# Today

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

1. [How to see your Positions](#id-1.-how-to-see-your-positions)
2. [Position Summary](#id-2.-position-summary)
3. [Square off multiple position in one click](#id-3.-square-off-multiple-position-in-one-click)

The **"Today"** Page is where you can view all your equity shares that has been bought and sold during the day on the Stock Market. In addition to this, it displays your **Intraday** and **Carry Forward Futures and Options Positions** in the equity, currency, and commodity segments.

### 1. How to see your Positions <a href="#id-1.-how-to-see-your-positions" id="id-1.-how-to-see-your-positions"></a>

To see your **"Position",** follow these steps:

<div align="left"><figure><img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2FY2kyXYKXuFfV5UZRoyQh%2Fimage.png?alt=media&#x26;token=26f45b0e-cfbb-48ba-bbac-a461843281c1" alt="" width="375"><figcaption></figcaption></figure></div>

* Tap on **"Today"** on the **Portfolio**<img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2F1A21NjJ3yJWIQ5D8Zo52%2FPortfolio.png?alt=media&#x26;token=5c62d9e3-6853-4de1-8556-da2572a48431" alt="" data-size="line"> pag&#x65;**.**&#x20;
* **"Open & Closed Positions"** will be displayed under the **Today Tab.**
* **Total P\&L** and **Today’s P\&L** for all Positions combined will be shown at the top.
* **Total Buy Value**, **Total Sell Value** and **Net Value** will be shown at the bottom.

<div align="left"><figure><img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2FgwkBZq70WecUMFc5kL5E%2Fimage.png?alt=media&#x26;token=6b7ec142-e4da-48ee-b08e-8723e0c50532" alt="" width="375"><figcaption></figcaption></figure></div>

* You can search your **"Position** with the help of the **"Search Bar"**<img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2FEPeJCJnGolHKXMLpldzl%2Fsearch%20glass.png?alt=media&#x26;token=aeffdbfd-7113-44e5-8ed9-c06dba893c40" alt="" data-size="line"> on top.
* Under each **Position** you can see **Quantity, Average Rate, Today's P\&L** and **LTP.**
* Tap on any scrip to view the **"Position Summary".**
* Under Position you can **"Add More", "Square Off"** or **"Place an OCO order".**
* Long press on Open position to **"Square off"** or **"Add to Basket"**.

### 2. Position Summary <a href="#id-2.-position-summary" id="id-2.-position-summary"></a>

#### **Accessing the Position Summary Page** <a href="#accessing-the-position-summary-page" id="accessing-the-position-summary-page"></a>

To access the **"Position Summary" page**, follow these steps:

<div align="left"><figure><img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2FkrkJ1zu8aNEoh44BbwWh%2Fimage.png?alt=media&#x26;token=ac7e5e0e-51a1-4587-9755-18089cf8a88a" alt="" width="360"><figcaption></figcaption></figure></div>

* Click on the **"Portfolio""**<img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2F1A21NjJ3yJWIQ5D8Zo52%2FPortfolio.png?alt=media&#x26;token=5c62d9e3-6853-4de1-8556-da2572a48431" alt="" data-size="line"> **Icon** located at the bottom of the screen.
* Go to the **"Today" page.**
* Click on any Symbol and the **"Position Summary" page** will pop-up.

#### **Information displayed on the Position Summary page** <a href="#information-displayed-on-the-position-summary-page" id="information-displayed-on-the-position-summary-page"></a>

Once on the **"Position Summary" page**, you will be able to view the following information about the selected symbol:

* Long Position open quantity as a positive figure.
* Short Position open quantity as a negative figure.
* Total and Day P\&L
* Total and Day P\&L Percentage (calculated based on investment value)
* Buy and Sell Qty Rate and Value details

#### **Available options on the Position Summary page** <a href="#available-options-on-the-position-summary-page" id="available-options-on-the-position-summary-page"></a>

In addition to the information provided, the **"Position Summary" page** also offers the following options:

*
* **Convert**<img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2FbmcjytE1z9Mwa2ivH4lB%2Fconvert.png?alt=media&#x26;token=078049c7-42f5-42c7-8177-775e94f83aa6" alt="" data-size="line">
* **Add Color Tag**<img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2FqcMU1ImBIZCN7HdAXwts%2Fadd%20tag%20colorless.png?alt=media&#x26;token=c17671fd-0817-43aa-9cb7-883a491a40ce" alt="" data-size="line"> for the Position
* **Set Alerts**<img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2FRc5x0FNJZskytbpzBrN2%2Fset%20alert.png?alt=media&#x26;token=ef0788de-7384-4b17-8905-ed10083c235e" alt="" data-size="line"> for the security
* Open an Order page to **Add or Square Off existing Position** or **Add an OCO Order** to the Net Position.

#### Convert a Position <a href="#convert-a-position" id="convert-a-position"></a>

The  **"Convert"**<img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2FbmcjytE1z9Mwa2ivH4lB%2Fconvert.png?alt=media&#x26;token=078049c7-42f5-42c7-8177-775e94f83aa6" alt="" data-size="line"> feature allows flexibility for managing **Positions** by changing Intraday to delivery or vice versa. It only applies to **Positions** taken on the same trading day. For Example it helps with **Margin Management** by switching **Positions**. By converting a position from **Cash to an MTF Product,** traders can free up margin which can be used to take on additional **Positions**.

**How to use the convert Feature**

<div><figure><img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2FsnXDlW8vpeAKlLXCpRXr%2Fpc%201.jpg?alt=media&#x26;token=c9aee65b-0712-463d-84e0-fe10733d9965" alt=""><figcaption></figcaption></figure> <figure><img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2FT252UEMfHOP9ljiWrGPn%2Fpc%202.jpg?alt=media&#x26;token=67a804aa-0ac1-4fbe-8d5e-f2b8ffd593c6" alt=""><figcaption></figcaption></figure> <figure><img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2FdsvwtWmZGDpkH0BBVRMj%2Fpc%203.jpg?alt=media&#x26;token=2360b251-7c59-4a5d-95a5-edb732f9a00d" alt=""><figcaption></figcaption></figure> <figure><img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2F8hVA4liKuBx2kEMUeo4N%2Fpc%204.jpg?alt=media&#x26;token=c3db56c0-5c78-4b97-bf18-e68dd47bd22d" alt=""><figcaption></figcaption></figure></div>

* Open the **"Today" page** on the **Portfolio**<img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2F1A21NjJ3yJWIQ5D8Zo52%2FPortfolio.png?alt=media&#x26;token=5c62d9e3-6853-4de1-8556-da2572a48431" alt="" data-size="line"> page.
* Click on the **Symbol Name** of the product you want to **"Convert"**. This will open the **"Position Summary" page.**
* Locate the **"Convert"** option at the bottom of the page and click on it.
* This will redirect you to the **"Convert" page.**
* The **"Convert" page** will display the details of your **Current Position** that you have selected to **Convert**.
* To **"Convert",** change the quantity you want to Convert.
* The **Default Quantity** will be automatically filled with your Open Quantity.
* The platform will display the **Current Product Type.**
* From the **"Drop-down" Menu**![](https://flipmobilemanual.geojit.com/~gitbook/image?url=https%3A%2F%2F3574784015-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FOOkrtgr3FzpImfJDvQpQ%252Fuploads%252F6DztwRVf23M9t2D9shMJ%252Fdrop%2520down%2520arrow.png%3Falt%3Dmedia%26token%3D3c18913b-bddf-4522-9fd0-33e01d1b1d31\&width=52\&dpr=4\&quality=100\&sign=ecf5331d\&sv=2), pick the product to which you want to **"Convert."** (The drop-down menu will only show the possible convert options available for that segment.)
* Click on the **"Convert" Button** at the bottom of the page to **Save** the changes.

<div align="left"><figure><img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2FZKysriy2MWkTaY3qXtek%2Fimage.png?alt=media&#x26;token=84d8ab5a-5158-4a49-a563-dc9cc9028355" alt="" width="287"><figcaption></figcaption></figure></div>

* A pop-up will appear indicating that the **"Conversion is Successful"**.
* Click on the **"Done" Button** to go back to the **"Today" page.**
* Follow the path **Today < Symbol \<Convert** to view the **Convert Log**.

**Please note:** The Convert feature is not available for *Options* since only Cash Products are available for options. Further, your *Convert History* will also be visible in the "Convert" page.

#### Add Tag <a href="#add-tag" id="add-tag"></a>

**How to use the Add Tag feature**

To **"Add Tag",** follow these steps:

<div align="left"><figure><img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2FArraaPesRCv0DeIF64Zy%2Fimage.png?alt=media&#x26;token=731ebe5d-43df-4820-8f17-8d8df02f935b" alt="" width="375"><figcaption></figcaption></figure></div>

* Go to the **"Today"** tab on the **"Portfolio"** page.
* Click on the desired Position to open the **"Positions Summary"** page.
* Here, you can see the **"Add Tag"** option at the top of the Positions Summary.
* Click on the **"Add Tag"** option and a pop-up with color option will appear.
* You can find **Red, Green, Yellow** and **Blue** colors.
* Click the desired color and the Position will be tagged automatically with the chosen color.

**How to remove the Tag**

To remove the "Tag", follow these steps:

<div align="left"><figure><img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2FycHX54x9eIWMjuhABThd%2Fimage.png?alt=media&#x26;token=52222e75-accd-4f2f-a5a3-4de348b9477e" alt="" width="375"><figcaption></figcaption></figure></div>

* Go to the **"Today"** tab on the **"Portfolio"** page.
* Click on the desired Position to open the **"Positions Summary"** page.
* There will be a colored tag written **"Remove".**
* Click on it and the colored tag will be removed.

**How to filter Positions according to Tags**

To filter position according to tag, follow these steps:

* Go to the '**Today'** tab.
* **Click on the filter icon** <i class="fa-filter">:filter:</i>.
* A filter page will appear.
* Towards the bottom of the page, you can see the various categories and subcategories.
* Choose a preferred category and the filter will be applied accordingly.

#### Set Alert <a href="#set-alert" id="set-alert"></a>

To **"Set Alert",** follow these steps:

<div align="left"><figure><img src="https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOOkrtgr3FzpImfJDvQpQ%2Fuploads%2FHuHVvcEADT8u9N8xz87E%2FAlert%20-%20Position.gif?alt=media&#x26;token=ff769845-9ab1-4692-8f72-e43536e51ef2" alt="" width="375"><figcaption></figcaption></figure></div>

* From the **"Positions Summary"** pop-up page, click on the **"Set Alert" Icon**![](https://flipmobilemanual.geojit.com/~gitbook/image?url=https%3A%2F%2F3574784015-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FOOkrtgr3FzpImfJDvQpQ%252Fuploads%252FDQUyIS0g5MggrLqkl79F%252Fset%2520alert.png%3Falt%3Dmedia%26token%3D32f283f2-45df-476e-a91b-69ea8bbb71ab\&width=43\&dpr=4\&quality=100\&sign=2e4240d9\&sv=2)**.**
* This will redirect you to the **"Create an Alert" page.**
* On **Create an Alert page**, select the **Price Alert Condition** from the **"Drop-down" Menu**![](https://flipmobilemanual.geojit.com/~gitbook/image?url=https%3A%2F%2F3574784015-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FOOkrtgr3FzpImfJDvQpQ%252Fuploads%252F9tt2tLV2wzQt20oUFIg3%252FDROP%2520DOWN%2520ARROW.png%3Falt%3Dmedia%26token%3D58b968ac-8627-458f-a156-dd59f0b7a742\&width=24\&dpr=4\&quality=100\&sign=19979316\&sv=2). This will specify the type of alert you want to set, such as **"Greater Than"** or **"Less Than."**
* Enter the **"Alert Trigger Value"** in the designated field. This is the Price at which you want the alert to be triggered.
* Update the **"Time"** until which the alert is **Valid**. This is the time period during which the alert will be **Active** and will trigger if the specified price is reached.
* Click on the **"Create New Alert" Button.**
* A new alert has been created and you will receive a pop-up **Notification** when the alert price is triggered.

**Please Note:** Once you create an "Alert" there will be a "Yellow Dot" on the "Set Alert" Icon![](https://flipmobilemanual.geojit.com/~gitbook/image?url=https%3A%2F%2F3574784015-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FOOkrtgr3FzpImfJDvQpQ%252Fuploads%252FSrLMRwIWpgrxAduTZ7iK%252Fset%2520alert%2520yellow%2520dot.png%3Falt%3Dmedia%26token%3D27faa689-fb05-4a5e-a0dd-f4d26600f69b\&width=36\&dpr=4\&quality=100\&sign=8e4d9b85\&sv=2).

### 3. Square Off Multiple Position in One Click <a href="#id-3.-square-off-multiple-position-in-one-click" id="id-3.-square-off-multiple-position-in-one-click"></a>

Three benefits of having a feature that allows you to close **"Multiple Positions in One Click"**:

1\) It can save time by allowing you to close all of your **Positions** in a **"Single Click"**, instead of closing them individually.

2\) It can help you exit your **Positions** quickly, which can be especially useful in emergency situations or if you need to react to a change in **Market Conditions.**

3\) It can help you **Manage your Risk** by allowing you to quickly close all of your **Positions**, which can limit your potential losses.

#### **How to Square off multiple position in One click?** <a href="#how-to-square-off-multiple-position-in-one-click" id="how-to-square-off-multiple-position-in-one-click"></a>

<div align="left"><figure><img src="https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOOkrtgr3FzpImfJDvQpQ%2Fuploads%2F0XwpyEDAUFsXPzf5FEMT%2FMulti%20Sqr%20Off.gif?alt=media&#x26;token=679eac81-b508-4ed7-b44a-4ea12670f887" alt="" width="375"><figcaption></figcaption></figure></div>

* Long press on any **position** to open a new tab.
* At the bottom of the page, you will see a **"Square Off"** and **"Add to Basket"** **button.**
* To select **multiple** or **all positions,** tap the **"Check Box"**![](https://flipmobilemanual.geojit.com/~gitbook/image?url=https%3A%2F%2F3574784015-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FOOkrtgr3FzpImfJDvQpQ%252Fuploads%252FYQo2RFCpj1yzTjxyXk54%252Fcheck%2520box.png%3Falt%3Dmedia%26token%3Da6422d16-8fab-41c9-b9de-0b7be58fc16a\&width=38\&dpr=4\&quality=100\&sign=959e82ff\&sv=2) on the right-hand side (RHS) of each **position.**
* Tap the **"Square Off"** **button** at the bottom of the page.
* A **confirmation message** will pop up.
* To proceed with closing the **positions,** click the **"Ok" button.**
* To cancel, click the **"Cancel" button.**


---

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