uTrade AlgosWhen you place a delivery trade with Share India, the shares will typically be credited to your Demat account within T+1 business days (excluding weekends, bank holidays, and exchange holidays). This timeline follows the standard trading settlement system:
- The buyer receives the shares in their Demat account.
- The seller receives the payment for the shares sold.
Once your Demat account is credited, your Share India platform will automatically update to reflect your holdings.
Here are two ways to view your holdings on the web platform:
Option 1:
Step 1: On the dashboard, locate the ‘Books’ section for detailed information about your account activity.
Step 2: Within the ‘Books’ section, go to the ‘Holdings’ tab. Here, you’ll find a comprehensive overview of all the shares held in your Demat account.
Option 2:
Step 1: Click on ‘Orders’ or ‘Positions’ from the menu.
Step 2: The ‘Holdings’ tab provides a detailed view of the shares held in your Demat account. It includes the following information:
- Stock Symbol
- Total Quantity
- Last Traded Price
- Current Value
- Profit/Loss
- Balance Quantity
- ISIN
- Pending Quantity
- Sold Quantity
- Closing Price
- Average Price
- Invested Value
- Client Id
- Holding Quantity
- Total Collateral Quantity
- Collateral Value
- T1 Holding
- Authorisation Quantity
To view your holdings on the app, tap the third icon from the left, labelled as ‘Portfolio’ in the bottom menu. In the ‘Portfolio’ section, you can easily locate your holdings and open positions.
Pro tip: To stay on top of your investments, you can do the following things:
Customise Your View: Reorder the columns or hide certain ones for a personalised view of your holdings.
Pledge Holdings Easily: Pledge your holdings from the same page to unlock margin for additional trading opportunities.