Mutual Funds View on Kite

Hi

Could you please add a toggle on/off button on Console for viewing mutual funds on Kite?

Basically looking for an option to not see my mutual funds on Kite as I want to keep that portfolio view separate. And I understand some of the people might want to see it there.

So a toggle on/off button on Console helps both the parties

Thank you!

Hi @R_C Welcome to the community :slightly_smiling_face:

If you mean viewing your portfolio on Console, there’s already a filter option available. Just click Filter on the top right, below your client ID, and under Type, deselect Mutual Funds. This way, you will only see your Kite holdings on Console.

On Kite Holdings, we by default show only your equity holdings. There’s also a filter option where you can choose to view your MF holdings or all holdings together.

Looking for an option where I don’t want to see the mutual funds on Kite at all.. keep them separate on Coin only

Ahh, got it @R_C . By default, Kite currently shows only your equity holdings, but understood what you’re looking for. We’ll take this as feedback and see what can be done.

+1 to the request. The change is being done for obvious commerical reasons, but some of us understand / find the status quo to be logically better (along with the cronjob style bucket and trigger SIP).

I actually want the default to show all holdings Kite + MF. So, yeah if it can be at user’s discretion that would be great

Thanks @rihan_baji. Alternatively if we can move MF to secondary demat that also can be helpful. I think this option is in your pipeline. If yes, would like to know when this option goes live?

Yes, we have a bunch of imporvements in the pipelines for secondary, we’ll keep you posted.