Portfolio

Holdings¶

Stocks purchased for the long term (Equity Delivery) will appear in your holdings starting from the next trading day. However, they will initially show up in the position tab on the day of purchase. It's important to note that the settlement cycle for these stocks is two days.

Holdings can be downloaded as CSV or Excel file¶

Add or exit holdings, view charts, and set alerts and add the stocks to watchlist from holdings. Hover over the stocks in holdings to invoke this

Positions¶

Track, monitor, and act on all F&O and intraday equity positions in a single window.

Exiting position¶

Exit by either of the methods below¶

When placing an opposite order for a held position, make sure to use the same product type. For instance, positions initiated as NRML should be exited as NRML. If entered as MIS, this would result in two separate positions being created.
You can either hover over the positions or click on the context menu and select "Exit."

Pending¶

You have the option to place an order for buying or selling shares, where you can specify the price and whether the order is in the money or out of the money. Additionally, pending orders can be deleted or modified to suit your requirements.
The order will be executed, and the shares will be added to your portfolio once the target price is reached.

Executed¶

You can check the status of your order in the "Executed" tab, whether it's a buy or sell order, for that specific day.

Tradebook¶

You can download the order report for the specific day as a CSV file.