
Help Center
Getting Started
Trading
My Account
Mutual Funds
IPOs
Stock SIP
Gold
NPS
Government Securities
Fixed Deposits
Insurance
Loan
Smallcase
DartStock
Upstox API
NCD
US Stocks
Minor Account
How to track positions on Upstox Trading View?
To track any position, head over to Dashboard and click on the 'Account' tab. This is your one-stop place where you can monitor all your trades and portfolio performance.
Understanding your Account tab:
1. Positions tab - See all your currently open positions.
- Quick exit option - Click the 'x' next to any stock to close it
- Real-time updates on your active trades
2. Closed Positions tab - View all positions you have closed today.
- Check your completed trades
- Review your trading activity for the day
3. Unrealised P&L tab - Shows profit or loss on your open positions.
- Also called Mark to Market (MTM) P&L
- Updates in real-time as prices change
This is your ‘paper profit/loss’. This is what profit or loss you make if you closed everything right now.
4. Realised P&L tab - Shows actual profit or loss from closed positions.
- Your confirmed gains or losses for the day
- Only includes positions you've already exited
This is your ‘actual profit/loss’ money you have already made or lost.
Quick access:
- To check your positions, go to Dashboard → Account → Positions
- To exit quickly, click the 'x' beside any stock
Everything updates in real-time, so you always know where you stand!
Trade with Upstox
Want to open a Demat account?
Open a FREE Demat and Trading account to invest in Stocks, Mutual Funds, IPOs and more.
By signing up you agree to receive transaction updates on Whatsapp. You may also receive a call from an Upstox representative to help you with the account opening process.
Upstox Community
Upstox Community
| Topic | Replies | Views | Activity |
|---|