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Portfolio¶ View stock holdings and F&O positions along with average entry price and live P&L. Holdings¶ Shortcut key – H. Stocks bought as CNC (equity delivery) start showing up in holdings from the next trading day (shows up in the position tab on the day of purchase).

With a sleek and carefully designed UI, buying, selling, analysing, and managing your portfolio, everything's just a click away. Navigate the app seamlessly with intuitively designed keyboard shortcuts. Exclusive access to level 3 data, or 20 marketdepth.

Portfolio Analytics¶ Tap on Analytics under the Holdings or Positions sections to visualise portfolio diversification. To learn more about portfolio diversification visualisation on portfolio analytics, visit zerodha.com/z-connect/zerodha/announcements/introducing-portfolio-analytics

Jan 29, 2020 · In the kite overall holdings, there are currently groups available as Kite, small cap, mutural funds & All Stocks. We would love to have a group created by user and group certain equity holdings into the group for better management.

How to access Stock Insights and Timeline from the Kite app? What are Stock Insights, and how to view them? How is the buy average affected when shares from holdings are sold and bought back on the same day?

Portfolio¶ A user's portfolio consists of long term equity holdings and short term positions. The portfolio APIs return instruments in a portfolio with up-to-date profit and loss computations.

XIRR is an aggregation of multiple Compound Annual Growth Rates (CAGRs), with a focus on investments like SIPs. It is particularly valuable for calculating the performance of investments with multiple transaction points and durations beyond one year. To learn more about CAGR, see What does CAGR mean?

Sep 30, 2017 · If we could create upto 5 diff portfolios within Kite by strategy that would be excellent - for example 1) Core - don’t touch 2) Turn-arounds 3) call-options - users can group their existing holdings by names they choose & when they View their Kite Holdings, it …

Dec 24, 2024 · Filtered and curated updates for the investments in your portfolio. Free access to Zerodha’s ecosystem products like Sensibull, Tijori, Streak, Quicko, and more. Nudges in the order window to...