Holdings and Positions
All information relevant to Holdings/Positions will be displayed in the Portfolio.
Adding to a Position
Right-click on a scrip in the PORTFOLIO > Click Add More to buy an additional quantity/lot
Squaring-off a Position
Right-click on a scrip in the PORTFOLIO > Select Square Off > Click REVIEW & SEND > Click SEND
Squaring-off a Margin Trade Fund (MTF) Position
Right-click on a scrip in the PORTFOLIO > Select Square Off > Select Product as MTF >Click REVIEW & SEND > Click SEND
Squaring-off a Buy Today Sell Tomorrow (BTST) Position
Right-click on a scrip in the PORTFOLIO > Select Square Off > Select Product as BTST > Click REVIEW & SEND > Click SEND
Opening a Chart
Right-click on a scrip in the PORTFOLIO > Select Chart
Viewing the Market Buy Price (MBP)
Right-click on a scrip in the PORTFOLIO > Select MBP
Adding to a Watchlist
Right-click on a scrip in the PORTFOLIO > Select Add To Watchlist > Select the desired watchlist
Field Settings
Clicking on the settings logo on the extreme right side to alter the field settings.
Sorting
You can sort field values under PORTFOLIO by clicking on the field name (e.g., Symbol, LTP, etc.)
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