Portfolio
What all corporate actions are supported on Portfolio?
We support bonus, split, dividend, merger, demerger, scheme of arrangement, reduction of capital, consolidation etc. Corporate allotted through corporate actions (as per the pre-defined ratio) reflect as buy/sell entry on portfolio (depending on CA ...
What are Corporate Actions?
Companies periodically announce corporate actions like Bonus, Split, Mergers which will have an impact to the holdings. In the portfolio computation logic, system applies the corporate action effect as announced by the company. Read more about ...
Why do you calculate Buy price using FIFO Logic?
Profit & Loss in Shares are Taxable. So to calculate right profit & Loss which can be bifurcated between Short Term Capital gain and Long Term Capital gain we need to apply FIFO (First in First Out) Logic Example: Avg Price: 781 Note: Entries ...
How is Average Buy Price Calculated?
Average Buy price is the weighted average of all the Delivery Purchases carried out in a particular stock. It only applies to Quantity which is open in your Portfolio Share Transfers from Other Demat Account to 5Paisa Demat account will be ...