What are the steps to follow stocks, lists and themes?

Tracking stocks, lists, and themes on Upstox is a simple and straightforward process. Here's a quick guide to help you get started.


What You Can Follow:

Stock

  • You can follow any stock of your choice to keep track of its performance.
  • Simply visit the stock's page and tap on the follow option.


List

  • These are curated based on fundamental and price-volume factors.
  • Examples of lists include:
  • Most Actively Traded Stocks
  • Top Gainers
  • Top Losers


Theme

  • Themes are grouped based on sectors and investment ideas, making it easy to find stocks aligned with your interests.
  • Examples of themes include:
  • Sectors: Healthcare, Infrastructure, etc.
  • Ideas: Rise of EV, Make in India, etc.


Why Follow Stocks, Lists, and Themes?

  • Stay updated on market trends and opportunities.
  • Simplify investment tracking by focusing on curated categories.
  • Explore new investment ideas based on sectors or emerging market trends.


How to follow a particular Stock?


Step 1: Log in to the Upstox app using a 6-digit PIN or biometrics.


Step 2: On the new Upstox app, from the ‘Account’ section switch to ‘Upstox for investors’ mode if you’re on Upstox Pro mode.


Step 3: To search for any Stock that you'd like to add in your list from the search bar.



Step 4: Click on the Favourite icon at the right top to follow.



Step 5: Once you follow a particular stock, it will start appearing in the Stocks tab under the Following section on the home screen.



How to follow a particular List?


Step 1: Navigate to the 'Explore' section.



Step 2: Scroll down and click on 'View full list'.



Step 3: Click on 'Follow' to start following this list.



Step 4: Once you follow a particular list, it will start appearing in the Lists tab under the Following section on the home screen.



How to follow a particular Theme?


Step 1: Navigate to the 'Explore' section scroll down and click on 'View all themes'.



Step 2: Here you'll find various list such as Automobile and Agriculture. Click on theme which you'd like to follow.



Step 3: Click on 'Follow'.



Step 4: Once you follow a particular theme, it will start appearing in the Themes tab under the Following section on the home screen.

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