How Portfolio is computed?
Portfolio is computed based on the following factors -
- Delivery Trades done by you through 5paisa trading
- Corporate actions that are applied on the stocks
you have purchased.
- Off-Market share transfers (Inward/Outward) in your
Demat account with 5paisa
When will my corporate action start reflecting on portfolio?
Portfolio applies corporate action as per ex date. Hence, corporate action effect will start reflecting on your portfolio from ex date. However, shares may take time to get credited in your demat account. In some cases, shares are received within ...
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 ...
How auction affects my Portfolio and Profit & Loss?
In Portfolio and Profit and loss, sell entry for the buyer, and subsequent buy entry for seller shall be created with the auction valuation price. PNL will be calculation with their original transaction. For example, 100 shares of Reliance Industries ...
If I have zero cash balance in my trading account but have shares in my portfolio, how can I trade?
You can trade even without any cash in your account. First you need to make sure that you have MarginPlus activated, then you can pledge the stocks in your demat account. Pledging will allow you to use collateral margin for your trades. Usually you ...
What is the minimum investment amount to start investing with 5paisa Wealth?
The minimum investment amount depends on the investment portfolio you choose. The Frog portfolio starts with just Rs.2.5 lacs of minimum investment.