
I have zero knowledge abt coding ; in fact my major is MECHANICAL ENGINEERING

Welcome to the world of a Hacker/Maker

Reading the post, it comes across as the challenges involved are not apparent.
So, even though this topic has been beaten to death on this forum time and time again.
posting here for the sake of completeness.

It is fantastic to hear that you were able to whip-up something in 15mins that works for you.
Also, what you have created now, might work for other users too.

But will it work for everyone? or even the majority of users?
Reliably?
We do not know that just yet.

There are numerous challenges that
one does not face as an individual user developing software for oneself,
but a vendor like Zerodha faces,

Here are a few -

• Compatibility across a variety of systems (OSes, browsers, browser-versions, screen-sizes, …)
• Performance impact (load-times, cpu/memory usage, … )
• Ease of making change subsequently in the code-base.
• Conflicting (sometimes even mututally-exclusive) user requirements.
• …

@dtyxg

Sadly, will stop asking ZERODHA to add new features.
The development time is close to ∞

Might i suggest reporting, but not waiting instead?
Keep developing a collection of such nifty tweaks
as browser extensions, userscripts, or even external tools
and share them (screenshots, code) within the community.

This will…
a. …solve your immediate problems faster than waiting for official support.
b. …provide you an exposure to the challenges of integrating and maintaining software, thereby enabling you to appreciate any “well-written, but in it’s own time” software/tools in future.
c. …make it easier for the individuals working on officially supporting the same to evaluate/use your implementation (if permissively licensed eg. MIT). Increases the likelihood of faster official support.

@dtyxg

Do you need the extension code ?

Why ask? Please go ahead and publish any such code on public platforms with a suitable license.

• Small snippets? perfectly fine to share in a comment on this forum, with a couple of screenshots.
• Larger pieces of code? Maybe a gist/project on Github/Gitlab and can share link here.

This will enable others to re-use and build additional bits on top,
and in return others will provide you feedback / more ideas,
or other bits of code/tools that you can use.

A couple of such instances on this forum that i can remember right now [1] [2].

[dtyxg]

@cvs

Why ask? Please go ahead and publish any such code on public platforms with a suitable license.

Just now submitted the code for review in chrome webstore

@cvs

There are numerous challenges that
one does not face as an individual user developing software for oneself,
but a vendor like Zerodha faces,

Here are a few -

• Compatibility across a variety of systems (OSes, browsers, browser-versions, screen-sizes, …)
• Performance impact (load-times, cpu/memory usage, … )
• Ease of making change subsequently in the code-base.
• Conflicting (sometimes even mututally-exclusive) user requirements.

Definitely