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Trading

 

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Portfolio

 

Use this procedure to get a live valuation of your securities based on their current market value, the purchase price and the number of shares held. The Portfolio window helps you to manage your accounts, giving you a total overview of trading and you can easily track the profit and loss on your Securities Account. You can get an idea of the account at a glance as a profit is displayed in Green and a loss is displayed in Red.

 

Once a buy order you placed for a stock is filled or is partially filled, the details are added to the Portfolio window. When a sell order you placed for a stock in your portfolio is filled, the filled quantity is deducted from the Owned amount.

 

 

PROCEDURE

To view the Portfolio:

1.On the side menu select trade button and navigate to the Portfolio window.

 

To sell shares from portfolio:

2.On the side menu select trade button and navigate to the Portfolio window.

3.Click the down tick icon near a portfolio entry to sell the stock.

4.The sell order window will open with the respective stock details.

5.Fill in the relevant quantity.

6.Click Sell.

 

 

portfolio