Holdings - Upstox Help Center


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 Sto...
Sat, 3 Dec, 2022 at 4:42 PM

What does the active and inactive section represent on the Holdings page?

Users can check their purchased stocks under the Trade→ Holdings page. Holdings pages are divided into Active and Inactive sections. Active: This sectio...
Tue, 14 Sep, 2021 at 10:47 AM

What is P&L and where do I check the P&L of my holdings?

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....
Sat, 3 Dec, 2022 at 4:04 PM

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

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 versi...
Wed, 20 Apr, 2022 at 5:26 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 the qua...
Sat, 3 Dec, 2022 at 4:14 PM

How can I check the breakdown of my 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’→...
Sat, 3 Dec, 2022 at 4:19 PM

How can I exit/square off my Holdings?

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...
Fri, 2 Dec, 2022 at 9:53 PM

Where can I check the sold quantity on the Holdings page?

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...
Wed, 25 Jan, 2023 at 5:32 PM

What is the impact of corporate actions on portfolios?

Companies periodically announce corporate actions like Bonus, Split, Mergers which have an impact on the holdings.  In the portfolio computation logic, th...
Wed, 2 Jun, 2021 at 4:31 PM