Zerodha Kite - Need Support for Customization of 'Holdings' Tab


#1

Hello,

I would like to give a suggest on improving the Kite Dashboard.
This is more than a suggestion… it is actually a Need for investor.

At present, the Dashboard can filtered for Equity, smallcase & Mutual Funds.
But that is not sufficient because the overall P&L is a combined result of all Securities / MFs.
It is not possible to monitor performance of for Eg. Debt MFs, Vs Equity MFs.
Or Eg. LargeCap Stokcs Vs MidCap Stocks in portfolio.

It would be good to see how different ‘sub-categories’ within portfolio are performing.
Eg. Have separate P&L lists as below
MFs :
Debt Gilt MF P&L
Debt Corp Bond MF P&L
Debt Dynamic Bond P&L

Same for Equity categories, Direct Stocks & Bonds.

ALTERNATIVELY,
Tagging feature can be provided for each portfolio item and filter based on Tag can be supported.
User can tag his portfolio items to track them separately.
Eg. Stock with 0 Debt/Eq ratio.

Debt Liquid
Debt Income.
Eq Midcap auto
etc.

Then User can filter tag wise to see the performance in each tag category.

OTHER ALTERNATIVE :slight_smile:Provide ‘Panes’ in Dashboard.
User can set name to the panes. Add / Delete / Move / Rename Panes.
Each pane shall have its own P&L display.

User can drag an portfolio item into a pane and monitor P&L in each pane.
Of course same item cannot be present in more than one pane.

Pl. check about this.
I am sure there are more scenarios and brainstorming can be done towards this value added feature.

Pl. check about the same.
I would like to know if this is considered or already in development.

Thanks.
zkar.


Kite 3.0 - beta!
#2

Will above Request be evaluated by Zerodha Team ??


#3

Yes, something like this is already on our list of things to do.


#4

Is there any update on this customization request, as it is on TO DO list since 2 years. : )

This is a pretty required customization for investors to be able to categorize their investments by themselves.


#5

@nithin or anyone else?


#6

Yep closer to going live now, this feature. Few more weeks. We had to first launch console before we could launch this.


#7

Thanks @nithin , eagerly waiting for it. :slight_smile: