How do I filter a particular scrip on Kite order-book, positions & holdings?
On Kite, you can filter and sort the scrips in your order-book, positions & holdings.
Sorting -
In the order-book, you can sort your orders by -
- Time
- Order Type
- Scrip Name
- Product Type (NRML/MIS/BO/CO)
- Quantity
- LTP
- Order Price
- Order Status
Click on the header of each of the columns to sort. The same applies to 'Executed orders' as well.
You can sort Positions on Kite by -
- Product
- Scrip Name
- Quantity
- The average price at which the position was entered
- Last traded price
- P&L
- % Change
* Exited positions will be greyed out making it easier to recognise.
You can sort Holdings on Kite by -
- Instrument
- Quantity
- Avg. cost
- Last traded price
- Current value
- P&L
- Net change &
- Day change %
You can also filter your holdings to view only your Smallcase holdings or Mutual fund investments, by selecting from the drop-down next to the 'Holdings' header as shown in the image below -
Search & Filter -
In your Kite Order-book, Positions you can also, filter by searching, by typing the scrip name in the 'Search field' near the column header as shown below -
You can search and filter by typing in -
- The scrip name
- Product type (CNC/MIS/BO/CO)
- Buy/Sell
- Order Status
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