Portfolio and Orders

Chart 360 10

• What is the "Chart 360" feature?
• How do I launch Chart 360?
• How to place an order on Chart 360?
• How do I exit my Positions?
• Can I modify an Open order?

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Credit for Sale (CFS) 3

• What is CFS Credit?
• Can ‘Credit for Sale’ (CFS) be disallowed?
• When can CFS be disallowed?

(Tick by Tick) TBT 17

• How to access tick-by-tick (TBT) data enhance my trading strategy?
• What are the benefits of using this tool for traders?
• What is market depth, and why is it important for trading?
• Why do traders need access to a deeper view of market depth, like Depth 30?
• What are the benefits of having access to Depth 30?

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Stock SIP 15

• What are Stock SIPs on Upstox Pro?
• How to create Stock SIPs on Upstox Pro?
• What scheduling options are available for Stock SIP?
• How many Stocks can I add in a Stock SIP Order?
• What are the benefits of using Stock SIP Orders on Upstox?

See all 15 articles

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?

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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?

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Order Placement and Execution 24

• 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 can I convert my position from Intraday to Delivery?
• Why has my order not executed even though it has been placed successfully?
• How can I view order details?

See all 24 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?

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Margin Trading Facility (MTF) 20

• What is MTF?
• What is the new MTF regulation? Will I still need to authorise my MTF trades?
• How will the new MTF regulation impact traders?
• How to activate MTF?
• Do I need to activate MTF every time I am using it?

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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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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?

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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?

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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?

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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