LogoLogo
  • FLIP WEB
  • Watchlist
  • Portfolio
    • Overview
    • Holdings
    • Today
    • Smartfolio
    • Insights
    • F & O
  • Security Info
    • Overview
    • Research
    • Analysis
    • Portfolio
    • History
    • News
  • Orders
    • Order Types
    • Product Types
    • Time Conditions
    • Other Orders
    • Order Confirmation
    • Order Settings
  • Order Page
    • Open orders
    • Closed Orders
    • AMO/GTD Orders
    • Basket Orders
    • Broker Rejection
  • Charts
  • Ideas
    • Research
    • Scanner
    • F&O Scanner
    • Mojo
    • News
    • Sector Basket
  • More
    • Profile
    • Funds
    • Alerts
    • MyGeojit
    • Settings
    • Calendar
    • Notification
    • Help
      • Raise a Ticket
      • User Manual
      • Invite a Friend
      • Become a Partner
    • Logout
  • Flip Web Login
Powered by GitBook
On this page
  • How to open the Overview page
  • Overview Page
  1. Portfolio

Overview

PreviousPortfolioNextHoldings

Last updated 7 months ago

How to open the Overview page

To open the Overview page, follow these steps:

  • Locate "Portfolio" option and click on it.

  • You will be redirected to the "Portfolio" page.

  • By default, you will be on the "Holdings" page.

  • Locate and Click on the "Overview" option.

  • Now, you will be taken to the "Overview" page.

Overview Page

Overview page provides access to key sections such as "Margin", "Holdings", "Monthly P&l Calendar", "Positions", and "Orders".

  • Margin

  • Upon entering the "Overview" page, you can find the "Margin" on top.

  • Under Margin, you can see the "Available Margin", "Used Margin", and "Provisional Cash Balance".

  • To Add Fund, click on the "Funds" option towards the right-hand side of Margin.

  • You will be redirected to the Funds page.

  • All Holdings

  • Below Margin you can see "All Holdings".

  • Under "Holdings" you review "Invested Amount", "Current Value", "Total P&l", and "Today's P&L".

  • Click on the "View Holdings" option towards the right-hand side and you will be redirected to the detailed "Holdings" page.

  • Below the Holdings there is an "Asset Allocation Chart" providing an overview.

  • Monthly P&L Calendar

  • The "P&L Calendar" illustrates the "Realised Profit & Loss" for the specific month.

  • Initially set to display the "Current Month", you can opt to view the "Last 12 Months".

  • Choose the desired month by clicking on the "Drop-down Arrow" . (Please Note: You can view the P&L Calendar for up to one year).

  • Green Color signifies "Realised Profit", Red denotes "Realised Loss", while "No Trade" appears in white.

  • You have an option to view the Calendar "Segment" wise by clicking on the "Drop-down menu" under segment. You will see options such as "All", "Equity", "Futures & Options", "Currency", and "Commodity".

  • Towards the right side you can see "Months P&L".

  • Positions

    • Following the Monthly P&L is the count of your "Positions" for that particular day.

    • You can see the "Total P&L" and "Today's P&L".

    • Click on "View All" to go to the Positions page within the Portfolio.

  • Orders

    • Orders displays the count of orders placed on that particular day. It is categorised as "Others", "Pending", "Executed", and "Total number of Orders".

    • Click "View All" to go to the Order Books page.