Positions - Upstox Help Center

Positions

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

The ‘Positions’ tab displays all the positions or trades generated during a particular trading session, and also any derivative (Futures & Options) posi...
Wed, 14 Jul, 2021 at 7:23 PM

Where can I check my positions?

You can check all your open and closed positions and their status in the ‘Positions’ tab under 'Portfolio' section. Open & Closed positions: ...
Sat, 3 Dec, 2022 at 1:30 PM

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

P&L is a Mark to Market (MTM) on any open Positions. It will show what is the unrealized or realized profit/loss for that particular position.  Steps t...
Sat, 3 Dec, 2022 at 1:32 PM

What does the ‘Margin Required’ amount on the order window mean?

We have a feature on the order window that displays the margin required for a trade before placing the order. The margin required is updated in real-time ba...
Wed, 2 Jun, 2021 at 4:10 PM

Can I exit/ square off my open positions?

Yes, you can square off your open position by following these steps:  Step 1: Go to ‘Portfolio’ → ‘Positions’.   Step 2: Select the position you want to ...
Sat, 3 Dec, 2022 at 1:41 PM

Can I modify or cancel the request submitted to exit/square-off positions?

Yes, you can ‘Modify’ or ‘Cancel’ the order requests for exiting/square-off positions. Once a square-off or exit positions request is submitted, the order w...
Sat, 3 Dec, 2022 at 1:52 PM

How can I check the charges levied for the square-off order?

Users shall be charged with certain mandatory charges while exiting from the positions or holdings. Once an exit or square-off order is placed by the user...
Wed, 28 Dec, 2022 at 8:59 PM

How can I convert my position from Intraday to Delivery and vice-versa?

Members can convert Intraday positions to Delivery or Delivery positions to Intraday by following these steps: Intraday to Delivery For day wise positi...
Thu, 21 Apr, 2022 at 4:34 PM

What is a Carried Forward Position?

Carried forwards positions are those active positions which are transferred from the previous day. In carry forward, you purchase the shares but do not...
Wed, 25 Jan, 2023 at 5:52 PM

What are speculation profits?

Speculation or profits refer to the day-to-day (Intraday) profits/losses on your positions. It keeps fluctuating based on your trading position and the prev...
Tue, 31 Aug, 2021 at 3:57 PM