Adding Average price for transferred shares

If you transfer shares from a different broker to Upstox, you won't automatically see the average price of these shares. This limitation arises because ...

You can enter the average price for transferred shares from the ‘Holdings’ tab under the ‘Report’ section. Follow these steps:  Web Flow Mobile flow We...

After updating the average price, your Portfolio P&L and Holdings P&L will also be updated reflecting accurate values. This process takes into accou...

If you transfer shares of the same company purchased on different dates to Upstox, you can use the 'Split Trade' feature. This tool enables you to r...

You can’t modify the average price once it has been saved. So please ensure you enter the correct price. If you you want to make any changes to the saved av...

Corporate actions affecting your shares after the date of transfer to Upstox will be automatically adjusted. Note: You must provide the adjusted share pric...

It will take about 3 working days for the updated price to reflect in your portfolio and holdings P&L.

The closing price in this case is the price of the stock on the date when the stock was transferred to Upstox. This price can be used as a reference while i...