Positions and Holdings - Upstox Help Center

Positions and Holdings

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

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

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

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 Positions in Portfolio tab?

The Position Log screen tells you the status of the positions of your Stocks/Scrips. The screen shows you the scrips that you hold and what is their status ...
Fri, 18 Jun, 2021 at 8:33 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 are T2T or Trade to Trade stocks and how to trade in them?

T2T or Trade to Trade is a segment of stocks for which it is mandatory to take delivery of shares for any transactions. Intraday and BTST trades are not all...
Wed, 26 Apr, 2023 at 10:31 AM

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.
Sat, 3 Dec, 2022 at 4:00 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...
Thu, 27 Apr, 2023 at 11:22 AM

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 the qua...
Sat, 3 Dec, 2022 at 4:14 PM