Positions and Holdings - Upstox Help Center

Positions and Holdings

Where can I check my positions?

You can review all your open and closed positions, along with their status, in the 'Positions' tab under the 'Portfolio' section. Open &am...
Tue, 21 Nov, 2023 at 1:30 PM

Can I exit/ square off my open positions?

Yes, you can square off your open position by following these steps:  Step 1: Navigate to ‘Portfolio’ → ‘Positions.’   Step 2: Select the position you wa...
Tue, 26 Nov, 2024 at 12:42 PM

What information shall I get in the ‘Positions’ tab?

The ‘Positions’ tab showcases all the positions or trades generated during a specific trading session, including any derivative (Futures & Options) posi...
Wed, 29 Nov, 2023 at 1:12 PM

What is a Carried Forward Position?

Carried forward positions are active positions transferred from the previous day. In carry forward, you purchase the shares but do not sell them on the s...
Fri, 3 Jan, 2025 at 4:00 PM

What are Positions in Portfolio tab?

The Position Log screen provides information about the status of your stocks/scrips. This screen displays the scrips you currently hold and their status in ...
Tue, 26 Nov, 2024 at 2:50 PM

What is P&L, and where do I check P&L of positions?

Profit and Loss, is a Mark to Market (MTM) calculation on any open positions. It reveals the unrealized or realized profit/loss for a specific position. ...
Wed, 29 Nov, 2023 at 1:31 PM

What are T2T or Trade to Trade stocks and how to trade in them?

T2T or Trade to Trade is a stock segment where it's mandatory to take delivery of shares for any transactions. Intraday and BTST trades are not allowed ...
Wed, 29 Nov, 2023 at 2:19 PM

Where do I check purchased Stocks/shares in my Demat account?

Customers can check their purchased Stocks/shares in their Demat account under the ‘Portfolio’ → ‘Holdings’ section of the application.
Tue, 26 Nov, 2024 at 2:59 PM

When will my Stocks/shares come into my Demat account?

Stocks/shares bought as CNC (Equity Delivery) shall start showing up instantly under ‘Portfolio’ → ‘Positions’ section. As the settlement cycle for Stocks ...
Fri, 3 Jan, 2025 at 3:18 PM

Can I add quantity to my current holdings?

Yes, a user can add quantities to existing holdings by  Step 1: Navigating to ‘Portfolio’ → ‘Holdings’ page. Step 2: Select the stock for which you want...
Tue, 26 Nov, 2024 at 3:27 PM