In other words, if I have a large number of holdings but if they fall under themes, like, large cap, small cap, dividend stocks etc, can I put them into folders/portfolios? This way, I can have multiple portfolios and track their returns without separate hassle of calculating them.
hElLO tRaDeR,
As of now, you will not find this option on Pi or Kite to manually group your holdings.
On the Q backoffice, the quant algorithm does its own sorting based on industry.
To built your own investment portfolio intelligence, Google Sheets is a great tool.
You can even pull in market data to your sheets to customize your own formulas using the following function:
=GOOGLEFINANCE(NSE:ICICIBANK)
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Thanks! Can you please provide some pointers/ posts that describe how this can be done?
This will give you a fair idea of what u can do with google sheets:
.
https://docs.google.com/spreadsheets/d/1qRgt-JgszIskL9rfIlSM-DMlfw0ty8piBgPT_3kfm9k/edit?pref=2&pli=1
Here is a sample Investment Portfolio Sheet:
You can use this as a template or use the formulas on this sheet to build your own.
https://docs.google.com/spreadsheets/d/11oHcieLsXRM97RwQdSIFG454FEXv8mXe6RMH5poy06Y/edit?pref=2&pli=1#gid=0
Is it possible to sort holdings by name, LTP, Quantity etc. in Zerodha Kite app?
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