Hi everyone,
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.
This is just the beginning. We have more enhancements planned for the Holdings page over the coming weeks.
Do try out the new experience and share your feedback with us!
