Hi Team, Is it possible to group stocks in Kite Holdings? I see we have a grouping feature in the watchlist; can we do the same for the Holdings page? There are very old posts with no updates on latest progress. Is it something available already? If it is, please let me know how I can do that.
One can do that on console , our backoffice, for now, in coming months we will bring it on to kite.
Thanks for the update! It’s good to know it’s on the roadmap for Kite.
I’ve noticed that this feature is already available on platforms like Dhan, and it’s honestly a game-changer for portfolio management. Having this directly in the Kite Holdings view would be incredibly helpful for a few reasons:
- Strategy Tracking: It allows us to separate long-term wealth builders from short-term swing trades or high-risk bets.
- Sector Analysis: Being able to group by industry (like IT, Banking, or Pharma) provides a much clearer picture of diversification at a glance.
- Mental Accounting: It helps in tracking specific goals (e.g., “Retirement Fund” vs. “Child’s Education”) without having to export data to a spreadsheet.
I really look forward to seeing this go live on Kite soon. It would definitely bring the holding experience up to par with the best-in-class features out there!
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