We are constantly working to make your trading experience simpler and better. Introducing a new functionality, you can now custom filter your holdings with the Sort & Filter option.
This feature enables you to view your positions, PayLater positions and holdings as per their daily or overall performance in different scenarios, e.g. sort in alphabetical order, sort on the basis of a day’s percentage change in price, absolute change in profit and absolute % change in profit.
The feature will be handy to search for particular holding or position, view performance on each day sorted high to low or vice versa. With this view, you can analyse which holding is on highest gain/loss for a particular day or overall and take a quick decision.
How to use the Sort and Filter in positions screen:
On your Rupeezy Flow app, launch the Positions screen, select the ‘positions’ tab and tap on the ‘gear’ icon available beside the search text box.
Here you can select one of the parameters to Sort your positions view:
Alphabetically: This option arranges your positions in alphabetical order of A-Z or Z-A as per the selection, default is A-Z.
Today’s % Change: This option arranges your positions in the order of today’s percentage change in price. E.g. INFY’s price moved up 5% and TCS’s price moved up by 4% so INFY will be on the top of TCS if ‘High to Low’ is selected in Today’s percentage change. Similarly if ‘Low to High’ is selected in Today’s percentage change then TCS will be shown first in the list and then INFY.
Today’s Absolute Change: This option arranges your position in the order of absolute gain made in the scrip, so this option not only takes price but also takes quantity into consideration.
E.g. if you have 5 INFY stocks and 10 TCS stocks and let's say INFY price moved up by ₹50 (let’s assume 5%up) and TCS price moved up by ₹40 (let’s assume 4% up). Your Today’s Absolute Gain in INFY would be ₹50 x 5 = ₹250 while Today’s Absolute Gain in TCS would be ₹40 x 10 = 400. Which means if in today’s gain filter High to Low is selected then TCS would be shown above the INFY in position list.
Segment Type: This option filters your positions view based on the segment type of the position. If F&O is selected and Equity is unselected then positions screen will only show F&O positions and vice versa.
Product Type: This options filters your positions view based on the product type of the position. If Intraday is selected and Delivery is unselected then positions screen will only show intraday positions and vice versa. This should help you focus on your intraday trades while keeping long term trades in background.
You can always reset the filters by tapping the reset button or just refreshing the screen by swiping from top to down.
How to use the Sort in PayLater and Holdings screen:
Sorting option is available in PayLater and Holdings screen too, launch the Positions screen, select either PayLater or Holdings tab and tap on the ‘gear’ icon available beside the search text box.
Here you can select one of the parameters to Sort your PayLater or Holdings view:
Alphabetically: This option arranges your PayLater or Holdings in alphabetical order of A-Z or Z-A as per the selection, default is A-Z.
Today’s % Change: This option arranges your PayLater or Holdings in the order of today’s percentage change in price. E.g. INFY’s price moved up 5% and TCS’s price moved up by 4% so INFY will be on the top of TCS if ‘High to Low’ is selected in Today’s Percentage Change option. Similarly if ‘Low to High’ is selected in Today’s Percentage Change then TCS will be shown first in the list and then INFY.
Today’s Absolute Change: This option arranges your PayLater or Holdings in the order of absolute gain made in the scrip, so this option not only takes price but also takes quantity into consideration.
E.g. if you have 5 INFY stocks and 10 TCS stocks and let's say INFY price moved up by ₹50 (let’s assume 5%up) and TCS price moved up by ₹40 (let’s assume 4% up). Your today’s absolute gain in INFY would be ₹50 x 5 = ₹250 while today’s absolute gain in TCS would be ₹40 x 10 = 400. Which means if in today’s gain filter ‘High to Low’ is selected then TCS would be shown above the INFY in PayLater or Holdings list.
Absolute % Change: This option arranges your PayLater or Holdings in the order of overall percentage change in price since the time you bought the stock. E.g. INFY’s price moved up 15% and TCS’s price moved up by 10% compared to your respective buy price of these stocks. Then INFY will be on the top of TCS if ‘High to Low’ is selected in Absolute Percentage Change option. Similarly if ‘Low to High’ is selected in Absolute Percentage Change then TCS will be shown first in the list and then INFY.
Sort Positions :
Filter Positions :