Host to identify smallcase and direct holding in Dhan

Product Feedback 🗣️
1

In Zerodha there is filter to list either smallcase holdings or kite holdings or both.
Do we have any such option in Dhan to identify non Smallcase holdings?

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2

@Bhavesh83thakkar we have this in our portfolio section on Dhan. You can view the holdings by stocks, ETFs, smallcase etc.

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3

Hi @shraddha
Yes, I have explored this section and can see stock section has both smallcase as well as non smallcase holding.
How do I identify stocks in stocks section not park of smallcase.

4

Your holdings in stocks section are your holdings not including smallcase stocks. Whatever stocks you have via smallcase will only be shown in smallcase section.

5

Hi @shraddha

Please check at your end
The holdings in stock section contains both smallcase as well as individual stocks.
Please see attached.
I just have 2 individual stocks and rest part of smallcase but difficult to identify which are those

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If possible we can connect tomorrow so I can show it to you.

Thanks
Bhavesh

6

Hi @Bhavesh83thakkar Stocks in smallcase are always part of the holdings. Stocks, once in demat account cannot be distinguished, for convenience of users we mark them separately under smallcase.

If you are looking at distinct holdings for both portfolio and stocks, that is not available; rather not possible.

7

Hi @PravinJ

Understood and that’s what I am requesting to have this feature, it’s available in zerodha to filter stock holdings part of kite and smallcase.

Try to implement something like this in dhan

8

Hi @Bhavesh83thakkar,

Thank you for pointing this out. We have noted your feedback and will check the feasibility of implementing this.

Thank you,
Trisha
Product@Dhan

9

Any update on this feature. Without this its not possible to distinguish stocks from own buying and through smallcases. Also while selling how to distinguish unit present in smallcases, so that not to sell those units.

10

Furthermore
Without this sorting feature in place, I sold few stocks out of my smallcase but didn’t sell via smallcase app, because of this I still see smallcase investment amount without even holding a single share of that small case.

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11

Yes, thats my point too. It becomes messy to manage smallcase holdings

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