Holdings
This section contains:
How to see your Holdings
Add to Watchlist from Holdings
How to Filter Holdings
A "Holding" page is a summary of all of your investments, including Individual Stocks, Bonds, Exchange-Traded Funds (ETFs), and Mutual Funds. It typically includes the name of the investment, the quantity you own, the purchase price, the current value, and the profitability of each investment. It may also include a Summary of the Profitability of all of your investments combined.
This information can be helpful in tracking the performance of your investments and making informed decisions about your Portfolio. It's important to regularly review your "Holding" page to ensure that your investments are aligned with your financial goals and risk tolerance.
How to see your Holdings
To open the Holdings page, follow these steps:
At the bottom of the page, you can see the "Invested Amount", "Current Value", "Total P&L" and "Today's P&L".
Below that, you can see various "Holdings" listed.
By default, each item in the list will have Symbol, Product Tag, Quantity, Average Rate, Percentage Changes, Today's P&L, Market Value, LTP, and Invested Value.
Hover over an Open Position and click on the Three Dots Icon and you can see options such as "Add More", "Square Off", "Charts", "Set Alert", "Pledge", "Security Info", "Add Note", and "Add to Watchlist".
Total P&L
The "Total P&L" (Profit and Loss) is the Summary of the performance of all your investments, showing the overall gain or loss based on the Current Market Price of the assets in which you have invested.
This can be useful for tracking the Overall performance of your "Portfolio". The P&L is usually calculated by taking the Current Market Value of your investments and subtracting the cost of those investments. If the result is positive, it means you have made a Profit, and if it is negative, it means you have incurred a Loss.
The P&L is either shown in "Green" (for a gain) or "Red" (for a loss) to make it easier to understand at a glance.
EDIS
The "EDIS" (Electronic-Delivery Instruction Slip) is an online tool that allows you to authorize sell trades in your account without the need to use a Physical DIS booklet. If you have not given Power of Attorney (PoA) or Depository Participant Identification (DDPI) authorization to Geojit, you will need to use either the DIS Booklet or the EDIS facility to authorize each sell trade in your account.
How to Unblock using EDIS ?
To unblock using EDIS, follow these steps:
Go to the "Holdings" page.
A "Select Box" with multiple options appears.
This will open a separate webpage from Geojit showing the "EDIS Order Details".
Update the Quantity you wish to "Unblock".
After submitting, you will be redirected to NDSL.
Enter your "MPIN" to access the NSDL page and click "Submit".
Check the Unblocking details on the NSDL site.
Enter the OTP received on your registered Mobile Number and "Submit".
Please Note: Unblocking is only valid for one day.
Pledge
You can use your shares held in your Demat Account as collateral by Pledging them with Geojit. The shares will remain in your account, and the "Pledge" will be marked. Geojit will then Pledge these shares with the exchange. The value of the pledged shares, after a fixed haircut, can be used as Margin to take on additional Positions, such as "Intraday", "BTST", and "MTF Positions", without the need for any cash.
How to Pledge a Security
To Pledge a Security, follow these steps 👏
Go to the "Holdings" page.
A "Select Box" with multiple options appears.
This will open a separate webpage from Geojit showing the Details of Security that can be "Pledged", "Security already pledged", and a "Pledge History".
From the list of Pledge able scrip, enter the Quantity of Security you would like to Pledge to obtain the Margin.
Click on the "Save" Button.
You will receive a Pledge request link from NSDL which must be accepted by you.
Once the Pledge request from NSDL is accepted, the pledge is created and Geojit will "Repledge" and provide the Margin for the same by the next day.
Please Note: The Margin Amount will be the Market Value of the Pledge less the hair cut amount as prescribed by Geojit.
Set Alert
To Set Alert, follow these steps:
Go to the "Holdings" page.
A "Select Box" with multiple options appears.
"Create an Alert" page will appear towards the right-hand side.
This will specify the Type of Alert you want to set, such as "Greater Than" or "Less Than."
Enter the "Alert Trigger Value" in the designated field. This is the price at which you want the Alert to be Triggered.
Update the "Time" until which the alert is valid. This is the time period during which the Alert will be Active and will trigger if the specified price is reached.
Click on the "Create New Alert" Button.
A new Alert will be created and you will receive a pop-up "Notification" when the Alert Price is triggered.
OCO Order
How to Open OCO Order page
To open OCO Order, follow these steps:
Go to the "Holdings" page.
A "Select Box" with multiple options appears.
You will be redirected to the Order Placement Page.
Choose the desired Conditions.
Review and Place the Order.
Add More
Add more Security to the existing Quantity.
To Add More security, follow these steps:
Go to the "Holdings" page.
A "Select Box" with multiple options appears.
You will be redirected to the Order Placement Page.
Choose the desired Conditions.
Review and Place the Order.
Square Off a Position
"Square Off" is a feature that allows you to exit an Open Position in your Portfolio. By using the Square Off feature, the you can quickly and easily close out your Position . This can be useful if you want to exit a position that is not performing well, or if you want to take profits on a Position that has done well.
How to Square Off a Position
To Square Off a Position, follow these steps:
Go to the "Holdings" page.
A "Select Box" with multiple options appears.
You will be redirected to the Order Page, which will be for the opposite side of your Open Position (e.g. if your open position is a Buy, then, the Order Page will be for a sell).
The Order Page will be automatically filled with the Quantity and Product type of your existing Open Position.
You can edit the Quantity, but it cannot be more than your "Net Position" if you are selling for delivery.
Fill in the required Order Conditions.
Review and Place the order.
Add Security to Watchlist from Holdings
To add security to Watchlist, follow these steps:
Go to the "Holdings" page.
A "Select Box" with multiple options appears.
Next, click the "Watchlist" and it will get selected.
To discontinue adding the security click on the "Cancel" Button.
To continue adding the security click on the "Save" Button.
The Security will be successfully added to the selected "Watchlist".
How to Filter Holdings
To filter the Research page, follow these steps:
A pop-up with various "Filter" options will appear.
You can "Filter" based on "Holding Type", "Product Type", and "Holding View" by clicking on the desired options.
To apply the selected "Filters", click outside the pop-up page.
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