Introducing position grouping and filters on Kite web
If you’re an active trader, you know how quickly your positions list can get cluttered. Different stocks, expiries, and long or short positions, all mixed, can make it hard to see what’s really happening.
To make this easier, we’ve added a feature to group and filter positions, which lets you organise your positions just the way you want, so you can track positions and P&L more easily.
Position grouping
By default, all your positions appear in a single list with a combined P&L at the bottom, just like before. But now, you can change the view from Settings.
Underlying
Select “Underlying” to group all positions of the same instrument. For instance, if you trade Nifty and Sensex F&O contracts across expiries, each will appear under its group with a combined P&L for that group beside it.
Underlying and Expiry
If you want a more detailed view, choose “Underlying and Expiry.” This groups positions by both instrument and expiry date, which is especially handy when you trade multiple expiries of the same stock or index.
Each group can be collapsed or expanded, so you can focus only on what matters.
Filters
We’ve also added filters to refine your view further. You can now filter positions by segment, product type, or status, whether open, closed, long, short, or overnight. When a filter is applied, the P&L shown will reflect only those positions.
A small red dot next to the settings icon indicates that a filter is active.
Filters are already available on the Kite app, and grouping will be added soon.
When will the \”Positions\” features be available in our portal? Currently, the page shows \”You don\’t have any positions yet,\” even though I have several Equities share holdings.
It would be great if we could tag different positions and group them as per the tag. Thanks!
Yes, best for intraday and even for multileg strategies. Using kotak neo for that feature.
i like in hindi
Please star bracket order on delivery basis in zerodha
Hi team,
Can we have grouping options in Holdings as well.
Yes this is very much required and already present in Angelone.
Hard Stop-Loss for F&O
I would like to suggest adding a hard stop-loss feature for F&O either based on a fixed amount or a percentage.
For example, if a trader has multiple open positions (say 10 positions), they should be able to set a global stop-loss such as ₹10,000 or x% of the total deployed capital. Once this overall loss threshold is reached, all F&O positions should be squared off automatically, regardless of individual position P&L.
This feature can significantly help retail traders by controlling risk, preventing large drawdowns, and promoting better discipline in volatile markets.
This can be easily done with a minor change in the Zerodha code . 🙂 Please consider this .
This is a good suggestion. Also, it should be possible to set a \’Trailing Stop Loss\’ for each group of positions. This will be particularly useful for F&O trading.
You just a made a tiny step in filtering the Positions screen… Real problem is filtering different strategies: Like Ironfly, double-diagonal calendar spread running together.
I had to switch other strategies in other broker platforms, since you don\’t have this option. Very slow progress, is all I can say.
Yes, different strategies of same instrument and same expiry should be shown differently. Right now using different brokers for different strategies in Nifty.
See strategy bot given by kotak neo for reference.
I have two zerodha accounts (one in my name and other one in my wife\’s name) , can i see all the both the holdings ans positions in one kite app or website
Hi Bilap, it is not possible to see positions, but you can view holdings on Console using family accounts feature: https://zerodha.com/z-connect/console/introducing-family-portfolio-view-on-console
Please add grouping view that can be dynamically customized. Like if I am running two different strategies but both involve taking positions in the same Nifty option strike, I should be able to manually group or split the positions to see the combined P&L of the overall strategy.
This is definitely a helpful option on Kite that was long awaited.
Suggestion:
If Kite has the facilty/option to exit such group stocks/options based on a P/L Value that can be set-up for the day, it would be even more helpful.
It\’s an awesome feature, just a small request: add custom grouping as well.
Pls have a grouping view to enable users to segregate short term holdings and long term holdings..
Hi Varun, you can do this in Console holdings: https://support.zerodha.com/category/console/reports/taxation/articles/view-ltcg-and-stcg-holdings
please add bracket order type in F&O so that trader may apply stop loss and target at the time of order placement.
Yes, best for intraday and even for multileg strategies. Using kotak neo for that feature.
When there is a limit on chart preferences?
It asks to remove templates, indicators etc to save drawings further. Zerodha must improve this…
I noticed the recently introduced grouping filter feature, and I truly appreciate the continuous improvements you bring to the platform.
However, I would like to share a suggestion that could make this feature even more useful. Instead of predefined grouping, it would be more beneficial if users could create their own custom groups and manually add their preferred stocks or futures & options contracts to those groups.
This level of flexibility would help users organise their portfolios and watchlists based on their personal trading style and strategies, leading to a more efficient and customised experience.
I wish we had more options of grouping, filtering on the holding page.
Kindly give options of alerts tone
Bring some useful features. Combined premium chart in kite( not in sensibul ).
Streak looks outdated. Why not integrate Agentic AI so that users build there strategy and deploy them directly.
Zerodha is turtle slow adapting new features. Zerodha is no more zerodha. I hate people building userbase and building ecosystem business.
want a grouping view that can be dynamically customized. For example, if I’m running two different strategies but both involve taking positions in the same Nifty option strike, I should be able to manually group or split the positions to see the combined P&L of the overall strategy.
Hi Santosh, noted your feedback. Thanks.
Please use the \’Label\’ mechanism so that we can have control over the position filters.
Even I face the same challenge, looking forward for an option like watchlist
where we can customize what we want to see in a group & can individually see P&L
@Nithin0dha
In the Kite app\’s equity portfolio page, users can see the quantity held against the company code. Can you split the same as per holding period as short/long term? Beneficial to users in taking a call without going to the breakdown screen.
Think over!
Have requested the same on x/twitter handle few months back!
Hi Nilesh, noted your feedback, and we will check on this. Btw, currently, we show the long-term tag in Console holdings for quantity that is held for over 365 days.
Thanks a lot, But i need this for HOLDINGS tab. It\’s too much cluttered with different holdings. Give us option to hide based on type, level, instuments(etf, bond, eq), holding durations(3m/63/1y), etc..
This is on our list of things to do, Suvajit.
want a grouping view that can be dynamically customized. For example, if I’m running two different strategies but both involve taking positions in the same Nifty option strike, I should be able to manually group or split the positions to see the combined P&L of the overall strategy.
yes this is actually we want
Hi Akshat, your feedback is noted. Thanks.
Great Feature, will be very useful.Thankyou
A suggestion. Please introduce customised grouping feature. Will help in user grouping as per different strategies
Can we grouping our holdings same like this..
This is on our list of things to do, Rahul.
Thanks for this new feature inside Kite web. However I guess if the same is taken further to implement something like below would be helpful.
Inside HOLDINGS Tab, currently there is no option to make my customized groups – e.g., I want all METAT stocks to seen one below other and P&L from them. Similarly all BANCKING stocks. On similar lines goes with grouping REITS and INVITS
We have this option inside watchlist – however not in Holding tab.
I agree there are alternate options to do – but not in HOLDINGS tab – having this feature in HOLDINGS tab would be really helpful.
Hi Ravi, we\’ve noted your feedback and will look into this. Thanks.
This is absolutely beautiful. The clutter is cleared ! Thank you so much
– @Srinivega
Hi
Thank you for introducing this feature on the positions tab. But still have to scroll down to see the MTM. Would it be possible to display the MTM on top, similar to Kite Mobile?
Hi Ved, we\’ve noted your feedback and will look into this. Thanks.
Please add these filters in Order books (Open and Executed) as well.
Hi Kapil, we\’ve noted your feedback and will look into this. Thanks.
In position there has to be option to create different set(portfolio) to display. So that the present day trading files alone can be showed, instead of seeing all the list. Some shares might be for long term, and need not to be seen in the day trade. If you are willing to hear more from me regarding my requirement, please call – 9847244464
Thank you Team Zerodha, to accept and infuse my recommendation in Kite UI. I appreciate your approach towards customer feedback.
the changes, Which I suggest in July 18, 2024 – Over support portal.
Ticket : https://support.zerodha.com/tickets/20240718446790.
Thanks <3
CHECK IF YOU CAN PROVIDE 1-2 COLUMNS WHERE IN CUSTOMER CAN FEED IN THE CATEGORIES(OF THEIR CHOICE) AND
CAN ENJOY THE REVIEW OF DATA SORTING FOR THEIR CHOICE.
Why cant you do the same for Holdings? Right now debt, equity are all mixed up and the P&L shows wrong
Hi Sahil, this is on our list of things to do.
can you help us making : HOLDINGS groupings and leave tags beside the holdings
Hi, this is on our to do.
a way to add tags to the individual positions and then group them by tags would be an excellent feature.
that would help traders to group positions based on different strategies as well.
Thank you for giving a good development which i am expecting.
Dear Zerodha Team,
I am very happy with your platform — it is secure, user-friendly, and efficient. Thank you for the excellent service.
I kindly request you to consider adding the following features, which will be extremely helpful for retail traders who cannot monitor the screen continuously during office hours:
Cumulative Stop-Loss (SL) Alert for All Open Positions
– Ability to set one SL alert based on total profit/loss of all active option positions.
Selective Cumulative SL Alert
– Option to select specific open positions (e.g., intraday, weekly, long-term) using a tick box and apply a combined SL alert only to those positions.
These features will help avoid unexpected large losses and will be highly beneficial for working professionals.
Thank you for your support and consideration.
Warm regards,
Ramesh A
I too request for this request
It would be nice to be able to group positions by strategies. That would be useful.
Hello, can we get a feature to add those positions in ATO effortlessly. As you can see in example there are 10 open positions, if I have to place an ATO to close all, I have to manually search them all .
Nice Development. But we have open positions under various strategies for the same /different underlying and expiry. We need one more layer to group positions based on the strategy.