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!

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