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: Go to ‘Portfolio’ → ‘Holdings’ and select the stock to square of...

If a user has sold their Holdings, the respective quantity will be displayed under the Portfolio-->Holdings page. E.g. Client A has 100 quantities of Re...

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....

Upstox uses the First In, First Out (FIFO) method for calculating the average price for overnight (Delivery) positions. Let’s understand this calculation by...

We have updated the app to give you a better experience. If you’re using an older version of the Upstox app, read this.  If you’re using the updated vers...

If a user has sold any of the holdings, the respective quantity will be displayed under the ‘Portfolio-->Positions’ page shows as negative in the positio...