> 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-web/portfolio.md).
# Portfolio
See all Investments, Trading Positions, Smartfolio Holdings, and Overview.
### This section contains:
1. [How to Open the Portfolio page](#how-to-open-portfolio-page)
2. [Search for Security in Portfolio](#search-for-security-in-portfolio)
Under **"Portfolio",** you can view all of your **Investment Details, Trading Position Details**, and a snapshot of your investments made through **Smartfolio.** This is the *one-stop destination* to stay up-to-date and informed about your financial investments.
### **How to open Portfolio Page**
To open the **"Portfolio"** page, follow these steps:
* Locate the **"Portfolio"** on the navigation menu.
* Click on the **"Portfolio"** to open the Portfolio page.
* By default you will be on the **"Holdings" tab.**
* The **"Portfolio"** page have *multiple tabs or sections*, such as **"Overview"**, **"Holdings", "Positions", "Smartfolio"** and **"Insights".**
* To switch between these sections, you can click on the tab name.
* Click on the **"Refresh"** **Icon** on the top right-hand side to refresh the page.
### Search for Security in Portfolio
A **"Search"** feature is usually offered on a **Portfolio** page to help you find specific securities in your **Portfolio** quickly and easily. This feature can be beneficial if you have a significant number of **Holdings**, as it allows them to quickly access the information they need *without manually* scrolling through the entire list of **Holdings**.
**Read More:** [**Why does a dollar symbol appear next to the name of some shares**](https://support.geojit.com/support/solutions/articles/89000020239-why-does-a-dollar-symbol-appear-next-to-the-name-of-some-shares-)**?**
#### How to search for a security
To *Search* for any security, follow these steps:
* Click on the **"Portfolio"** tab to access the **Holdings/Positions** page.
* Select the **"Holdings"** or **"Positions"** tab by clicking on it.
* Locate and click on the **"Search Bar"** at the top left-hand side of the tab.
* Type the **"Name of the Security"** you wish to find.
* If the searched symbol is part of your **"Holdings"** or **"Positions"**, it will be filtered and displayed.
* To clear the search and remove the filter, **"Backspace"** the typed text.
**Please Note:** This feature is provided in both the *Holdings and Positions* page to allow you to easily find securities information in both pages.
### Group View
Here, you can create **Groups** and group the Holdings/Positions according to your wish for easy watch. By default, the Holdings would be under a group **"Unallocated Group".**
To get the **Group view,** Click on the **"Group View"** **Icon**.
### How to Create a Group
You can *create* Groups in both **Holdings** and **Positions**.
To *create* a **Group**, follow these steps:
* Go to **"Holdings/ Positions"** page, wherever you want to create a **"Group".**
* Locate the **"Group View"** **Icon** at the top right-hand side and click on it.
* By default all the Securities will be under a Group called **"Unallocated Group".**
* As soon as you click the **"Group View"** **Icon**, the **"Create Group"** **Icon** will appear adjacent to it.
* Click on the **"Create Group" Icon** and a pop-up will appear.
* Click **"Cancel"Button** if you do not wish to continue.
* If you wish to create a group, First enter the desired **"Group Name".**
* Then, click **"Create"Button** and your **New Group** would be created.
#### How to Edit the name of your Group
To *edit* the **Group Name,** follow these steps:
* Go to **"Holdings/ Positions"** page, wherever you want to edit the name of the **"Group".**
* Locate the **Group** you wish to **"Edit"**.
* Towards the adjacent side of the name of the group you can find **"Three dot"** **Icon.**
* Click on that and a **"Select Box"** will appear.
* Click on the **"Edit"** option.
* Click **"Cancel"Button** if you do not wish to continue.
* If you wish to **"Edit"** the **Group Name**, enter the **New Name.**
* Then, click **"Update"Button** and your **New Name** would be updated.
#### How to Delete the Group
To *delete* a **Group ,** follow these steps:
* Go to **"Holdings/ Positions"** page, wherever you want to edit the name of the **"Group".**
* Locate the **Group** you wish to **"Delete"**.
* Towards the adjacent side of the name of the group you can find **"Three dot"** **Icon.**
* Click on that and a **"Select Box"** will appear.
* Click on the **"Delete"** option.
* Click **"Cancel"Button** if you do not wish to continue.
* Delete the group by clicking the **"Delete" Button.**
* The selected group will be deleted and the holding in that particular group will move to the **"Unallocated Group".**
### Ungroup View
To view the Holdings/Position in **Ungroup view,** click on the **"Ungroup View"** **Icon.**