Hi,
The current Watchlist and Portfolio modules are missing a few important personalization and organization features that would greatly enhance usability and efficiency:
- Watchlist Enhancements:
- Add an option to include personalized text notes or tags beside each stock (e.g., buying range, review range, investment horizon, remarks, etc.).
Allow icon-based labeling (e.g., long-term, short-term, high conviction).
Enable quick inline note editing without navigating away from the list view.
- Portfolio Enhancements:
Add functionality to group holdings** by custom Label names (e.g., Focused, long-term, Advisroy1, Advisory2, Others) and system-defined sectors/industries
Provide sector-wise and theme-wise breakdowns (auto-categorized classifications).
Option to collapse or expand each group for a cleaner overview.
for reference attaching screenshots.
These updates would make portfolio tracking and stock monitoring more structured and intuitive, especially for users managing multiple strategies or themes.
Hey @Tiger_Wolf, Thanks for the suggestion. Adding personalized notes/tags in the Watchlist and grouping holdings with custom labels in the Portfolio would definitely make things more organized. We’ll pass this along to the team for future updates.
Just to add, you can click on the particular stock in your Portfolio, then go to Portfolio > Mark Investment to customize it further. This will help you organize your stocks according to your specific needs.
Refer the attachement.
Appreciated if you could include here custom labeling this will help until solution made available from your tech team
Hey @Tiger_Wolf, Thanks for the suggestion. We have noted your feedback regarding custom labels.
Good Day Dhan Team, @Mrunmayi_Vaity @Madiya_Khatri @Mohseen_Usmani
I would appreciate an early update on the following feature requests for both the Dhan Web and Mobile apps.
As specifically requested, it would be very helpful to have sections or groups to organize holdings within the portfolio, along with the ability to add personalized notes and drag-and-drop functionality for easier customization and management.
Currently, due to the absence of these features, I am still relying on Angel One for my portfolio management. I would appreciate it if you could share an update on whether these enhancements are planned and the expected timeline for implementation.
Hi @Tiger_Wolf ,
To organise stocks into separate sections in your Watchlist, you can use the Create section feature on Web.
You can also add personalised notes:
On Web: Search for the scrip > Go to Markets > Add a Note.
On App: Open the stock > Analysis > Add a Note.
Hope this helps you organise and manage your stocks more easily!
