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AutoTrader Web

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Holdings

634 views June 8, 2023 Pritesh 3

This is where you will see all of your holdings (stocks) that you have in your demat account.

Stock Holdings
Stock Holdings

Square-off

You can select one or more rows & click the square-off button to sell your holdings.

If required you can filter the rows using search box & then click All button to select all rows.

Holdings Square-Off
Holdings Square-Off

The square-off process will place SELL orders for the selected stocks. It has following options:

  • Exchange – The preference for the stock exchange on which you want the orders to be placed
    • Prefer NSE – If the stock is available on both exchanges. Then NSE will be preferred, otherwise BSE will be chosen.
    • Prefer BSE – If the stock is available on both exchanges. Then BSE will be preferred, otherwise NSE will be chosen.
    • NSE – Stocks will be sold strictly on NSE. You will get an error, if it is not available on NSE.
    • BSE – Stocks will be sold strictly on BSE. You will get an error, if it is not available on BSE.
  • Order Type – The type of square-off order you want to place
  • Quantity – The quantity can be specified in different formats
    • ALL – All quantity available in the holdings
    • CUSTOM – Specify custom quantity (this should be less than or equal to your available holdings quantity)
    • % PCT – Quantity as a percentage of the holdings quantity (it cannot be greater than 100%)
  • Price – Applicable for LIMIT or STOP_LOSS orders
  • Trigger Price – Applicable for STOP_LOSS or SL_MARKET orders

Precautions

  • Almost all brokers DO NOT update the holdings in real-time. So if you have sold some holdings today, you must check the Positions tab for the status of Holdings sold on the current day.
  • The % quantity feature uses quantity as seen in the holdings page. So take this into account, if you are using % quantity to sell same holdings multiple times.
  • The system will calculate Total Holding Quantity = Quantity + T1 quantity
  • To sell holdings, you must have a DDPI or POA submitted with the broker. See this article for more details.

Column ordering and sorting

Based on the user feedback, we have implemented custom column ordering & sorting feature for portfolio tables (positions, orders, margins, holdings).

  1. You can rearrange the columns by clicking on column header and dragging them
  2. You can also apply sorting for your preferred column

Note: These settings are currently stored in your browser. So if you change your computer/mobile or your browser; then the columns will go back to their default order and sort settings.

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