# Holdings
### This section contains:
1. [How to see your Holdings](#how-to-see-your-holdings)
2. [Advanced Portfolio & Holdings View](#advanced-portfolio-and-holdings-view)
3. [Portfolio Settings](#portfolio-settings)
4. [Total P\&L](#total-p-and-l)
5. [EDIS](#edis)
6. [Pledge](#pledge)
7. [Set Alert](#set-alert)
8. [OCO Order](#oco-order)
9. [Add More](#add-more)
10. [Square Off a Position](#how-to-square-off-a-position)
11. [Add to Watchlist from Holdings](#add-security-to-watchlist-from-holdings)
12. [How to Filter Holdings](#how-to-filter-holdings)
A **"Holding"** page is a summary of all of your investments, including **Individual Stocks,** [**Bonds**](https://support.geojit.com/support/solutions/articles/89000006782-what-are-the-different-types-of-bonds-)**,** [**Exchange-Traded Funds** ](https://support.geojit.com/support/solutions/articles/89000007824-what-is-an-exchange-traded-fund-etf-)**(ETFs),** and **Mutual Funds*****.*** It typically includes the name of the investment, the quantity you own, the purchase price, the current value, and the profitability of each investment. It may also include a **Summary of the Profitability** of all of your investments combined.
This information can be helpful in tracking the *performance* of your investments and making informed decisions about your **Portfolio**. It's important to regularly review your **"Holding"** page to ensure that your investments are aligned with your financial goals and risk tolerance.
### **How to see your Holdings**
To *open* the **Holdings** page, follow these steps:
* Click on **"Holdings"** on the **Portfolio** page.
* At the bottom of the page, you can see the **"Invested Amount", "Current Value", "Total P\&L"** and **"Today's P\&L".**
* You can search your **"Holdings"** with the help of the **Search Bar** on top.
* **"Filter"****, "Refresh"****, "Grouped View,"** **"Ungrouped View,"** **, Create Group, "Download"**, **and "Settings"** **Icons** can be seen adjacent to the **"Search Bar."**
* Below that, you can see various **"Holdings"** listed.
* By default, each item in the list will have **Symbol, Product Tag, Quantity, Average Rate, Percentage Changes, Today's P\&L, Market Value, LTP,** and **Invested Value.**
* Hover over an Open Position and click on the Three Dots Icon and you can see options such as **"Add More", "Square Off", "Charts", "Set Alert", "Pledge", "Security Info", "Add Note",** and **"Add to Watchlist".**
### **Advanced Portfolio & Holdings View**
The platform provides a comprehensive portfolio view with enhanced grouping capabilities, enabling users to analyze performance more effectively. Holdings can be grouped based on **Sector**, **Market Capitalization**, and **MyGroup (customised grouping)**, allowing users to view **Profit/Loss (P/L)** at an aggregated level for each category.
This structured view helps in understanding portfolio distribution, identifying concentration risks, and evaluating performance across different segments as well as user-defined groups.
#### How to group holdings ?
At the top-right, you’ll find the **‘All Holdings’** tab, which is selected by default. Click on it to view additional grouping options:
* **My Group** – Displays holdings based on the custom [***groups created by the user.***](https://usermanuals.geojit.com/flip-web/portfolio#how-to-create-a-group)
* **Group by Market Cap** – Displays holdings grouped by market capitalization.
* **Group by Sector** – Displays holdings grouped across different sectors.
You can switch back to the default view at any time by selecting **‘All Holdings’** again.
### Portfolio Settings
* You can **customize your portfolio page** by **adding/removing** various fields. For this,
* Click on the **settings** icon ⚙ given towards the **top-right corner** of portfolio page.
* You will be provided with two windows - **Selected** and **Available**.
*
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* **Selected section** shows fields that are **already displayed** on the portfolio page.
* **Available section** shows fields you can **add to your portfolio** page.
* Fields like Net POS, product average cost, LTP, CHG%, Total P\&L, total P\&L%, P\&L Day, market value, coporate action, pledge quantity, invested amount, description, ISIN, P\&L Day%, DP quantity, block quantity, unsettled quantity, MTF quantity, SF quantity, close price, buy average rate, buy quantity, sell quantity, today's buy quantity, today's sell quantity, buy value, sell value, market value weightage %, invested value weightage percentage, exchange, weighted average price, corporate action, recommendation 52W high and 52W low can be enabled. Sectors, sub sectors and market cap are the newest addition to the fields.
* You can add any number of fields, and once done, **Click Save**.
* Go to the portfolio to view the desired results.
### How to Create Group ?
You are by default seeing the ungrouped view of your portfolio. To switch to the **Grouped View**, simply click on the **Grouped View icon** given at the top right corner.
This will open the grouped view, where all your holdings are initially under the Unallocated group—this is the default group provided by the platform. If you haven’t made any allocations, your stocks will be grouped here. Follow the below steps :
* At the top right corner, you’ll see an icon labeled **Create Group** when you hover over it.
* Click on this icon, and a pop-up will ask you to **name your group**.
* Once created, you’ll see all your groups displayed in your portfolio.
* To group your stocks, simply **drag and drop** each stock into the appropriate group.
You can also expand or minimize each group to manage your view better. The **Total Profit and Loss** for each group is displayed separately, giving you a clear idea of how each category or strategy is performing. The number of stocks within each group is also displayed as a count for easy reference.
*The grouping feature in the Holdings tab is currently **available** for customers with a **Demat account at Geojit**. However, the grouping feature in F\&O tab is available to all clients.*
### How to Edit/Delete Group ?
You can edit or delete a group by clicking on the three dots next to the group name.
* If you choose to **edit**, you can **rename** the group. If you **delete** a group, the stocks within it will be moved back to the **Unallocated group**.
### Total P\&L
The **"Total P\&L"** (*Profit and Loss*) is the **Summary** of the performance of all your investments, showing the overall *gain or loss* based on the **Current Market Price** of the assets in which you have invested.
This can be useful for tracking the Overall performance of your **"Portfolio".** The **P\&L** is usually calculated by taking the **Current Market Value** of your investments and subtracting the cost of those investments. If the result is *positive*, it means you have made a **Profit**, and if it is *negative*, it means you have incurred a **Loss**.
The **P\&L** is either shown in **"Green"** *(for a gain)* or **"Red"** *(for a loss)* to make it easier to understand at a glance.
### **EDIS**
The **"**[**EDIS**](https://support.geojit.com/support/solutions/articles/89000007698-what-is-e-dis-)**"** (*Electronic-Delivery Instruction Slip*) is an online tool that allows you to *authorize sell trades* in your account without the need to use a *Physical DIS booklet*. If you have not given [**Power of Attorney**](https://support.geojit.com/support/solutions/articles/89000007721-what-is-a-power-of-attorney-poa-authorisation-) **(PoA) or** [**Depository Participant Identification** ](https://support.geojit.com/support/solutions/articles/89000007730-how-can-i-register-a-ddpi-)**(DDPI)** authorization to **Geojit**, you will need to use either the [**DIS Booklet** ](https://mygeojitmanual.geojit.com/basics/my-account/profile#how-do-i-request-a-dis-book)or the **EDIS** facility to authorize each sell trade in your account.
#### **How to Unblock using EDIS ?**
To *unblock* using **EDIS**, follow these steps:
* Go to the **"Holdings" page.**
* **"Right Click"** on the symbol or click on the **"Three Green Dot"** **Icon** that appears when you hover over a symbol.
* A **"Select Box"** with multiple options appears.
* Click on the **"EDIS"** options.
* This will open a separate webpage from **Geojit** showing the **"EDIS Order Details"**.
* Update the Quantity you wish to **"Unblock"**.
* After submitting, you will be redirected to **NDSL.**
* Enter your **"MPIN"** to access the **NSDL** page and click **"Submit"**.
* Check the **Unblocking** details on the **NSDL** site.
* Enter the **OTP** received on your registered **Mobile Number** and **"Submit".**
* Your shares will now be **"Unblocked"** and you can re-open the **"FLIP App"** to sell the shares in your **Holdings**.
**Please Note:** Unblocking is only *valid* for *one day.*
### Pledge
For *POA clients* the **"Pledge"** **option** will be available.
You can use your shares held in your **Demat Account** as collateral by **Pledging** them with **Geojit**. The shares will remain in your account, and the **"Pledge"** will be marked. **Geojit** will then **Pledge** these shares with the exchange. The value of the pledged shares, after a fixed haircut, can be used as **Margin** to take on additional Positions, such as **"Intraday"**, **"BTST"**, and **"MTF Positions"**, without the need for any cash.
#### How to Pledge a Security
To *Pledge* a **Security**, follow these steps :
* Go to the **"Holdings" page.**
* **"Right Click"** on the symbol or click on the **"Three Green Dot"** **Icon** that appears when you hover over a symbol.
* A **"Select Box"** with multiple options appears.
* Click on the **"Pledge"** options.
* This will open a separate webpage from **Geojit** showing the Details of Security that can be **"Pledged"**, **"Security already pledged"**, and a **"Pledge History".**
* From the list of **Pledge** able scrip, enter the Quantity of Security you would like to **Pledge** to obtain the Margin.
* Click on the **"Save" Button.**
* You will receive a **Pledge** request link from **NSDL** which must be accepted by you.
* Once the **Pledge** request from **NSDL** is accepted, the pledge is created and Geojit will **"Repledge"** and provide the Margin for the same by the next day.
**Please Note:** The *Margin Amount* will be the Market Value of the Pledge less the hair cut amount as prescribed by Geojit.
### Set Alert
To **Set Alert**, follow these steps:
* Go to the **"Holdings" page.**
* **"Right Click"** on the symbol or click on the **"Three Green Dot"** **Icon** that appears when you hover over a symbol.
* A **"Select Box"** with multiple options appears.
* Click on the **"Set Alert"** options.
* **"Create an Alert"** page will appear towards the right-hand side.
* On the **Create an Alert** page, select the **Price Alert Condition** from the **"Drop Down"** **menu**.
* 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** will be 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.***
### OCO Order
#### How to Open OCO Order page
To *open* **OCO Order,** follow these steps:
* Go to the **"Holdings" page.**
* **"Right Click"** on the symbol or click on the **"Three Green Dot"** **Icon** that appears when you hover over a symbol.
* A **"Select Box"** with multiple options appears.
* Click on the **"OCO Order"** options.
* You will be redirected to the **Order Placement Page.**
* Choose the desired **Conditions.**
* **Review** and **Place** the Order.
### Add More
*Add more* Security to the existing **Quantity.**
To **Add More** security, follow these steps:
* Go to the **"Holdings" page.**
* **"Right Click"** on the symbol or click on the **"Three Green Dot"** **Icon** that appears when you hover over a symbol.
* A **"Select Box"** with multiple options appears.
* Click on the **"Add More"** options.
* You will be redirected to the **Order Placement Page.**
* Choose the desired **Conditions.**
* **Review** and **Place** the Order.
### Square Off a Position
**"Square Off"** is a feature that allows you to exit an **Open Position** in your **Portfolio**. By using the **Square Off feature**, the you can quickly and easily close out your **Position** . This can be useful if you want to *exit a position* that is not performing well, or if you want to take profits on a Position that has done well.
#### How to Square Off a Position
To **Square Off** a Position, follow these steps:
* Go to the **"Holdings" page.**
* **"Right Click"** on the symbol or click on the **"Three Green Dot"** **Icon** that appears when you hover over a symbol.
* A **"Select Box"** with multiple options appears.
* Click on the **"Square Off"** options.
* You will be redirected to the **Order Page**, which will be for the opposite side of your **Open Position** (e.g. if your open position is a Buy, then, the Order Page will be for a sell).
* The **Order Page** will be automatically filled with the **Quantity** and **Product type** of your existing Open Position.
* You can edit the **Quantity**, but it cannot be more than your **"Net Position"** if you are selling for delivery.
* Fill in the required **Order Conditions.**
* **Review** and **Place** the order.
### Add Security to Watchlist from Holdings
To *add security* to **Watchlist**, follow these steps:
* Go to the **"Holdings" page.**
* **"Right Click"** on the symbol or click on the **"Three Green Dot"** **Icon** that appears when you hover over a symbol.
* A **"Select Box"** with multiple options appears.
* Click on the **"Add To Watchlist"** options and a pop-up will appear.
* Next Select a **"Watchlist"** to which you would like to Add the Security by clicking the **"Drop-Down"** **Menu**.
* Next, click the **"Watchlist"** and it will get selected.
* To discontinue adding the security click on the **"Cancel" Button.**
* To continue adding the security click on the **"Save" Button.**
* The Security will be successfully added to the selected **"Watchlist".**
### How to Filter Holdings ?
To *filter* the **Research** page, follow these steps:
* Go to the "**Holdings"** **tab** in the **Portfolio** **page.**
* Click on the **"Filter"** **Icon** located at the top right-hand side of the page.
* A pop-up with various **"Filter" options** will appear.
* You can apply the **"Filter"** based on :
**-Holding Type :** Equity, Mutual Funds, Bonds, ETF, REIT or Others.
**- Product Type :** Cash, BTST and MTF
**- Holding View :** Smartfolios and Non-Smartfolios
* To apply any of the above fitlers, just click on the relevant options.
* To apply the selected **"Filters",** click outside the pop-up page.
* If any filter is applied the **"Filter"** **Icon** will have a **Yellow Dot** on it.
* To change the existing filters, click on the **"Filter"** **Icon** again and click on the **"Clear" Button**.
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