betterKite

Very simple "userscript" which adds following features to kite.zerodha.com ui

https://kite.zerodha.com/positions page

Strategies are grouped in 3 ways.
- (1) Strategies are auto grouped by script name. So all INFY strategies will be auto grouped under 'INFY'
- (2) Strategies are auto grouped by expiry.
- (3) Manual groups can be created by modifying 'positions array'.
Once you select a strategy from the dropdown, only relevant positions will be shown.
You can also see strategy's P&L on the right side of dropdown.
Tag your reference trades and martingales for easier identification. You can give custom name and color for easy identification
Quickly see total P&L of 'selected' positions.

Group your holdings in 'categories' or 'tags'
Small tag is shown next to your stock name indicating which category it belongs to.
Filter stocks based on category. Once filter is applied only stocks in that category will be shown in 'watchlist' or 'orders' or 'holdings' screen
One stock can be in multiple categories.
When you click on a stock in watchlist, if same stock is present in 'holdings', screen will be scrolled automatically bringing the stock in the middle and it will be highlighted for a few seconds.

Once installation is done, go to 'holdings' page and you will see a dropdown next to the logo listing all your groups.
- On holding pages, dropdown will show all the groups under which you want to keep your holding stocks
- On Positions page, dropdown will show all the strategies.
you can now filter 'positions' screen and 'holdings' screen based on your selection. Watchlist will also be filtered.
When you click on watchlist row, if same stock is present in your holdings list, it will be highlighted and brought to focus.

Follow below mentioned steps

Install Tempermonkey for your browser (works on all browsers. Tested on Chrome, Vivaldi, Edge). Chrome extension link
Open this link in a new tab. Or copy paste https://github.com/amit0rana/betterKite/raw/master/betterKite.user.js
Tampermonkey will automatically identify the file as userscript and give you option to install. (sell image below)
Click on 'Install' button.
You can verify the installation by clicking on Tampermonkey icon (next to address bar) and then go to 'Dashboard'. You should see 'betterKite' installed. (see below)
Now just go to https://kite.zerodha.com (refresh the page if its already open) and start using.

Refer to images below on how to use.
Go to holdings section
click on + icon next to the stock name to add tags, click on tag to remove it, use the dropdown for filtering.

Process is same as taging holdings, important thing to keep in mind is the format of the tag.
Tag should be formated as tagName.color for example: RT.red or BS.blue etc.

{
 "BajajFinanceStraddle" : ["12304386","12311298"],
 "BataRatioSpread": ["12431106"]
}

Create a JSON object as shown above. Left side is the 'stragety name' that will show in dropdown and right side is list of trades.
Click on Tempermonkey icon -> then click on 'Option Strategies'.
Copy paste your JSON object in the prompt.
Page will refresh, now click on 'Positions(x)' text. You will see your custom strategies in the dropdown
See below on how to get position ids. The image also shows how to quickly check P&L

TODOs