Release Notes

September- October, 2025

Margin Violation — The new option under Action Required helps clients quickly resolve margin shortfalls and avoid penalties.
CUSPA Tab — Shows date-wise details of which stock will be sold if payment isn’t made, keeping clients informed and avoiding surprises.
Unpaid Share Clearance — Added under Action Required, enabling clients to clear unpaid shares on time and prevent forced selling.
ETF Header — New ETF section added to the portfolio breakup bar chart, giving clients a quick view of their ETF exposure.

Margin Tab — Provides Peak Margin, MTM, and MTF violation details for better transparency on margin usage.
UPI Limit Increased — Transaction limit raised to ₹5,00,000, enabling faster and higher-value fund transfers through UPI.

Holdings History — From the portfolio overview page, clients can now view the transaction history of a specific stock.
F&O Tab Sorting — A sort feature was introduced for easier navigation across multiple contracts.

Add Note — Clients can add personal notes to stocks (watchlist & portfolio), capturing their own strategies or reminders.
Color Tagging — Stocks can now be tagged with colors across different watchlists, allowing clients to filter and view them tag-wise.

Mojo Updates — Enhanced filters and sorting (Mojo, Reliable Performers, Momentum, Hidden Turnarounds) make it easier to discover investment ideas.
Research Market Commentary — Regular commentary provides timely market insights from research experts.

Subscription Requirement — As per regulation, research content is shown only if the client subscribes. For non-subscribers, all research will be hidden with a prompt to subscribe, which can be done instantly with a click.

Last updated 3 days ago