Comment on Zerodha updates - Nov 2016

Prashant Shah commented on 22 Nov 2016, 03:19 PM

Thanks to Zerodha team for all your great efforts.

I would like to know if new backend will get IPO allotment price automatically once the shares are allotted and credited to our Demat account?

Currently this process is manual and every time I get IPO allotments, I need to manually go to backend and enter the price on the discrepant transaction screen and it’s prone to human error!

Also, I would like to see the ‘+’ button under holdings either on kite or backend to segregate my portfolio based on various parameters to name few are;
i) Time horizon wise holdings
ii) Sector wise holdings etc…
So that I can drag and drop my holdings under the proper folders that I can create with ‘+’ button on holdings screen.

Thanks and awaiting your kind assistance

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