looking for custom grouping feature for holdings and watchlists that allows users to create their own categories (e.g., Long-term Core, Momentum Now, Non-Compliant, By Analyst x, Exit, etc…), assign stocks to these groups, and view P&L and key performance metrics for each group individually.
Hi @Nahmja, thanks for sharing this detailed suggestion.
For the watchlist section, you can already create up to 20 watchlists with your own titles. You can assign colors to stocks for easy identification and sort them based on those colors to group similar scrips together.
For the holdings section, we currently allow users to mark investments as Special for better tracking and visibility.
Please find the screenshots attached below for reference.
Thanks @Mohseen_Usmani for your response, but the feature what i have requested with in the single watch list looking for grouping as i have mentioned further reference you may looking to AngelOne.
@Nahmja , thank you for your feedback. Please be assured that we have taken this up internally for evaluation and further action.
Appreciated for your quick response.
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Iam following up on my earlier feature request,s it is still quite difficult to monitor them effectively in the current interface. I would appreciate an update on whether this enhancement is on your roadmap and any tentative timelines you can share.
Your positive response and clarity on this will help me decide my next steps, as I will otherwise need to consider alternative brokers that better support this level of tracking.
Thank you for your time, and I look forward to your feedback.
Hi @Nahmja, we have picked this up, it’s on our roadmap; however, we cannot share a Timeline at the moment. Thank you for understanding.
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