Comment on Kite 3.0 - Everything just got better!

Vijay K N commented on 12 Dec 2017, 09:27 AM

Pls update the COIN MF UI as well. It needs some improvements from usability perspective.

1. It should be simpler to invest in schemes that you already hold by providing Buy/Sell options in the holdings/positions view. Every time the need to type the MF name and then choose from one of several options for dividend vs. growth, regular vs direct etc. is unnecessary and has potential for user to make mistakes – I just need to use the same scheme option that I already hold, which should be convenient.

2. For orders placed, not much information is available to track – I just see (Pending or Sent to Exchange). We should have a reference no. to track orders placed for tracking status – buy/sell equity MF take upto 3 days to execute – and till such time, there is no way to track these orders.

3. Folio No.s are not displayed on the UI. we get the folio no.s only in the Allotment report email.

4. Categorization of holdings under Equity, Balanced and Debt schemes can help assess the performance better (perhaps adding a pie-chart) than just one consolidated view.

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