> For the complete documentation index, see [llms.txt](https://usermanuals.geojit.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://usermanuals.geojit.com/flip-mobile/discover/dashboard.md).

# Dashboard

The dashboard gives you a real-time snapshot of your portfolio, showing total holding value, total profit and loss, today's profit and loss, available margin, and more for quick insights.

#### This Section Contains: <a href="#this-section-contains" id="this-section-contains"></a>

* [What all are displayed under the Holdings section?](#what-all-are-displayed-under-the-holdings-section)
* [What is inter-app functionality?](#what-is-inter-app-functionality)
* [How do I apply for an IPO via Flip?](#how-do-i-apply-for-an-ipo-via-flip)
* [Know your health score](#how-to-view-my-available-margin-and-used-margin)
* [How to view my available margin and used margin?](#how-to-view-my-available-margin-and-used-margin)
* [How do I view my monthly P\&L?](#how-do-i-view-my-monthly-p-and-l)
* [How to view order status?](#how-to-view-order-status)
* [How to access Recommendations?](#how-to-access-recommendations)
* [Actions Required](#action-required)
* [Contact Us](#contact-us)

### What all are displayed under the Holdings section? <a href="#what-all-are-displayed-under-the-holdings-section" id="what-all-are-displayed-under-the-holdings-section"></a>

* Go to the 'Discover' ![](/files/TIHYuL4Yza7M6zrpcWAM) page.
* You will land on the 'Dashboard page.'
* The holdings section in the dashboard page displays the following fields: **invested value**, **current value**, your **total profit and loss,** and **today's profit and loss** (both in number and percentage).
* Click on the arrow > and you can see **'Holding Overview.'**

<div align="left" data-with-frame="true"><figure><img src="/files/h8wtODhWONX82Rmx1aas" alt="" width="311"><figcaption></figcaption></figure></div>

Under the holdings section, you can see a line chart, which shows the percentage you have invested in various capital market instruments like **stocks**, **bonds**, **mutual funds (equity), and ETF.**

<div align="left" data-with-frame="true"><figure><img src="/files/egItTp8dd4gI5x6KqVGK" alt="" width="311"><figcaption></figcaption></figure></div>

### What is inter-app functionality? <a href="#what-is-inter-app-functionality" id="what-is-inter-app-functionality"></a>

Now you can access the following apps through Flip:

* [Fundsgenie](https://usermanuals.geojit.com/fundsgenie-mobile)
* [MyGeojit](https://usermanuals.geojit.com/mygeojit-web)
* [Smartfolios](https://usermanuals.geojit.com/smartfolios-mobile)
* [IPO](https://support.geojit.com/support/solutions/articles/89000006825-what-is-an-initial-public-offering-ipo-)

<div align="left" data-with-frame="true"><figure><img src="/files/gQRifAYugItcY3WFHv8B" alt="" width="333"><figcaption></figcaption></figure></div>

To access these apps,

* Go to the '**Discover'**  ![](/files/TIHYuL4Yza7M6zrpcWAM)page.
* You will land on the '**Dashboard page**.'
* Just below the Holdings section, you can see the **icons of various apps** listed.
* **Click on the desired app to open it**.

The inter-app functionality is also availble from the Watchlist/Portfolio/Orders.&#x20;

* Click on the '**More**' icon ![](/files/6SxiA3GsknLaejPOnyxA) given towards the top-right end of the page.
* You will be provided with a set of apps like **Smartfolios, FundsGenie and MyGeojit.**
* Click on any of the apps, and you will land directly inside the app without logging in.

### How do I apply for an IPO via Flip? <a href="#how-do-i-apply-for-an-ipo-via-flip" id="how-do-i-apply-for-an-ipo-via-flip"></a>

You can apply for IPO easily through Flip Mobile application. For this,

* **Login** to Flip.
* Click on the '**Discover**' ![](/files/TIHYuL4Yza7M6zrpcWAM) tab.
* You will land on the dashboard page.
* **Scroll down** to find the **IPO button** ![](/files/QyiZBzSkcUkA5iK18KgP). Click on it.
* You will be navigated to the MyGeojit app, from where you can easily [apply for an IPO.](/mygeojit-web/products/ipo-fpo-ofs.md)

<div align="left" data-with-frame="true"><figure><img src="/files/bKT5dl4TTPx3PR7hFg8w" alt="" width="332"><figcaption></figcaption></figure></div>

### Know your health score <a href="#how-to-view-my-available-margin-and-used-margin" id="how-to-view-my-available-margin-and-used-margin"></a>

Do a quick face scan and unlock your Health Score.

<div align="left" data-with-frame="true"><figure><img src="/files/ykFl7hI6l6NBH0J9nFNs" alt="" width="332"><figcaption></figcaption></figure></div>

* **Login** to Flip.
* Click on the '**Discover**' ![](/files/TIHYuL4Yza7M6zrpcWAM) tab.
* You will land on the dashboard page.
* Scroll down to find the 'Health Score' section.&#x20;
* Tap on it.&#x20;
* Now your device will seek permission to take picture or record video. Tap Allow.
* Now let the device scan your face and tell you your health score.&#x20;
* Once the report is generated, you can download this report by clicking on the '**download report'** button given towards the end of the page.&#x20;

### How to view my available margin and used margin? <a href="#how-to-view-my-available-margin-and-used-margin" id="how-to-view-my-available-margin-and-used-margin"></a>

<div align="left"><figure><img src="/files/Db1t5108qqzBDGL4s1xs" alt="" width="324"><figcaption></figcaption></figure></div>

* Go to the '**Discover'**  ![](/files/TIHYuL4Yza7M6zrpcWAM) page.
* You will land on the '**Dashboard page**.'
* Scroll down to see the '**Margin**' section.
* Here you can see both available margin and used margin.
* Click on the arrow > and you will land on the funds page.

### Rate Your Experience

This screen allows you to rate your overall trading experience on FLIP.

<div align="left"><figure><img src="/files/GlkUzPV4qHSwlRbeLnrP" alt="" width="270"><figcaption></figcaption></figure></div>

* Go to the '**Discover'**  ![](/files/TIHYuL4Yza7M6zrpcWAM) page.
* You will land on the '**Dashboard page**.'
* Scroll down to see the '**Rate your experience**' section
* Select a rating between **0 and 10**, where:
  * **0–6** indicates a *Poor* experience
  * **7–8** indicates a *Good* experience
  * **9–10** indicates an *Excellent* experience
* After selecting a rating, tap **Submit** to share your feedback.&#x20;
* You may also close the screen without submitting a rating by tapping the **Close (✕)** icon.

### How do I view my monthly P\&L? <a href="#how-do-i-view-my-monthly-p-and-l" id="how-do-i-view-my-monthly-p-and-l"></a>

Know your profit and loss data month-wise.

<div align="left"><figure><img src="/files/XUJ1Vc4pnmoyPN7o3S4K" alt="" width="324"><figcaption></figcaption></figure></div>

* Go to the '**Discover'** ![](/files/TIHYuL4Yza7M6zrpcWAM) page.
* You will land on the '**Dashboard page**.'
* **Scroll down** and find the '**Monthly P\&L'** section.
* You have the option to view the calendar "segment-wise" by clicking on the **"drop-down menu"** under **Segment.** You will see options such as **"All," "Equity," "Futures & Options," "Currency,"** and **"Commodity."**
* To see the data of a **specific month**, click on the '**Month**' tab and choose from the list.
* You can see your **realized profit and loss** marked in **green** 📗 and **red** 📕, respectively.
* The P\&L data will be shown in a **calendar format**, where the day on which you have done a trade will be in green or red color, respective to the profit or loss you made. No color means no trade.

### How to view order status? <a href="#how-to-view-order-status" id="how-to-view-order-status"></a>

<div align="left" data-with-frame="true"><figure><img src="/files/QuVGMNuIV79hcTSHQe8i" alt="" width="324"><figcaption></figcaption></figure></div>

* Go to the '**Discover'** ![](/files/TIHYuL4Yza7M6zrpcWAM) page.
* You will land on the '**Dashboard page**.'
* Scroll down and find the '**Orders**' section.
* You can see the number of orders you've made on that day and the status of the same—pending, executed, and other (GTD/AMO).
* Click on the arrow button > to access the comprehensive **"Order Book"** page.

### How to access recommendations? <a href="#how-to-access-recommendations" id="how-to-access-recommendations"></a>

Flip also provides insights into the **Fundamental** and **Technical (5 days)**  research recommendations.

Please Note: If you want to see Geojit's research recommendations in Flip, you need to subscribe to our research services first.[ ***Follow these steps to activate 'Free Research Services.'***](/mygeojit-web/ideas.md#how-do-i-access-research-data)

<div align="left" data-with-frame="true"><figure><img src="/files/hgKEZYlhry23oJoWsRnU" alt="" width="324"><figcaption></figcaption></figure></div>

### Action Required <a href="#action-required" id="action-required"></a>

If you have any pending dues [**(CUSPA)**](https://support.geojit.com/support/solutions/articles/89000007601-what-is-a-client-unpaid-securities-pledgee-account-cuspa-) that need to be cleared, that will be noted in this section. This enables clients to clear unpaid shares on time and prevent forced selling. Any **pending AMC dues** or **KYC updates** will also be notified here.

**How to access the Unpaid Share Clearance Section?**

* Go to the 'Discover' page. You will land on the 'Dashboard' page by default.
* Scroll down to find the new "Actions Required" section.
* If there is any action to be taken by the user, this option will be enabled automatically.
* If there are any unpaid shares, then within the "Actions Required" section, there will be a distinct tab labeled "**Unpaid Share Clearance**."
* The "Unpaid Share Clearance" tab will display relevant information for each unpaid share, including:

&#x20;               \- Scrip Name

&#x20;               \- Quantity of unpaid shares

&#x20;               \- Settlement Date

&#x20;               \- Number of days overdue

&#x20;               \- Monetary value of the unpaid shares

<div><figure><img src="/files/boU62Ef0oBg9zqaC49sD" alt="" width="311"><figcaption></figcaption></figure> <figure><img src="/files/2kBIdwcO0bVLQ9ga2jDb" alt="" width="311"><figcaption></figcaption></figure></div>

### Contact Us <a href="#contact-us" id="contact-us"></a>

* Go to the '**Discover'** ![](/files/TIHYuL4Yza7M6zrpcWAM) page.
* You will land on the '**Dashboard page**.'
* Scroll down to the end of the page, and you will see our toll-free number to contact us in case of queries and a WhatsApp link to directly chat with a Geojit customer care agent.

<figure><img src="/files/eMHRpZZvBYodkhTmqfIL" alt=""><figcaption></figcaption></figure>


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