On the Rupeezy app, go to Portfolio and pick the Positions, MTF or Holdings tab. The blue label beside the search icon shows how the list is sorted — tap it to cycle through the sort options. On Positions, the filter icon next to search lets you filter by segment and product type. The Orders screen has its own filter, opened from the icon beside its search box.
Use it to find a particular holding or position quickly, or to see which of them gained or lost the most today or overall. Rupeezy doesn't have a separate way to group your positions, orders or holdings into custom categories — sorting and filtering is how you organise the view instead.
How do I sort my positions, MTF and holdings?
Open Portfolio and select the Positions, MTF or Holdings tab. The blue label above the list, beside the search icon, shows the current sort — for example Today's Absolute Change. Tap it to move to the next option, and keep tapping to cycle through them. Tap the arrow next to it to reverse the order — highest first or lowest first. The card for each stock or position shows the figure you're sorting by.
At the top of the Positions tab, the summary card has two more controls:
- Tap Overall P&L to switch the figure shown between your overall P&L, today's P&L and MTM (mark-to-market).
- The P&L based on market depth toggle switches your profit/loss figures between last-traded-price and market-depth-based pricing.
Which sort options can I use?
On Positions, the label cycles through A–Z, Z–A, Today's % Change and Today's Absolute Change.
On MTF, it cycles through A–Z, Today's % Change, Today's Absolute Change, Absolute % Change and Absolute Change.
On Holdings, it cycles through Current Value, Invested Value, A–Z, Today's % Change, Today's Absolute Change, Absolute % Change and Absolute Change.
- A–Z / Z–A: arranges your list alphabetically. MTF and Holdings offer A–Z only.
- Today's % Change: arranges your list by today's percentage change in price. For example, if INFY's price is up 5% and TCS's is up 4%, INFY ranks above TCS from highest to lowest.
- Today's Absolute Change: arranges your list by the rupee gain made in each scrip today, so it takes both price and quantity into account. For example, say you hold 5 INFY shares and 10 TCS shares, INFY's price is up ₹50 (about 5%) and TCS's is up ₹40 (about 4%). Your Today's Absolute Gain is ₹50 × 5 = ₹250 in INFY and ₹40 × 10 = ₹400 in TCS, so TCS ranks above INFY from highest to lowest.
- Current Value (Holdings): arranges your holdings by what they're worth at today's price.
- Absolute % Change (MTF and Holdings): arranges your MTF positions or holdings by overall percentage change in price since you bought.
- Absolute Change (MTF and Holdings): arranges your MTF positions or holdings by overall gain since you bought, in rupees rather than percentage.
- Invested Value (Holdings): arranges your holdings by how much you've put into each one.
See How do I see the net change and day change in holdings in % and absolute values? for exactly what Today's Absolute Change and Absolute Change display.
How do I filter my positions?
On the Positions tab, tap the filter icon (three lines) beside the search icon. You can filter your view by:
- Segment Type: NSE F&O, BSE F&O, Equity, or MCX.
- Product Type: Intraday or Delivery. Select Intraday and clear Delivery to see only your intraday positions, or the other way round — handy when you want to focus on intraday trades and keep longer-term ones out of view.
At least one option must stay selected in each of Segment Type and Product Type — you can't clear a row down to zero. Tap Apply to filter. To clear your filters, tap Reset, or refresh the screen by swiping down from the top.
Once you've found the position you're after, see How do I square off positions on the Rupeezy app? to close it.
How do I filter my orders?
The Orders screen has its own filter, separate from Positions, MTF and Holdings. It also groups your orders into tabs — Pending, Executed, Rejected, GTT and Stock SIP — so you can jump straight to orders in a particular state before filtering further. If an order lands in the Rejected tab, see Why do orders get rejected?
Open the Orders screen in the Rupeezy app and tap the filter icon beside the search box. You can filter your order list by:
- Segment Type: EQ, CE, PE, or Futures.
- Product Type: Intraday, MTF, T+5, or Delivery.
- Transaction type: Buy or Sell.
- Variety: Limit or Market.
You can select more than one option in each row, but at least one must stay selected. Tap Apply to filter, or Reset to clear your filters.