What information is available in the Portfolio section?
Portfolio section gives you consolidated information about all your investments and trades..
This page has 3 tabs:
Holdings - For the stocks that you have purchased and are present in your Demat account
Positions - To track your open & closed positions, as well as your intraday orders
Mutual Funds - For you to track your MF investments.
Related Articles
How do I view or sell Holdings / How can I check my portfolio value
In the IIFL Markets app To View Holdings: Log in to the IIFL Markets App. Tap on Stocks . From the bottom menu go to Holdings to view the securities available in your portfolio. To Sell Holdings: Navigate to Portfolio and select Holdings. Choose the ...
Where can I view my Portfolio news?
Click on the insights icon (on top right of your screen) under the holdings section in the portfolio tab. Click on 'Portfolio News' from the pop up menu. Click on the news article you want to read.
What details are available in each trade's position?
Following information are available in each trade's position: Stock symbol of the scrip Quantity Average Price Last Traded Price MTM Type of Order - Delivery, Intraday, BO, CO and so on.
What information does Holdings tab provide?
Holdings tab comprises of all your stocks in your demat account. This has two sections: The top section has the consolidated performance parameters of the Holdings in your portfolio. These include the Current Value of your portfolio, Total Unrealized ...
What is the "Funds" section for?
The "Funds" section provides an overview of the money available in your trading account. It shows your "Available for Investing" balance, the "Margin Used" (if you've utilized margin trading), and your "Opening Balance" for the day