Dashboard
Last updated
Last updated
Geojit Financial Services
How to open Dashboard
My Dashboard
Market Dashboard
To open "Dashboard" page, follow these steps:
Locate the "More" Icon at the navigation menu.
Click on the "More" Icon to open the More page.
Find "Dashboard" option and click on it to get redirected to the Dashboard page.
Here, you can see "My Dashboard" and "Market Dashboard"
Swipe/ click to choose between "MyDashboard" or "Market Dashboard".
My Dashboard provides access to key section such as "Margin", "Holdings", "Monthly P&L Calendar", "Positions", "Orders", "Research Recommendation" and "Actions Required".
Click on "My Dashboard" option to go to the page.
Upon entering, you can find "Margin" on the top of the page.
Under "Margin", you can see the "Available Margin", "Used Margin", and "Provisional Cash Balance".
To add fund, tap on the "Add Funds" Button and you will be redirected to the page.
Next, below Margin lies the "Holdings".
Under Holdings, you review "Invested Amount", "Current Value", "Total P&L", and " Today's P&L".
Clicking "View All" leads to the detailed "Holdings"page.
Right below the Holdings you can see your "Asset Allocation Chart" providing an overview.
The "P&L Calendar" illustrates the "Realised Profit and Loss" for the specific month.
Initially set to display the "Current Month", you can opt to view the "Last 12 months". Choose the desired month by clicking on the drop-down arrow. (Note: You can view the P&L Calendar for up to one year.)
Green colour signifies "Realised Profit", Red denotes "Realised Loss", while "No Trade" appears in White.
You have the option to view the Calendar "Segment" wise by clicking on the "Drop-down menu" under Segment. You will see options such as "All", "Equity", "Futures & Options", "Currency", and "Commodity".
Towards the right-hand side you can see the "Months P&L".
Following the Monthly P&L Calendar is the count of your "Positions" for that particular day.
You can see the "Total P&L" and "Today's P&L"
Click on "View All" to go to the Positions page within the Portfolio.
Next is the "Orders" displaying the count of orders placed on that specific day, categorised as "Others", "Pending" and "Executed" and the "Total" number of Orders.
Click on "View All" access the comprehensive "Order Book" page.
Flip also provides insights into the "Fundamental" and "Technical" Research recommendation from the past five days.
Navigate between Technical and Fundamental Research by swiping/clicking.
Click on "View All" to explore the detailed "Research" page.
Towards the bottom of the page, you can see the "Actions Required".
Market Dashboard provides access to key section such as "Market Overview", "Participant Wise Activity", "Deals", "Positions", "Sectors", "Calendar" and "Company News".
Click/ Swipe on "Market Dashboard" option to go to the page.
Right on top you can find the "Market Overview" on the top of the page.
Next, below Market Overview lies the "Participant Wise Activity". Here, you can see the Participant Wise Activity of "Cash" and "Futures & Options".
To choose "Cash", click on Cash and to choose Futures & Options, click on that.
Following the Participant Wise Activity is the "Deals" i.e. Block Deals and Bulk Deals.
Deal Sections provides information about the size, price, and other details of recent & past "Block and Bulk Deals" of that security.
Locate and Click on "View All" to explore the detailed "Deals" page.
Next is the "Sectors" displaying the graphical representation of the Highest Performing and Lowest Performing sectors.
After that you can see the "Calendar" showing the upcoming Corporate Action and Events for that particular month.
Locate and Click on "View All" to go to the "Calendar" page.
Towards the bottom of the page, you can see the "Company News".
This includes "News" from the current and previous few days, allowing you to stay up-to-date on the latest developments.
Each "News" item is carefully analyzed and rated as Bullish, Bearish, or Neutral based on its sentiment, giving investors valuable insight into the potential impact on the security.
Click on the "View All" to go to the "Company News" page.
