Map what you own
Paste your broker’s holdings list. You get one page: how many lines, where the money sits, large, mid and small, the sectors, and the holdings too small to move your result. It runs in this tab; nothing you paste is sent or stored.
Your list
Kite: Holdings → Download, open the file and paste it, or upload it. A symbol and a quantity are all it needs; a price or value column is used when it is there.
The name, a comma and the value (4,20,000 or 4.2L). The category is read from the name.
A made-up list of 47 lines, to show what the map does: not anyone’s portfolio and not a recommendation.
Nothing you paste is sent anywhere or kept: the map is worked out in this tab, and closing it forgets everything.