How this site works

Eight screens, in the order you'd use them. They show the mock Kite account's sample data, not anyone's real holdings.

  1. Step 1: Log in with Kite
    Step 1

    Log in with Kite

    Sign in on Zerodha's own page. The app only reads holdings and funds, and never places orders.

  2. Step 2: Choose a bucket and horizon
    Step 2

    Choose a bucket and horizon

    Pick how much to plan for and a profit horizon. Horizons missing from today's list are greyed out.

  3. Step 3: The plan at a glance
    Step 3

    The plan at a glance

    Built from today's ranked list and NSE closes. The Basket card shows how the bucket splits across names.

  4. Step 4: Bucket, cash and totals
    Step 4

    Bucket, cash and totals

    How much of the bucket is committed at limits, where your cash reaches, and the plan's key numbers.

  5. Step 5: Checks for every candidate
    Step 5

    Checks for every candidate

    The candidate funnel, then every candidate, pass or fail, with the numbers behind each decision.

  6. Step 6: My past plans
    Step 6

    My past plans

    Save plan keeps a snapshot. Every saved plan is listed here.

  7. Step 7: A saved plan
    Step 7

    A saved plan

    A read-only record of the plan as it was, with the same charts. No Kite calls.

  8. Step 8: Update today's list
    Step 8

    Update today's list

    Publish each day's ranked list by pasting the JSON from Cowork. It is checked before it goes live.