Positions and Holdings

Let us assume you have purchased a particular stock on multiple occasions. The history details can be easily tracked by: Step 1: Navigating to ‘Portfolio’→...

You can square off your stocks from the holdings section by following these steps: Step 1: Navigate to ‘Portfolio’ → ‘Holdings’ and select the stock you wa...

If you've sold any holdings, you can find the corresponding quantity under the ‘Portfolio → Positions’ page. The sold quantity will be displayed as nega...

Companies periodically announce corporate actions like Bonus, Split, Mergers which have an impact on the holdings.  In the portfolio computation logic, th...

In order to make the new SEBI guidelines easier for you to follow, we have split the Delivery of all equity shares you purchase under 2 separate categories:...

P&L is an overall profit/loss for the Stocks/Holdings. It will show the unrealized profit/loss for the Stocks currently available in your Demat account....

At Upstox, the average price for overnight (Delivery) positions is calculated using the First In, First Out (FIFO) method. Let's break down the calculat...

To better understand Intraday trading, let's walk through an example: On 1st July: Orders Placed: 3 1st Order: Price = ₹200 | Quantity = 50 | Buy Ord...