Group Holdings on Angel One Web: Group Your Stocks The Way You Want To!

Portfolio Grouping allows you to make better portfolio decisions - without more spreadsheets.  

All you have to do is: 

• Segregate your holdings in different groups, using any logic of your choosing. e.g. group stocks as per strategy (e.g. Self-research vs Tips), sector, or time horizon (e.g. long term and short term), etc.  

• Then you can view the group’s performance, capital allocation and compare it to other groups. 

• You can group your stocks in multiple ways (or Grouping Styles) - then choose a style to view in one click. 

• At the right time, you can even exit a group in one click using SELECT & EXIT. 

 Note: This feature is currently available only on Angel One web (i.e. laptop, desktop, iPad and not on mobile) 

 Let us start with an example. 

 Apurv is an investor who likes to have a diverse portfolio of 15 stocks.  

 Some of the stocks are for long term holding, some he might sell in the short term. 

Some stocks he bought based on other people’s tips, some he bought based on his own research. 

Some of them he bought in May 2025, some in January 2025, rest even earlier. 

 Earlier, there was no way Apurv could check how each of these groups were performing. But not anymore! With Group Holdings feature on Portfolio, Apurv simply has to take the following steps. 

1. Go to Angel One Web

2. Open GROUP HOLDINGS BY 

3. Enter Grouping Style name

4. Add Groups

5. Add stocks to the groups

6. Preview and Confirm Grouping

7. Choose a Grouping Style to view the groups and their allocation or performance

For each group, Apurv will be able to see how much of total portfolio value is concentrated in the group, how much returns the group is giving, both daily and overall. 

Let us see in detail how to apply and view grouping on Portfolio. 

Step 1: Open the grouping feature 

To do so, simply: 

Click on  ‘GROUP HOLDINGS BY’ 

Click on ‘ADD NEW GROUPING’ 

Step 2: Decide how to group (i.e. the Grouping Style) 

Assume Apurv wants to categorise his stocks into long term and short term stocks. So, Apurv starts by naming his grouping style as ‘Long term vs Short term’.  

 To do so, Apurv has to just: 

Click on the edit icon next to ‘GROUPING STYLE 1’ - this is the default name that Apurv can edit anytime he wants.

Enter the name and click on thebutton to confirm the Grouping Style.

Step 3: Add the Groups

For this: 

Click on ‘ADD NEW GROUP’ 

Enter Group name e.g. LONG TERM 

Click on the button to confirm the Group.

In this way, Apurv now creates the following 2 groups: 

1. LONG TERM  

2. SHORT TERM 

Step 4: Add Stocks to each group 

Note: To ease the process, you can click on the toggle on the top right to hide selected stocks to quickly check which stocks you have missed out on. 

Assume Apurv assigns 9 stocks in the LONG TERM group and 6 stocks in the second group. 1 remains in the ‘Others’ group as he is undecided. 

Now Apurv simply has to: 

Click on PREVIEW GROUPING for one final check. If he wants he can go back to editing by clicking EDIT. 

Click on CONFIRM GROUPING. 

Voila! The Grouping has been created!

Note: You can always go back to edit a group by clicking on the edit button from the GROUP HOLDINGS BY dropdown.

To go back to view without grouping, just click on the dropdown and select ‘UNDO GROUPING’.

Can you create more than one grouping style? 

Of course, you can!  

Suppose, Apurv also wants to categorise his stocks into the following categories: 

• Stocks bought based on tips from others 

• Stocks bought based on own research

• To do so, he creates a second grouping style named “SELF-CHOICE VS TIPS”. Then he creates 2 groups - ‘SELF-CHOICE’ and ‘TIP-BASED’. He assigns 10 stocks to the first group and 5  stocks to the second group. 

• Now, that the grouping styles are created, Apurv can simply: 

• Log into Angel One Web when the market opens. 

• Click on the ‘GROUP HOLDINGS BY’ dropdown. 

• Click first on ‘LONG TERM VS SHORT TERM’ and check how each group is doing. 

• Click again on the GROUP HOLDINGS BY dropdown 

• Select ‘SELF-CHOICE VS TIPS’ and check whether his research is performing better than other people’s tips. 

• Create more grouping styles and view them in one-click. 

How to exit a Group with one-click? 

• Simply click on SELECT & EXIT. 

• Uncheck the group(s) you do not want to exit. 

• Click on ‘EXIT ALL’ at the bottom. 

What does the basket icon on the group row do? 

Clicking the basket icon opens a basket order that replicates the stocks in the exact same quantity as in the group. So now you can quickly increase the capital allocated to a group that you believe will perform well. 

What is the icon next to ‘Overall G/L’ for? 

If you hover on this icon, you will see the invested value, current value and day’s gain/loss of the entire group.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.