Overview

This Section Contains :

• How to open the Overview page ?

• 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".

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) 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