Release Notes

September - October, 2025

Dashboard

• Margin Violation—The new option under Action Required helps clients quickly resolve margin shortfalls and avoid penalties.

• Unpaid Share Clearance – Added under Action Required, enabling clients to clear unpaid shares on time and prevent forced selling.

• ETF Header – New ETF section added to the portfolio breakup bar chart, giving clients a quick view of their ETF exposure.

Funds

• CUSPA Tab – Shows date-wise details of which stock will be sold if payment isn’t made, keeping clients informed and avoiding surprises.

• Margin Tab—Provides Peak Margin, MTM, and MTF violation details for better transparency on margin usage.

• UPI Limit Increased – Transaction limit raised to ₹5,00,000, enabling faster and higher-value fund transfers through UPI.

Portfolio

• Holdings History—From the portfolio overview page, clients can now view the transaction history of a specific stock.

• F&O Tab Sorting—A sort feature was introduced for easier navigation across multiple contracts.

Watchlist & Portfolio

• Add Note—Clients can add personal notes to stocks (watchlist & portfolio), capturing their own strategies or reminders.

• Color Tagging—Stocks can now be tagged with colors across different watchlists, allowing clients to filter and view them tag-wise.

Ideas

• Mojo Updates—Enhanced filters and sorting (Mojo, Reliable Performers, Momentum, Hidden Turnarounds) make it easier to discover investment ideas.

• Research Market Commentary—Regular commentary provides timely market insights from research experts.

Research & Subscriptions

• Subscription Requirement—As per regulation, research content is shown only if the client subscribes. For non-subscribers, all research will be hidden with a prompt to subscribe, which can be done instantly with a click.