Positions, Holdings and Orders

Positions and Holdings 19

• 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?

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Order Placement and Execution 30

• 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?
• Why has my order not executed even though it has been placed successfully?

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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?

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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?

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GTT order 32

• 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?

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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?

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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?

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Option Chain 2

• What is an Option Chain?
• How to Access an Option Chain in Upstox platform?

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?

Order Slicing 9

• 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?

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Decommissioning 1

• Decommissioning of PW4