How can I manage my portfolio on the app?

You can manage your portfolio on the Share India app in the following manner:

Mobile App:

1. Accessing the Portfolio Section:

Access the portfolio management section by tapping the “View Portfolio >” button located under “My Portfolio” on the main dashboard.
The bottom navigation bar also includes a “Portfolio” tab, which you can tap to directly access your portfolio.

2. Managing Positions and Holdings:

Positions Tab:
- This section displays your current active trading positions.
- This is where you would see your open trades.
- You can manage these positions by viewing details, modifying orders, or exiting trades from this section.
Holdings Tab:
- This section displays your long-term holdings or investments that you have purchased and are holding in your Demat account.
- This is where your held stocks are listed.
- From this section, you can view your holdings, track their performance, and potentially initiate sell orders.

You can effortlessly manage your portfolio with Share India’s intuitive app.

If you have any questions or need further support, don’t hesitate to contact Share India’s support team. You can reach us at 18002030303 or email us at support@shareindia.com.