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Portfolio & Account

Learn how to best manage your account, view your portfolio, access reports, and so on

Portfolio thumbnail

Portfolio

Portfolio Analyser thumbnail

Portfolio Analyser

Portfolio Builder thumbnail

Portfolio Builder

My Account thumbnail

My Account

Bank Account thumbnail

Bank Account

Reports thumbnail

Reports

Transferring Securities and Off-Market thumbnail

Transferring Securities and Off-Market

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Holdings

What can I see under my holdings?

When will delivery shares reflect in my demat account?

How do I add more shares to my current holdings?

How do I check the breakdown of my holdings?

How do I exit my holdings?

When can I withdraw the money once I’ve sold my holdings?

If I have sold my shares today, can I use the entire amount for trading on that day?

How is the average price of my holdings calculated?

Why is the average purchase price different from the price at which the trades were executed?

Why are some stocks not visible in my holdings?

Why am I unable to sell the full quantity shown in my holdings?

Why is the profit and loss or average purchase price not visible for some shares?

Why am I unable to sell my holdings?

Positions

What can I see under my positions?

Where can I see all my positions?

How do I exit or square off my open positions?

Orders

What is an open order?

What is the difference between realised and unrealised profit and loss?