Portfolio

This section provided to information of API calls to fetch open position and holding detail of user as uploaded by member in System.

📄️ Positions

Positions contain the user open position across exchange segments. The Equity positions which are passed overnight are transferred to the holdings portfolio the following day. The positions API provides two sets of positions i.e. Daily and Expiry where position tagged as ‘Expiry’ is the carryforwarded positions and position tagged as ‘Daily’ is today's created positions.

📄️ Position Conversion

Position Conversion API enable users to convert their open positions from source product to target product i.e. Intraday to Delivery or vice versa.

📄️ Holdings

The Holding API provide the detail of user's holding as uploaded by broker. Stock bought under Delivery Product earlier which payout is pending with exchange is show under holding i.e. User bought 10 shares of reliance on Monday then on Tuesday it will be shown under Holding.