Kite “holding” filter is not visible

As Nithin Kamath already mention to increase brokerage and since Zerodha charges for each smallcase order, so it was intentional move to remove filter and to tell indirectly to only buy stocks via smallcase.

And to buy direct stocks better to switch to other broker.

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Yes it appears

True .Very unfortunate and backward step

Please revert this change. Tagging is a feature might be suitable for full time traders who have all the time to customize and make pretty dashboards.
For most of the traders, that filters gives a very good view to access different portfolios.
Tagging every trade is not worth every user’s time.
Please restore the feature asap.

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For the love of god, please bring back the Filter feature, why would you remove something that was working perfectly?

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Hi @Meher_Smaran How does one escalate this? and ensure that this feature be brought back?

We need some accountability, why was this feature phasing out not shared to the public? I currently cannot see my directly bought stocks on Kite, I can only see smallcase stocks.

You folks initially removed Mutual funds filter and asked us to goto coin, that was fine. But now you removed the filter all together. What about the hundreds of people who use this?

For the stocks that i have already bought, how do I go one by one and tags to all of them? What a horrible user experience is this?

Again, how do we escalate this to the Product head or the decision maker? there is no rationale behind removing this feature.

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smallcase replied to my comment about this filter on twitter and replied that we can import our personal holdings in their smallcase mobile app. This is a possible temporary relief solution provided they show the quantity purchased against the stock in the personal holdings section in the app. At present, they just show the name of stock and the % daily gain/loss or absolute gain/loss without showing quantities purchased in the personal portfolio.

I really sincerely hope zerodha looks at it from an end user point of view and gives us a practical alternate option rather than telling us to use tags which is not practical for someone who has subscribed to 7 smallcases.

Yes. Please bring back this feature. I have initally bought some stocks on Kite and same stock is available in some of my smallcase stocks .Now, this feature gets removed.how did i differentiate if i want to sell my stock from Kite holding.

Tagging is not the same. First of all it is slow to go to console and retrieve data. Secondly, console does not display the same columns as Kite, e.g. Day Change %. What is the necessity to phase out the filter in Kite?

Now I am stranded with all the smallcase stocks mixed up in my list.

At least you can add a feature to search in Kite Holdings using Tags.

What if i have the same stock in both Kite and smallcase.

Tagging is based on stock not based on quantity. So, it’s not actually a solution to replace filter with Tagging.

Do we need to retag everytime, when we rebalance/manager our portfolios?

Hi @Kuldeep_Bharithaya, please clear the browser cache. This should be fine.

Clear cache did not work. It still shows me only smallcase holdings and not Kite holdings.

Unfortunately, I have found that the current implementation of TAG feature does not meet my expectations and has been quite frustrating to use.

Please bring back the holding filter feature. That was very nice and easy to use.

Please Do as soon as possible.

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@anish_timanna

Try clearing both browser cache and cookies. It worked for me.

Else use different browser where you have not used Kite before, it should work.

Does not look like that will happen, this is the response I got from Zerodha customer support:

"As part of our ongoing efforts to enhance user experience and optimize our platform, we have removed the filter feature from the Holdings page. We noticed that this feature was not providing significant value and was not widely used.

We are revamping the Holdings page and will introduce redesigned filters for improved usability. We recommend visiting the Smallcase page to view stocks purchased through Smallcase."

I found tickertape helpful, I can see my holdings including mutual funds in it.

If you are a paid subscriber they give you additional insights as well.

Ah yes, removing a fully functional feature is “part of our ongoing efforts to enhance user experience and optimize our platform”.

“Not providing significant value”

I’m sure the extremely unreliable and buggy tagging on console will provide tremendous value to all users :smile:

Please consider bringing it back :pray: @nithin . it was a very useful and simple feature to see invested amounts & profits personally and across all smallcases.

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For it is other way around.It is displaying only my kite holdings .

Seriously! What was the reason behind removing that filter? It was a very helpful feature for the ones who also have smallcase holdings to group the stocks accordingly.

And I didn’t see anyone complaining about that feature, then who was that brain to think about removing it :confused: Please bring that feature back.