This screen shows you live status of your positions from all accounts.
To see complete details of a specific position, just click the plus (+) sign at the beginning of the row. Or try these alternate options.
Positions data is returned in two separate sets from your stock broker.
- DAY – a snapshot of the buying and selling activity for that particular day. This is useful for computing intraday profits and losses for trading strategies.
- NET – the actual (current net position portfolio)
By default, the system shows DAY positions but you can always filter it as per your needs.
This drop-down is useful to filter OPEN or CLOSED positions. The state is determined only by looking at the net quantity. For BO & CO positions, please check for open child orders (target & stoploss orders).
This button clears all filters (including search text) & shows you all DAY positions by default.
You can select one or more positions and click this button to square-off. System can square-off all types of positions (MIS, CNC, NRML, BO, CO)
It is extremely important that users understand how AutoTrader Web’s square-off works. The details are given on Square-off process.Admin
You can select one or more accounts. The system will square-off all open positions belonging to the accounts selected.
You also have an option to search position by entering search text in the search box. For example, you can search by symbol or account etc.
To select one or more positions, just click on the position row. You can click again to deselect.
The ALL button allows you to select all visible positions. Only visible rows that might be filtered by you are selected. The rows that are not visible will not be selected.
- If you want to select only OPEN positions, then first filter open positions (via drop-down) & then select ALL
- If you want to select all positions of a specific account, then first enter that account number in the search box & then select ALL
The NONE button allows you to deselect all positions.
We strongly recommend going through our PMS (Portfolio Management System) tool.Admin