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Geojit Financial Services

On this page
  1. Security Page

History

Last updated 9 months ago

  • The "History" tab on the Security Page shows a list of all your Buy or Sell Transactions for the selected security.

  • This list includes both Intraday and Delivery Positions.

  • Each transaction shows the "Security's Name", "Average Buy/Sell Price", "Quantity Traded", and "Date of Execution", Traded Price, and "Short Term" or "Long Term".

  • "Short Term" is represented by "ST". And if you hold a position less than 365 days, it will show as ST.

  • "Long Term" is represented by "LT". And if you hold a position more than 365 days, it will show as LT.

  • Number of days are shown since the day of Order Placement.

  • You can use the "Filter" Icon on the "History" page to view more transactions or to filter the History by Buy or Sell, or by Product Type (intraday or delivery).

  • When you apply any Filter then, there will be a "Yellow Dot" on the "Filter" Icon.

  • This allows you to easily track your performance and take better trading decisions in the future.

Please Note: The applied Filter is autosaved. Click on the Reset Button to make changes to the already applied Filter.

How to Filter History

To filter History, follow these steps:

  • Go to the "History" tab in the Security Page.

  • Click on the "Filter" Icon located at the top right-hand side of the tab.

  • A pop-up with various "Filter" options will appear.

  • You can "Filter" based on "Date Range" or "Choose a particular Date", "Position Type" and "Product Type" by clicking on the desired options.

  • To apply the selected "Filters", click outside the pop-up window.

  • If any filter is applied the "Filter" Icon will have a Yellow Dot on it.

  • To change the existing filters, click on the "Filter" Icon again and click on the "Reset" Button.