How to Check My Stock Portfolio

Aaiye aj ke iss video mein hum dekhte hain ki aap apne positions aur portfolio kaise track kar saktein hain?

Sabse pehle portfolio aur positions mein antar samajhte hain. Positions tab mein aap Futures and Options, eMargin, Intraday aur Currency ke trades dekh saktein hain. Agar aap delivery mein koi share khareedte hain, toh uss din, woh aapko Positions tab ke andar dikhayi dega. Phir agle din yaani ki T+1 Trading day par settlement ke baad, woh share holding aapke portfolio tab mein dikhega.

Portfolio tab mein aap Equity Delivery aur Mutual Funds mein nivesh kiye gaye aapke anya investments bhi dekh saktein hain.

Apne portfolio aur positions se aap apne investments ko aasani se track kar saktein hain. Aur phir apne bhavishya ke trades aur investments ki planning kar saktein hain.

Toh aaiye dekhte hain ki mStock app par positions kaise check kar sakte hain.

Sabse pehle mStock app par login karein. Phir Positions par tap karein, jahan aapko do tabs dikhenge.

Pehla “All” - yahan aapko aapke Equity, eMargin, F & O aur currency mein liye gaye saare positions dikhenge.

Aur dusra “eMargin” – yahan aapko sirf eMargin dwara liye gaye stock positions hi dikhenge.

Positions screen par aap apne Open aur Closed positions – dono hi dekh sakte hain.

Open position listings mein aapko chaar options dikhenge - Details, Convert, Add aur Exit.

• Details mein aapko uss position ki saari details - scrip name, status, open and closed quantity, MTM, Booked P&L, Product yaani ki Invest ya Day Trade ya eMargin dikhengi.
• Convert tab se aap kisi bhi scrip ko Day Trade se Invest aur Invest se Day Trade mein convert kar sakte hain.
• Yadi aapko uss position mein aur adhik quantity jodna hai to ‘Add’ par click karein
• Aur Exit par tap karke aap apne open positions ko square off kar sakte hain.

Positions page par aapko aapke closed positions grey colour mein dikhenge, jise tap karne par aapko do hi options dikhenge – details aur reorder. Details ke andar aapko apne closed positions ki saari details dikhengi.

Aur Reorder button pe click karke aap same stock mein phir se position le saktein hain.

Moujuda open positions ko track karne ke liye iss screen par aap aapke positions sambandhit zaroori jaankari jaise ki Total P&L, Realised P&L, Unrealised P&L dekh saktein hain.

Ab dekhte hain mStock app par aap apna portfolio kaise track kar sakte hain. Sabse pehle home screen se Portfolio tab par click karein.

Yahan sabse upar aapko aapke investments ki performance dikhegi. Agar aapne apne moujuda stocks ko pledge ya unpledge kiya hoga, toh woh Portfolio section mein hi aapko dikhayi denge. Jab aap kisi stock ko pledge karenge toh aapke stocks “Pledged Quantity” mein reflect honge, aur agar aap unhe unpledge karte hain toh wohi stocks aapko “Free Quantity” mein reflect honge.

Portfolio screen par aapko Total Assets yaani ki aapke total investment ki current value bhi dikhegi.

Agar aapne kisi stock ko alag alag parts mein buy kiya hai, toh hum uski Average Buy Price calculate karte hain aur wohi price aapko iss screen par reflect hoti hai.

Iske alawa, agar aap IPO ya fir dusre broker se mStock mein shares transfer karte hain, toh aapko unki buy price bhi update karni hogi.

Yahan aapko aapka Overall Profit ya Loss bhi dikhayi dega, jis-se aapko aapke investments ke profit and loss ki jaankari milegi.

Teesra hai Day’s Profit or Loss – yahan aapko kisi bhi trading din mein huwa utaar chadhaav dikhayi dega. Uske baad, aapko aapke investments ke bifurcations dikhenge jo hai Equity Portfolio, MF Portfolio aur Cash Available Balance. Inn tabs par click karke aapko chaar cheezein dikhenge - Invested Value, Current Value, Overall Profit or Loss and Day’s Profit or Loss.

Agar aapko apne share holdings ko sell karna hai toh Portfolio screen par diye gaye ‘Verify Holdings’ button ko tap karke, pehle apne moujuda shares ko verify karein. Iske sambhandhit aur detail mein janne ke liye, dekhiye hamaara How to Verify Holdings & Generate TPIN video.

Iske alawa, portfolio screen par aap Corporate action sambandhit jaankari yaani ki shares ke dividend, Bonus, Split ityaadi bhi dekh saktein hain. Issi tarah aap Protfolio mein Mutual Funds screen mein apne moujuda Mutual Fund investments ki performance ko bhi track kar saktein hain.

Hum aasha karte hain ki aapko positions aur portfolio ke sambandhit saari jaankari iss video se mil gayi hogi.

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