Today
View details of trading on that particular day
Last updated
View details of trading on that particular day
Last updated
The "Today" Page is where you can view all your equity shares that has been bought and sold during the day on the Stock Market. In addition to this, it displays your Intraday and Carry Forward Futures and Options Positions in the equity, currency, and commodity segments.
To see your Positions, follow these steps:
Tap on "Today" on the Portfolio page.
"Open & Closed Positions" will be displayed under the Today Tab.
Total P&L and Today’s P&L for all Positions will be shown at the bottom.
You can search your Position with the help of the "Search Bar" on top right-hand side.
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", "Convert", "Charts", "Set Alert", "Security Info" and "Add Note".
The "Convert" feature allows flexibility for managing Positions by changing Intraday to Delivery or vice versa. It only applies to Positions taken on the same trading day. For Example it helps with Margin Management by switching Positions. By converting a position from Cash to MTF Product, traders can free up margin which can be used to take on additional Positions.
To convert a Position, follow these steps:
Navigate to the "Positions" page on the "Portfolio" page.
Hover the mouse over the symbol you wish to convert and a "Three dot" Icon will appear.
Click on the "Three Dot" Icon to reveal a Menu and select the "Convert" option.
Here, locate and click on the "Convert" option.
The "Convert Position" page will appear, displaying details of your Current Position you have chosen to Convert.
By Default, Quantity will be automatically filled with your Open Quantity.
Adjust the quantity you wish to convert if needed.
The platform will display the "Current Product Type".
From the "Drop-down" Menu, pick the product to which you want to "Convert". (The drop-down menu will only show the possible convert options available for that segment)
Below, you'll find the "Convert Log," displaying the history of all conversions for that particular position.
Click the "Convert" Button to Save the changes.
Your position will be successfully converted.
"Square Off" is a feature that allows you to exit an Open Position in your Portfolio. By using the Square Off feature, you can quickly and easily close 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.
To Square Off a "Position", follow these steps:
Go to the "Positions" 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.
To Set Alert from the "Positions", follow these steps:
Go to the "Positions" page.
A "Select Box" with multiple options appears.
This will redirect you to the "Create an Alert" page.
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.
Three benefits of having a feature that allows you to close "Multiple Positions in One Click".
It can save time by allowing you to close all of your Position quickly, instead of closing them individually.
It can help you exit your Position, which can be especially useful in emergency situations or if you need to react to a change in Market Condition.
It can help you Manage your Risk by allowing you to quickly close all of your Positions, which can limit your potential loses.
To Square Off Multiple Position, follow these steps:
Go to the "Today" page.
Here, left-hand side of every Position you can see a Checkbox.
Click on the Checkbox of Securities you wish to square off.
A tab stating 'Exit Selected Positions' will appear on the top left hand side.
Click on the confirm button.
"Filter", "Refresh", "Grouped View", "Ungrouped View", "Download", and "Settings" Icons can be seen adjacent to the "Search Bar".
"Right Click" on the symbol or click on the "Three Green Dot" Icon that appears when you hover over a symbol.
Click on the "Square Off" options.
"Right Click" on the symbol or click on the "Three Green Dot" Icon that appears when you hover over a symbol.
Click on the "Set Alert" options.
On the Create an Alert page, select the Price Alert Condition from the "Drop Down" menu.
