# Overview
### This Section Contains :
* [How to open the Overview page ?](#how-to-open-the-overview-page-1)
* [Action Required](#action-required)
### How to open the Overview page ?
To *open* the **Overview page,** follow these steps:
* Locate **"Portfolio"** **option** and click on it.
* You will be redirected to the **"Portfolio"** **page.**
* By default, you will be on the **"Holdings" page.**
* Locate and Click on the **"Overview" option.**
* Now, you will be taken to the **"Overview" page.**
### Overview Page
**Overview** page provides access to key sections such as **"Margin", "Holdings", "Monthly P\&l Calendar", "Positions",** and **"Orders".**
* #### **Margin**
* Upon entering the **"Overview" page**, you can find the **"Margin"** on top.
* Under **Margin**, you can see the **"Available Margin", "Used Margin",** and **"Provisional Cash Balance".**
* To **Add Fund**, click on the **"Funds"** option towards the right-hand side of **Margin**.
* You will be redirected to the **Funds page.**
* **All Holdings**
* Below **Margin** you can see **"All Holdings".**
* Under **"Holdings" you review "Invested Amount", "Current Value", "Total P\&l",** and **"Today's P\&L".**
* Click on the **"View Holdings"** option towards the right-hand side and you will be redirected to the detailed **"Holdings" page.**
* Below the **Holdings** there is an **"Asset Allocation Chart"** providing an overview.
#### **Monthly P\&L Calendar**
* The **"P\&L Calendar"** illustrates the **"Realised Profit & Loss"** for the specific month.
* Initially set to display the **"Current Month"**, you can opt to view the **"Last 12 Months".**
* Choose the desired month by clicking on the **"Drop-down Arrow"** . (**Please Note:** You can view the P\&L Calendar for up to one year).
* **Green Color** signifies **"Realised Profit", Red** denotes **"Realised Loss",** while **"No Trade"** appears in **white**.
* You have an 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".**
* Towards the right side you can see **"Monthly P\&L".**
#### Portfolio Equity Allocation
This section helps you **evaluate diversification within your equity portfolio**, identify concentration risks, and assess whether your investments are aligned with your risk profile and investment strategy.
* View Options
* **Market Capitalization** – Shows allocation based on Large, Mid, and Small cap stocks
* **Sectors** – Allows you to switch the view to see equity allocation across different industry sectors
Market Capitalization
This section shows how your **equity investments are distributed across different market capitalization segments**.
* **Allocation Chart (Donut View)**\
A visual representation of your equity holdings split into:
* **Large Cap**
* **Mid Cap**
* **Small Cap**
* **Percentage-wise Breakup**\
Displays the **exact percentage allocation** of your equity portfolio in each market‑cap category, helping you understand exposure at a glance.
#### Sectors
By selecting **Sectors**, you can switch from the Market Capitalization view to analyze **industry-wise exposure** within your equity portfolio.
Each sector is shown with its corresponding percentage allocation, indicating how much of your equity exposure is invested in that particular sector.
Click on the 'View All' button and you will be navigated to the holdings tab of the portfolio.
#### **Positions**
* Following the **Monthly P\&L** is the count of your **"Positions"** for that particular day.
* You can see the **"Total P\&L"** and **"Today's P\&L".**
* Click on **"View All"** to go to the **Positions page** within the **Portfolio**.
**Orders**
* **Orders** displays the count of orders placed on that particular day. It is categorised as **"Others", "Pending", "Executed",** and **"Total number of Orders".**
* Click **"View All"** to go to the **Order Books** page.
### **Action Required**
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 notified in this section. This enables clients to clear unpaid shares on time and prevent forced selling.
**How to access the Unpaid Share Clearance Section ?**
* Go to the '**Overview**' page under '**Portfolio**'.
* 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:
\- Scrip Name
\- Quantity of unpaid shares
\- Settlement Date
\- Number of days overdue
\- Monetary value of the unpaid shares
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