Author Samco Support

Holdings and Positions are both available as tabs under My Portfolio but they serve very different purposes. Understanding the difference helps you read your portfolio correctly. Positions = Positions show your active trades for the current trading day. This includes any Intraday trades that are still open and F&O positions […]

The Samco app does not currently classify your holdings into long-term and short-term categories within the Portfolio section. All your holdings are displayed together in the Holdings tab regardless of how long you have held them. This classification becomes relevant mainly for tax purposes stocks held for more than 12 […]

Downloading a portfolio report is not available directly within the Samco app. To access and download your portfolio report, you will need to log in to the star.samco.in. Once logged in, head to the Reports section where you can find: Holdings report P&L statement Trade history Contract notes All reports […]

Dividend and corporate action history is not displayed directly within the Portfolio section of the Samco app. However, you can track upcoming corporate actions such as dividends, bonus issues, stock splits, and rights issues through the Event Calendar on the Samco app. For a history of past corporate actions and […]

Yes. The Day P&L figure is displayed prominently on both the Positions and Holdings screens within the Portfolio section. It shows the profit or loss your portfolio has generated on the current trading day, calculated based on the movement from the previous day’s closing price to the current market price. […]

The Samco app does not currently support filtering your portfolio by segment within the Portfolio section. Your holdings and positions are displayed together without a segment-wise split. If you need a detailed segment-wise breakdown of your trades and holdings, you can access the Reports section on the Samco web platform, […]

Your overall portfolio return is visible right at the top of the Holdings tab. The summary card shows four figures: Total Value – the current market value of all your holdings combined, updated in real time Invested Value – the total amount you have invested across all your holdings Total […]

Yes, the Samco app shows the average buy price for every stock in your Holdings. When you tap on any stock in the Holdings tab, you can see the average price at which you hold that stock. The average buy price is calculated across all your purchase transactions for that […]

The Holdings tab in the Portfolio section displays your equity holdings that is, stocks held in your Demat account that you have purchased on a Delivery basis. Mutual fund holdings are not shown under the same Holdings tab. However, if you want a consolidated picture that includes all your investments, […]

Yes, the Samco app updates your portfolio in real time during market hours. As stock prices change throughout the trading day, your portfolio value and P&L figures are automatically refreshed, you do not need to manually reload the screen. The app displays two P&L figures across both the Positions and […]