Guides
A growing collection of how-to guides and reference notes.
- Kite order quantity and value limits: the 1,00,000 quantity cap and the Rs 10 crore value cap
Two limits that reject large Kite orders: the maximum 1,00,000 quantity per equity order and the freeze quantity for F&O, and the Rs 10 crore maximum value per order, with how to split a large order using iceberg or multiple orders.
- Kite order nudges explained
Every order-placement nudge Kite shows: order slicing, surveillance measures, promoter-pledged shares, ESM, price-versus-LTP, and the illiquid-contract alert, and how to proceed or disable each.
- Kite Connect authentication errors: invalid app code and incorrect api_key or access_token
Two authentication errors confused for each other: 'Invalid app code' on the Kite login second factor, and 'Incorrect api_key or access_token' on the Kite Connect API. What each means, why it appears, and the exact fix.
- Kite Connect API key
Stub article on the Kite Connect API key. A full encyclopedic entry is pending.
- Kite chart errors: preference limit, CDN failure, and not-logged-in
Three common Kite chart errors and their fixes: 'Chart preference limit reached' on TradingView layouts, 'Failed to connect to CDN' when charts will not load, and the 'not logged in' chart session prompt.
- Kite alert notifications
Kite delivers a triggered alert through an in-app or browser notification and an email. The channels, why a notification may not arrive, enabling push, and the notification log.
- ISIN
Stub article on ISIN. A full encyclopedic entry is pending.
- IPO order timings on Zerodha Kite
IPO orders on Zerodha Kite can be placed from 10 AM on the open day to 4:45 PM on the close day, with the UPI mandate due by 5 PM on the closing day and last-day submission advised before 3 PM.
- IPO listing date: tentative versus actual
Why the IPO listing date shown on Kite or in news can differ from the actual date. The exchange confirms the real date by circular one day before listing.
- IPO investor categories: retail, HNI, QIB, and the reserved tranches
The investor categories in an Indian IPO: retail up to Rs 2 lakh, NII or HNI above it, QIB, anchor, employee, and shareholder, with SEBI ICDR reservation and allotment per category.
- India VIX
India VIX is NSE's volatility index from the Nifty option order book: a 30-day annualised expected-volatility figure. How to read it and why retail cannot trade it.
- Implied volatility
Implied volatility is the market's expected volatility backed out of option premium. Learn IV vs historical volatility, IV rank, IV crush, and the vega link.
- How to use quick baskets on Kite web
Quick baskets on Kite web let you build and place a multi-instrument order from any page. They live in local memory and are not saved across logins or devices.
- How to track upcoming and live IPOs on Zerodha
Zerodha lists upcoming, live, and closed IPOs at zerodha.com/ipo and in the Kite IPO window. This evergreen guide explains how to read the tracker: status, dates, price band, and lot, and how to apply from it.
- How to set IPO reminders on Zerodha Kite
Set an IPO reminder on Zerodha by clicking the bell icon on the issue at zerodha.com/ipo. You get a Kite app notification and an email on the open date and the listing date.
- How to set a target and stop-loss together for a futures position on Zerodha
After Zerodha discontinued bracket orders, set a target and stop-loss together on an open futures position using a GTT one-cancels-other (OCO) order, or two separate SL and limit orders.
- How to sell a put option on Zerodha Kite
Step-by-step on writing a put option on Zerodha Kite: the NRML order, SPAN plus exposure margin blocked, premium credited, the obligation to buy if assigned, and physical settlement.
- How to sell a call option on Zerodha Kite
Step-by-step on writing a call option on Zerodha Kite: the NRML order, SPAN plus exposure margin blocked, premium credited, unlimited-loss risk, and physical settlement.
- How to renounce a rights entitlement on Zerodha
Step-by-step guide to renouncing rights entitlements on Zerodha: sell REs on Kite during the trading window, off-market transfer via DIS, apply through the RTA, and the tax.
- How to read IPO subscription data
IPO subscription data is the times-subscribed figure per category. This explains what QIB, NII, RII and reserved multiples mean, live versus final, what they imply for allotment, and where BSE and NSE publish them.
- How to read funds deducted when exiting a profitable short option
When you buy back a profitable short option, Kite debits the buyback premium and releases the margin, while the original sell premium was credited earlier. Console shows the true realised P&L.
- How to pre-apply for an IPO on Zerodha Kite
Pre-apply on Kite lets you place an IPO bid from one day before the issue opens until 10 AM on the open date. Zerodha forwards it to the exchange automatically when the window opens.
- How to place IPO bids on Zerodha Kite
Place an IPO bid on Zerodha Kite by entering quantity in lot multiples and a price within the band or cut-off. You can add up to three bids in one application; the highest is blocked via UPI.
- How to place an order without adding to a marketwatch on Kite
You can place a buy or sell order on Kite without adding the instrument to a marketwatch: from universal search, holdings, positions, the option chain, or the quick order window.
- How to place a buy GTT OCO order on Zerodha
Step-by-step guide to setting a GTT OCO (One Cancels the Other) order on Zerodha Kite, where two triggers sit on one position and the first to fire cancels the other.
- How to modify or delete a price alert on Kite
Edit the condition or price of a Kite alert, disable it, or delete it on Kite web and the app from the Alerts section, including bulk removal and the alert limits.
- How to modify an HNI IPO application on Zerodha
How to revise an HNI/NII IPO application on Zerodha: SEBI allows only an upward revision, never a reduction or cancellation, the fresh mandate re-approval, and the 4 PM cut-off.
- How to modify a stock SIP on Kite
How to modify or cancel a stock SIP on Kite: edit the basket, amount, or frequency, pause the SIP so it stops until you resume, and delete it. Kite web and app steps.
- How to modify a GTT on Kite
Step-by-step guide to modifying an active Good Till Triggered (GTT) order on Zerodha Kite: change the trigger, quantity or limit price, and re-confirm the order.
- How to import a file to create a basket of trades on Kite
Kite web lets you import a basket file to build a basket of trades in one step instead of adding instruments one by one. Each row carries the fields a Kite leg needs.