Kite tags is a feature that allows users to tag a goal or add a reason for a trade. All tags are synced on Console on the next day, allowing users to track the performance based on specific tags. The best way to avoid making mistakes when trading and investing is to do more of what works and less of what doesn’t. This is possible only when the performance is tracked at a trade level, which is now possible with tags. It will soon be available on Coin for mutual funds.

Kite app

To tag orders while placing them, follow these steps:

1. Tap on any instrument from the marketwatch.
2. Tap on Buy or Sell.
3. Scroll down and tap on Add tags .
4. Tap on the suggested tags or search for tags and tap on Apply .

Kite web

To create a new tag on Kite web, follow these steps:

1. On the order window, click on Tags.
2. Click on the Settings icon.
3. Click on New tag.
4. Select a color, enter the tag name and description and click on Save.

To tag orders while placing them, follow these steps:

1. Click on the respective tags.
2. Click on Buy/Sell.

The tags can be viewed in the order book.

Did you know?

Zerodha launched tags on Console last year. Using tags on Console, clients can tag holdings to a goal like retirement, child’s education, etc. To learn more about tagging on Console, visit zrd.sh/tags-intro. To learn how to create and apply tags on Console, see How to create and apply tags on Console?

Compared to Console tags, which can only be done at the end of the day, tagging on Kite is the optimal way to tag holdings and trades because it can be done while placing the order. When placing an order, clients have the option to select a maximum of 5 tags.