Get Started with Kite Trading App in Under 10 Minutes

25/08/2017 Kite User Manual
Kite is a minimalistic, intuitive, responsive, light, yet powerful web and mobile trading application o ered by Zerodha. Bandwidth consumption of less than 0.5 Kbps for a full marketwatch,
extensive charting with over 100 indicators and 6 chart types, advanced order types like Brackets and cover, millisecond order placements, and more. Used by over 70,000 clients and serving
over 5 million requests a day with no hiccups.
After account opening, two emails are sent:
1. Welcome email
2. Password email
Welcome email contains login and password details to Q, our reporting tool. Q contains all historical reports, tax P&L, ledger, fund withdrawal requests, historical holdings/positions table, trade
and P&L visualizations (quant reports) to help improve trading performance and more.
https://kite.trade/docs/kite/#getting-started 1/52
 Do note that even though the login ID for both Q (reporting) and Kite (trading) is the same, the passwords are di erent. But Q can be accessed from within Kite without a password.
This email contains the trading/Kite user ID, and the rst time login password. A prompt to change this while logging into Kite for the rst time will be made.
Also as part of 2fa authentication, set answers to 5 questions from a list of 10 questions. Every login thereafter would require the Kite password, and answers to any two of these ve questions.
Forgot password link under the login window on Kite can be used to reset passwords if forgotten.
Four wrong password attempts block the Kite (trading) account. Once blocked, contact 080-40402020 or support@zerodha.com to unblock.
Visit Kite and enter the trading user ID and password to get started.
Kite web is available in 11 di erent languages. Language preference can be selected at the bottom of the login page.
Kite mobile is currently available in Android on the play store. For others which are currently not supported, Kite web has a responsive design and works almost as good as a native mobile app
when used on the mobile browser.
Shortcut key - A
Overview of the account, with a tree map visualization of stock holdings based on invested amount, current value, and P&L. Horizontal bar graph to view the most pro table and loss making
positions. Mouse over visualizations to see the values.
Shortcut key - ~
One smart search box to instantly search tens of thousands of instruments and contracts across all segments and exchanges.
5 marketwatch’s numbered 1 to 5, with a limit of 20 scrips per marketwatch.
Scripts on the marketwatch with a briefcase icon indicating the quantity of holdings or positions as shown below.
Examples to search and add scrips onto marketwatch
1. To add Nifty index either search for index, or nifty 50 index, select and click on +. Similarly search for any other indices.
2. To add Reliance BSE, just search for Reliance BSE.
3. To add Banknifty 16th June 17000 CE (weekly option), search for Banknifty 16 June 17000 CE.
Use up and down arrow to scroll within the marketwatch. Scrips added auto saved and both Kite web & mobile marketwatch are in sync.
Shortcut key to switch marketwatch – ctrl+shift+1 (1 to 5, based on which marketwatch to switch to).
Shortcut key – D
Mouse over the scrip on the marketwatch or select and click D to open the market depth. Market depth gives the best 5 bids and o ers. Multiple market depth windows can be opened at the
same time.
Qty indicates the quantity available for buying/selling at a particular price
Orders indicate the number of orders pending at that particular price on the exchange
O: Open price for the day
H: Highest price for the day
L: Lowest price for the day
C: Closing price of previous day
Click on the stock widget button to view a fundamental data snapshot for stocks, both in marketwatch and holdings.
Switch between seeing either absolute value of change or % change from previous day’s closing price.
Shortcut key – F
Fund transfers and withdrawals can be done from within Kite under the Funds menu.
Funds can be transferred instantly from within Kite using the Add funds button from over 20 di erent partner banks.
Choose to transfer funds either to equity or commodity account.
Equity funds can be used for Equity, Equity derivatives, and Currency trading on NSE & BSE.
Commodity funds can be used for trading commodity derivatives on MCX.
Money once transferred will start showing under Payin column in the funds menu for that particular day.
Make sure to visit our website for all details required to transfer using any of the above methods. NEFT/RTGS/IMPS funds transfers aren’t instant. It can take anywhere between 30 mins (IMPS)
to upto 10 hours (sometimes in case of NEFT) for fund update on the trading account. Read this for more.
 Multiple bank accounts of the trading account holder can be mapped for fund transfers either through payment gateway or NEFT/RTGS/IMPS. Courier us cancelled cheque of all the
accounts that need to be mapped.
Withdraw button on Kite opens the fund withdrawal request menu on Q (our reporting tool).
Equity delivery settlement takes T+2 days in India. Cash realized from stocks sold is available under withdrawal balance after 2 trading days.
Equity intraday and F&O settlement take T+1 day. Pro t from any intraday equity or F&O trade is available under withdrawal balance from the next trading day.
Important note:
All equity fund withdrawal requests are processed once every trading day at around 7.30 pm. Any request placed after is processed only the next trading day. So any withdrawal request
placed on Friday after 7.30 pm will be processed only Monday which is the next trading day.
All commodity fund withdrawal requests are processed trading days (Monday to Friday) at 9 am. All requests after that is processed only on the next trading day.
All fund withdrawals are processed using FT/NEFT/RTGS. Ideally HDFC bank clients should receive funds same day, and all other bank clients before noon next day. Funds might take
much longer to hit the bank account on days like when exchange delays in issuing trade les, special trading days, F&O expiry days, and if we have any technical issues.
Indian banks are now closed for two Saturdays every month. Hence withdrawal requests placed on 2nd and 4th Fridays (for non-HDFC Bank account holders) will get credited only
Monday morning.
If multiple bank accounts are mapped to the trading account, all withdrawal requests will be processed only to the primary bank account mapped. To change the primary bank account,
download this form, sign it, and courier it back to us.
Shortcut keys – B (Buy), S (Sell)
Hover over the scrip on the watchlist to initiate a Buy/Sell order window. Use shortcut keys B or S.
For delivery based equity trades.
To buy stocks for CNC or for delivery 100% money required. To sell stocks as CNC, stocks need to be available in holdings.
For intraday trades in equity and F&O
Trade using MIS for additional leverage/margin. All MIS positions auto-squared o 10 to 15 minutes before close of markets or when losses exceed 50% of margin (Auto-square o rule can vary
based on market conditions).
Upto 10 times intraday leverage for equity
Upto 3 times for futures
Upto 3 times for options shorting
No leverage for option buying
For intraday/overnight F&O trades without additional leverage
Exchange stipulated margins, positions taken as NRML can be held until expiry, provided required margins maintained.
All queries on margin answered on this blogpost. To know margin requirements use our SPAN calculator.
Place buy or sell order at a predetermined price
Place an order to be bought or sold at the best available price.
 Because of illiquidity of stock option contracts, market orders have been disabled on stock options. Only limit orders are allowed. Place a limit buying order higher than the current
price or selling order below the current price, this will act as good as market order but will also protect from any impact cost due to illiquidity.
Stoploss if placing a predetermined loss booking order at a trigger price.
Trigger if using this type of order to enter a fresh buy above the current market price or sell below the current market price when the trigger price is hit.
SL if limit order to be sent when trigger is hit. SL-M if a market order to be sent when trigger is hit.
For guaranteed execution, always use SL-M. To know more on stoploss, click here.
Either click on Buy/Sell or hit enter on the keyboard to place an order.
First trade after every new login requires a transaction password for authentication.
Order placed noti cation in a green box.
Order con rmation/rejection in the noti cation box.
Shortcut key – O
Use the orderbook to track all open, completed, and rejected orders. Edit or cancel pending orders with mouse over as shown below.
Use “>” key to know the order details including reasons for any rejected orders.
Use smart search option to quickly lter orders
Click on “more options” for selecting advance order types
1. Day orders for orders to be valid till end of day (selected by default)
2. IOC (Immediate or cancel) for orders to be cancelled if not lled completely immediately.
Intraday limit orders (NSE, NSE F&O) with a target and stoploss and an optional trailing SL all placed simultaneously. Target, Stoploss, and Trailing SL all activated only once the original limit
order executed.
SL automatically cancelled if target is met and target automatically cancelled if SL is hit. Trailing SL which is optional trails the stoploss price or moves the SL price everytime the scrip moves in a
favorable direction by the trailing stoploss value mentioned.
For example, below order to buy Nifty at 8121with a 10 point SL (or 8111) and a 10 point target (or 8131). Trailing SL of 1 point, which means if Nifty goes up by 1 point to 8122, SL automatically
changes from 8111 to 8112.
Bracket orders provide higher leverage because of predetermined stoploss. To know more on bracket orders, click here. Visit our bracket order margin calculator.
To modify or cancel a pending bracket order, visit the order book and edit the order.
To exit an executed bracket order, click on either the pending SL or Target order in the orderbook and click exit.
Bracket orders (BO) valid only for intraday, all open BO positions automatically squared o normally 10 minutes before market close.
Bracket orders can’t be converted to NRML or CNC. Exit the bracket orders and take fresh positions using NRML or CNC to carry forward positions.
Intraday market orders (NSE, NSE F&O, Currency, and MCX) with a predetermined stoploss order. Similar to bracket orders, higher leverage due to xed stoploss and all positions auto-squared
o before market close. Click here to know more on Cover orders, and here for cover order margin calculator.
Place orders for the next trading day the previous day itself. After market orders can be placed from between 4.00 pm to 9.14 am, click here to know more. Only CNC/NRML/MIS orders allowed
as AMO.
9 am to 9.15 am – Pre market
9.15 am to 3.30 pm – Normal trading
3.40 pm to 4.00 pm – Post market
To know more on Pre and Post market session click here.
9 am to 5 pm – Normal trading
10 am to 11.30 pm – during day light savings time - March to November
10 am to 11.55 pm – November to March
Trading holiday calendar for 2017
View stock holdings and F&O positions along with average entry price and live P&L.
Shortcut key – H
Stocks bought as CNC (equity delivery) start showing up in holdings from the next trading day (shows up in position tab on the day of purchase). But settlement cycle for stocks in India is 2 days
(T+2), so stocks will be in the demat account only after two days from purchasing. Until stocks are delivered, they show up as T1 holdings (check the image below).
Read this post that explains the risk of selling stocks before taking delivery or when they are showing in T1. This is also called ATST (Acquire today sell tomorrow) or BTST (Buy today sell
tomorrow). All stocks are allowed on ATST/BTST as long as they are not in the T2T/BE category set by the exchanges. Stocks in T2T/BE are allowed to be sold only once they are in the demat
account.
If both holdings and T1 of a stock held. When sold, stocks which are in demat debited rst.
Holdings can be downloaded as CSV/excel le. Historical link initiates Q where holdings as on a particular date can be checked. Q also gives holding period to determine long (>365 days) and
short term gains for taxation purposes. If a particular stock bought in multiple trades, when selling FIFO ( rst in rst out) method has to be followed to determine if long or short term capital
gain.
Exit by either of the methods below
By initiating a sell order using product type CNC through the marketwatch.
Mouse over on the stock in the holdings menu and using the exit button.
 Holdings once sold will start showing up as a negative quantity in the positions menu until end of that particular trading day. If required, this allows buying back the stock sold before
the end of day treating it as an intraday trade. All such buy back within the trading day will be considered as an intraday trade when calculating STT and all other charges. The holding
period will also remain un-a ected. If no intent to buy back the stock after selling from holdings, disregard CNC sell in positions window on the day the stocks are sold.
Shortcut key – P
Track, monitor, act on all F&O and intraday equity positions in a single window.
MIS (Intraday), BO (Bracket), and CO (Cover) are intraday products auto-squared o before end of day. Check this post for our margin policy.
MIS (Intraday positions) can be converted to NRML/CNC (Overnight/delivery) by clicking on “>”
Brackets and covers can’t be converted using position conversion to CNC/NRML. BO/CO positions can be exited and new CNC/NRML positions can be taken to carry forward to the next
day.
Exit by either of the methods below
Place an opposite order for the position held. Ensure while placing an opposite order that same product type is used. So for example positions bought as NRML needs to be exited as
NRML. If by mistake entered as MIS, it would get considered as two separate positions.
Mouse hover on the positions or click on the > as shown in the image above.
Over 100 indicators, 6 di erent chart types, 19 drawing tools, and popout as many charts at a time. Set chart templates, intraday data from 2014 and daily charts for over 7 years for stocks,
commodities, F&O, and currencies.
Shortcut key – C
Mouse over on marketwatch or use shortcut key “C” to initiate charts.
Popout as many charts as needed. Open new tabs by right clicking on dashboard, orderbook, holdings, positions, funds and arrange the trading screen. Experience much better with multi-
monitor setups, check the image below simultaneously tracking 4 charts, positions, and news from pulse.
By default 1 min charts open up, which can be changed to any other default timeframe.
Click on studies to add indicators on the chart. Either search for the indicator or click on show all to see the entire list.
 Note: To add an exponential moving average, select moving average in studies, and in the type dropdown select exponential from the list of 8 di erent moving averages.
By default indicators are applied on closing price of the candle. This could be changed to open, high, low, and even over another indicator that is already added on the chart.
Check this module on varsity on using some very popular studies available on Kite.
Right click the study on the chart to delete as shown below.
Select from over 20 di erent drawing tools. Use the settings to customize the drawing tool.
Click on “+” to name and save a template. Templates save only the studies and not the drawings. On a template, change the scrip from directly within the chart to any scrip which is added on
the main marketwatch.
Add studies, drawing tools, annotations, and get a shareable link for the chart. This link can be used on social media or even within blogs/websites.
Click on compare to visualize relative performance of di erent scrips on the chart. No live ticks when using this utility.
On complete zoom-out, 700 to 2500 bars can be viewed at a time based on the size of the monitor. To load more data drag the chart to the right, every drag will load more historical data. Use
the left and right arrow keys to move, and use up and down arrows for zooming in and out.
On loading a lot of candles, to get to the current candle use the “>>” button as shown below
 On mobile phones, tablets, and any touch screen devices, make sure to turn o crosshair or swipe using two ngers horizontally to scroll the charts.
Access your Kite account from any website with just a single click on the extension. Click anywhere outside to hide the Kite popup. The extension can be installed from this page.
Once added, the extension will start showing up on your Chrome browser.
Once the extension is installed, Kite buy and sell buttons will be visible next to NSE equity scrips on popular websites like Yahoo Finance, Google Finance, etc., to help you place your orders.
Enter client ID and password.
Answer 2FA questions.
To add scrips, type the name of the scrip in the universal search bar and add by clicking on the desired result.
Examples to search and add scrips onto marketwatch
1. To add Nifty index either search for index, or nifty 50 index, select and click on +. Similarly search for any other indices.
2. To add Reliance BSE, just search for Reliance BSE.
3. To add Banknifty 16th June 17000 CE (weekly option), search for Banknifty 16 June 17000 CE.
Android
iOS
Android
iOS
Android users: Delete scrips by swiping left on the marketwatch.
iOS users: Long press on the scrip and tap the delete icon next to it to delete from marketwatch.
Long press on the marketwatch to enter the rearrange view. Rearrange scrips on this screen by dragging scrips to the desired position using the icon on the right.
Kite allows upto 5 marketwatch, each with a maximum of 20 scrips. To switch, click on the marketwatch icon as shown above.
Click on the scrip to invoke action menu. Invoke market depth by clicking on the “Depth” button.
Access the funds page from the navigation drawer by clicking on “Funds”. View available account balance, used margin, exposure margin, and more. Add more funds by clicking on “Add”.
Invoke order window by clicking B or S.
Click here to learn more on order types.
Click on Advanced to initiate Bracket, Cover, and AMO orders.
To know more on these order types, click here.
Access the order book from the navigation drawer by clicking on “Orders” or the icon on the top bar. Order book shows pending and executed orders.
Modify or cancel pending orders by tapping on the order in the orderbook.
Tap on individual orders to check status, executed price, and any rejection reason.
View positions or stocks by clicking on “Portfolio” in the navigation drawer or the icon on the top bar.
Manage positions and holdings from the portfolio screen by tapping on any scrip. View charts, add or exit.
Tapping on open positions allows converting positions from intraday to positional or vice versa.
Invoke charts by clicking on the “Chart” button.
Change timeframes, chart styles, add indicators and drawing as shown below.
Buy or sell from the charts by clicking on the “+” button.
Click here to know more on Kite charting.
 Make sure to turn o crosshair or swipe using two ngers horizontally to scroll the charts.
Access the noti cations tab from the navigation drawer by clicking on “Noti cations” or the icon on the top bar. This tab shows order updates - executed, cancelled or rejected.
Important updates from Zerodha - xes for technical issues to any change in margin policy.
https://zerodha.com/marketintel/Bulletin/
Know all contract note charges and calculate break even points upfront.
https://zerodha.com/brokerage-calculator
Latest handpicked exchange circulars.
https://zerodha.com/marketintel/Circulars/
Trading holiday calendar for Indian stock, commodity, currency exchanges, and depositories.
2017 trading & settlement holiday calendar
Calculate intraday, BO, CO, and overnight margin requirements. Use the SPAN calculator to check the margin requirement for option writing and multi-leg F&O strategies.
https://zerodha.com/margin-calculator/SPAN
Realtime trade updates from pro table traders to improve trading decisions.
https://opentrade.in/
The latest business, nance, and market news from the last 24 hours from all major Indian news sources aggregated in one place.
http://pulse.zerodha.com/
Community powered Q&A forum for all things related to trading on exchanges.
http://tradingqna.com/
Education on Indian capital markets – Online, responsive, structured, engaging, interactive, and free. From modules on option strategies to everything need to know on taxation while trading.
http://zerodha.com/varsity/
A blog on everything needed to be known while trading at Zerodha. Blogposts explaining using Q/Quant to our desktop trading platform Pi, and a lot more.
http://zerodha.com/z-connect/
Click here to learn more on using the technical indicators available on Kite.
Don’t feel like reading? Check out the video tutorials.
Create a ticket: http://support.zerodha.com/
Email: support@zerodha.com
Call: 080-40402020
Address:
153/154 4th Cross Dollars Colony
Opp. Clarence Public School
J.P Nagar 4th Phase
Bangalore – 560078
Or visit over 100 branches and partner o ces: https://zerodha.com/contact-us

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25/08/2017 Kite User Manual

After account opening, two emails are sent:

5 marketwatch’s numbered 1 to 5, with a limit of 20 scrips per marketwatch.

Examples to search and add scrips onto marketwatch

2. To add Reliance BSE, just search for Reliance BSE.

Qty indicates the quantity available for buying/selling at a particular price

O: Open price for the day

H: Highest price for the day

L: Lowest price for the day

C: Closing price of previous day

Choose to transfer funds either to equity or commodity account.

Commodity funds can be used for trading commodity derivatives on MCX.

download this form, sign it, and courier it back to us.

Shortcut keys – B (Buy), S (Sell)

For delivery based equity trades.

For intraday trades in equity and F&O

Upto 10 times intraday leverage for equity

Upto 3 times for futures

Upto 3 times for options shorting

No leverage for option buying

For intraday/overnight F&O trades without additional leverage

Place buy or sell order at a predetermined price

Place an order to be bought or sold at the best available price.

Stoploss if placing a predetermined loss booking order at a trigger price.

Either click on Buy/Sell or hit enter on the keyboard to place an order.

Order placed noti cation in a green box.

Order con rmation/rejection in the noti cation box.

Use smart search option to quickly lter orders

9 am to 9.15 am – Pre market

9.15 am to 3.30 pm – Normal trading

3.40 pm to 4.00 pm – Post market

To know more on Pre and Post market session click here.

10 am to 11.30 pm – during day light savings time - March to November

10 am to 11.55 pm – November to March

Trading holiday calendar for 2017

Exit by either of the methods below

MIS (Intraday positions) can be converted to NRML/CNC (Overnight/delivery) by clicking on “>”

Exit by either of the methods below

Mouse over on marketwatch or use shortcut key “C” to initiate charts.

Right click the study on the chart to delete as shown below.

Enter client ID and password.

Answer 2FA questions.

Examples to search and add scrips onto marketwatch

2. To add Reliance BSE, just search for Reliance BSE.

Android users: Delete scrips by swiping left on the marketwatch.

Invoke order window by clicking B or S.

Click here to learn more on order types.

Click on Advanced to initiate Bracket, Cover, and AMO orders.

To know more on these order types, click here.

Modify or cancel pending orders by tapping on the order in the orderbook.

Invoke charts by clicking on the “Chart” button.

Buy or sell from the charts by clicking on the “+” button.

Click here to know more on Kite charting.

Latest handpicked exchange circulars.

2017 trading & settlement holiday calendar

Click here to learn more on using the technical indicators available on Kite.

Don’t feel like reading? Check out the video tutorials.

Create a ticket: http://support.zerodha.com/

153/154 4th Cross Dollars Colony

Opp. Clarence Public School

J.P Nagar 4th Phase

Or visit over 100 branches and partner o ces: https://zerodha.com/contact-us