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Trading Information

 

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Portfolio

 

This section in the Trade window will let you get a live valuation of your securities based on their current market value, purchase price, and the number of shares held. The Portfolio window helps you to manage your accounts, giving you a total overview of trading, while you track the profit and loss on your Securities Account. Get an idea of the account at a glance as a profit is displayed in Red and a loss is displayed in Green.

 

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.

 

 

STEPS

To view the portfolio:

1.On the main menu select trade button and under the Trade tab click on the Portfolio tab in the left bottom panel.

 

To buy more shares from portfolio:

2.Click the up tick icon near a portfolio entry to buy the stock.

3.The buy order window will open with the respective stock details.

4.Fill in the relevant quantity.

5.Click Buy.

 

To sell shares from portfolio:

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

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

8.Fill in the relevant quantity.

9.Click Sell.

 

To liquidate shares from portfolio:

10.Click the liquidate icon near a portfolio entry to liquidate the stock.

11.The liquidate order window will open with the respective stock details.

12.Fill in the relevant quantity.

13.Click Liquidate.

 

 

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