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Portfolio and Orders - Upstox Help Center
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Portfolio and Orders
Trailing Stop Loss
10
What is the Trailing Stop Loss feature on Upstox?
How does the Trailing Stop Loss feature work?
How do I set a Trailing Stop Loss order on Upstox?
What is the trailing gap?
Will my limit price also trail with the trigger price?
See all 10 articles
Positions and Holdings
18
Where can I check my positions?
Can I exit/ square off my open positions?
What information shall I get in the ‘Positions’ tab?
What is a Carried Forward Position?
What are Positions in Portfolio tab?
See all 18 articles
Order Placement and Execution
27
Why is the ‘Available funds’ balance on the transaction screen different from the ‘Available to trade’ balance on the funds screen?
How can I place a stop loss order?
How to place a Cover Order (CO)(Old App)?
How can I place a simple order (Old App)?
How can I convert my position from Intraday to Delivery?
See all 27 articles
Multi Position Square-off
11
What is the ‘Multi Square-off’ feature on the Upstox platform?
Which types of positions can be exited using Multi Square-Off?
How can I trigger the ‘Multi Square-off’ feature?
Will all my positions be shown for square-off?
Can I use the multi square off feature for stock options positions?
See all 11 articles
Margin Trading Facility (MTF)
24
What is MTF?
How to activate MTF?
Do I need to activate MTF every time I am using it?
Why is OTP authorization required to activate MTF?
What conditions to keep in mind while using MTF?
See all 24 articles
MTF Conversion to delivery
8
How can I convert my pledged MTF positions to equity delivery?
Can I convert the MTF positions bought today?
How can I check the margins required for converting my MTF positions to delivery?
What if I do not have sufficient margin available while placing the conversion requests?
How can I modify or cancel the request?
See all 8 articles
After Market Order (AMO)
3
What are the AMO (After-market order) timings?
What is ‘Schedule Order’ and how does it work?
What is an AMO? How and when can we place an AMO?
GTT order
41
What is a GTT order?
In which segments can a GTT order be placed?
Why should I place a GTT order?
How can I place a normal GTT order?
How can I place a GTT order with target and stop-loss?
See all 41 articles
GTT WEB
7
How can I place a GTT order from the Upstox web platform?
How can I place a GTT order with Target and Stop-Loss from the Upstox web platform?
Where can I find my placed GTT orders on the web?
How can I modify my GTT order on the web?
How can I cancel my GTT order on the web screen?
See all 7 articles
FNO Strategies
18
How to place an option strategy using strategy builder?
What is Synthetic Long Call: Buy Stock, Buy Put?
What is a long combo: Sell a Put, Buy a Call?
What is a Protective Call / Synthetic Long Put?
What is a Covered Put?
See all 18 articles
Ready-made Option Strategies
23
What does the prediction option do?
What does Low risk vs High risk strategies mean in Ready made Option Strategies?
Will I be able to pick my own strike price in the ‘Pick strategy’ flow?
Why has my strategy position got converted to a delivery position?
How to start with the ‘Pick option strategy’ flow?
See all 23 articles
Option Chain
2
What is an Option Chain?
How to Access an Option Chain in Upstox platform?
Order Slicing
10
What is Upstox's auto order slicing feature and how does it work?
What is the maximum number of slices allowed while placing an order?
Can I modify or cancel sliced orders?
Why Mkt and SL Mkt are disabled while placing Order slicing?
Are brokerage and charges applicable for each child order?
See all 10 articles
Basket Order
10
What is a basket on Upstox?
How do I create a basket on Upstox?
How do I edit an existing basket on Upstox?
How do I execute a basket?
Can I modify orders in a basket?
See all 10 articles
Basket Order Web
5
How do I create a basket on Pro Web?
How do I edit an existing basket on Pro Web?
How do I execute a basket?
Can I modify orders in an executed basket?
Can I replace a failed order in a basket?
Multi Order Cancellation
4
What is the multi-order cancellation feature?
How can I use the multi-order cancellation feature?
Which types of orders can be cancelled using the multi order cancellation feature?
What precautions should I take when using the multi-order cancellation feature?
Adding Average price for transferred shares
8
Why is the average price missing for the shares transferred from other brokers to Upstox?
Where should I enter the average price for the transferred shares?
What are the benefits of updating the average price?
What should I do if I've transferred shares of the same company to Upstox with different purchase dates?
How many times can I modify the average price?
See all 8 articles
Decommissioning
1
Decommissioning of PW4
