Stock View provides the details of client holdings with various entities like DP and Broker. Valuation of the stocks gets updated against Last Traded Price on refresh. Stocks can be directly sold fqqrom the Stock View page.
Click Trading à Stock View. The Stock View page is displayed with following details:
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Select Sell Off Stock as Sell Off Today's Stock or Sell Off Receivables Stock or Sell Off DP Stock.
Stock watch screen is split into two pane where upper pane displays ISIN Wise summary, whereas lower pane displays Segment wise information for the selected stock in upper pane. To square off position from Stock watch, one needs to click on respective record from lower pane.
Click Export to Excel icon to export details in an excel sheet.
Click , to print the report.
To collate information based on a column, drag the column heading at the top of the grid. The grouping of that column is displayed. For example, dragging the Exchange, generates the Grouping on the Exchange.
The Auto filter option enables to view rows of data based on the content of cells and conditions applied to them.