What is the notes feature on Kite and how to use it?

The Notes feature on Kite allows clients to add the specific reason for adding an instrument to the marketwatch. Notes help clients by providing context for the instruments they are tracking, allowing them to revisit the notes at a later date and remember the specific reason for adding the instrument to their marketwatch.

To add a note to an instrument on the Marketwatch, follow these steps:

Kite app

1. Tap on the instrument.
2. Scroll up and tap on Add notes.
3. Type out the reason for adding the instrument.
4. Tap on Save.

Kite web

1. Click on ⋯
2. Click on Notes.
3. Type out the reason for adding the instrument.
4. Click on ✓

The notes added to an instrument on the marketwatch are only valid for that marketwatch and will not appear under the same instrument in other marketwatches.

To hide notes from the marketwatch:

1. Click on Settings.
2. Unselect Show notes.

Did you know?

• Notes can also be saved by pressing Ctrl + Enter and can be closed by clicking on  ✖ or Esc (escape key). The changes will not be saved if the notes are closed without saving them.
  
• If the instrument is removed from the marketwatch, the notes for that particular instrument are also deleted. They won't be visible even if the instrument is added again to the marketwatch.
• Up to 512 characters can be typed in Notes.