Today
View details of trading on that particular day
Last updated
View details of trading on that particular day
Last updated
Geojit Financial Services
How to see your Positions
Square off multiple position in one click
The "Today" Page is where you can view all your equity shares that has been bought and sold during the day on the Stock Market. In addition to this, it displays your Intraday and Carry Forward Futures and Options Positions in the equity, currency, and commodity segments.
To see your "Position", follow these steps:
Tap on "Today" on the Portfolio page.
"Open & Closed Positions" will be displayed under the Today Tab.
Total P&L and Today’s P&L for all Positions combined will be shown at the top.
You can search your "Position with the help of the "Search Bar" on top.
Under each Position you can see Quantity, Average Rate, Today's P&L and LTP.
Tap on any scrip to view the "Position Summary".
Under Position you can "Add More", "Square Off" or "Place an OCO order".
Long press on Open position to "Square off" or "Add to Basket".
To access the "Position Summary" page, follow these steps:
Go to the "Today" page.
Click on any Symbol and the "Position Summary" page will pop-up.
Once on the "Position Summary" page, you will be able to view the following information about the selected symbol:
Long Position open quantity as a positive figure.
Short Position open quantity as a negative figure.
Total and Day P&L
Total and Day P&L Percentage (calculated based on investment value)
Buy and Sell Qty Rate and Value details
In addition to the information provided, the "Position Summary" page also offers the following options:
Open an Order page to Add or Square Off existing Position or Add an OCO Order to the Net Position.
Click on the Symbol Name of the product you want to "Convert". This will open the "Position Summary" page.
Locate the "Convert" option at the bottom of the page and click on it.
This will redirect you to the "Convert" page.
The "Convert" page will display the details of your Current Position that you have selected to Convert.
To "Convert", change the quantity you want to Convert.
The Default Quantity will be automatically filled with your Open Quantity.
The platform will display the Current Product Type.
Click on the "Convert" Button at the bottom of the page to Save the changes.
A pop-up will appear indicating that the "Conversion is Successful".
Click on the "Done" Button to go back to the "Today" page.
Please note: The Convert feature is not available for Options since only Cash Products are available for options. Further, your Convert History will also be visible in the "Convert" page.
To "Add Tag", follow these steps:
Go to the "Today" tab on the "Portfolio" page.
Click on the desired Position to open the "Positions Summary" page.
Here, you can see the "Add Tag" option at the top of the Positions Summary.
Click on the "Add Tag" option and a pop-up with color option will appear.
You can find Red, Green, Yellow and Blue colors.
Click the desired color and the Position will be tagged automatically with the chosen color.
To remove the "Tag", follow these steps:
Go to the "Today" tab on the "Portfolio" page.
Click on the desired Position to open the "Positions Summary" page.
There will be a colored tag written "Remove".
Click on it and the colored tag will be removed.
To filter Position according to tag, follow these steps:
To "Set Alert", follow these steps:
This will redirect you to the "Create an Alert" page.
Enter the "Alert Trigger Value" in the designated field. This is the Price at which you want the alert to be triggered.
Update the "Time" until which the alert is Valid. This is the time period during which the alert will be Active and will trigger if the specified price is reached.
Click on the "Create New Alert" Button.
A new alert has been created and you will receive a pop-up Notification when the alert price is triggered.
Three benefits of having a feature that allows you to close "Multiple Positions in One Click":
1) It can save time by allowing you to close all of your Positions in a "Single Click", instead of closing them individually.
2) It can help you exit your Positions quickly, which can be especially useful in emergency situations or if you need to react to a change in Market Conditions.
3) It can help you Manage your Risk by allowing you to quickly close all of your Positions, which can limit your potential losses.
Long press on any Position to open a new tab.
At the bottom of the page, you will see a "Square Off" and "Add to Basket" Button.
Tap the "Square Off" Button at the bottom of the page.
A Confirmation Message will pop up.
To proceed with closing the Positions, click the "Ok" Button.
To cancel, click "Cancel" Button.
Click on the "Portfolio" Icon located at the bottom of the screen.
Convert
Add Color Tag for the Position
Set Alerts for the security
The "Convert" feature allows flexibility for managing Positions by changing Intraday to delivery or vice versa. It only applies to Positions taken on the same trading day. For Example it helps with Margin Management by switching Positions. By converting a position from Cash to an MTF Product, traders can free up margin which can be used to take on additional Positions.
Open the "Today" page on the Portfolio page.
From the "Drop-down" Menu, pick the product to which you want to "Convert". (The drop-down menu will only show the possible convert options available for that segment
From the "Positions Summary" pop-up page, click on the "Set Alert" Icon.
On Create an Alert page, select the Price Alert Condition from the "Drop-down" Menu. This will specify the type of alert you want to set, such as "Greater Than" or "Less Than."
Please Note: Once you create an "Alert" there will be a "Yellow Dot" on the "Set Alert" Icon.
To select Multiple or All Positions, tap the "Check Box" on the right-hand side (RHS) of each Position.
