History
Last updated
Last updated
Geojit Financial Services
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.
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.
