We’re rolling out a new Holdings page on Console with several enhancements to help you better track and understand your portfolio.
You can access it from Kite → Holdings → Analytics.
Here’s what’s new:
Revamped search and filters
Navigate between your Primary, Secondary and Family holdings using the new filter box. You can also filter your portfolio by sector, holding type and tags.
Enhanced XIRR
View Current and Historical XIRR for Equity, Mutual Funds or your Combined portfolio, along with benchmark comparisons to evaluate performance.
Dividend & interest insights
View dividend and interest charts and access the corresponding downloadable statements.
Portfolio red flags
Get additional insights and flags to help identify potential risks or areas that may need your attention.
Top Movers
Quickly identify the biggest gainers and losers in your portfolio.
Portfolio Timeline
Portfolio Timeline has been moved to the Holdings page, making it easier to track key events and activity in your portfolio in one place.
It seems with this change the family view and total family portfolio is not available anymore. Is that removed going forward? It was really helpful to track the combined portfolios. @TheGouda@Ruchi_Porwal
@TheGouda , still i am not able to see full holding details of mutual funds, from support team got to know top 40 stocks only take consideration for this when i raised concern last time, after this new release also still same issue. I hope in next release you will fix it.
@TheGouda ,
Does the Dividend report show dividend from companies which are present in Secondary demat Console Login: Zerodha linkhttps://console.zerodha.com/reports/dividends
Similarly does the Interest from gsec in the secondary demat also included ?
Hi Zerodha Team , just to ask you guy’s here , instead of creating a new post , There is a delay in price reflection between executed price on Position page and LTP of the particular scrip , why there is a delay
All filters, such as Family, Secondary, Sector, etc., currently apply only to the Top Contributors section. Due to technical limitations, these filters do not apply to other analytics such as the Dividend chart, Portfolio XIRR, Red Flags, etc. We’ll explore whether we can extend the filters to these sections in the future.
It would be great to have similar portfolio tracking capability inbuilt in Zerodha so that we don’t have to use different tool for investing vs tracking.
every day gsec going up and down like 50% , what is this in console - still zerodha is back when compared to others - anyway i am moving to kotak- thanks
even i speak to customer care 3 times back - they will check no response -i leave it
today also have some problem , i already pledge ,margin are not updating , i already speak to customer care - he told will call back , margin are not updated
response are no that much satisfactions in customer care
