Positions and Holdings - Upstox Help Center

Positions and Holdings

Where can I check my positions?

You can review all your open and closed positions, along with their status, in the 'Positions' tab under the 'Portfolio' section. Open &am...
Tue, 21 Nov, 2023 at 1:30 PM

Can I exit/ square off my open positions?

Yes, you can square off your open position by following these steps:  Step 1: Navigate to ‘Portfolio’ → ‘Positions.’   Step 2: Select the position you wa...
Wed, 6 Dec, 2023 at 8:56 PM

What information shall I get in the ‘Positions’ tab?

The ‘Positions’ tab showcases all the positions or trades generated during a specific trading session, including any derivative (Futures & Options) posi...
Wed, 29 Nov, 2023 at 1:12 PM

What is a Carried Forward Position?

Carried forward positions are active positions transferred from the previous day. In carry forward, you purchase the shares but do not sell them on the s...
Tue, 21 Nov, 2023 at 3:35 PM

What are Positions in Portfolio tab?

The Position Log screen provides information about the status of your stocks/scrips. This screen displays the scrips you currently hold and their status in ...
Tue, 21 Nov, 2023 at 4:04 PM

What is P&L, and where do I check P&L of positions?

Profit and Loss, is a Mark to Market (MTM) calculation on any open positions. It reveals the unrealized or realized profit/loss for a specific position. ...
Wed, 29 Nov, 2023 at 1:31 PM

What are T2T or Trade to Trade stocks and how to trade in them?

T2T or Trade to Trade is a stock segment where it's mandatory to take delivery of shares for any transactions. Intraday and BTST trades are not allowed ...
Wed, 29 Nov, 2023 at 2:19 PM

Where do I check purchased Stocks/shares in my Demat account?

Customers can check their purchased Stocks/shares in their Demat account under the ‘Portfolio’ → ‘Holdings’ section of the application.
Tue, 21 Nov, 2023 at 4:48 PM

When will my Stocks/shares come into my Demat account?

Stocks/shares bought as CNC (Equity Delivery) shall start showing up instantly under ‘Portfolio’ → ‘Holdings’ section. As the settlement cycle for Stocks i...
Wed, 29 Nov, 2023 at 2:33 PM

Can I add quantity to my current holdings?

Yes, a user can add quantities to existing holdings by  Step 1: Navigating to ‘Portfolio’ → ‘Holdings’ page. Step 2: Select the stock for which you want...
Wed, 6 Dec, 2023 at 5:22 PM