How to group and filter positions on Kite
The Kite Positions tab supports grouping and filtering to make a long list manageable. For active intraday and F&O traders with dozens of positions, this is essential.
Conflict-of-interest disclosure. This guide is published by WebNotes Editorial Team for informational purposes. WebNotes has no commercial relationship with Zerodha.
Step-by-step procedure
Five steps per the procedure infobox. The notes below describe the most useful grouping and filter combinations.
Grouping
| Group by | Result |
|---|---|
| Segment | Equity rows together; F&O rows together; CDS rows together; MCX rows together |
| Product (MIS / CNC / NRML) | Group of MIS positions; group of NRML positions, etc. |
| Underlying | All options on Nifty together; all options on BankNifty together |
| Long / Short | Long positions grouped; short positions grouped |
Grouping by underlying is the most useful for F&O option strategies: you can see all the legs of a Nifty spread or condor in one cluster.
Filtering
| Filter | What it shows |
|---|---|
| Open only | Positions with non-zero quantity |
| Closed today | Positions opened and closed today (same-day round trip) |
| In profit | Positions with positive P&L |
| In loss | Positions with negative P&L |
| Today’s activity | Positions opened today, including same-day closed |
| All time | Net view of all open positions |
Combine filters: “Open + In loss + F&O” surfaces F&O legs that are currently losing money, ranked by largest loss when sorted by P&L.
Sorting
Click any column header to sort. Useful sorts:
- Sort by P&L descending: top winners first.
- Sort by P&L ascending: top losers first (good for stop-loss reviews).
- Sort by Qty descending: largest positions first.
Use case: option strategy review
For an iron condor with four legs (long put, short put, short call, long call):
- Open Positions, Net view.
- Group by Underlying.
- Filter to F&O only.
- The four legs cluster under the same underlying group.
The cluster makes it easy to see net P&L for the strategy as a sum.
Use case: intraday review at session end
At 15:25, before auto-square-off:
- Open Positions, Day view.
- Filter to Open + MIS.
- Sort by P&L ascending.
The worst losing intraday positions are at the top. Decide which to close manually before auto-square triggers (forced exits may have worse fills).
Persistence
Group-by and filter selections may or may not persist across sessions depending on Kite build. Recent builds persist; older builds reset on login.
See also
- Kite Positions tab explained
- Kite Holdings tab explained
- How to quick exit holdings / positions
- How to toggle net change percentage / absolute
- Day’s P&L on holdings calculation
- Realised vs unrealised profit calculation
- Intraday P&L on Kite web
- F&O LTP change on positions before market opens
- Sold stocks shown as negative positions
- Delivery shares under positions same day
- Sold holdings bought back same day
- Margin required on order window
- SPAN and exposure margin on Kite
- Sticky order window on Kite
- How to convert MIS to CNC on Kite
- Auto square-off on Zerodha
- Margin shortfall and auto-square-off
- Futures and options
- CNC product type
- MIS product type
- NRML product type
- Bracket order (Zerodha)
- Cover order (Zerodha)
- Kite (Zerodha)
- Kite web
- Kite mobile app
- Zerodha
External references
References
- Zerodha Support, Positions tab grouping and filter options, support.zerodha.com.
- Zerodha Support, Day vs Net view on Positions, support.zerodha.com.