Trading and Markets

Product and order types 25

• How can I place a stop-loss order?
• How to place a Cover Order (CO)?
• How do I convert from Intraday to Delivery?
• How can I view order details?
• How can I place a simple order? (3.0)

See all 25 articles

Investing with Digital Gold 2

• Discontinuation of Digi Gold on Upstox
• How do I check my gold investments on the Upstox app/Augmont portal?

Investing with Stocks: Basics 16

• What is Pairs Trading?
• What is SLB?
• What is STT (Securities Transaction Tax)?
• What is Technical Analysis?
• What is Fundamental Analysis?

See all 16 articles

Investing in IPO 40

• How can I apply for an IPO?
• How to check application status?
• What should I do if my IPO bid fails?
• What are the next steps if my bid placement is successful?
• What should I do if I have not received the mandate? If I don't receive a mandate, can I reapply for the bid?

See all 40 articles

Investing with Smallcases 26

• What are smallcases? Who are smallcases for?
• What are the types of smallcases?
• Why are smallcases better than single stocks?
• How are smallcases different from mutual funds?
• Are the returns guaranteed for smallcases?

See all 26 articles

Trading: Basics 60

• What is a Short Call?
• What is share trading and how are shares issued?
• What are Futures?
• What are Options?
• Can you access historical data from the Upstox mobile app & portal?

See all 60 articles

Discover 1

• What is watchlist and how to add stocks to my Watchlist?

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

Investing in IPOs via WhatsApp 10

• How to apply or pre-apply for an IPO via WhatsApp?
• Are there any Pre-requisites towards IPO?
• What to do if the 6-digit OTP is not received in time?
• What to do if the session expires?
• Can I check application status on BOT if the IPO is applied from the Upstox website?

See all 10 articles

GTT order 26

• 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 26 articles

Transaction charges 1

• What are auto square-off charges?

Post Trade Authorization 6

• What is post-trade authorization?
• How can I authorize my sell transactions with the post-trade authorization process?
• Why do I have to authorize my sell transactions at the end of the day?
• What is the time period until when I can authorize my sell transactions?
• What happens if I don't authorize my sell transactions?

See all 6 articles

CDSL Revocation 5

• What are revocations of shares?
• How can I revoke my CDSL authorisation on shares with the ‘Revoke shares authentication’ process?
• What is the time period until when I can revoke CDSL authorisation?
• Am I allowed to revoke authorisation for stocks which are already traded?
• Once revoked, can I authorise the scrip again ?

Upstox for Pro Users 5

• How can I place a simple order?
• How can I place a stop-loss order?
• How to place a Cover Order (CO)?
• How can I modify a pending order?
• Can I modify normal order to stop loss order and vice-versa?

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

Upstox Trading-View 11

• Where can I find the market depth in Upstox Trading-View?
• How to place orders from Upstox Trading-View?
• Can I place an AMO using Trading-View charts?
• How can I enable instant order in Trading-View?
• What are the different types of orders I can place via Upstox Trading-View platform ?

See all 11 articles

Decommissioning 1

• Decommissioning of PW4

Cross Trade 5

• What is a cross trade?
• From when cross trade changes would be applicable?
• What happens if I have placed a cross trade transaction at Upstox?
• Will I receive any communication regarding the conversion from Upstox?
• How to avoid trades being considered as cross trade?