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.)